Migration from MS Money 2004 to Quicken - but in UK -

mchuta

I have two decades of records in MS Money 2004, on a PC (Win 7) that needs to retire.  
I want to transfer these records to a new PC with Windows 10 (2019) and use Quicken.  
Attempts to import files onto new PC have failed because the last available version of Money does not work in Win 10 (2019).  I do not want to install Quicken on the old PC.  

Question: How to get around these problems?  
Would I need to install Quicken on 2 machines to make the transition?  

GeoffG

Since your preference seems to be manual entry, the best version to accommodate manual entry and not be required to login, nor be nagged for renewal is Q2013. If available on eBay, should be a modest investment.

If you elect to go with online services, then you might consider not importing and just use MSM for archive purposes. All versions of Quicken support QIF import.

smayer97

You can find a free copy of MS Money Sunset version from Microsoft, that should run on Windows 10, here:
https://www.microsoft.com/en-us/download/details.aspx?id=20738

If you still run into problems, try the following instructions to run MS Money Sunset on Windows 10, here:
http://moneymvps.org/faq/article/654.aspx
(It also contains a patch that can apply the fix for you)

or here:
https://answers.microsoft.com/en-us/windows/forum/windows_10-start/microsoft-money-not-running-in-windows-10/5fdc1e48-18f4-4859-8464-5d834bf77baa

or here:
https://techjourney.net/microsoft-money-requires-internet-explorer-6-to-function-properly-error-in-windows-10/

smayer97

GeoffG said:

Since your preference seems to be manual entry, the best version to accommodate manual entry and not be required to login, nor be nagged for renewal is Q2013. If available on eBay, should be a modest investment. 

QW2013 is also available for free from Quicken here:
https://www.quicken.com/support/how-and-when-use-intermediate-version-convert-older-versions-quicken

UKR

No need to create a QIF file. Follow these instructions to directly convert a MS Money Sunset file to Quicken. Use your Win 7 computer and Q 2013 to perform the conversion. Once satisfied with the results, backup your Quicken 2013 data file and restore it on Windows 10 using Quicken 2019.

MS Money conversion

Any currently supported version of Quicken for Windows (Deluxe or higher feature level required) will directly import a MS Money data file into the currently open Quicken data file (File menu / File Import / MS Money File) , but
- the MS Money file must have been opened at least once with MS Money Plus Sunset Edition so it's converted to the latest file format.
- you MUST have MS Money Plus Sunset Edition installed on the same computer that Quicken runs on.
- unless fixed, MS Money will not run on Windows 10 (see below). If you have a computer running Vista, 7, 8 or 8.1 (but NOT XP) use it for the conversion.
- close MS Money before trying to convert the file with Quicken. https://www.quicken.com/support/archived-how-do-i-importconvert-my-microsoft-money-work-quicken-windows

If you need to download MS Money Plus Sunset Deluxe or Home & Business

https://www.microsoft.com/en-us/search/result.aspx?q=money+plus+sunset&form=dlc

Caveat: MS Money does not run under Windows 10 unless you apply this fix:
http://www.thewindowsclub.com/use-microsoft-money-on-windows-10
I have no idea what side effects this fix might have on future Windows Updates …

Dan Glynhampton

mchuta said:

Small print about Quicken 2019, cannot operate in Windows 10 with location settings anywhere else except USA or Canada.  

I don't know where that "small print" is, and it doesn't reflect my experience.  I use Windows 10 with the region set to the UK, and I've successfully installed and run QW2013, QW2016, QW2017 and the subscription version (Q2018/19).  Dates display in the DD/MM/YYYY format and the £ sign is used (for accounts in GPB).

Greg_the_Geek

I would install Quicken on both computers. Convert from Money to Quicken on the older PC and then move the Quicken data file to the new one.

mchuta

Does the licence fee for Quicken allow install on two PC?  

Greg_the_Geek

Yes, Quicken 2017 and earlier allows for up to 3 PC's and Quicken Subscription allows unlimited.

mchuta

My financial system is modest, only domestic bank accounts.  What would be the most appropriate version of Quicken that is able to import *.qif from MS Money 2004?  

GeoffG

Since your preference seems to be manual entry, the best version to accommodate manual entry and not be required to login, nor be nagged for renewal is Q2013. If available on eBay, should be a modest investment.

If you elect to go with online services, then you might consider not importing and just use MSM for archive purposes. All versions of Quicken support QIF import.

smayer97

You can find a free copy of MS Money Sunset version from Microsoft, that should run on Windows 10, here:
https://www.microsoft.com/en-us/download/details.aspx?id=20738

If you still run into problems, try the following instructions to run MS Money Sunset on Windows 10, here:
http://moneymvps.org/faq/article/654.aspx
(It also contains a patch that can apply the fix for you)

or here:
https://answers.microsoft.com/en-us/windows/forum/windows_10-start/microsoft-money-not-running-in-windows-10/5fdc1e48-18f4-4859-8464-5d834bf77baa

or here:
https://techjourney.net/microsoft-money-requires-internet-explorer-6-to-function-properly-error-in-windows-10/

smayer97

GeoffG said:

Since your preference seems to be manual entry, the best version to accommodate manual entry and not be required to login, nor be nagged for renewal is Q2013. If available on eBay, should be a modest investment. 

