MYMW2QIF Version 1.40 ======================== This is a utility to convert data from Managing Your Money for Windows to Quicken for Windows. It has been tested on MYM 4 Windows versions 1, 2 and 2a, and Quicken 4 Windows versions 3.0 and 4.0. Written by Donald A. Walters. COPYRIGHT, July 1994 MAY BE DISTRIBUTED WITHOUT PERMISSION, BUT MAY N O T BE SOLD WITHOUT PERMISSION. This program is shareware. If you find the program useful, please show your appreciation by sending a registration fee. I believe a fee of $10 to $20 is appropriate. I spent a lot of time to make this utility work smoothly and making it easy to use. Please let your conscience and the amount of effort it saved you be your guide. Also, if you register, I'll be happy to send you the Visual Basic source for the MYMW2QIF program if you request it. You may register by sending your name, address, COMPUSERVE number (optional) and fee to: Donald A. Walters 273 Aptos Beach Drive Aptos, CA 95003 If you have problems or questions regarding this utility, please send mail to my Compuserve ID: 73247,444 or my internet address don@fx.com (you'll get quicker response if you use the internet address). Installing MYMW2QIF =================== Install MYMW2QIF simply by running the SETUP program. This will install the program in a directory you specify, and create an ICON in the program manager to run it. Importing from MYM Windows to Quicken ===================================== MYMW2QIF supports import of checking, cash, and credit card account transactions from Managing Your Money for Windows to Quicken for Windows 3. It is designed to ease the transition to Quicken, though it is still not totally automatic. The main advantage of the program is that you can switch to Quicken but still keep all your old transactions. It does not currently support transfer of the following: 1) Investment accounts 2) Memorized transactions The process is largely, but not totally, automated. Since the approach to category and naming is slightly different between the two products, I decided to let you create the categories you want to have in Quicken, and then allow you to specify the mapping from MYM category names to Quicken category names. This also lets you cleanup or change your category names if you want to. The mapping information is saved between MYMW2QIF runs in a file named C:\MYMW2QIF.MAP. This file can be deleted at any time, and is only kept around so you don't have to specify the mappings again if you run the program more than once. If you use the following steps, you should be successful in the transfer. Step 1: In Quicken (Create categories/accounts) ----------------------------------------------- Create a new Quicken file, and create all the accounts and categories you intend to need. The accounts and categories should correspond to the ones you have in MYM. It is fine to create both Quicken categories and sub-categories. In a later step, you will be defining the Quicken category or sub-category to use for each MYM category. Create the accounts with a $0 balance and a date like 1/1/88. Later on you can delete the opening transaction Quicken creates. Note: I did this step by running both MYM Windows and Quicken side-by-side. I could then view the MYM accounts and categories and add similar items to my Quicken file. Step 2: In Quicken (Export categories) -------------------------------------- Under the "File" menu, select "Export...". In the dialog you see, enter a file name to export the categories to, and select ONLY the "Category List" item (make sure all other items are not checked). Click OK to create the category QIF file. Note: Be sure that the file name you export to does not already exist. If it does exist, Quicken will append the export data to the end of the file, but MYMW2QIF may not be able to read the file in a later step. Step 3: Run MYMW2QIF (Create account QIF files) ----------------------------------------------- The program presents several forms to allow you to set some options. There is an Exit button on each form, and you can safely Exit at any time. Form1 : MYM Database Converter ------------------------------ * Enter the name of the directory which has the MYM database. You can press the "Browse for Directory..." button to go find it. Be sure and specify the directory that actually contains the MYM database files (this is usually a sub-directory inside the MYMWIN directory). * Enter the name of the category QIF file you created in Step 2. Again, press "Browse for QIF File..." to go find it. * Press Continue... Form2: Select Accounts ---------------------- * Enter the name of the directory to place the output QIF file into. The default location is a directory named QIF inside the directory containing your MYM database. * Also select the accounts you want to export from MYM. By default, all accounts are selected. Each account is exported to a separate file. The name of the file is the first 8 characters of the account name plus the .QIF suffix. If two accounts have the same first 8 characters, the 2nd account will be named with the first 7 characters, followed by a digit to make it unique. * Press Continue... Form3: Map Categories --------------------- * For each category in the "MYM Category" list, you must select a category in the "Quicken Category" list. Do this by selecting each category in the MYM list (on the left) and then selecting the corresponding Quicken category (on the right). You will not be able to press "Continue..." until you have completed this for ALL categories in the MYM Category list. * Press Continue... (note that the category mappings you gave will be saved to C:\MYMW2QIF.MAP at this time) Note: If you press the Exit button in this step, you will be asked if you want to save the "category map" first. If you answer yes the map will be saved so all mappings you have specified will be remembered the next time you run MYMW2QIF. Form4: Conversion Status ------------------------ * Finally we are generating one .QIF file for each account. This form shows the progress of the conversion for each account. This will take a while for large accounts. * If you want to cancel the conversion, select the "Stop Conversion" button. Step 4: In Quicken (Import each account) ---------------------------------------- Be VERY careful at this step, as it is easy to import the wrong QIF file into the wrong account. And if you do this, it is usually easier to delete the Quicken data files and start all over than it is to delete the transactions you added to the wrong place. For each account you have, under the "File" menu, select "Import...". In the dialog you see, select the account to import into. Select "Browse..." and find the corresponding .QIF file generated by MYMW2QIF. And Select ONLY the "Transactions" item (make sure all other items are not checked). Then press OK to import the transactions. Hopefully you got no errors! Double-check that your balance is the same in Quicken as in MYM. Scan the account register to see if it looks OK. If the balance is off, check the first record. Sometimes an extra "Initial Balance" entry is created. This can be safely deleted. Try the Quicken GRAPH feature! It allows you to quickly and easily look at your account category assignments, and to zoom in all the way to a single transaction! De-Installing MYMW2QIF ====================== Once you have finished the conversion, you will probably want to get rid of MYMW2QIF. Simply delete the following: 1) While in the Program Manger, delete the program manager group for MYMW2QIF. 2) Delete the MYMW2QIF directory created by the install. 3) Delete the file MYMW2QIF.INI in your WINDOWS directory. 4) Delete the C:\MYMW2QIF.MAP file. 5) Delete the QIF files you created. If you have any problems, please send me mail. The End =======