Migrate from MS Money - transfers?


I'm a long-time MS Money user and would like to switch. I have around 20 accounts in MS money with thousands of transactions which are transfers between the accounts. If I export from MS Money in Loose QIF format and view the file in Notepad, I can see the "other account" is shown against the transactions, and I have used the exact same name for the account names in YNAB.  Yet YNAB doesn't import it as a transfer. What am I missing here?


Many thanks.

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  • Just start with YNAB from today. Do not import past transactions or transfers. You can reference MS Money if you need to look at the past for some guidance on how you used to spend your money.

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  • Second the advice to start YNAB from today.

    If you like the motivation of seeing your financial journey from the beginning, you can use a Tracking account in YNAB to reflect the value of your historic liquid assets from Money through the years. Just update the balance at whatever dates you like.

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