QW2013 is also available for free from Quicken here:
https://www.quicken.com/support/how-and-when-use-intermediate-version-convert-older-versions-quicken

mchuta

Thank you for the advice above.  I installed Quicken 2013 on the old PC that has windows 7 and MS Money records.  Initially Quicken refused to work, error message about location settings (does not like UK).  Changed location to USA.  Quicken started to work.  Followed prompts and created account with zero starting balance.  Tried to import QIF from MS Money.  Quicken refused to accept this, telling me there was no account that it could import into!  
If I started an account on Quicken, why does it refuse to import QIF? 

smayer97

Did you install MS Money sunset version too? That is the data format that is supposedly needed for Quicken to read the MS Money data.

mchuta

I am currently using MS Money v14.0.120.1105 (2004).  
Does that produce compatible QIF export, or was there a later version?  

Incidentally, I have tried MS Money sunset on my new PC with Win10-2019, but it does not work.  The published patches to RegEdit that claim to make use possible, do not match the options on this version of Windows.  

UKR

No need to create a QIF file. Follow these instructions to directly convert a MS Money Sunset file to Quicken. Use your Win 7 computer and Q 2013 to perform the conversion. Once satisfied with the results, backup your Quicken 2013 data file and restore it on Windows 10 using Quicken 2019.

MS Money conversion

Any currently supported version of Quicken for Windows (Deluxe or higher feature level required) will directly import a MS Money data file into the currently open Quicken data file (File menu / File Import / MS Money File) , but
- the MS Money file must have been opened at least once with MS Money Plus Sunset Edition so it's converted to the latest file format.
- you MUST have MS Money Plus Sunset Edition installed on the same computer that Quicken runs on.
- unless fixed, MS Money will not run on Windows 10 (see below). If you have a computer running Vista, 7, 8 or 8.1 (but NOT XP) use it for the conversion.
- close MS Money before trying to convert the file with Quicken. https://www.quicken.com/support/archived-how-do-i-importconvert-my-microsoft-money-work-quicken-windows

If you need to download MS Money Plus Sunset Deluxe or Home & Business

https://www.microsoft.com/en-us/search/result.aspx?q=money+plus+sunset&form=dlc

Caveat: MS Money does not run under Windows 10 unless you apply this fix:
http://www.thewindowsclub.com/use-microsoft-money-on-windows-10
I have no idea what side effects this fix might have on future Windows Updates …

mchuta

Thanks for the advice about other method of file conversion. You seem to be telling me that Quicken can import and convert a *.mny file from MS Money sunset.  
Is that correct? 

Before proceeding, I need clarification about location settings.
In the old Win7 PC, Quicken told me it could not run while location set to UK.  
Will Quicken run on the new Win10-2019 machine set to location UK?  

UKR

mchuta said:

Thanks for the advice about other method of file conversion. You seem to be telling me that Quicken can import and convert a *.mny file from MS Money sunset.  
Is that correct? 

Before proceeding, I need clarification about location settings.
In the old Win7 PC, Quicken told me it could not run while location set to UK.  
Will Quicken run on the new Win10-2019 machine set to location UK?  

Yes, any version of Quicken can directly convert a MS Money Sunset file, given the conditions outlined earlier.

As to "location UK" ... I assume you are talking about the Windows Region setting for UK ... I do not know if Q 2019, being a product primarily geared for the US and Canadian markets, will run with Region UK set or not.

I hope someone else will be able to tell you.

mchuta

Small print about Quicken 2019, cannot operate in Windows 10 with location settings anywhere else except USA or Canada.  That is not acceptable as it would cause malfunction of other applications that are region specific.  

I have found and installed [removed], a no-nonsense product.  Easy transfer of data from MS Money, without intermediate steps.  

Thanks to all who gave advice.  

NotACPA

I'll try to get the attention of @Dan Glynhampton , one of the SuperUsers here.

He runs QW2019 in the UK ... but I don't recall which Win version he's running.

I'd suggest that you hold off on abandoning QW2019 until he chimes in about how he's doing so.

Dan Glynhampton

mchuta said:

Small print about Quicken 2019, cannot operate in Windows 10 with location settings anywhere else except USA or Canada.  

I don't know where that "small print" is, and it doesn't reflect my experience.  I use Windows 10 with the region set to the UK, and I've successfully installed and run QW2013, QW2016, QW2017 and the subscription version (Q2018/19).  Dates display in the DD/MM/YYYY format and the £ sign is used (for accounts in GPB).