Talk:How to convert Microsoft Money file
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| - | Is it possible to export the information from Microsoft Money Essentials? It does not appear to have any export capabilities built in, however I am very interested in switching to your software. | + | Q: Is it possible to export the information from Microsoft Money Essentials? It does not appear to have any export capabilities built in, however I am very interested in switching to your software. |
| - | + | A: In general, if Microsoft Money can export reports into CSV (Comma Separated Value) file, then we can import it. | |
| - | In general, if Microsoft Money can export reports into CSV (Comma Separated Value) file, then we can import it. | + | |
Revision as of 04:03, 11 April 2008
Q: Is it possible to export the information from Microsoft Money Essentials? It does not appear to have any export capabilities built in, however I am very interested in switching to your software.
A: In general, if Microsoft Money can export reports into CSV (Comma Separated Value) file, then we can import it.
Here is a typical CSV File generated by Microsoft:
Account Transactions
All Accounts
Num,Date,Payee,C,Account,Memo,Category,Amount
,1997-04-10,CVS,R,Cash,,Food : Groceries,-5.1700
,1997-04-17,CVS,R,Cash,,Food : Groceries,-2.8900
,1997-08-27,MBTA,R,Cash,,Transportation,-2.0000
We basically need only Num, Date,Payee,C,Account,Memo,Category and Amount
We don't need running balances or other extra information that is sometimes generated.
If you can get a report in this format out of any version of Microsoft Money then we will be able to take it in
