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Another question on converting Microsoft Money to Quicken

Sorry if this is redundant, but I couldn't find much on this. I am one of the many who are making the jump from Microsoft Money Plus to Quicken Premier 2009 utilizing the Quicken Data Conversion tool. Had a couple of hiccups along the way, but was finally able to make the conversion and am working on doing the cleanup following conversion. I had several loan accounts, as well as a mortgage account that didn't make the trip, but the transactions from my Checking Account showing payments to those accounts did. Basically, Quicken is allowing me to make payments to accounts that don't display anywhere in Quicken that I can see. I attempted to create the car loan and mortgage accounts manually and Quicken tells me that the account names exist already. They may exist, but not anywhere I can find them. How do I go about fixing this?? Thanks.

Reply to
Tom Barnes
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There is one problem with your approach: you can not have a Quicken account with the same name as a Quicken category.

Apparently since the conversion process couldn't convert the loan accounts, it created Quicken categories from the loan account names. Once that name has been used as a category, you can not create an account with that name. That's why the op is getting the duplicate account name.

The workaround is simple: when you create the new loan(s) in Quicken, give them unique names ... names that are not the same as any exisiting account or category.

Once the "new" loans are established in Quicken, use Find/Replace to change the transfers of principal from "My old account name as category", to "[My new account name]" (without the quotes). Once all the transactions using the old account names as categories have been modified, the old account names can be deleted from the Category List ... and the new account names can be modified to be the old account names, if desired.

Reply to
No One You Know

This sounds like what is going on.

Thanks for the work around, as well as the find/replace feature. Both are a big help.

Tom

Reply to
Tom Barnes

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