Our Smart Import allows you to easily import your financial information from Microsoft Money into the H&R Block software. The Smart Import Wizard guides you through the import process.
As you go through the Interview, the data that you import is displayed as brown text. Change anything you need to at that time. You can also view and change the imported information any time by selecting Review Financial Imports from the Reports menu to display the Import Report.
Under the Welcome tab follow the instructions that the H&R Block software displays until you get to the Smart Import: Import Amounts from 2009 screen.
Click the Get Started button next to the Financial Software section. The Import Financial Information dialog box opens.
Select Microsoft Money and the version you use, and then click OK. The Import Wizard opens. Read the instructions and click Next.
From the file list, select the Microsoft Money file you want to import from. If necessary, click the browse button to navigate to the folder where the file is located. If the file is password protected, enter your password in the software password box.
Click Next. The program displays a list of accounts with transactions that will be imported. All the accounts listed are pre-selected. If you don't want to import from an account, simply clear the check box next to the account by clicking on it.
Click Next. The program displays a list of transactions that will be imported. All the transactions listed are pre-selected for you to import. If you don't want to import an item, simply clear the check box next to it by clicking on it.
Click Import, and then click Finish. Under the Financial Software section, the H&R Block software lists the name of the file that was imported.
You can view a summary of the imported information by clicking on the View Summary link under the file name. The Import Report is displayed. You can use this report to edit or delete individual transactions. If you want to delete all the transactions that were imported click the Delete link under the file name.
Click Next Step. The H&R Block software displays the Smart Import: Compare Your Imported Items screen.
Click on the check box of the items you want to delete to remove the check mark. You should keep only the most current version of each form or item and delete any duplicates.
Click the Start Return button.
Note: To import tax information from earlier versions of Microsoft Money, you must first export the data from Microsoft Money into a Tax Interchange File (.txf) format and then import it into the H&R Block tax software.
Under the Welcome tab follow the instructions that the H&R Block software displays until you get to the Smart Import: Import Amounts from 2009 screen.
Click the Get Started button next to the Financial Software section. The Import Financial Information dialog box opens.
Select the Other TXF option, and click OK. The Import Financial Data from... dialog box opens.
Select the file you want to import, and click Open. If the file you want to import is in a different folder, navigate to that folder and select it. The H&R Block software imports the information. Under the Financial Software section, the H&R Block software lists the name of the file that was imported.
You can view a summary of the imported information by clicking on the View Summary link under the file name. The Import Report is displayed. You can use this report to edit or delete individual transactions. If you want to delete all the transactions that were imported click the Delete link under the file name.
Click Next Step. The H&R Block software displays the Smart Import: Compare Your Imported Items screen.
Click on the check box of the items you want to delete to remove the check mark. You should keep only the most current version of each form or item and delete any duplicates.
Click the Start Return button.