Welcome to the CA-Simply Money to Quicken (MXF to QIF) Conversion 
utility!  This conversion utility makes it easy for you to convert 
your CA-Simply Money Version 1.0 data into Quicken for Windows 
Version 3 data.  Just follow this document from beginning to 
end.  You may want to skim Section III "About CA-Simply Money
Conversions" before beginning the conversion process (e.g. some
category names are truncated in the conversion).  This document
is organized as follows:  

            I.  WHAT YOU NEED
           II.  CONVERSION PROCESS
                A.  INSTALLATION
                B.  CONVERTING CA-SIMPLY MONEY DATA
                C.  IMPORTING DATA INTO QUICKEN
          III.  ABOUT CA-SIMPLY MONEY CONVERSIONS


Also, here are some features in Quicken that are not in 
CA-Simply Money:

     -  Investment Tracking - multiple methods of measuring
        investment performance and value, e.g. internal rate
        of return.

     -  Financial Calendar - for scheduling transactions,
        also enters future transactions automatically.

     -  Financial Planning - forecasts net worth, cash flow, 
        and account balances. 

     -  QuickZoom - see the numbers behind reports and graphs.


* Quicken is a registered trademark of Intuit Inc.
  CA-Simply Money is a trade of Computer Associates International, Inc.
  All other products and services are trademarks of their respective
  manufacturers.
------------------------------------------------------------------


I.  WHAT YOU NEED
=================

    You'll need the following equipment to run the conversion 
    utility:

    -   an IBM (or 100% IBM-compatible) 386 or higher computer

    -   a minimum of 2 MB of RAM

    -   a hard disk with at least 5 MB of disk space

    -   Microsoft Windows, Version 3.1 or higher, running in 
        standard or enhanced mode

    -   DOS Version 3.1 or later

    -   CA Simply Money, Version 1.0

    -   Quicken for Windows, Version 3


II.  CONVERSION PROCESS:
========================

     Before you begin, back up your data.

     A.  INSTALLATION
         ------------

         If you have not already done so, install Quicken (see 
         Quicken manual).

         Be sure to note the drive and directory where you 
         uncompressed the MXFTOQIF.ZIP file (eg. C:\DOWNLOAD). 
         You will need this for step 7 below.


     B.  CONVERTING CA-SIMPLY MONEY DATA
         -------------------------------

         1.  Start CA-Simply Money and open the Finance Group you 
             wish to convert to Quicken.

         2.  Select Export... from the CA-Simply Money File menu.

         3.  In the Export CA-Simply Money Data window:

             -  Under filename type in TEMP.MXF

             -  Click the Dates button, and select the date range  
                (e.g. All Dates) for the data you want to convert
                to Quicken.

             -  Make sure all Export option boxes are checked.

             -  Make sure MXF compatibility is selected.

         4.  Click OK to export the data. This will export your
             data to a file called TEMP.MXF in you Simply Money
             data directory (usually C:\S-MONEY\DATA).

         5.  When you see the Export complete. message, click OK
             and then exit CA-Simply Money.

         6.  Select Run... from the File menu in the Windows
             Program Manager.

         7.  In the Command Line of the Run dialogue box, type in
             the path to the location where you uncompressed the 
             mxftoqif.zip file, followed by  MXFTOQIF.EXE
             (eg. C:\DOWNLOAD\MXFTOQIF.EXE) and click OK to run 
             the conversion utility.

         8.  In the MXF to QIF File Conversion Utility window:

             -  Use the File... button to locate and select your 
                exported TEMP.MXF file in the file system (e.g.
                C:\S-MONEY\DATA\TEMP.MXF).

                The Files box will then display:

                *  the MXF export file (TEMP.MXF) you are 
                   converting, 

                *  the name of the QIF file (TEMP.QIF) that will 
                   contain the converted data, 

                *  and the name of the report file (REPORT.TXT)
                   that will contain detailed information about 
                   data that was changed during the conversion.

             -  Click the Convert button to begin converting 
                your data.

                The Statistics box displays the number of records 
                converted and the number of comments and alerts 
                written in the report file for each item converted.

         If you converted investment data, and securities price
         history data was exported to the PRICEHST.QKN file, you 
         will need to import these prices later in Quicken as
         described in the next section Importing Data into 
         Quicken.

