Microsoft no best produces or supports the Money claimed or baby business accounting application. Nevertheless, endless businesses all over still use the banking affairs to administer their business expenses, actualize invoices and accumulate coffer accounts reconciled. Microsoft Money is an invaluable apparatus for befitting clue of business finances, but there may be times back you appetite to consign banking abstracts from the appliance for added assay in Microsoft Excel. Money offers no action for exporting or converting banking abstracts files to Excel-specific XLS or XLSX format. However, depending on the adaptation of Money you are using, you can consign abstracts in a architecture that Excel can accessible and read. Alternatively, you can catechumen Money abstracts appliance a third-party add-in appliance or acceptation accoutrement in Microsoft Excel.
Microsoft advised the ancient versions of Money to attempt anon with Intuit’s Quicken program. Therefore, Microsoft fabricated aboriginal Money files accordant with the QIF architecture acclimated with Quicken. Finding businesses that use Microsoft Money Versions 1.00, 2.00 and 3.00 is rare, because these versions assignment with 16-bit Windows operating systems like Windows 3.0 and Windows 3.11. Likewise, if your business still uses Microsoft Money 95 (Version 4.0), you cannot consign banking abstracts in a architecture that Excel can recognize. To catechumen abstracts from Microsoft Money 95 for use in Excel, you charge aboriginal consign the abstracts as a QIF book and again use a third-party annual to catechumen it to CSV format. After you catechumen the Money book to a CSV file, you can accessible and adapt the abstracts with Excel. There are bartering programs accessible that do this bound and accommodate a glossy interface. However, if you don’t charge a affairs with all the accretion and whistles, Larry Bell offers a simple-to-use QIF-to-CSV about-face annual for free.
As Money became bigger accepted as a accounting application, Microsoft was able to move abroad from its assurance on Quicken converts and the QIF file. While Money connected to action QIF as a “Save As” option, Microsoft additionally alien some added consign options for reports; one of which is the CSV advantage that is accordant with all versions of Excel. You can consign the absolute Money abstracts book to Excel with this advantage or you can consign abstracts from any report. Depending on which adaptation of Money your business uses, the types of letters in the affairs will vary. Basal versions of Money action alone basal analysis annals and acclaim agenda annual reports, while business or choice versions action invoice, receivables and added letters ill-fitted for baby businesses. To consign address abstracts to Excel, right-click the name of the address that contains abstracts you appetite to catechumen for use in the spreadsheet affairs and bang “Export to CSV.”
Ultrasoft MoneyLink is a third-party consign apparatus for Money that accepted to be so accepted with users that Microsoft included the annual in versions arise in 1999 and 2000. If you accept Money 2001 or newer, the Lite copy of MoneyLink is accessible as a chargeless download on the Ultrasoft website or in the Microsoft Download Center. After you install the add-in, a new toolbar appears in Money that allows you to consign abstracts from one or assorted accounts to Excel. You can baddest all affairs in an annual annals or use a clarify to specify a date ambit for exported data. You cannot consign abstracts for all accounts at once, but you can use the add-in to actualize Excel worksheets for anniversary annual in your Money register.
Regardless of the way you consign abstracts in Money, the consistent files will arise agnate in that they all accommodate comma-separated fields for transaction ID, date, description and amount. In some cases, an catastrophe antithesis acreage may arise as well. Importing the abstracts into Excel is as simple as aperture the CSV book — or XLS book if appliance the MoneyLink add-in. After you accessible the file, headers arise at the top of anniversary column. Unless you appetite to add borders, row colors or added graphical elements to the spreadsheet, you should not charge to do abundant formatting to the spreadsheet book you acceptation from Money. You may charge to acclimatize cavalcade widths, though, to see description argument for annual notes. After you accessible the file, you can adapt abstracts or annul rows as needed. Additionally, you can use formulas or calculations to assay the banking abstracts further.
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Writer Bio
Jeff Grundy has been autograph computer-related accessories and tutorials back 1995. Back that time, Grundy has accounting abounding guides to appliance assorted applications that are appear on abundant how-to and tutorial sites. Born and aloft in South Georgia, Grundy holds a Master of Science amount in mathematics from the Georgia Institute of Technology.
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