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Old 01-13-2005, 07:00 PM
Cal Learner-- MVP
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Default Re: Create a new 2005 data file with 2004 settings.

In microsoft.public.money, "Fred Todt" <ftodt AT yahoo DOT comwrote:

- quote -

> I think Harold's question was creating a new data file for the year 2005,
> not for the software package Money 2005!
> My answer is another question: why create a new data file for the year
> 2005? Just keep adding transactions to your same accounts year after year
> after year, using your same category and payee lists. It is through Reports
> that you can subset your data to certain time periods (year, month, week,
> multiple years, whatever...).


You are right on both counts.

Harrold actually may be a candidate for archiving, if he want to
strip out his 2004 and before transactions. Most people think
archiving is something other than that. There are many reasons not
to archive, but some people like it. Fred and I would not recommend
it unless you consider the effects. Use Fred's suggestion.


  #1  
Old 01-13-2005, 06:48 PM
Fred Todt
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Default Re: Create a new 2005 data file with 2004 settings.

I think Harold's question was creating a new data file for the year 2005,
not for the software package Money 2005!

My answer is another question: why create a new data file for the year
2005? Just keep adding transactions to your same accounts year after year
after year, using your same category and payee lists. It is through Reports
that you can subset your data to certain time periods (year, month, week,
multiple years, whatever...).

-Fred

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:3ggau0lohptv8tqnck30419d220qqvvsra[at]4ax.com...
- quote -

> In microsoft.public.money, harold wrote:
> > > I am using Money 2004. I would like to create a new data file for 2005

but
> > retain my settings from the 2004 data file I currently have. Is there a

way
> > to do this? Basically I need to use the 2004 data file settings as a
> > template for 2005. I want to retain my accounts, and various lists...

> File-> Open in Money 2005 will convert a file to Money 2004 and leave
> a backup of your Money 2004 file as *.m12 .



 
Old 01-12-2005, 02:29 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Create a new 2005 data file with 2004 settings.

In microsoft.public.money, harold wrote:

- quote -

> I am using Money 2004. I would like to create a new data file for 2005 but
> retain my settings from the 2004 data file I currently have. Is there a way
> to do this? Basically I need to use the 2004 data file settings as a
> template for 2005. I want to retain my accounts, and various lists...


File-> Open in Money 2005 will convert a file to Money 2004 and leave
a backup of your Money 2004 file as *.m12 .
  #-1  
Old 01-12-2005, 01:52 PM
harold
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Posts: n/a
Default Create a new 2005 data file with 2004 settings.

Hello:
I am using Money 2004. I would like to create a new data file for 2005 but
retain my settings from the 2004 data file I currently have. Is there a way
to do this? Basically I need to use the 2004 data file settings as a
template for 2005. I want to retain my accounts, and various lists...

Thanks
Harold


 

Tags
2004, 2005, create, data, file, settings
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