Separate Business & Home

#19 03-17-2006, 05:31 PM

In microsoft.public.money, KS wrote:

- quote -

> Just to clarify, based upon what I have read in this and other posts; if I
> want to keep separate business and personal files, only view the designated
> accounts for each, and use online updates, I need separate passports for
> each, correct? Thanks.

I would. In fact, do you need Passports on both of the files? If
your FIs do not show "third party" at
http://www.microsoft.com/money/bankonline.aspx you don't.

And even then there may be a problem if both sets of bank accounts
use the same login credentials. I am not sure how that is going to
play out.

#18 03-17-2006, 04:43 PM

Just to clarify, based upon what I have read in this and other posts; if I
want to keep separate business and personal files, only view the designated
accounts for each, and use online updates, I need separate passports for
each, correct? Thanks.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, mj wrote:
> > I have a need to separate 2 accounts into different entities. I need my
> > home/personal and I am a legal guardian where I must track all spending. At
> > this time the accounts are separate but co-mingled in spending and budget.
> > How do I separate the 2?
> Two possibilities:
> 1. Do File-> New to create a new file. Delete the things in the other
> file that don't apply.
> 2. Copy the *.mny file to another *.mny name. Open one and remove
> the Passport from that file, if it has one. You can add a different
> Passport to that file if you like, but do not have two different
> Money files using the same Passport. You do not need a Passport on
> the files unless you want to do certain things.
> In either case, you can create shortcuts to each. You can also use
> the File menu to select which file you want to use. The Least
> Recently Used (LRU) list is at the bottom of that menu.

#17 08-26-2005, 11:05 PM

The small business version of Money is able to show business transactions
separately from personal transactions. Perhaps that would work for you?

--

"Marcell" <Marcell[at]discussions.microsoft.com> wrote in message
news:63093B05-C70E-4706-8C04-3F2050DA1EB9[at]microsoft.com...
- quote -

> Quite an old thread but let me ask about.
> I thought about the solution you ask here.. two separate money files . but
> my problem is that I have my money in the same account for both Personal
> and
> Business (it is an informal thing to much travel getting a new account)
> money.
> I need to keep track of all of the money I have but let reports and budget
> deal with some transaction.
> What do you suggest I can do?
> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, mj wrote:
> > > > I have a need to separate 2 accounts into different entities. I need my
> > > home/personal and I am a legal guardian where I must track all spending.
> > > At
> > > this time the accounts are separate but co-mingled in spending and
> > > budget.
> > > How do I separate the 2?
> > > Two possibilities:
> > > 1. Do File-> New to create a new file. Delete the things in the other
> > file that don't apply.
> > > 2. Copy the *.mny file to another *.mny name. Open one and remove
> > the Passport from that file, if it has one. You can add a different
> > Passport to that file if you like, but do not have two different
> > Money files using the same Passport. You do not need a Passport on
> > the files unless you want to do certain things.
> > > > > In either case, you can create shortcuts to each. You can also use
> > the File menu to select which file you want to use. The Least
> > Recently Used (LRU) list is at the bottom of that menu.
> >

#16 08-26-2005, 08:53 PM

Quite an old thread but let me ask about.

I thought about the solution you ask here…. two separate money files … but
my problem is that I have my money in the same account for both Personal and
Business (it is an informal thing to much travel getting a new account) money.

I need to keep track of all of the money I have but let reports and budget
deal with some transaction.

What do you suggest I can do?

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, mj wrote:
> > I have a need to separate 2 accounts into different entities. I need my
> > home/personal and I am a legal guardian where I must track all spending. At
> > this time the accounts are separate but co-mingled in spending and budget.
> > How do I separate the 2?
> Two possibilities:
> 1. Do File-> New to create a new file. Delete the things in the other
> file that don't apply.
> 2. Copy the *.mny file to another *.mny name. Open one and remove
> the Passport from that file, if it has one. You can add a different
> Passport to that file if you like, but do not have two different
> Money files using the same Passport. You do not need a Passport on
> the files unless you want to do certain things.
> In either case, you can create shortcuts to each. You can also use
> the File menu to select which file you want to use. The Least
> Recently Used (LRU) list is at the bottom of that menu.

#15 11-22-2004, 11:56 PM

That may well explain punishing those who did/do.

