Getting data out of Microsoft Money used to mean running Money and exporting one report or one
account at a time. This page turns the entire .mny file into one Excel workbook and a set of
CSV files, without Money.
What the workbook contains
- Accounts: every account with its type, currency, opening balance, balance, number of transactions, first and last dates, linked account, and whether its balance matches the one Money saved in the file. Investment accounts show their value at the last prices in the file.
- One sheet per account: date, number, payee, category, transfer account, memo, amount, running balance and status (cleared, reconciled, void). A split transaction keeps its total on its own row, and its lines follow with their category, memo and amount in "Split line amount", so sums of the Amount column stay right.
- All transactions: every account in one sheet, one row per split line, ready for filters and pivot tables (spending by category across all accounts, for example).
- Categories and Payees: the full category tree ("Bills : Electricity") with income or expense and tax flags, and every payee with how often it was used.
- Investments: securities with symbols and last prices, holdings per account, and every buy, sale, dividend and reinvestment with quantity, price and commission.
Dates are real Excel dates and amounts real numbers, so they sort and add up.
The CSV files
The ZIP holds the same tables as UTF-8 CSV files (accounts, transactions, investment
transactions, holdings, securities, categories, payees) and one register per account in an
accounts folder. They open in Excel, Numbers, LibreOffice and Google Sheets, and load into a
database or a script.
Things to know
- Amounts stay in each account's currency; a file with dollar and pound accounts keeps both.
- Scheduled bills that were never entered are not in the registers, as in Money.
- Budgets and reports are not exported; the transactions they were built from are.
Your file is used only to produce your downloads, and the results are deleted after 30 minutes.
More about what this tool reads and writes: Microsoft Money File Converter (.mny).