That's why you should give the qif files descriptive names in step 3. If you make a mistake (like importing into the wrong account) you'll probably need to start over so be extra careful. Remember to select the "Bank" account when importing the cash portion of the investment accounts. From this window set the "File Source:" to "From Another Program".Ĭ) From the "Import To:" option Select "Existing Account" and select the Moneydance account that you want to import the data into. Make sure you import each QIF file into the corresponding account in Moneydance you created in step 7Ī) Select File -> Import in Moneydance and select your QIF file for importing.ī) The "Import QIF File" window will be displayed. Remember to use exact spelling or everything will get screwed up. Go ahead and create your loan accounts in Moneydance as well. You will combine the transactions and delete this account later. This is just a temporary account used for correctly importing the data. The bank account will contain the cash transactions from the investment from MSMoney. One will be of type of "Investement" and the other will be "Bank". You'll need to create two accounts in Moneydance for each investment account. Make sure you name the accounts with the exact spelling used in MSMoney. You must repeat the steps above for each account you want to export.Ĭreate the accounts in Moneydance before you begin importing the files. When Money is finished exporting the account, click OK. In the Account List box, click the account that you want to export, then click Continue. When prompted to select the account type you want to export, click Regular or Investment for the account being exported, then click OK. You'll work around that limitation later. That's because MSMoney treats them as two separate accounts internally. Investement accounts will require two files, one for the investment transactions and one for the cash transactions. Give the files descriptive names so that you don't get confused later. In the File Name box, type a name for the account that you want to export. In MS Money open the file that you want to export. Re-open any closed accounts that you want to export before exporting from Microsoft Money.
Before beginning, note that Microsoft Money will not export an account you have closed in Microsoft Money to a QIF file.
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