Setting up Microsoft Money for Windows 95. 

Thanks for downloading Microsoft Money for Windows 95! Follow these steps to
install it on your computer.

   1.Double-click the Moneyweb.exe file that was downloaded to your computer. 
   2.The Moneyweb.exe file will now decompress files that are needed to install
     Microsoft Money for Windows 95. 
   3.When this has finished, a Setup program will automatically install Micro-
     soft Money for Windows 95 on your computer. 
   4.When the Setup program has finished, click the Windows 95 Start button,
     select Programs, then select Microsoft Money. 
     It's easy to get started with Microsoft Money for Windows 95! Here are a
     few tips to get up and running quickly.

     Create accounts for each bank, investment or loan account you have. Go to
     the Account Manager and click the New Account button. 
     To sign up for online banking and bill payment, click the Online Services
     button on Contents. Click here to learn about special offers on online 
     banking and online bill payment using Microsoft Money for Windows 95! 

     To import your Quicken files (.QIF), see these step-by-step instructions
     and troubleshooting tips: 

====>     1.Exporting your Quicken data into .QIF files. 

     Verify you're using Quicken for DOS version 3.0 or higher, or Quicken for
     Windows. In Quicken, export each of your accounts to a separate QIF file.
     This means you'll need to: 
        1.Click Export on the File menu to open the Export dialog box. 
        2.From the QIF File To Export box, type a path and name for the QIF
          file you are exporting. (NOTE: You may want to give the file a
          similar name to the account you are exporting.) 
        3.From the Quicken Account To Export box, select the account you want
          to export with the name chosen in step 2. 
        4.From the Export Items section, select the information you want ex-
          ported  with the file. Make sure all options are checked except 
          "Memorized Transactions" (they cannot be imported into Money). 
        5.Click OK. 
        6.Repeat steps 1 through 5 for each of the remaining accounts in your
          Quicken file. 

          IMPORTANT: Be careful to type a new name for each QIF file and to
          choose the appropriate Quicken account from the list each time you
          export an account (steps 2 and 3). For example, if you have check-
          ing, savings, and credit card accounts in Quicken, you'll export each
          into its own file with a unique name, such as: 
          Checking.qif, Savings.qif, and Credit.qif. And be sure to export all
          the QIF files to the same directory. If you use class groups in your
          Quicken file, create classifications in Money before importing, once
          you've completed step 1 in the next section. Money will automatically
          create all the payees, categories, and classification items it finds
          in the Quicken file. However, if the option to export Account List is
          not available in your version of Quicken, Money cannot create the 
          necessary accounts to import the QIF files automatically. In this 
          case it is recommended that, before importing the files, you manually
          create in your Money file one account for each of the accounts you
          have in Quicken. Be sure to use the same account names in Money as 
          you used in Quicken so it is easier to resolve references among the
          accounts. Also, create the accounts in Money with "0" opening bal-
          ance. Money will take care of importing the correct opening balance
          from the different QIF files. You can manually create accounts in
          your Money file once you've completed step 1 in the next section. 


====>     2.Importing the .QIF files into Microsoft Money for Windows 95. 

        1.Create a new Money file. 

        2.On the File menu in Money, click Import. 

        3.In the Import dialog box, select all the files you want to import by
          pressing the CTRL key while clicking on the files in the list. 

          IMPORTANT: It is strongly recommended that you import all the files
          at the same time so that your transfer transactions import properly.
          You will be able to delete unwanted accounts later. Remember that you
          must have all exported QIF files in the same directory. 

        4.Click the Import button. Money will start importing one account at a
          time. 

        5.In the Select Import Account dialog box that comes up, choose the 
          Money account you want the imported transactions added to, and then
          follow the instructions on the screen to resolve references of that
          account to other accounts. 
          NOTE: It is important that you read each Import dialog box Money 
          displays. These dialog boxes tell you what information you are impor-
          ting and where you are assigning the information in Money. If the 
          dialog box mentions a reference to an Investment Account named "ABC
          Inv. Account," you should choose "ABC Inv. Account (Cash)" from the
          list (read below for more information about how Money uses Investment
          Accounts.) This name should be in the list if you chose the Export
          Account List option when exporting the Quicken accounts. 

        6.After one account is imported, Money will notify you that the import
          is complete, and it will start importing the next QIF file. 

        7.You will need to repeat steps 5 and 6 for each account. 

          IMPORTANT: If during the import process, you need to create a new
          account to assign transfers to and you find you're unable to create
          the account type you need, this will indicate that the Account List
          was not exported from Quicken. 

          You can start again exporting all the Quicken files, making sure this
          time you choose the option to export the Account List every time you
          export an account. Or, if this option is not available, manually 
          create all the necessary accounts in Money before moving to step 2.
 
          NOTE: Money has a limit of 253 categories and subcategories. If you
          reach the category limit while importing your Quicken accounts, be-
          fore moving to step 2 you can click Options in the Tools menu, and 
          then click Remove in the Categories tab. This will delete all unused
          categories from your Money file. Money will later re-create the 
          necessary categories when importing the QIF files. 

