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  #4  
Old 08-29-2004, 07:04 PM
Biggo Charley
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Posts: n/a
Default Re: Archiving

Thanks for the tips. I am looking into Quickbooks. I see they have an
online version.
"Harjinder Singh" <harjinder.singh[at]paramount.com> wrote in message
news:uzlmhNIjEHA.3428[at]TK2MSFTNGP11.phx.gbl...
- quote -

> I went through the same situation, where i took my sole proprietorship and
> made it an LLC.
> I tried to take my money file and separate the two, but finally gave in

and
> just started a new QuickBooks file for my LLC and kept Money for my

personal
> finances. Though Money is better and Quicken for personal use (my
> opinion)...Quickbooks is much better than Money when handling Business
> Transactions.
> My recommendation would be to just start fresh (with business transactions
> perhaps on your next fiscal year) and seperate your Business into

Quickbooks
> and keep your personal finances on Money...
> just a suggestion.
> "Biggo Charley" <news[at]deltaforge.com> wrote in message
> news:xlNXc.5776$ZC7.1098[at]newssvr19.news.prodigy.com...
> > Cal:
> > Thanks for your response. I looked at the FAQ pages and it seems that
> > archiving is not the way to accomplish my goal. --to separate the file

> into
> > two. We set up the business as an LLC. Guess I should have started with

a
> > "fresh" file on that day. --but alas I didn't. Is there any way to

erase
> > or delete all the transactions prior to a certain date and the save the

> file
> > as a new filename? (outside of doing this manually for each

transaction)?
> > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> > news:mg2vi01tgu36pain8c3vv34equhne6e401[at]4ax.com...
> > > In microsoft.public.money, Biggo Charley wrote:
> > > > > > I am using Money 2004 Small Business. I have a business that was a

> sole
> > > > proprietorship for about 2 years. We established an LLC in mid year.

> Now
> > I
> > > > am trying to split the file into two separate files to cover the old
> > > > business and the new LLC separately. I have tried archiving the

older
> > > > portion of the file but, although itlooks like its working, when I

open
> > the
> > > > new file it looks just like the old one. Same accounts, transactions

> > etc.
> > > > Any tips?
> > > > > See FAQ available at http://umpmfaq.info/faq.html for information.
> > > > > The archive file is a copy of the file as it existed at the time of
> > > starting the archive.
> > > > > The continuing file has some older data removed.
> > >

  #3  
Old 08-27-2004, 10:15 PM
Harjinder Singh
Guest
 
Posts: n/a
Default Re: Archiving

I went through the same situation, where i took my sole proprietorship and
made it an LLC.

I tried to take my money file and separate the two, but finally gave in and
just started a new QuickBooks file for my LLC and kept Money for my personal
finances. Though Money is better and Quicken for personal use (my
opinion)...Quickbooks is much better than Money when handling Business
Transactions.

My recommendation would be to just start fresh (with business transactions
perhaps on your next fiscal year) and seperate your Business into Quickbooks
and keep your personal finances on Money...


just a suggestion.




"Biggo Charley" <news[at]deltaforge.com> wrote in message
news:xlNXc.5776$ZC7.1098[at]newssvr19.news.prodigy.com...
- quote -

> Cal:
> Thanks for your response. I looked at the FAQ pages and it seems that
> archiving is not the way to accomplish my goal. --to separate the file

into
> two. We set up the business as an LLC. Guess I should have started with a
> "fresh" file on that day. --but alas I didn't. Is there any way to erase
> or delete all the transactions prior to a certain date and the save the

file
> as a new filename? (outside of doing this manually for each transaction)?
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:mg2vi01tgu36pain8c3vv34equhne6e401[at]4ax.com...
> > In microsoft.public.money, Biggo Charley wrote:
> > > > I am using Money 2004 Small Business. I have a business that was a

sole
> > > proprietorship for about 2 years. We established an LLC in mid year.

Now
> I
> > > am trying to split the file into two separate files to cover the old
> > > business and the new LLC separately. I have tried archiving the older
> > > portion of the file but, although itlooks like its working, when I open

> the
> > > new file it looks just like the old one. Same accounts, transactions

> etc.
> > > Any tips?
> > > See FAQ available at http://umpmfaq.info/faq.html for information.
> > > The archive file is a copy of the file as it existed at the time of

> > starting the archive.
> > > The continuing file has some older data removed.


