Troubleshoot Quicken conversion

In a few cases, Money will not import (To bring information in from another program or Web site and have Money convert it to the file format Money uses. ) all transactions exactly as they were in Quicken. Differences between your Money account (A group of transactions in Money for a single bank, brokerage, retirement, loan, or credit card account. Accounts can also track assets such as houses or vehicles, or investments that you want to watch but do not own. See also watch account.) balances (In Money, the amount or value of an account as of a specific date. In the Advanced Account Register, it is the total of all the transactions in your account register; in the Essential Account Register, it is the amount in your account according to your bank the last time your account was updated online.) and your Quicken balances can happen for different reasons.

A difference in an account balance can be caused by:

A non-current account value in Quicken

If you change an account in Quicken and then import the file to Money before Quicken recalculates the account value, the Money and Quicken balances will differ. To confirm the Money balance, open Quicken and then open the register for the account in question to update the account balance. The balances should now match.

A non-current price for a stock split

If a stock split (The division of each share of a security into two or more shares, with the price adjusted so that the total value of the shares remains the same. ) was entered in Quicken but the price wasn't updated (or wasn't current), the Quicken and Money account balances will differ. This also happens if the stock split transaction wasn't entered in every account that holds the security that split. Check your Quicken price history list to make sure that the correct price and transaction information is being imported into Money.

Archiving the Quicken file

This can cause temporary balance inconsistencies in Quicken that get passed on when you convert the file to Money. You can easily fix the balance by opening the Quicken file in Quicken and then re-importing it to Money. If the balance is still off, try re-indexing (or validating) the Quicken file. For instructions, refer to your Quicken documentation.

A difference in an investment account balance can also be caused by:

A price history for a Certificate of Deposit (CD)

Because Quicken treats CDs the same as any other investment (Assets such as stocks, bonds, mutual funds, real estate, or other items purchased for expected favorable future returns. ) type, you can record buying shares at a price other than $1.00. Money allows the transactions, but because Money handles CDs differently, the account balance might be different. In addition, the price history is not imported.

Rounding differences

Money and Quicken may round numbers differently. For example, $2.375 is displayed as $2.37 in versions of Quicken earlier then 7.0, but as $2.38 in Money. This can result in different (not incorrect) balances, especially when a transaction involving several decimal places, such as a stock split (The division of each share of a security into two or more shares, with the price adjusted so that the total value of the shares remains the same. ) , has been recorded.

Updated quote prices

After converting a Quicken file, Money automatically checks for current quotes on your investment accounts (A brokerage account, retirement account, or other account in which you hold investments. You track individual investments, such as stock purchases, in the associated investment account. ) . So when you view the account within Money, the balance will be updated and may differ from the balance listed in Quicken or in the Conversion Summary.

Note

When Money changes a transaction during conversion, it categorizes it as "Quicken: modified transaction." You can find these transactions by clicking Find and Replace on the Tools menu and then searching for "Quicken: modified transaction" in the Memo field.

Related topics

Convert a Quicken file

Check a converted Quicken file for modified transactions

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