Can I upgrade X Money version to Y Money version

If you are upgrading of converting Microsoft Money, or are wanting to, then the answer depends on the versions you have. As long as the X (initial) MSMoney version is earlier than the Y (newer) MSMoney version number (eg 2004 to 2005), then the general answer is yes. However, you cannot convert if the answer is no in the following cases:
  1. The versions are from different countries, for example, French to International or UK to US. See Article 96 regarding this error.
  2. You're trying to open the 2005 Money version which does not have a required patch installed and the file you are opening has been used in a version of Money which has had that patch installed. See Article 42.
So, in summary if you have, say Microsoft Money 97 and want to upgrade to Microsoft Money 2006, then it should be possible.

One word of warning. On conversions between versions of Money which were produced a long time apart (e.g. Money 97 to Money 2006), it can sometimes fail. You may need to go via an intermediate trial version (such as a trial version of Microsoft Money 2002) to get this to work.

For some US versions (98/99 to 2006, see Article 227).

This article is relevant to all versions of Microsoft Money - 1.0, 2.0, 3.0, 95, 97, 98, 99, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007 and Plus. It has been seen in the past that some earlier versions convert from one language to another without issues, but most versions in the last 10 years will not.

Category: Installation

Keywords: Conversion, Version, US, Intermediate, Trial, Upgrade