Welcome to Quicken. Before You Start Your Conversion

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1 Welcome to Quicken Welcome to Quicken, Microsoft Money user! This document will help explain some of the similarities and a few differences as you start using Quicken. We ll talk about what you are used to seeing in Microsoft Money and what the same process looks like on your Quicken screen. Along the way, you ll see the many features that Quicken offers. Converting Your Data Files from Money to Quicken As you prepare to convert your Money data files to Quicken, there are a few things you can do in Money to make the conversion easier. Review your files as shown here, and ensure that all of your Money records are complete and up to date. QNOTE If you are converting Money data files to versions of Quicken prior to Quicken 2010, see the information Intuit has available at support and type Microsoft Money into the Search box. Before You Start Your Conversion To ensure a smooth transition, first review your Money data files. Performing each of the following actions will improve the chances of a good conversion: Clean up your Payee list to ensure there are no duplicate names because of mistyping. It s a lot easier to do this before you convert than to take the time afterwards. Review your Category list and remove any that are unused. Review your online recurring payments and calendar to ensure you have stopped them. You ll be setting them up again in Quicken. Check that your financial institution can download into Quicken (most can) and how that download is accomplished. To see what download types are provided by your financial institution, go to Reconcile all of your accounts prior to converting. Ensure that all of your downloaded transactions are complete and up to date. 1

2 2 Welcome to Quicken Review your account names in Money to ensure they are less than the Quicken maximum character length (40 characters), and change them if necessary. Consider running a repair on your Money file before you start the conversion to ensure that no problems exist in your file. QNOTE Your Money category names, payee names, and notes and memos do not have this same 40-character limit, and the Quicken file converter will truncate filenames if needed. Both Quicken and Money are, by default, installed in the Program Files folder on your main hard drive (usually the C drive). However, you can keep your data files in whatever folder you choose. After you have installed Quicken, it is time to convert your files (those with the file extension.mny) from Microsoft Money to Quicken. QTIP In order to convert your.mny files, you must have both Quicken and Microsoft Money installed on the same computer. You should have no problem converting all of your bank transactions, your checking, savings, credit card, and investment accounts. Likewise, your category and other name information should also convert cleanly after you have made any necessary changes to the number of characters in each name. Remember that any recurring payments you have set up in Money, such as monthly insurance payments, will have to be canceled in Money and reset in Quicken. Converting Your Money Files Quicken 2011 can convert Microsoft Money Plus and Money 2008 files. If you have an earlier version, as of the date of this writing, you can download a trial version of Money Plus (2008) from their download website. Microsoft has also made a Sunset version of the program available. As all online and support services end in January 2011, the Sunset version allows Money users to keep their data and enter new items manually. This link is to the Microsoft Download Center, where you can download this version: e1e-207e-4710-ac80-d19c22e47488&displaylang=en. Convert your old Money data files to Money 2008 files, and convert from the 2008 files into Quicken. Before you start your conversion, verify the balances in

3 Welcome to Quicken 3 each of your Money accounts. Print a list of these balances to compare with your Quicken balances after the conversion. To print the list: 1. In Money, click Account List. Ensure that each of your accounts is displayed. 2. Click File Print to print the report. Then, check these account balances after the conversion to ensure the information has come across cleanly. Begin the Conversion To begin converting your.mny files: 1. Install and launch Quicken. The Welcome To Quicken window appears as seen in Figure As seen in Figure 1, from the three choices available, choose I Want To Import My Data From Microsoft Money, and then click the Get Started button. 3. A blank Quicken Home page opens as seen in Figure Quicken will locate your.mny file and start the conversion automatically. Figure 1 The Welcome To Quicken window lets you tell Quicken how you want to begin.

4 4 Welcome to Quicken Figure 2 From a blank Quicken Home page, you can manually import your Microsoft Money data file. 5. Quicken starts to convert the.mny file on this computer. If the conversion does not start immediately, click File File Import Microsoft Money file as seen in Figure 3.

5 Welcome to Quicken 5 Figure 3 You can also use the File command to import your Microsoft Money file. 6. A message box appears showing the progress of the file being imported. After the files have been converted, a message box appears telling you that your Microsoft Money data file has been imported, as seen earlier. Click Read Next Steps to see a list of steps you may take to ensure a smooth conversion. Click Close to close the Help dialog. Your converted file opens to the Home tab s Main View. QTIP You import your Money data files into a new, empty Quicken file. Do not try to convert Money data files into an existing Quicken file with data in it. If you try to do this, you will see a message warning you that you ll have to create a new, empty file as seen next. Click Create File to do so.

