MS Money export

June 21, 2009 7:54 AM

How do I export data out of Microsoft Money?

I have been using MS Money since 2001 and have about 13 years worth of my financial data in the program. Due to the recent news that Money is going to be discontinued, I'd like to export my data from Money in the easiest way possible. I'm not very tech savvy, so I can't write Python scripts and the like to do this.

As far as exporting, I may try to export it into Moneydance or figure out some way to do this all on spreadsheets. Any suggestions as to how I can keep track of my finances moving forward?

posted by emilyv to computers & internet (9 comments total)

Money may be discontinued, but why can you not continue to use it? I have been using Money 2004 for, well, 5 years now...
posted by stew560 at 8:08 AM on June 21

Do you have Microsoft Excel?

You can export the MS Money data into Excel.
posted by dfriedman at 8:25 AM on June 21

As for spreadsheets, I find it easier, actually, to track my finances via Excel than Money. But I am sort of Excel nerd.
posted by dfriedman at 8:28 AM on June 21

I'm in a similar situation and thought I'd just get Quicken next year and import everything into it - hoping it will be seamless.
posted by Sweetie Darling at 8:33 AM on June 21

Ditto on just keep using it. Until the banks stop offering it in their 'download transactions' options anyway, which I doubt will be anytime soon. It's already coded, not much point removing it as an option.

One note though, if the data is all in one file, it's probably getting very slow, and things like archiving don't really work, at least for me. Within the last year I had to create a new file, insert the current balances and resume from there. It's a lot snappier now though.
posted by hungrysquirrels at 9:02 AM on June 21

I moved from MS Money to Money Manager EX a couple of years back. My first idea was to export all of my Money data files as QIF files then import them into MMEX, but that proved unreliable. In the end, I started a new financial year with MMEX, inputting starting balances, etc. Everything from previous years was available through Money, everything from changeover date onwards is accessible through MMEX.
posted by Nice Guy Mike at 10:02 AM on June 21

I vote for continuing to use it until the banks stop supporting online updates. Also, if you're interested in Quicken, Intuit has announced that they're working on a migration plan for MS Money users to their software (discounts, some import tool).
posted by chengjih at 4:35 PM on June 21

Money is going to be discontinued

What the what what now? Oh. Bummer.

My vote is "keep using it" -- I'm still on Money 99 and it does everything I need. Although I don't use any of the online stuff except investment prices. (I never trusted transaction downloads -- if you trust what your bank is telling you how do you spot fraudulent or errored transactions? I prefer the old-skool enter-receipts-as-you-spend then reconcile-against-statement processes.)

QIF export is the normal procedure, but last time I looked at it it was a pain in the ass -- need to export/import each account separately, which seems like a major production if you have lots of old closed accounts to transition. Maybe if Quicken is the only (major) player left Intuit will have more impetus to make import from Money seamless?
posted by We had a deal, Kyle at 12:21 PM on June 22

Thanks, everyone.
posted by emilyv at 3:34 PM on June 27