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How to do things in Money: Data/File Management

Q) How do I move accounts from one Money file to another?

A) The only way to do this is File|Export and Import via QIF files. Beware that duplicate account names ("Checking") in the exporting and importing account will cause problems and one or the other account should be renamed before you do the export/import. Also beware that transfers between accounts to be moved will necessitate importing all interlinked QIF files simultaneously. Finally, QIF export/import will NOT move things like bills associated with the account or account detail information.

Because of all of these limitations, make sure to work in copies of the target file before you get this all tuned to produce acceptable results.

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

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How to do things in Money: Data/File Management
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Last update: 10 December 2006

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