I to have an active Money file dating 9 years back. I started with Quicken,
then converted to Money back in '99 if I remember right.

However, there is a solution to the multiplying of bills in the budget.
After searching for a solution, I was able to determine a fix on my own which
works even for a lot of data. For me, I had to convert 2 payrolls a month
with 14 categories a piece and it took me a couple hours. You don't need to
archive, but historical budget data will be gone. There probably is a way to
take old budget data to create a historical budget, but I didn't see the
value-add in that. So here's how it's done step-by-step:

1. Create a new category like your old one.
2. Create a dummy category that you will never use. For example:
"_DummyCategoryDoNotDelete".
3. Do a Tools-> Find and Replace to move all your old categories to the new
one. A standard MOVE will not work, that will also move the duplicated
budget data.
4. Go to "Bills & Deposits" and make changes to your recurring bill's
category to the new one you created.
5. Go to "Categories" and delete your old category. It will ask what to do
with the transactions so select your dummy category. You cannot get rid of
the bad budget entries (MS a fix please off the Repair Level 2 option!) so
your dummy category will be a consolidation of all of thoes.
6. Go to "Categories" and rename your new category with your old category
name (unless you like the new one that is).

That should do it. You have to follow thoes steps for every category that
occurs, which is why payroll entries were so painful. Now if only I could
understand how the rest of the budget and debt planning works I'd be happier.

Graham S.


"Onyxpurr" wrote:

- quote -

I am so frustrated.

I haven't had any problems with previous versions, and I don't do any online
transactions, however all my beginning balances were reset to $0 and my bills
have been triplicated. In addition to being duplicated, some bills that were
moved into the account as paid, are now showing as unpaid AND in the checking
account as paid!!

Argh!!!!

Never again!!!

I too have a file dating back to M95. No corruptions etc etc; never archived
(well I did once just to see and v quickly dropped that idea).

I think my secret is that the ONLY thing I ever go on-line for is share
price updates.

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default...d=fh;EN-GB;mny.
For wishes or suggestions see
http://register.microsoft.com/mswish/suggestion.asp
or for UK wishes http://www.microsoft.com/uk/support/money/feedback

I do not respond to any emails that I have not specifically asked for.


"Michael W. Torrisi" <mtstuff[at]swbell.net> wrote in message
news:Ngkdd.7894$Al3.773[at]newssvr30.news.prodigy.com...
- quote -

WOW!!!!

That is amazing that you have a file with data going back 9 years and
haven't experienced any instability converting files with an upgrade every
year. I am totally envious. If you have secrets, please share because this
latest upgrade has caused me to archive once again. I can still access the
data just fine by opening the archived files but it would be awesome to be
able to see cumulative data over 9 years in one file. That's awesome.

By the way, I've been using Money since 1998 ... you would think I would be
able to battle it better than I have done so far. It is very frustrating at
tax time having to open archived files to, say, find a cost basis for a
mutual fund purchase.

If you have any suggestions to help me stabalize my files I would very much
appreciate hearing about it.

Mike T.







"SJCOHEN730" <sjcohen730[at]aol.com> wrote in message
news:20041019110124.02938.00002214[at]mb-m11.aol.com...
- quote -

- quote -

As a nine year Money user who has updated each year and has his entire
financial history on ONE current file in Money, if what you say ever becomes
necessary for me, I will be VERY upset and will probably find other ways of
doing my personal finance accounting.

Well, here is my conclusion after trying several workarounds and even
talking to MS tech support (outsourced to India). When upgrading and
converting a file, budgets are going to be screwed up. The tech support guy
read all of the MS talking points from his playbook (such as the repair file
feature and reinstalling the software). Bottom line: if you are going to
upgrade, be prepared to archive your previous data and make a clean start.
This makes the most sense at the end of a fiscal year. The prior year's
data can be accessed easily via the archived file.

The ultimate issue, however, is how this effects people who are trying to
track capital gains and other investment data over time. These accounts
would obviously not be included in the archive. Since I track portfolio
information directly through my broker I only just use Money to update the
balances. I've never tried the Premium versions of Money so I can't speak
for their effectiveness.

In summary, I say upgrade every 2 or 3 years and be prepared to start from
scratch each time in terms of personal budgets for a calendar year.

.... gotta get back to the Red Sox game

Mike T.








"Spencer" <spencer[at]tabbert.net> wrote in message
news:57dd3c13.0410170822.2fb02a88[at]posting.google.com...
- quote -

I am also having problems with the budget portion. It is double
counting transactions in multiple income groups defined. I have
deleted the income groups and started over and am having the same
issue still.
Spencer

"Michael W. Torrisi" <mtstuff[at]swbell.net> wrote in message news:<u4icd.6972$q%7.20[at]newssvr11.news.prodigy.com> ...
- quote -

Has anyone experienced the following problem?

I recently upgraded from 2003 to 2005 and the recurring bills in the budget
summary appear to be doubled, sometimes tripled in amounts for the current
month and the next month. I have tried recreating a new budget and
recreating every recurring bill ... with the same result. The only thing
that works is assigning old transactions to a bogus category, deleting the
category from the budget, then recreating a new recurring bill with the
flushed out "new" catagory ... I got this from the Microsoft Knowledge Base.

If this is this the only feasible work around I might as well create an
entirely new file. I hate to archive the last 10 months of data for the
sake of being able to have a working budget.

Maybe I'm overlooking a simple solution. If anyone out there could help I'd
be tremendously grateful

Mike T.