How to Transfer Accounts to New Microsoft Money Version

If you need to transfer accounts from one version of Microsoft Money to another, you need to export your Microsoft Money accounts individually and then import accounts to the new version one by one.

When you are transferring several files, you need to keep track of what accounts have been transferred. Print out a Net Worth Report organized by Accounts (not Account Types), then mark off each account on the list as you export it as a reminder.