Upgrading from MS Money

Unfortunately, MS Money uses a proprietary file format (based upon MS Access database) which is encrypted, and so it is currently not possible to directly load a MNY file into Maxim Money.  However, it doesn't take too long to copy the information across.

Importing data is simply a matter of exporting each account from MS Money, and importing that account into Maxim Money.

Maxim Money will automatically add other accounts it comes across in imported transfers, and so you generally want to import your accounts in order of how many transfers they make to other accounts.  Most typically, this would be any current accounts you have first, followed by auxiliary/savings accounts.

To export an account in MS Money, select File > Export...

This will bring up a dialog box like so:

Keep the Loose QIF option (as basically this just prevents your data being truncated) and click OK.

Choose a file name and location to store your data in, and click OK.  It will then ask you which type of account you wish to export:

To export normal cash accounts, select Regular.  To export any Investment Portfolios, select Investment.  Then click OK.  NB.  When exporting investment portfolios, you need to export both the transactions, and the cash separately.  You can then merge these back together within Maxim Money.

Then choose the account you wish to export.  You should receive a confirmation like so:

Now all you need to do is import this QIF file into Maxim Money.