Note: If you haven't yet created an expenses report file in Quicken or Microsoft Money (by following the step-by-step instructions given for Importing from Quicken® or Importing from Microsoft® Money), you should do so now, before continuing.
Start the import process by clicking the appropriate option on the import menu (a sub-menu of the file menu), or, alternatively, use the quick access buttons on the Import Expenses sub-tab (find this by clicking the Edit Original Budget tab):
Choosing either the Quicken® or Microsoft® Money option will launch the Import Expenses Report dialog. This will allow you to locate and open the report file you saved in Step 1. The imported categories and expenses information should appear on the Import Expenses tab looking something like this:
Tip: If your report file is not succesfully imported take a look at the troubleshooting pages for Quicken or Microft Money.
Now you can use the available controls to copy data from the imported expenses into you budget. (If you wish to start with an empty budget use the Delete All button on the Edit Budget tab). The Copy Selected to Budget button allows you to copy an individual category (including whatever sub-categories it may have) into your budget, while the Copy All to Budget button will transfer all the imported data in one operation. You may find it simpler to initially transfer everything and then delete individual categories which you don't wish to include in your final budget.
Here is an example of copying over an individual category (including its sub-categories):
