Investment Import from MS Money

Discussions specific to Windows version of AceMoney
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scottcrew
Posts: 1
Joined: Tue Jan 08, 2013 6:38 pm

Investment Import from MS Money

Post by scottcrew »

Posted this in the Yahoo group but got no responses... :( Hopefully, someone has an answer on here.

Trying to make the switch over to AceMoney from MSMoney.
One of the main reasons I is to be able to track investments.
I just imported my investment files from MS Money and AceMoney switched around
the debits and credits. So now it looks like my investments are negative numbers.
Any idea why that happened and how I might be able to fix it?
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Nats
Posts: 19
Joined: Tue Jan 08, 2013 5:54 pm
Location: Pocklington East Yorkshire, UK

Re: Investment Import from MS Money

Post by Nats »

The Acemoney help file mentions this - dont know whether it helps or not:

If you also had investments in Microsoft Money and generated an Investement Transactions report (steps 10-16), select File->Import and open Investment Transactions.xml. Investment transactions will be added to the accounts created in the previous step.

The imported file does not contain investment symbols, only the investment names. Without the symbols AceMoney would not know the current share prices, so you will see large negative gains. No worries, this is expected, the gains will go back to normal as soon as you manually enter investment symbols in the Portfolio page and download (or manually set) current quotes.


Maybe you need to reenter all the correct investment symbols for Acemoney to recognise them properly and then update the share prices?
"It's life Jim but not as we know it"
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