Money: How to Bring in Kiplinger's Simply Money Files
  
PSS ID Number: Q140327
Article last modified on 08-17-1998
 
WINDOWS:4.0,4.0a,5.0,98,99
 
WINDOWS
 

======================================================================
-------------------------------------------------------------------
The information in this article applies to:
 
 - Microsoft Money 99
 - Microsoft Money 98
 - Microsoft Money version 5.0 for Windows 95
 - Microsoft Money versions 4.0 and 4.0a for Windows 95
-------------------------------------------------------------------
 
SUMMARY
=======
 
This article explains how to export accounts from Kiplinger's Simply
Money version 2.0 for Windows, for use in Microsoft Money.
 
MORE INFORMATION
================
 
You can export accounts from Simply Money in Quicken Interchange Format
(.qif) files. Then, you can import these .qif files into Money.
 
NOTE: Because of limitations in the conversion format, not all data you
may have in Kiplinger's Simply Money may be transferred with .qif
format. Some mortgage information, program customization information,
and stock price histories are lost.
 
Backing up Simply Money Groups
------------------------------
 
Before you export your Simply Money accounts, back up your Simply Money
group by following these steps:
 
1. Start Simply Money.
 
2. On the File menu, click Backup.
 
3. Click the group name that you want to backup.
 
4. Select your backup drive.
 
5. Click OK.
 
NOTE: Make sure you have a disk in the disk drive if you are backing up
to a floppy.
 
Exporting .qif Files
--------------------
 
After you have backed up your group, export your Simply Money accounts
to separate QIF files by following these steps:
 
 1. On the File menu, click Export.
 
 2. In the Export Simply Money Data dialog box, type the path and file
    name where you would like to export your Simply Money account.
    You can export the account to a floppy disk by typing the drive
    letter associated with your floppy drive. You might want to
    use a file name similar to the account name you are exporting.
 
 3. In the Date Range box, select the dates you would like to export in
    the Starting and Ending boxes. The default is from 1/1/95 to
    the current computer date, the year reflects the current computer
    date.
 
 4. Select the export items you would like to export in the Export box,
    for example, Transactions, Account List and Categories and Classes.
 
    NOTE: Memorized transactions are not imported into Money 4.0.
 
 5. Select Extended QIF, and then click Include.
 
 6. Click Select/Deselect All Accounts.
 
 7. Click the account you would like to export, and then click OK.
 
 8. Click OK.
 
    You receive the following warning message:
 
       Warning: QIF exports will not contain extended Simply
       Money data. Use MFX to ensure all data is exported.
 
    Click OK, and click OK again.
 
 9. Repeat steps 1-8 for each remaining account in your Simply
    Money group.
 
   NOTE: Before you quit Simply Money, you might want to print a net
   worth report to use as a reference.
 
   For more information about how to do any of these steps in Simply
   Money, consult your printed documentation or online Help.
 
Importing to Money
------------------
 
After you have exported your Simply Money accounts, follow these steps to
import the .qif file(s) into Money:
 
1. Start Money. Money allows you to create accounts during the
   importing process. However, it may be less confusing if you create
   corresponding accounts in your Money file first. You can create new
   accounts in Account Manager.
 
   NOTE: These new accounts in Money should be created with a starting
   balance of zero.
 
2. On the File menu, click Import.
 
3. Locate the drive and directory where your exported .qif file(s)
   are located.
 
4. Select the exported .qif file(s).
 
   NOTE: Import all exported .qif files at the same time so that your
   transfer transactions import properly. You can delete unwanted
   accounts later.
 
   To select multiple files, press and hold down the CTRL key while you
   click the file names.
 
5. Click Import.
 
   NOTE: Read each Import dialog message carefully. These dialog boxes
   tell you what information you are importing and where you are
   assigning the information in Money.
 
   NOTE: You might receive the following warning message:
 
      The QIF file contains a section of data that Money does not
      support. Do you want to continue importing the rest of the file?
 
   Click Continue.
 
   NOTE: You might receive a warning message
 
      The QIF (Quicken Interchange Format) file you are importing has
      some information Money did not recognize.  This information will
      not be added to your Money file."
 
   Click Continue.
 
6. In the Select Import Account dialog box, match the specified .qif
   file with the appropriate account in Money. Click OK. If you have
   not created an account for this file, you can create one now by
   clicking Create Account.
 
7. After you import the .qif file, Money confirms the successful
   import. Click OK.
 
8. Continue to associate the appropriate import files with the
   appropriate Money accounts.
 
Transactions not categorized in Simply Money are categorized as
 
   Misc. Expns
 
in Money.
 
Using Investment Account Information
------------------------------------
 
Investment accounts do not have a price history and need to be updated
the Investment Portfolio in Money. In Money, you can update prices by
clicking Update Prices in the Investment Portfolio. If you want a print out
of the complete price history, follow these steps to print a complete
report. Use the appropriate method for your version of Money.
 
Money 99 and 98:
 
1. On the navigation bar, click Reports.
 
2. In the left pane, click Investments.
 
3. Double-click Price History.
 
4. Click the Report button in the lower-left corner of the report window.
 
5. On the File menu, click Print.
 
Money 5.0 and 4.0:
 
1. Click Reports and then click Investment Reports.
 
2. Click Security Price History Report.
 
3. Click OK.
 
4. On the File menu, click Print.
 
Manually Updating Unsupported Information
-----------------------------------------
 
Money is unable to import certain information because it is not present
in the QIF file, or is not supported in Money.
 
Some examples of information that does not import includes: mortgage
information, program customization information, and memorized
transactions. You will need to update this manually in Money.
 
Comparing Balances
------------------
 
Money tries to resolve references between the different accounts based
on the information provided in the .qif file and on the accounts you
choose during the import process. However, you should compare the
balances in your Money accounts with the balances in your simply Money
accounts.
 
You can print out a Simply Money Accounts List and compare the balance
to those in the Money Account Manager (Account Balances view). For more
information about how to accomplish this task, see your Simply Money
printed documentation or online help
 
Kiplinger's Simply Money is manufactured by Computer Associates, a
vendor independent of Microsoft; we make no warranty, implied or
otherwise, regarding this product's performance or reliability.
 
Additional query words: w_money imports new changes mym 97 6.0 7.0 monkey
======================================================================
Keywords          : kb3rdparty kbdta kbconversion
Version           : WINDOWS:4.0,4.0a,5.0,98,99
Platform          : WINDOWS
Issue type        : kbhowto
=============================================================================
Copyright Microsoft Corporation 1998.