  #2  
Old 08-27-2004, 09:32 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Archiving

In microsoft.public.money, Biggo Charley wrote:

- quote -

> Cal:
> Thanks for your response. I looked at the FAQ pages and it seems that
> archiving is not the way to accomplish my goal. --to separate the file into
> two. We set up the business as an LLC. Guess I should have started with a
> "fresh" file on that day. --but alas I didn't. Is there any way to erase
> or delete all the transactions prior to a certain date and the save the file
> as a new filename? (outside of doing this manually for each transaction)?


If erasing older non-investment transactions is what you are looking
to do, then archiving may fit that job. Not as a way to split the
operations.

Copy the combo file to a new name such as LLC.mny.

If you want to return to an earlier time with one of your files,
perhaps you kept a backup file of the right vintage. Most people
don't keep multiple backups, but they would do well to do so. While
you are planning, consider your backup policies. USB flash drives
are good, and you could rotate them to an offsite location so you
have some off-site backup too.

Open that LLC.mny file. Now you could use Archive to rid yourself of
transactions older than a specified date. If the LLC operations are
limited to certain accounts, you might be better to just delete the
accounts that do not apply.

To handle working with two files, you could create separate
shortcuts to each file, and use them to open Money. To switch files,
click File. At the bottom is the list of recently-used files to
choose from.

If you think you want to delete a transaction from one of the files,
but are not sure, consider right-clicking on the transaction and
selecting Void. That way you can see the transaction, and you can
un-void if you change your mind.


  #1  
Old 08-27-2004, 09:04 PM
Biggo Charley
Guest
 
Posts: n/a
Default Re: Archiving

Cal:
Thanks for your response. I looked at the FAQ pages and it seems that
archiving is not the way to accomplish my goal. --to separate the file into
two. We set up the business as an LLC. Guess I should have started with a
"fresh" file on that day. --but alas I didn't. Is there any way to erase
or delete all the transactions prior to a certain date and the save the file
as a new filename? (outside of doing this manually for each transaction)?
"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:mg2vi01tgu36pain8c3vv34equhne6e401[at]4ax.com...
- quote -

> In microsoft.public.money, Biggo Charley wrote:
> > I am using Money 2004 Small Business. I have a business that was a sole
> > proprietorship for about 2 years. We established an LLC in mid year. Now

I
> > am trying to split the file into two separate files to cover the old
> > business and the new LLC separately. I have tried archiving the older
> > portion of the file but, although itlooks like its working, when I open

the
> > new file it looks just like the old one. Same accounts, transactions

etc.
> > Any tips?

> See FAQ available at http://umpmfaq.info/faq.html for information.
> The archive file is a copy of the file as it existed at the time of
> starting the archive.
> The continuing file has some older data removed.



 
Old 08-27-2004, 07:25 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Archiving

In microsoft.public.money, Biggo Charley wrote:

- quote -

> I am using Money 2004 Small Business. I have a business that was a sole
> proprietorship for about 2 years. We established an LLC in mid year. Now I
> am trying to split the file into two separate files to cover the old
> business and the new LLC separately. I have tried archiving the older
> portion of the file but, although itlooks like its working, when I open the
> new file it looks just like the old one. Same accounts, transactions etc.
> Any tips?


See FAQ available at http://umpmfaq.info/faq.html for information.

The archive file is a copy of the file as it existed at the time of
starting the archive.

The continuing file has some older data removed.

  #-1  
Old 08-27-2004, 06:49 PM
Biggo Charley
Guest
 
Posts: n/a
Default Archiving

I am using Money 2004 Small Business. I have a business that was a sole
proprietorship for about 2 years. We established an LLC in mid year. Now I
am trying to split the file into two separate files to cover the old
business and the new LLC separately. I have tried archiving the older
portion of the file but, although itlooks like its working, when I open the
new file it looks just like the old one. Same accounts, transactions etc.
Any tips?
Charley


 

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