         9.  Answer YES to review the REPORT.TXT report file in
             the Windows Notepad.

             This file contains the "MXF to QIF File Conversion
             Report" which lists every data item that was changed
             or caused a problem in the conversion process. The 
             file is stored in the same directory as the original
             MXF file.
             Two types of information are listed:

                COMMENT: Indicates an item that was changed, such 
                as a category name. In some cases, you may be  
                instructed to do something in Quicken, such as add
                a symbol to your Quicken securities list before
                importing price history data.

                ALERT: Indicates a serious problem that may require 
                that you re-export the data. Be sure to resolve all 
                ALERTs before importing your data into Quicken.

             After you review "MXF to QIF File Conversion Report",  
             it is a good idea to print the file and then close the
             Notepad. 

        10.  Click Exit to close the MXF to QIF File Conversion 
             Utility window.


     C.  IMPORTING DATA INTO QUICKEN
         ---------------------------

         Follow the steps below to import your converted CA-Simply 
         Money data into Quicken for Windows:

         1.  Start Quicken by double-clicking the Quicken icon in 
             Windows.

         2.  Choose New... from the File menu, select New File, and 
             click OK to set up a new file that will contain the 
             CA-Simply Money accounts you will be importing.

         3.  Specify the name for your new Quicken data and click OK.

         4.  Select Investment Account from the Select Account Type 
             window and click OK.

         5.  Enter a unique temporary account name like TEMP1 in the 
             Account Information window and click OK.

         NOTE: Do not specify the name of an existing CA-Simply Money 
         account as your Quicken account name. Use a temporary account 
         name like TEMP1. After you finish importing the data, you can
         delete this account at any time.

         6.  Click Yes to add a Portfolio View icon to the icon bar.

             Quicken creates the new account and immediately displays 
             the account check register. 

         7.  Choose Import... from the File menu.

         8.  At the QIF Import window:

             - Enter the path and filename of the QIF file (including 
               the extension) that contains the converted data or use
               the Browse button to locate the QIF file in your file 
               system.  For example, C:\S-MONEY\DATA\TEMP.QIF.

             - IMPORTANT! Make sure all Import Items are checked 
               except "Special handling for transfers"!  

                         Check:
                          - Transactions
                          - Accounts List
                          - Category List
                          - Memorize Transactions

                         DO NOT check:
                          - Special handling for transfers


           9.  Click OK to import the data into the new Quicken file. 

               During the import process, Quicken displays messages 
               whenever it trys to import data it does not recognize. 
               This is normal when importing data from CA-Simply Money. 
               Answer YES to all such messages.

          10.  Add information that CA-Simply Money did not export.

               - Add address information to any unprinted checks.

               - Import prices using the Portfolio view. You will need
                 to import prices if you converted an investment account 
                 and a PRICEHST.QKN file was created during the 
                 conversion process. 

               NOTE:  Security symbols are not imported.  You need 
               to enter the security symbols in Quicken before you
               import prices. 

                 To import prices, open the investment account, click
                 the Port View button, and select Import Prices from the 
                 File menu. Type the complete path and filename for the 
                 PRICEHST.QKN file in the Import Price Data window 
                 and click OK. Quicken then imports the price history 
                 for that investment file.

         11.   Verify the results.

               Be sure to check some randomly selected transactions and 
               all of your account balances to make sure that they match 
               the CA-Simply Money data. If one of your accounts has an 
               incorrect balance, compare the check registers in CA-
               Simply Money and Quicken and see if anything did not make
               it into Quicken.

         See Section III "About CA-Simply Money Conversions" for
         information about how the data was exported and converted.

         12.  If you do not have enough disk space for both CA-Simply 
              Money and Quicken, you can remove CA-Simply Money 
              from your hard disk after you've verified your data.

         13.  Delete the temp1 account (created in step 5 above) at 
              this time.

         14.  Delete the report files created during the conversion 
              process from the directory where you put the QIF file, 
              including the .MXF file, the .QIF file, PRICHIST.QKN,
              and the REPORT.TXT file after you've reviewed its 
              contents and printed the file. 

         NOTE: You need to repeat the conversion process from 
         Section II.B "Converting CA-Simply Money Data" onward for each
         Finance Group you wish to convert to Quicken.  You can delete
         the \CONVERT directory and its contents once you've converted
         all of your Finance Groups to Quicken.



III.  ABOUT CA-SIMPLY MONEY CONVERSIONS
=======================================

- Special characters in CA-Simply Money names

  CA-Simply Money uses six special characters in category names 
  that are not used in Quicken. When the six characters shown here
  in parentheses ( : [ ] / | ^ ) are found in a CA-Simply Money
  category name they are converted to a hyphen (-) in the Quicken
  category name.

