unofficial microsoft.public.money FAQ and A
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Conversion, Programmability, External interfaces

Q) How do I export to Excel (or .TXT, .XML, .CSV)?

A) There are several approaches to exporting data. None of them solve all problems.

Money has always supported "export to QIF." QIF (Quicken Interchange Format) is documented and an Excel macro exists to write to this format. You could extrapolate from this macro how to go the other way.

Money reports can be copied to the clipboard. They can then be pasted as plain text into Excel cells.

Money 2002 added some enhanced capabilities in this regard with a direct "Export to Microsoft Excel" that writes .CSV files. (Obviously, there is nothing unique to Excel about .CSV files.) They can also be exported to a tab-delimited .TXT file from the "Export…" r-click menu on the report.

Money 2003 added a choice to export reports as "Send to Desktop." This writes .CSV, .TXT, and .XML files to you desktop with the report data.

Finally, there is the MoneyLink Excel add-in. This add-in provides a number of queries (e.g., account transactions for specified account for specified date range) that can retrieve data from your Money data file into Excel. It's a one-way trip only. Money-version-specific versions of the add-in are available for Money 98 through Money 2003. MoneyLink does have some specific limitations. For instance, it does not retrieve classification or the parent of split transactions.

The MoneyLink add-in was a download for Money 98. Then it was included on the CD with Money 99 and Money 2000. With Money 2001, Microsoft thought nobody would notice if they removed it. After a great upheaval on the newsgroup and on the support lines, they relented and made MoneyLink available on the web. Beginning with Money 2002, they have left it off the CD. For Money 2002 and beyond (through M06 at this writing), it is available, for free, from Ultrasoft. What transfer of responsibility for this tool from Microsoft to Ultrasoft means for its future, no one can say.

Thanks to Myrna Larson for the tab-delimited export method.

As of August 20, 2004, links for the M98 and M02 download are still (back?) available. Thanks for this correction provided by Pete.

References:
Microsoft M98 and M01 MoneyLink download links page
Ultrasoft (MoneyLink)

Please see this disclaimer if you are using Money 2005 or this comment if you are using Money 2006.

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