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Dealing with large accounts

If you have used Quicken or Money for many years, your files may be so large that you don't want to export the entire account to a QIF file. If this is the case, follow these steps before exporting a QIF file:

1. Decide how much history you want to transfer for each account. For example, you might want to transfer transactions for the past two months or since the start of the year.
2. Using Quicken or Money, find the ending balance for the day before your history will begin. Do this for each account you will transfer, and write the balances down. For example, if you plan to transfer transactions for this calendar year, write the ending balance for December 31 of last year.