Microsoft Money and Outlook 2003

[Brandon Shopay]

Does anyone know of a utility, method, or anything that will take the dates
and reminders from Microsoft Money and import them into Outlook's
calaendar/tasks/to-do list etc.

I know theres got to be more people out there who would like to do this. I
can't be the only one. If there is a way to perform this task. PLEASE let
me know.

Thanks!

 

[DL]

Doesnt Money have the facility to run the reminders, or some such, on start
up?
I seem to recall it does

 

[Nellie Bly]

I haven't used Money in years but I do believe they have an export function
also. You can then import them into Outlook..I used to export to an Excel
spreadsheet.

 

[Diane Poremsky [MVP]]

I use Money, and if they offer an import reminders into Outlook feature,
it's well hidden. You also can't export reminders to Excel, just the
financial data. You can use MSN Money online and have the reminders sync
with the MSN Money website. It's a paid service, but free or reduced cost
for buyers of Money.

--
Diane Poremsky [MVP - Outlook]
Author, Teach Yourself Outlook 2003 in 24 Hours
Coauthor, OneNote 2003 for Windows (Visual QuickStart Guide)
Author, Google and Other Search Engines (Visual QuickStart Guide)



Join OneNote Tips mailing list: http://www.onenote-tips.net/

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[Russ Valentine [MVP-Outlook]]

Agreed. There is no export to Outlook feature. And the synch with MSN can be
a disaster. One way synchs cannot be configured, so if you ever restore a
money file from a backup, you can end up trashing it the next time you
synch.
--
Russ Valentine
[MVP-Outlook]

I use Money, and if they offer an import reminders into Outlook feature,
it's well hidden. You also can't export reminders to Excel, just the
financial data. You can use MSN Money online and have the reminders sync
with the MSN Money website. It's a paid service, but free or reduced cost
for buyers of Money.

--
Diane Poremsky [MVP - Outlook]
Author, Teach Yourself Outlook 2003 in 24 Hours
Coauthor, OneNote 2003 for Windows (Visual QuickStart Guide)
Author, Google and Other Search Engines (Visual QuickStart Guide)



Join OneNote Tips mailing list: http://www.onenote-tips.net/

Vote for your favorite Outlook and Exchange utilities in the
Slipstick Ratings Raffle at http://www.slipstick.com/contest/

I haven't used Money in years but I do believe they have an export function
also. You can then import them into Outlook..I used to export to an Excel
spreadsheet.

 

[H Gohel]

[Removed microsoft.public.outlook.configuration from the list of newsgroups]

Does anyone know of a utility, method, or anything that will take the dates
and reminders from Microsoft Money and import them into Outlook's
calaendar/tasks/to-do list etc.

I'm pretty sure it was in the money newsgroup that I found a hint on
this -- it's not an automated method, and it's not as easy as one would
like, but it's a starting point for someone to write a script and make
it all happen:

* In Money go to the Reports gallery and choose What I Owe > Upcoming
Bills & Deposits.

* Customize that so that no extra rows/columns are shown (minimum seems
to be Date, Frequency, Payee and Amount)

* Customize you date settings

* From the left hand pane (or right-click menu) choose Send To > Desktop
which will save a CSV and XML file to your desktop, or alternatively
choose Export to Microsoft Excel.

* Edit the CSV file to remove the first line which is the title of the
report.

* Start MS Outlook and import the CSV file into your calendar.

* Customize the mapping so that the Date corresponds to the Start time
of the appointment and map the other fields appropriately.

Unfotunately you can't map the frequency of the bill directly, so you
will have to open the (only) occurrence of that bill in Outlook and set
the frequency yourself. Set your reminders at that time too.

It would be nice if someone could write a small VB or JavaScript program
to import these CSV files into Outlook Calendar with the frequency and
the reminders set.