Copyright: copyright (c)1995 Benjamin Engineering Consultants


Transfering Data from MymWin2.0 to MS Money

Using Qifer to Move Data from MymWin2.0 to MS Money or Quicken

Registration

Support for Qifer

Information is extracted from Managing Your Money for Windows in the form of reports. These are then converted by Qifer.exe to .QIF files that can be imported by Quicken and Microsoft Money.

Step by Step Operation

Generate files of Mym account data.

Convert to QIF Files.

Import into MS Money or Quicken.

Qifer was written by C. Ben Allgor, PE


Registration

Qifer is copyrighted shareware.  You are licensed to try it out. If you pay the $10.00 registration fee you are licensed to use the program and updates to it.  You may make copies for your own use and you may distribute unlicensed copies as shareware as long as all files are included.

You may register this program on Compuserve by entering Go SWREG. And using the Registration ID: 9906

To register by mail print this page and send the coupon below with $10.00. If a disk is desired, please add $5.00 for shipping and handling.

_______________________________________________

Qifer Registration

Benjamin Engineering Consultants

39898 35 1/2 Street

Paw Paw, MI 49079

Enclosed is: [ ] $10.00 for registration of Qifer.

             [ ]  $5.00 for shipping & Handling of a disk.

Name___________________________________________

Address________________________________________

City_____________________ St_____ Zip__________

Country_______________________________

_______________________________________________


Support for Qifer

Benjamin Engineering Consultants

Visit our Web Site at http://users.aol.com/bengineers

Support for Qifer is available through the following methods,

Email:

Compuserve: 71630,1026

America Online: bengineers

Internet: ballgor@serv01.net-link.net

               bengineers@aol.com

Mail:

Benjamin Engineering Consultants

39898 35 1/2 Street

 Paw Paw, MI 49079

Tel/Fax: 616-657-4871


Generate MYM Report Files

Generate MYM Reports

1. Create a directory (preferably in your MYMWIN2 directory) to store your report files in.

2. Select an account register

3. Select Reportsand then Account Register.  This will bring up a report.  If there are no entries in the register for the current year, you may have to go back to the register and enter a void transaction for $0.00.

4. Select Settings.

a. Set the desired Date Range.

b. Set Sort by: to date.

c. Set Subtotal by: to don't subtotal.

d. Under Include Check all boxes.

e. Click on Ok - A new report will be generated on the screen.

5. Click on the Print icon.

a. Select To File.

b. Enter a path and filename.

6. When control returns, exit the report and the report menu, back to the account register, select a new account and repeat the procedure (steps 3, 4, 5 and 6)until all accounts have been printed to files.


Transfer MymWin20 Reports to Qif Files

Transfer MymWin2.0 Reports to Qif Files

1. Start Quifer  by clicking on the Qifer icon.

NOTE: The selections that are normally used are on the right side of the window. Only use the others in special cases.

2. Click on the Mym File box and select a file to convert. Although the files can be converted in any order. I suggest converting the file that contains the most transfers first.  In my case that is my bill paying checking account. After this it is easier to convert the files in the order that they are in the directory.

3. A file of the same name with the .qif extension is listed in the Qif File box.  This name can be changed if necessary.

4. Select the Account Type. The default is Bank.

5. If necessary set the way you want transfers handled.  Transfers in the qif file are entered into both accounts by MS Money so that two files with the same transfer will cause duplicate entries. The default setting of Exclude Duplicates - Auto will prevent the duplicate entry.

a. Exclude Duplicates

(1) Auto (default) will prevent transfers from being entered in the QIF file if they are from/to a file that has already been converted in this session.

(2) Select allows the user to select the accounts that will be excluded from the QIF.  Click on the center box to bring up a list of transfer accounts in the current file. Click on an account to toggle the exclude/include status of a file. The excluded accounts are marked with an astrix.

b. Include Command (default) will place a command in the QIF file telling Quicken to include transfers, regardless of the setup in Quicken. MS Money does not seem to be affected by this command.

c. No Command will not place an include comand in the QIF file.

6. Click on Make QIF to generate the Qif file.

7. Select a new Mym file and repeat for all Report files from Mym. If you need to check which accounts are done you can look in the Accounts box or click on the Report   button.

8. Click on Report to generate a list of all accounts, the balances from the Mym report, and the balances from the data in the Qif file. Check this list against the balances in MYM and in the importing program to verify the operations.

9. When all report files have been converted click on Close and then File/Exit.


Importing Qif Files

MS Money for Windows 95

If you are starting from scrath in MS Money, select File/New and then cancel when it asks you to set up an account.Select File/Import and select a .QIF file to import(this may also go smoother if you select your bill paying account first). Then follow the directions in MS Money.

When all files have been imported verify the balances with the report that you printed after the conversion.

Note: When a transfer that has been reconciled is imported it is marked as reconciled in both accounts.  It is also marked as a transfer to/from the same account in both accounts. All amounts and balances are correct otherwise.