Import Quicken Downloads To Microsoft Money On Windows 10:
It took a few tweaks to get Microsoft Money to work the way I wanted. I’m documenting them here, in case anyone else wants to do the same thing.
Microsoft Money is a software program on Windows for keeping track of your accounts, similar to Quicken. Microsoft stopped selling it in 2011. They made the latest version a free download for everyone (see Money Plus Sunset Deluxe and Money Plus Sunset Home and Business). Even if you’ve never used Microsoft Money before, you can still start using it now and it’s all free. In addition to not being able to automatically download bond transactions and prices, the software still works. I had no problem installing or running it on Windows 10.
The new generation of online and mobile account monitoring apps like Mint or Personal Capital is easier to use, but desktop apps like Microsoft Money or Quicken still have their advantages in some respects. See Mint and Personal Capital vs Quicken and Microsoft Money.
With a few suggestions of mine, a third-party developer, Robert, has developed ways to download stock and fund transactions and prices and update them in Microsoft Money. Since Robert did a much better job than my first primitive attempt, I now use Robert’s PocketSense system.
The configuration is well documented on the PocketSense website. This takes care of updating stock and fund prices and downloading transactions from banks and brokers who still support direct downloads in Money’s OFX file format.
Import Quick Download
However, many banks and brokers have stopped offering direct downloads in Money’s OFX file format. Since Quicken still exists, most of them still offer downloads from their websites in the Quicken Web Connect format. If you simply save the downloaded file and change the file extension from .qfx to .ofx, you can import the transactions into Money by double-clicking the downloaded file.
If you want to skip the manual steps of saving the file and changing the file extension, you will need to make some changes to make your computer directly open the .qfx file as if it were a .ofx file. After these changes, the download will go directly from your browser to Microsoft Money.
Add the qfx extension
First, you need to make the computer understand the .qfx extension. You need to add some registry entries. There is a log file in the .reg file to automatically import Quicken QFX files into Money in American’s Microsoft Money Offline Weblog, but running it didn’t work for me. Following the manual changes in James Pelham’s comments, Burn worked.
If you log in as an administrator account just to install the software and log in as a regular account for routine use, be sure to make registry changes on both accounts.
Associate qfx with Money Import Handler
There is another registry change before everything works. In RegEdit, locate the HKEY_CLASSES_ROOT \ Applications \ mnyimprt.exe key. Delete the NoOpenWith entry. This causes Money Import Hander to appear in the Open With … list and you will not receive the error “The selected program cannot be associated with this type of file. Please choose another program.”
Now download a Quicken Web Connect format transaction file and save it somewhere. Right-click and select Open With. Navigate to Program Files (x86) \ Money Plus \ MnyCoreFiles (hidden folder, just type it in) and choose mnyimprt.exe. Check the box to always open this type of file with this program.
It takes some work at first but once done, you can simply download the transactions from your banks and brokerage sites in Quicken Web Connect format. The download will go directly to Microsoft Money.