Importing From Microsoft Money 2007 or Plus 2008

To import your Microsoft Money 2007 or Plus 2008 into the H&R Block software, 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.

As you go through the Interview, the H&R Block software displays the data that you import as brown text. You can 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.

To export tax data from Microsoft Money:

  1. Open Microsoft Money.

  2. From the File menu, select "Export To Tax Software."

  3. In the pull-down list, select the tax year for the year's return you are completing, and click Continue

  4. Check off the tax items you wish to transfer into the program, and click Continue.

  5. In the left pane, select "Use tax software."

  6. Click "Export your tax information as a data file you can use with any software program." The Export Tax dialog appears.

  7. In the File name field, enter a name for the export file.

  8. In the Save as type field, make sure Tax Exchange Format (*.txf) is shown.

  9. Click OK. Microsoft Money creates the export file that you can import into the tax software.

To import data while working in the Interview:

  1. Click the Take Me To button.

  2. From the Welcome section select Smart Import.

  3. Click Go To.

  4. On the Import Data From Financial Software screen, select Yes and click Next.

  5. Select the financial program that you use and click Next.

  6. Click Import. Follow the instructions displayed to import your data.

To import data using the File menu:

  1. From the File menu, choose Import Financial Information. The Smart Import dialog box is displayed.

  2. Select Microsoft Money and the version you use, and then click Next.

  3. Read the instructions and click Next.

  4. 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.

  5. Click Import Selected File. 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.

  6. Click Import.

The H&R Block software automatically displays the Import Report. You can use this Import Report to edit or delete individual transactions.