====>     3.Troubleshooting problems with account balances 

        There will be certain information that Money won't be able to import 
        because it is not present in the QIF file or is not supported in Money,
        and you will need to update this manually in Money. Also, Money will do
        its best to resolve references between the different accounts based on
        the information provided in the QIF file and on the accounts you choose
        during the import. However, you should compare the balances in your 
        Money accounts with the balances in your Quickenr accounts. 

        To help you resolve some potential problems, see the additional infor-
        mation and tips. You can first print out Quicken's Account List (Lists
        menu) and compare the balance to those in Money's Account Manager 
       (Balances view). 

Additional Information........

If you track prices of investments in Quicken 

     If you track prices of investments in Quicken, you should know that the
price list is not exported to QIF, so you will need to update the price list in
Money with the most recent price of your investments. If you want to copy the
complete price history, you can print this list from Quicken clicking Prices in
the Portfolio View, and then clicking Print. In Money, you can update prices 
clicking the Update Prices button in the Investment Portfolio. 


If your memorized transaction list wasn't imported 

     If your memorized transaction list wasn't imported, it's because Money 
doesn't support that import procedure. However, Money lets you create scheduled
payments or deposits in the Payment Calendar. 


If your Quicken loans were imported as liability accounts 

     If your Quicken loans were imported as Liability Accounts, you can leave
them as liability accounts, or you can re-create the loan information in Money
using the New Loan Account Wizard. 


If there are transactions missing for a specific date range 

     If there are transactions missing for a specific date range, make sure the
date range you chose while exporting the transactions in Quicken's QIF Export
dialog box included all the transactions in the register. This should not be a
problem if you left the default option to export "All Dates." 


If no transactions are imported at all 

     If no transactions are imported at all, be sure the Transaction option in 
the QIF Export dialog box is selected when you are exporting from Quicken. This
option is selected by default, but perhaps was accidentally turned off. 


If all the accounts didn't get created in Money 

     If all the accounts didn't get created in Money, make sure you chose the 
Accounts List option under Export Items in the QIF Export dialog box in Quicken
for *each* exported account. If that option was not available, it is recommen-
ded that you first manually create all the necessary accounts in Money before 
importing. 


If your transfer transactions are duplicated in each account 

     If your transfer transactions are duplicated in each account, you probably
imported one account at a time. You should import the QIF files again in a new
Money file, and in the Import dialog box in Money use the CTRL key while click-
ing with your mouse to select all the accounts so Money can import all the
accounts at the same time. 


If Money is not able to resolve references or transfers 

     When Money is not able to resolve references or transfers between different
accounts or other information found in the QIF file, it will add the following 
line to the memo field of the transaction: "Imported information was incorrect."
     It is recommended that, after the import is completed, you review these 
transactions for accuracy using the Find dialog box in Money by clicking on 
Find on the Tools menu to search for transactions with this text. 


Additional information About Importing Investment Accounts into Money:

     For each Quicken investment account, Money will create two accounts: an
     Investment Account and an Associated Cash Account. When Money is importing
     the information associated with the cash account, it will give you the 
     option of assigning that information to <Investment Account Name (Cash)>.
     When Money is importing the actual investment information (for example, 
     100 shares of ABC stock at $80.00/share), it will give you the opportunity
     to create the investment and enter the investment information such as the
     stock symbol, tax status, and comments. Since you will need to enter 
     symbols for all your investments, you may want to print the Portfolio View
     in Quicken before importing. This lists investments and their symbols. 

     Look for investment transactions with negative values in the transfer 
     amount field (Xfer Amt) and the Amount field in the Quicken register. If
     these transactions contain amounts invalid to Money, Money will still 
     import them but have to alter their signs from negative to positive. For
     example, if you had negative dividends in any of your Quicken accounts, 
     they could have been imported as positive numbers in Money since Money 
     does not allow negative dividends. 

     If you had in Quicken a transfer transaction in an investment account from
     or to a deleted account, Money won't have enough information to import the
     transaction correctly and will display a message alerting you that some 
     transfers associated with some investments in the file you imported may 
     have been ignored. You will need to compare the original file to your 
     Money file and look in Quicken for those type of transactions. 

     Not all of the investment options transfer correctly from Quicken. In those 
     cases, Money will bring up the following message: "Some of your imported 
     transactions contained errors or inconsistencies. Money imported them as 
     Other Income or Other Expense transactions, with the note "Imported Infor-
     mation was incorrect" in the Memo field." For example, Money does not have
     a Reinvest Long term Capital Gains option like Quicken. If the investment
     refers to an investment option that does not exist in Money, the line 
     mentioned in the previous section "Imported information was incorrect" 
     will be entered into that transaction and you should click Find on the 
     Tools menu in Money to find transactions that contain that text. 

     Money allows you to keep track of shares, but not lots. Also, Money won't
     allow you to sell shares you don't own, so if you have a Quicken account 
     with these type of transactions you will need to review this account in 
     the Money file. 

