Microsoft® Money Import Feature

Investment Account Manager is able to import a Microsoft® Money CSV or QIF format file. Importing a Money CSV (Excel) file is intended for users looking to import the current balances of their investments without investment transaction history. Importing a Money QIF file is intended for users looking to import investment transaction history as provided by the Money QIF, including buys, sales, income reinvestments, and other activity.

Please contact Investment Account Manager technical support if you have specific questions regarding the Microsoft Money import function.



PDF Download a PDF of the Investment Account Manager / Microsoft Money import process.