Tech support scams are an industry-wide issue where scammers trick you into paying for unnecessary technical support services. You can help protect yourself from scammers by verifying that the contact is a Microsoft Agent or Microsoft Employee and that the phone number is an official Microsoft global customer service number. I hav been using microsoft money for almost 15 years - (MS money 2005 since it was first released. I bank thru Chase and download my account on a regular basis. The last time I did a download it was not successful.e my computer must have shut down by itself while I was gone (or at the least ms money closed incorrectly).

Comments

• edited October 2018

  Interesting. How did you remove all traces of MS Money from your data?

  Quicken user since Q1999. Currently using QW2017.
  Questions? Check out the Quicken Windows FAQ list
• edited October 2018

  Interesting. How did you remove all traces of MS Money from your data?

  SimonSezSo said:
  

  I recreated all my accounts manually from scratch and reloaded the data.
  .

  I suspect for some people this advice might apply even if they never used MS Money.
  I personally would have used QIF export/import to get more a better start on a new data file.
• edited October 2018

  Interesting. How did you remove all traces of MS Money from your data?

  I manually re-set up my accounts because I noticed that the QIF export/import wasn't properly assigning the 'Account Type'. My savings, 401(K), IRA, Roth IRA, House Value accounts were being assigned the wrong account type. Also, most of the investment categories were not being converted with the 'Tax Item' attributes. If I had used the QIF files, I would not be able to change these items once I posted the file. So I had no choice but to set these items manually. I used the QIF to import transactions and securities. I noticed that a lot of the Quicken users who report issues on the forum are long time users. It got me wondering if they also had converted from MS Money, and if their issues were from the 'remnants' of a MS Money conversion.
  
• edited October 2018

  Interesting. How did you remove all traces of MS Money from your data?

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  Yes to get some of the account types right, what you have to do is create the accounts first with the right names, and then you can use the QIF import.
  Also another very useful thing they added in the subscription version of Quicken (2018/2019) is that you can now move transactions between investment accounts.
  So if there is an account type that isn't setup right (Roth IRAs come to mind) you can now create the right account type and move the transactions. And you can also move transactions in other non investment accounts (actually you need to do a copy and delete because of the bugs in the Move transactions command that will prompt on every reconciled transaction).
  Note to change a brokerage account to a IRA/401K you can go into the details and change it to tax exempt and you will get a button for the conversion, but it doesn't have all the types on it. So the move transactions command comes in handy.
  You will find the move transactions command on the gear icon in the investment register.
  I have actually done this process with my data file and even with QIF exports/imports it is a lot of work. In my case though I have not seen much difference between the two. Nothing in performance, but the data files are 122MB and 50MB, so it removed some 'garbage'. Neither of them have attachments in them, so it isn't that.
  And there are some settings that will behave differently like hidden accounts/transfers not being hidden in category lists in the old data file, but hidden in the new data file, where that check box to show hidden categories does nothing (known bug).
• edited October 2018

  Interesting. How did you remove all traces of MS Money from your data?

  Thank you QPW. I have used the move command. It works well but unfortunately it wasn't around when I revamped my file. I have noticed a world of difference after recreating my file. I have a lot of accounts at WF (both direct and web express) and I no longer have connection issues. Even when there were those announcements and other users were having problems. (Of course, now I just jinxed myself.)
• edited October 2018

  Interesting. How did you remove all traces of MS Money from your data?

  Even though I think other long time users might benefit from a new data file, from what I have seen I agree that the MS Money converters might be a 'special group' that might benefit from it even more.
  The converter was written by an MS Money developer after MS Money was cancelled. And I suspect it did things at a very low level, and as such there was much more potential for problems.
  I remember when people were converting they especially had problems with their 401K accounts after the conversion.
  It sort of begs the question that if the move transactions for the investment account is used in the same data file for the 401K accounts, that might provide some of the benefits without all the work of a new data file.
• edited October 2018

  Interesting. How did you remove all traces of MS Money from your data?

  I remember the conversion being pretty low level and error ridden. Back then I didn't know enough about Quicken to know something was not exactly right. I remember a super user on this forum admitting that there was a major issue with people's accounts that converted from MS Money, but he wouldn't say what. That made me think about the 'ticking time bomb' that might be lurking.
  Regardless, you have a good point about moving transactions to a new account rather than creating a whole new file. The one thing it doesn't fix though is when the investment categories loose their 'Tax Line Item'. I have found that they are lost during the QIF export/import process. There is no way to get them back unless you create a new file. And without them you can't create tax reports.
• edited October 2018

  Interesting. How did you remove all traces of MS Money from your data?

  That's true on the tax lines. I had to go in and manually add them back in.
• edited October 2018

  Interesting. How did you remove all traces of MS Money from your data?

  QPW - how did you add them manually? I don't see any option to update Investment Categories in the Category List. These are all the ones with a '_' preceding the category name. From what I can see, Quicken automatically updates the investment transaction with the investment category and you can't update it directly. I think that is why they don't allow you to modify the investment category. The problem is when the 'Tax Line' is deleted or corrupted by a conversion or update process, you can't correct it because the income category to which it belongs cannot be modified.
• edited October 2018

  Interesting. How did you remove all traces of MS Money from your data?

  The ones I changed manually were not the built-in ones (the ones with the _ ).
  You are correct, if those get messed up then only a new data file can get you the correct ones again. Your create a new data file, and then create a paycheck reminder and an investment account and they should be created correctly.
  For the normal categories you can correct them by editing the tax line for that category from the category list.