Error Converting Investment Transactions
Hi, I tried to convert my investment transactions from MS Money 2006 to Quicken 2009. I was able to convert my other accounts but I am having trouble converting my investment accounts. Here's the error that I got:
"The Microsoft Money Investment Transactions report must include certain fields.
Make sure that the Investment Transactions report includes the Account, Date, Investment, Activity, Shares, Price and Amount fields, and create it again."
The thing is, all my investment transactions had those data with them. I tried to import it one account at a time but that didn't work either.
Any help on this issue would be mighty grateful. Thanks!
"The Microsoft Money Investment Transactions report must include certain fields.
Make sure that the Investment Transactions report includes the Account, Date, Investment, Activity, Shares, Price and Amount fields, and create it again."
The thing is, all my investment transactions had those data with them. I tried to import it one account at a time but that didn't work either.
Any help on this issue would be mighty grateful. Thanks!
0

Comments
First, make sure you've followed the procedure for creating an investment transaction report for your conversion here: https://quicken.custhelp.com/cgi-bin/quicken.cfg/php/enduser/std_adp.php?p_faqid=5521
If you've already followed this procedure, then check out this FAQ: https://quicken.custhelp.com/cgi-bin/quicken.cfg/php/enduser/std_adp.php?p_faqid=2661
If you're still unable to convert your investment accounts, you may need to contact support to work with your data file.
HTH--
Quicken Kathryn
Community Administrator
Roy Wall