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Subject Author Date
Money imports? stevev 10-29-2006
Posted by stevev on October 29, 2006, 1:09 pm
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My new laptop came with Quicken 2006 New User. I have been a longtime MS
Money user, but don't like their move to required use of the Passport (now
called Microsoft or Windows Live, I believe). I thought I would give
Quicken a try. I downloaded and installed the Quicken Data Converter, but
only want to transfer my investment activities (I will do my checkbook, etc.
manually).
When I fired up Data Converter it appears that it is "all or nothing", so I
did not proceed. My question is, can I import (convert) ONLY my investment
portfolio, or will it automatically import my checking and savings accounts
also. Thanks in advance.



Posted by John Pollard on October 29, 2006, 2:05 pm
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> My new laptop came with Quicken 2006 New User. I have been a
> longtime MS Money user, but don't like their move to required
> use of the Passport (now called Microsoft or Windows Live, I
> believe). I thought I would give Quicken a try. I downloaded
> and installed the Quicken Data Converter, but only want to
> transfer my investment activities (I will do my checkbook,
> etc. manually).
> When I fired up Data Converter it appears that it is "all or
> nothing", so I did not proceed. My question is, can I import
> (convert) ONLY my investment portfolio, or will it
> automatically import my checking and savings accounts also.

I can't answer your question directly, never having converted
from Money.

But I can't see where there could be a problem; you can just
delete any accounts you don't want following the conversion.

(Depending on how Money handled transfers between accounts, you
might want to do something about transfers in Quicken before you
delete accounts ... but, I still don't see any problem.)

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by Hank Arnold on October 30, 2006, 3:07 am
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Why not do it and then delete the checking & savings accounts?

Regards,
Hank Arnold

stevev wrote:
> My new laptop came with Quicken 2006 New User. I have been a longtime MS
> Money user, but don't like their move to required use of the Passport (now
> called Microsoft or Windows Live, I believe). I thought I would give
> Quicken a try. I downloaded and installed the Quicken Data Converter, but
> only want to transfer my investment activities (I will do my checkbook, etc.
> manually).
> When I fired up Data Converter it appears that it is "all or nothing", so I
> did not proceed. My question is, can I import (convert) ONLY my investment
> portfolio, or will it automatically import my checking and savings accounts
> also. Thanks in advance.
>
>

Posted by Mark Horn on October 31, 2006, 12:01 pm
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> My new laptop came with Quicken 2006 New User. I have been a longtime MS
> Money user, but don't like their move to required use of the Passport (now
> called Microsoft or Windows Live, I believe).

I'm sorry for following up here, but I'm also a long time Money user.
I'm only here b/c I want to see what probs that Q users have while
I consider my own transition from Money.

Money 2007 does *NOT* require you to use a windows
liveid/passport/whatever they call it. I don't know how or why this
rumor got started. It appears to be perpetuated through the many
reviews of Money that I've seen. But it's just not true. I'm using
Money 07 without one and succesfully downloading transactions and
making electronic bill payments, etc. So is everyone else over
in microsoft.public.money.

My complaints with Money are many, but they do not include this.

        http://umpmfaq.info/faqdb.php?q=15
        http://umpmfaq.info/faqdb.php?q=16
        http://umpmfaq.info/faqdb.php?q=116

The short answer is that if you're using Money 06 without a passport,
you don't need one for Money 07.

(Going back to lurker mode now. Sorry to intrude.)

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