SEE Finance

Switching from Microsoft® Money
First, you will need to open your version of Microsoft® Money and open the file you wish to export data from. Next, from the "File" menu choose "Export" and then choose "Strict QIF". When prompted, enter the name and location for this exported file. Then you will be prompted for the type of accounts to export, regular or investment accounts. If you have regular accounts, choose this option and then choose the accounts to export. Repeat, these steps as necessary for investment accounts. Once this file has successfully been exported, place this file on your Mac for import into SEE Finance. Please note that if your version of Microsoft® Money only allows you to export one account at a time into a QIF file, SEE Finance will create missing account categories with names such as "*My Account" to use in place of the missing account categories that indicate transfers. If you later import this missing account, SEE Finance will update the earlier imported transactions to have the account category of this new imported account keeping transfer information intact.

Importing Accounts from QIF Files into SEE Finance
Now that you have a QIF file containing your accounts from Microsoft® Money you can simply create a new SEE Finance file by opening SEE Finance and selecting "File" and then "New SEE Finance File". A new file will be created and a drop down window will appear welcoming you to SEE Finance and asking how you would like to get started. Choose the "Get Started by Importing Account(s) from File" option. Then navigate to your QIF file from Microsoft® Money and the file's information will be imported.

Once the file's information has been finished being read into SEE Finance and there are categories found in the file, a "Categories Found in QIF File" window will show requesting if you would like to import this list of categories and whether or not to delete the existing default categories or to merge these categories with the default categories. You can also select to import or not import individual categories in this list. Then click "Import" to import these categories or "Cancel" if you wish not to import any of these categories.

Next, an "Accounts Found in QIF File" window will show with two tables. In the top table is a list of all the accounts found in this QIF file and in the bottom table is the list of transactions for the selected account in the top table. Here you can choose which accounts to import, set their name, their account type and subtype, the currency the accounts are in and whether or not to import individual transactions. Underneath the tables you need to select the date format that specifically matches the transactions found in the file (see note below). You can choose whether the values in the number column are check numbers or transaction numbers. Select the kind of category matching you prefer. Check the "Run Imported Transactions through Filters" checkbox of you want to use your activated transaction filters. If you would like to have all these transactions set as reconciled (cleared), check the "Mark All Imported Transactions as Reconciled" (otherwise it will use the reconciled setting found in the file). Once you are ready click "Import" to import the selected accounts or "Cancel" if you wish to cancel this import.

Note: Make sure you have chosen the proper date format from the date format pop up button. If you don't the transactions will not have the proper dates and may be given a strange date or might not be imported at all. Note that formats showing "-" for separators are for all similar formats using any kind of separator. For example, the date format "MM-DD-YY" would be appropriate for dates such as: "12/31/99", "12 31 99", "12-31-99", "12.31.99", "12/31'99", etc.