Investment account balances in Money and Quicken might not match Search for “edit an account,” “edit a memorized payee,” or “edit a category.”) If your account balances look wrong From the Help menu inside Quicken, choose Quicken Help. (For instructions on how to do this, see the Quicken Help. You can easily rename any of these if you want to.
This is due to differences in things like characters permitted and character lengths allowed.
You might also notice that some of the names of your accounts, payees, categories, or other items appear slightly differently in Quicken than they did in Money. Names of accounts and other fields might differ slightly Search for “Create online payment,” then read the topic “How do I create an online payment?” If you had any bills in Money set up to be paid online, you'll have to set them up in Quicken as well. Search for “Microsoft Money,” then read the topic “What happens after I import data from a Microsoft Money file?” To get there, in the Help menu inside Quicken, choose Quicken Help. (You'll need to do this even if your accounts were set up for automatic download in Money.) There are detailed instructions on how to do this in Quicken’s Help. You need to set up your accounts in Quicken so they can automatically download your transactions from your bank and other financial institutions. Set up your accounts for automatic download
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