Can you imagine if Microsoft just started taking features out of Excel or
Word that most users never use? Styles? Macros? 95% of the function list?
Field codes? Cross references? What would be left in either product? They'd
be little more than Calculator and WordPad.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news

a94q0ln68o90jvinogev37e1te09560j8[at]4ax.com...
- quote -

> In microsoft.public.money, Dick Watson wrote:
> > Most users prefer not to delete their favorites once created?
> Most users never created any favorite reports. :-|

#14 11-22-2004, 11:44 PM

In microsoft.public.money, Mark wrote:

- quote -

> To delete a favorite report in 2005:
> Click Reports
> Click Favorite Reports
> Choose Organize Favorites from the drop down
> Select the Report and click Delete at the bottom of the page.

Ahhh. I had been looking under the Favorites-> FavoriteReports path.

#13 11-22-2004, 06:15 PM

Thank you Mark. the actual sequence is:
favorites \organize favorites \ reports. Is there a way to delete multiple
reports at the same time? "shift arrow" does not seem to work.

mj

"Mark" wrote:

- quote -

> To delete a favorite report in 2005:
> Click Reports
> Click Favorite Reports
> Choose Organize Favorites from the drop down
> Select the Report and click Delete at the bottom of the page.
> -Mark
> "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
> message news:ewhl3eL0EHA.3416[at]TK2MSFTNGP09.phx.gbl...
> > Most users prefer not to delete their favorites once created?
> > > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> > news:6924q0difdl4hpev4621t3hk0e0qm086ao[at]4ax.com...
> > > In microsoft.public.money, mj wrote:
> > > > > > Ok, I am dumb, when I click on reports\favorites there is no delete
> > option.
> > > > When I open the report and right click there in no delete option.
> Where
> > do I
> > > > select delete?
> > > > > I don't find it either in Money 2005.
> > > >

#12 11-22-2004, 05:44 PM

To delete a favorite report in 2005:
Click Reports
Click Favorite Reports
Choose Organize Favorites from the drop down
Select the Report and click Delete at the bottom of the page.

-Mark

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:ewhl3eL0EHA.3416[at]TK2MSFTNGP09.phx.gbl...
- quote -

> Most users prefer not to delete their favorites once created?
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:6924q0difdl4hpev4621t3hk0e0qm086ao[at]4ax.com...
> > In microsoft.public.money, mj wrote:
> > > > Ok, I am dumb, when I click on reports\favorites there is no delete
> option.
> > > When I open the report and right click there in no delete option.
Where
> do I
> > > select delete?
> > > I don't find it either in Money 2005.

#11 11-22-2004, 04:59 PM

Yes I am using M05. If you pros can't find it where do I go now?

"Dick Watson" wrote:

- quote -

> Are you using M05? It's possible this has moved or just been deleted in M05.
> I'm not using M05 day-to-day, so there are lots of these little easter eggs
> I don't yet know about.
> "mj" <mj[at]discussions.microsoft.com> wrote in message
> news:C0AD9341-4E39-4D61-8AE2-BA293318DB48[at]microsoft.com...
> > Ok, I am dumb, when I click on reports\favorites there is no delete
> option.
> > When I open the report and right click there in no delete option. Where
> do I
> > select delete?

#10 11-22-2004, 04:44 PM

In microsoft.public.money, Dick Watson wrote:

- quote -

> Most users prefer not to delete their favorites once created?

Most users never created any favorite reports. :-|

#9 11-22-2004, 04:21 PM

Most users prefer not to delete their favorites once created?

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:6924q0difdl4hpev4621t3hk0e0qm086ao[at]4ax.com...
- quote -

> In microsoft.public.money, mj wrote:
> > Ok, I am dumb, when I click on reports\favorites there is no delete
option.
> > When I open the report and right click there in no delete option. Where
do I
> > select delete?
> I don't find it either in Money 2005.

#8 11-22-2004, 04:20 PM

Are you using M05? It's possible this has moved or just been deleted in M05.
I'm not using M05 day-to-day, so there are lots of these little easter eggs
I don't yet know about.

"mj" <mj[at]discussions.microsoft.com> wrote in message
news:C0AD9341-4E39-4D61-8AE2-BA293318DB48[at]microsoft.com...
- quote -

> Ok, I am dumb, when I click on reports\favorites there is no delete
option.
> When I open the report and right click there in no delete option. Where
do I
> select delete?

#7 11-22-2004, 02:46 PM

In microsoft.public.money, mj wrote:

- quote -

> Ok, I am dumb, when I click on reports\favorites there is no delete option.
> When I open the report and right click there in no delete option. Where do I
> select delete?

I don't find it either in Money 2005.