- Account names in CA-Simply Money category names

  Account names are often appended to the end of CA-Simply 
  Money category names. Since Quicken handles accounts differ-
  ently than CA-Simply Money, Quicken Convert always 
  truncates account names from the category name.

- When CA-Simply Money names are too long...

  Quicken supports category names of up to 31 characters and 
  subcategory names of up to 15 characters, whereas CA-Simply 
  Money allows longer category and subcategory names. 

  When CA-Simply Money category names are too long to fit into 
  Quicken and there is no equivalent category name in Quicken, 
  Quicken Convert truncates subcategory names to the first 15 
  characters and truncates the full category name to 31 characters. 
  If a subcategory is lost due to this truncation, the transaction
  is assigned to its parent category. For example, if you have the 
  following category:

              Clothing Expense:Sports & Recreation:Big 5

  the category name would become:

              Clothing Expens:Sports & Recrea

  If a category or subcategory is truncated to the point that it 
  duplicates a category name for a different category, a number is 
  appended to the name to make it unique. This number is incre-
  mented for each additional category with the same name that is 
  created. For example, if you have these two categories:

              Clothing Expense:Sports & Recreation:Big 5

              Clothing Expense:Sports & Recreation:Any Mountain

  these categories would be created:

              Clothing Expens:Sports & Recr01

              Clothing Expens:Sports & Recr02

- CA-Simply Money payroll accounts

  CA-Simply Money payroll accounts are converted to Quicken 
  but are not used by Quicken. You can delete these accounts after 
  you've converted your data.

- Loans in CA-Simply Money

  Although CA-Simply Money loan accounts are converted, some 
  aspects of mortgage loan accounts are not useful in Quicken. It 
  is best to delete the CA-Simply Money mortgage loan accounts 
  in Quicken's account list and then use Quicken's loans feature to 
  set up and automatically amortize your loans.

- Utilizing Quicken categories

    * Handling FICA expenses

      CA-Simply Money combines Medicare and Social Security 
      expenses in a single category, Paycheck Expense:FICA, whereas 
      Quicken itemizes this expense in two separate categories, 
      Tax:Medicare and Tax:Soc Sec. Quicken Convert assigns all 
      Paycheck Expense:FICA categories to the Tax:Soc Sec category 
      in Quicken. For future paychecks, you may want to separate the 
      FICA expense using Quicken's categories.

    * Differentiating paycheck expenses for spouses

      In CA-Simply Money, multi-level subcategories are used to 
      differentiate between spouses income and expenses. For 
      example, you might have two categories in CA-Simply Money 
      like:
  
          Paycheck Expense:Federal Withholding:Kathy's company

          Paycheck Expense:Federal Withholding:Robert's company

      Since in this case the Quicken conversion process truncates
      the 3rd subcategory and assigns the category to the Quicken 
      category Tax:Fed, there is no longer differentiation between 
      spouses. However, Quicken has standard categories you can use 
      to reassign these expenses. 

      In Quicken, there are two sets of tax categories; one for Tax
      and one for Tax Spouse:

                      Fed             Fed
                      Medicare        Medicare
                      Other           Soc Sec
                      Soc Sec         State
                      State

      To divide your paycheck transactions in Quicken between 
      spouses, you simply need to find the transactions using Tax: 
      categories and reassign them to the appropriate Quicken 
      categories. 

- Handling electronic bill paying

  If you use electronic bill paying in CA-Simply Money, you 
  should wait to convert to Quicken until all transactions have 
  cleared. You should then set up the electronic transactions in 
  Quicken. See Chapter 9 in the Quicken for Windows manual for 
  more information about paying bills electronically.

- Duplicate income and expense category names

  If you have created income and expense categories with the 
  same name, Quicken convert assigns all of the transactions to 
  the same income (or expense) category. You can fix this in 
  Quicken by locating these transactions and changing the 
  category as necessary.

- How CA-Simply Money categories are mapped to Quicken categories

  Since Quicken for Windows probably does not have the same 
  categories you used in CA-Simply Money, we have done our 
  best to utilize your category names or convert them to the 
  nearest equivalent standard Quicken category. The following 
  table shows how the most common CA-Simply Money catego-
  ries are assigned in Quicken for Windows. 