6 6 Welcome to Quicken QTIP If you see warning or error messages during the conversion process, such as the ones shown here, click Help Quicken Support from the Quicken menu bar or choose Help Quicken Live Community to see if there is a known issue about your error. You can also visit data-file-management/import-and-export/1703.html. Warning Messages During the conversion process, you may see the following warning messages: WARNING: One or more accounts in Money is in the middle of a reconciliation. WARNING: Account bank name truncated to: WARNING: Transaction memo truncated to: WARNING: Payee memo truncated to: WARNING: Address notes truncated to: As you can see, some of these errors refer to issues that you fixed if you followed the Before You Start Your Conversion tips provided earlier in this chapter. Using the View Log After the conversion is complete, if there are some discrepancies, Quicken displays a message asking you to view a log file of the differences, as seen next. Click View Log to see the list and explanation, as seen in Figure 4.

7 Welcome to Quicken 7 Figure 4 Quicken explains any discrepancies found after importing your Money data files. You can see this file at any time from within Quicken. From the Quicken menu bar, click Help Log Files Microsoft Money: File Import Results. First Steps in Quicken After you have completed your successful conversion, there are a few steps you should complete before continuing.

8 8 Welcome to Quicken Review your account and payee names to ensure they converted properly. Because of the slight differences between the two programs in maximum character length and permitted characters, you may need to change the names of some of your payees or accounts. Set up your accounts for Transaction Download and Online Bill Pay. Any instructions you had in Money may need to be reset in Quicken. Set your recurring payments. If you stopped them there won t be any duplicate payments. Check your account s balances. There are some differences between how the two programs record information. As an example, Quicken separates the cash portion of your investing account into a banking account, while Money included this linked cash account in the investing total. QNOTE Remember that if you had two separate files in Money, you will have two separate files in Quicken. For example, if you had a file called Family Business and another file named Home Accounts in Money, you will have two files in Quicken as well. You cannot combine the two during the conversion. Review, and if necessary, adjust information on loans with balloon payments. Money stores the amount of the balloon payment, while Quicken stores the balloon amortized length and will try to estimate the length during the conversion. Create a new retirement plan and, if necessary, a new budget using the tools found in Quicken. The information you created in Money does not transfer into Quicken. If you were using Microsoft Money Home and Business, all of your accounts, categories, transactions, payees, and scheduled bills will be quickly converted into Quicken Home and Business edition. However, some of the more specific information, such as inventory, project, and customer data, does not carry over. QNOTE Your Quicken accounts are shown on the Account Bar at the left of the Quicken window. You can also see them in the Account List. Open the Account List by pressing CTRL-A or click Tools Account List from the Quicken menu bar.

9 Welcome to Quicken 9 QTIP To show two lines in your register, from any account register, click Account Actions and click Two-line Display as shown here. To toggle between one- and two-line display for Investment Transaction lists, use Edit Preferences and select Investment Transactions in the Select Preference Type pane. In the List Display drop-down menu, select One Line or Two Line. Bills Tab The Bills tab in Quicken provides all of your bill information in one location. All of the bills you have scheduled appear on the list, and you can add new reminders with a simple click. Table 1 gives some comparisons to what you see in Microsoft Money.

10 10 Welcome to Quicken Description Quicken Money Calendar Click Bills View As Calendar to see Click Bills Bills Summary Show a colorful and complete calendar. Simply Calendar Enter In Register to open the double-click or right-click a bill to enter Record Payment window into an account. the transaction. Recurring In Quicken, recurring payments are Switch to Advanced Bills, and click the Payments called reminders. To set up a new Bills tab. From the Bills Summary page, reminder, simply right-click a transaction click New transaction type. Complete in an account s register. From the the Create A Recurring Bill dialog, and context menu that appears, click click OK. Schedule Bill Or Deposit to open the Add Transaction Reminder dialog, as discussed earlier in this book. You can also click the Add Reminder button in the Bills tab button bar. Printing Checks From any account s register, select a Click Banking Account List account transaction. From the Check Number name. Right-click in the Num field and drop-down list, select Print Check. Click then choose Print This Transaction File Print Checks to open the Select Enter. Click File Print Checks. Checks To Print dialog and print the check. Online Activate online payments through your Set up through your bank, MSN Bill Pay, Payments bank or Quicken Bill Pay service. or another bill-paying service. From the Account Bar, right-click the Click Banking Account List Common account name. Choose Edit Account to Tasks Manage Online Services. open the Account Details dialog. Choose the Online Services tab. If your financial institution offers it, click Activate Bill Pay. See Chapter 5 for more information about setting up online payments. Table 1 Reviewing and Paying Bills in Quicken versus Microsoft Money Projected Balances Quicken can tell you what the projected balances of any (or all) of your accounts will be based on the transactions you have scheduled, as seen in Figure 5. In the Bills tab, click Projected Balances, and select the account and time range you want to see. This is similar to the Forecast Cash Flow in Money.