#6 11-22-2004, 01:39 PM

Ok, I am dumb, when I click on reports\favorites there is no delete option.
When I open the report and right click there in no delete option. Where do I
select delete?
mj

"Dick Watson" wrote:

- quote -

> The predefined reports cannot be deleted. Favorites can be deleted from
> Favorite Reports.
> "mj" <mj[at]discussions.microsoft.com> wrote in message
> news:38F055D0-2217-4BA7-BBD7-CD6290ABC28D[at]microsoft.com...
> > THANK YOU so much! Now my next question. I renamed my file. How do I
> > delete the reports that do not apply? I do not find a delete option when
> > I
> > open the report.

#5 11-22-2004, 01:05 PM

The predefined reports cannot be deleted. Favorites can be deleted from
Favorite Reports.

"mj" <mj[at]discussions.microsoft.com> wrote in message
news:38F055D0-2217-4BA7-BBD7-CD6290ABC28D[at]microsoft.com...
- quote -

> THANK YOU so much! Now my next question. I renamed my file. How do I
> delete the reports that do not apply? I do not find a delete option when
> I
> open the report.

#4 11-22-2004, 12:27 PM

THANK YOU so much! Now my next question. I renamed my file. How do I
delete the reports that do not apply? I do not find a delete option when I
open the report.
mj

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, mj wrote:
> > I have a need to separate 2 accounts into different entities. I need my
> > home/personal and I am a legal guardian where I must track all spending. At
> > this time the accounts are separate but co-mingled in spending and budget.
> > How do I separate the 2?
> Two possibilities:
> 1. Do File-> New to create a new file. Delete the things in the other
> file that don't apply.
> 2. Copy the *.mny file to another *.mny name. Open one and remove
> the Passport from that file, if it has one. You can add a different
> Passport to that file if you like, but do not have two different
> Money files using the same Passport. You do not need a Passport on
> the files unless you want to do certain things.
> In either case, you can create shortcuts to each. You can also use
> the File menu to select which file you want to use. The Least
> Recently Used (LRU) list is at the bottom of that menu.

#3 11-21-2004, 08:59 PM

Cal Learner-- MVP wrote:
- quote -

> In microsoft.public.money, Joseph Meehan wrote:
> > > How do you remove a passport from a file???
> Money 2005, File-> PasswordManager.

Thanks. That was not exactly what I wanted, but it seems to have lead
me to what I wanted. It was not your reply, but my question that was not
exact. All is well that ends well.

--
Joseph E. Meehan

26 + 6 = 1 It's Irish Math

#2 11-21-2004, 02:14 PM

In microsoft.public.money, Joseph Meehan wrote:

- quote -

> How do you remove a passport from a file???

Money 2005, File-> PasswordManager.

#1 11-21-2004, 01:45 PM

Cal Learner-- MVP wrote:
- quote -

> In microsoft.public.money, mj wrote:
> > I have a need to separate 2 accounts into different entities. I need my
> > home/personal and I am a legal guardian where I must track all spending.
> > At this time the accounts are separate but co-mingled in spending and
> > budget. How do I separate the 2?
> Two possibilities:
> 1. Do File-> New to create a new file. Delete the things in the other
> file that don't apply.
> 2. Copy the *.mny file to another *.mny name. Open one and remove
> the Passport from that file, if it has one. You can add a different
> Passport to that file if you like, but do not have two different
> Money files using the same Passport. You do not need a Passport on
> the files unless you want to do certain things.
> In either case, you can create shortcuts to each. You can also use
> the File menu to select which file you want to use. The Least
> Recently Used (LRU) list is at the bottom of that menu.

How do you remove a passport from a file???

--
Joseph E. Meehan

26 + 6 = 1 It's Irish Math

11-21-2004, 05:15 AM

In microsoft.public.money, mj wrote:

- quote -

> I have a need to separate 2 accounts into different entities. I need my
> home/personal and I am a legal guardian where I must track all spending. At
> this time the accounts are separate but co-mingled in spending and budget.
> How do I separate the 2?

Two possibilities:

1. Do File-> New to create a new file. Delete the things in the other
file that don't apply.

2. Copy the *.mny file to another *.mny name. Open one and remove
the Passport from that file, if it has one. You can add a different
Passport to that file if you like, but do not have two different
Money files using the same Passport. You do not need a Passport on
the files unless you want to do certain things.

In either case, you can create shortcuts to each. You can also use
the File menu to select which file you want to use. The Least
Recently Used (LRU) list is at the bottom of that menu.

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