  The following category names marked with an asterisk (*) indicate 
  CA-Simply Money names that are changed in Quicken to conform to 
  Quicken's naming convention. If you have category names that 
  do not appear in this table and are not sure how they were 
  converted, review the REPORT.TXT file that was created during 
  the conversion process for a comprehensive list of how your 
  categories were mapped into Quicken categories.


  CA-Simply Money Category                Quicken Category
  ------------------------                ----------------

                      INCOME CATEGORIES

  Alimony                                 Alimony
  Business Income                         Business Income
  Consulting                              Consulting
  Diverse Income                          Diverse Income
 *Dividends                              *Div Income
  Earned Interest                         Earned Interest
  Estates                                 Estates
  Farm Income                             Farm Income
 *Long-Term Cap. Gains                   *LT CapGn Dst
 *Misc. Income                           *Other Inc
 *Non-Taxable Interest                   *Non Tax Int Inc
 *Other Gains/Losses                     *Other Gain-Loss
  Partnership                             Partnership
 *Rental Income                          *Rent Income
  Royalty                                 Royalty
  Salary                                  Salary
 *Short-Term Cap. Gains                  *ST CapGn Dst
  Social Security                         Social Security
  Tax Refund                              Tax Refund
 *Taxable Interest                       *Taxable Int
  Trusts                                  Trusts
 *Unemployment Comp.                     *Unemp. Comp.


                     EXPENSE CATEGORIES          

 *Advertising                            *Ads                    
  Auto                                    Auto
  Charges                                 Charges
  Charity                                 Charity
 *Child Care                             *Childcare
  Clothing                                Clothing
 *Commissions                            *Commission
 *Dental                                 *Medical:Dental
  Dining                                  Dining
 *Entertainment                          *Entertain
  Gifts                                   Gifts
  Groceries                               Groceries
 *Home Repair                            *Home Rpair
  Insurance                               Insurance
 *Insurance\Auto Insurance               *Insurance:Auto
 *Interest Expns                         *Int Exp
 *Interest Expns\Credit Card             *Int Exp:CCard
 *Interest Expns\Credit Line             *Int Exp:CLine
 *Interest Expns\Mortgage Int            *Mort Int
 *Invest Expns                           *Invest Exp
  Leasing                                 Leasing
 *Legal Fees                             *L&P Fees
  Margin Interest                         Margin Interest
  Medical                                 Medical
 *Misc. Expns                            *Misc
 *Office Expns                           *Office
 *Paycheck Expense                       *Tax
 *Paycheck Expense\Federal Withholding   *Tax:Fed
 *Paycheck Expense\Misc. Expns           *Tax:Other
 *Paycheck Expense\State Disability      *Tax:SDI
 *Paycheck Expense\State Withholding     *Tax:State
 *Payroll Expns                          *Payroll
 *Payroll Expns\Employer FICA            *Payroll:Comp FICA
 *Payroll Expns\Employer FUTA            *Payroll:Comp FUTA
 *Payroll Expns\Employer SDI             *Payroll:Comp SDI
 *Payroll Expns\Employer SUI             *Payroll:Comp SUI
 *Payroll Expns\FICA                     *Payroll:FICA
 *Payroll Expns\FIT                      *Payroll:FIT
 *Payroll Expns\Gross                    *Payroll:Gross
 *Payroll Expns\Misc #1                  *Payroll:Misc #1
 *Payroll Expns\Misc #2                  *Payroll:Misc #2
 *Payroll Expns\Misc #3                  *Payroll:Misc #3
 *Payroll Expns\Misc #4                  *Payroll:Misc #4
 *Payroll Expns\Misc #5                  *Payroll:Misc #5
 *Payroll Expns\Misc #6                  *Payroll:Misc #6
 *Payroll Expns\SDI                      *Payroll:SDI
 *Payroll Expns\SIT                      *Payroll:SIT
 *Property Tax                           *Tax Prop
  Recreation                              Recreation
 *Rent                                   *Rent Paid
  Repairs                                 Repairs
  Service Chrg                            Service Chrg
  Subscriptions                           Subscriptions
  Travel                                  Travel
  Utilities                               Utilities
  Utilities\Electricity                   Utilities:Electricity
  Utilities\Gas                           Utilities:Gas
  Utilities\Sanitation                    Utilities:Sanitation
  Utilities\Telephone                     Utilities:Telephone
  Utilities\Water                         Utilities:Water



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