11 Welcome to Quicken 11 Figure 5 The Projected Balance view in the Bills tab displays a graph of your future account balances. Account Registers The Account Actions menu in each account register gives you the tools you need to update your transactions, write and print checks, transfer funds from one account to another, run reports, and change your register views, as described in Table 2.

12 12 Welcome to Quicken Description Quicken Money Move through Press TAB. Press TAB. the account register ENTER key If you are entering a transaction and If you press ENTER without completing inadvertently press ENTER, the transaction the transaction, a dialog appears asking will be automatically entered into the you to complete the information or press register, even if you have not completed OK to enter the transaction as is. To the entry. To return to the transaction, return to the transaction, double-click to simply click it to make any necessary open the transaction form dialog, from changes. You can also set your which you can make changes, additions, Preferences to use the ENTER key to or deletions. move between the register fields. From the menu bar, click Edit Preferences Register Data Entry And Quickfill. Select Use Enter Key To Move Between Fields. Table 2 Working with Transactions in Your Account Registers Account Bar The Account Bar displays a list of all of your accounts. The accounts are grouped into three areas: Banking, which includes those accounts you use for spending, such as your checking and cash accounts, savings, and credit card accounts Investing, which includes all of your brokerage, 401(k), IRAs and Keogh accounts, and any 529 Plan accounts Property & Debt, which includes all of your asset and liability accounts Just as you would do in Microsoft Money, simply click any of the account names to open its register or, for investing accounts, its Transaction List. Account Details The Account Details dialog, shown next, shows the financial institution where the account is held, what you have set as the minimum balance (useful if your institution offers free checking if you maintain a minimum balance), the interest rate for the account if there is one, and other useful information.

13 Welcome to Quicken 13 QNOTE If you set Money to automatically place a decimal point in all transactions, you can accomplish the same task in Quicken by choosing Edit Preferences Register Transaction Entry Automatically Place Decimal Point. For example, if you enter 12345, Quicken will enter it as Otherwise, Quicken will enter this transaction as 12, Downloading Transactions In Money, many users posted future transactions into account registers and then downloaded information from the bank and reconciled these entries. In Quicken, you may schedule recurring transactions in much the same way. However, you must tell Quicken to enter those transactions before you download. Otherwise, the scheduled transactions will show as past due and be duplicated by the download from your financial institution. After you have downloaded your transactions, carefully review the download to ensure that what the bank paid and the scheduled transaction you entered earlier are the same amount. Ensure as well that you have not told Quicken to automatically enter

14 14 Welcome to Quicken downloaded transactions. To ensure this feature is turned off, click Edit Preferences Register Downloaded Transactions, and, if necessary, clear the Automatically Add Downloaded Transactions To Registers check box. QNOTE You can move a transaction in Quicken in a similar way to moving one in Money. Right-click any transaction in an account s register, and from the resulting context menu, choose Move Transaction. You can also do this with multiple transactions. Either hold down the SHIFT key and choose a group of transactions, or hold down the CTRL key and choose transactions from several dates. This highlights the transactions. Right-click to open the context menu, and select Move Transaction(s). From the Move Transaction dialog that appears, choose the account to which you want to move this transaction from the dropdown list. Click OK to close the dialog. How Quicken Backup Procedures Differ from Money Table 3 describes the backup procedures in Quicken compared to how you backed up in Microsoft Money. Quicken From the menu bar, click File Backup And Restore. Choose Back Up Quicken File, or from anyplace in Quicken hold down CTRL and press B. Either accept the default location for your backed-up file or select a new one. You can even enter today s date to distinguish this file from others in the same location. Click Back Up Now. The backed-up file is saved in your selected location. A message box appears telling you the file has been backed up successfully. Money From the menu bar, click File Backup, and type a name for the backup file. Click Save. The backed-up file is saved in the selected folder. Table 3 Backup Procedures in Quicken versus Money QTIP It is always a good idea to save your backup data to someplace other than your main hard drive. Choose an external hard drive, a flash (thumb) drive, a recordable CD or DVD, or an online backup service such as Quicken Online Backup.

15 Welcome to Quicken 15 These are just some of the Quicken screens, windows, and dialogs with which you ll be working as you transition from Microsoft Money. As you continue to work with Quicken, you ll find that it is intuitive and helpful. Again, welcome to Quicken! Learn to Use Quicken to Track and Manage Your Personal Finances If you d like additional details about the Money data conversion to Quicken, you ll find more information in the Quicken 2011 Official Guide. You ll find information there about all the Quicken tools and features you can use to track and manage your personal finances. Get a discounted price on the Quicken 2011 Official Guide so you can learn all about Quicken, including those features in Quicken that correspond to what you may be used to in Money. Visit today for your discounted copy of Quicken 2011 Official Guide!

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