Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
 
Old 11-22-2005, 03:26 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Upgrade from UK version of 2001 to Canadian version of 2006

In microsoft.public.money, Peter wrote:

- quote -

> I emigrated from the UK to Canada in 2003, and recently purchased the
> Canadian version of MS Money 2006. Up until now, I used a UK version of Money
> 2001.
> Money 2006 is unable to import my Money 2001 file, which I understand is due
> to the fact that the file was created in a UK version and I'm trying to
> import into a Canadian version. I don't have the exact error message to hand,
> but it wasn't particularly unhelpful (something along the lines of 'Money was
> unable to import this file').


Probably "incompatible version".

- quote -

> To ensure the file wasn't corrupted, I tried
> running the integrity checking utility on a backup copy of the file, and this
> reported no problems.
> From looking at the Knowlegebase, it appears my only option is to set up all
> of the accounts in Money 2006, copy all of the account details across -
> export all transactions as .qif files and then import them into Money 2006...
> I tried this last night, but I have a whole bunch of duplicate transactions
> which I would need to manually review and delete.
> Is there an easier way to do what I'm trying to do?


The QIF export from the old version, and QIF import into the new
version all at once is the way.


If you want to do the QIF export/import, I would follow the steps
in http://support.microsoft.com/default...b;en-us;178830
except in the first step 4, I would suggest this: start the name of
the QIF file for the investment accounts with an underscore (_),
and start the name of QIF files for the cash accounts associated
with the investments with a letter. Thus you might have
_BrownInvestment.qif and BrownInvestmentCash.qif. This would cause
the investment account to be processed prior to the associated cash
account. When the BrownInvestment got created, you would specify
that you want to track the cash transactions. Then specify that
the cash transactions account for BrownInvestment was where the
BrownInvestmentCash.qif transactions get sent.

Then File-> Import ALL AT ONCE using Ctrl+<click> to select files.
Specify "New or Recovered" account when asked.

Of course you will use a different filename for the new file, and
you will have both versions to choose from when done. I would also
set up the backups to make sure they are using different names.
  #-1  
Old 11-22-2005, 03:08 PM
Peter
Guest
 
Posts: n/a
Default Upgrade from UK version of 2001 to Canadian version of 2006

Hi,

I emigrated from the UK to Canada in 2003, and recently purchased the
Canadian version of MS Money 2006. Up until now, I used a UK version of Money
2001.

Money 2006 is unable to import my Money 2001 file, which I understand is due
to the fact that the file was created in a UK version and I'm trying to
import into a Canadian version. I don't have the exact error message to hand,
but it wasn't particularly unhelpful (something along the lines of 'Money was
unable to import this file'). To ensure the file wasn't corrupted, I tried
running the integrity checking utility on a backup copy of the file, and this
reported no problems.

From looking at the Knowlegebase, it appears my only option is to set up all
of the accounts in Money 2006, copy all of the account details across -
export all transactions as .qif files and then import them into Money 2006...
I tried this last night, but I have a whole bunch of duplicate transactions
which I would need to manually review and delete.

Is there an easier way to do what I'm trying to do?
 

Tags
2001, 2006, canadian, upgrade, version
Similar Threads
Thread Forum Replies Last Post
Canadian Version of Money 2005 or 2006
idiscuss: Is it still true that only the basic version will be localized into Canadian version? None of the premium version or small business versions will...
Microsoft Money 3 11-13-2005 01:21 AM
Money 2006 Canadian Version
Doug Smith: I would like to upgrade to Money 2006. But I see that the Canadian Version is based on the Standard Edition, and this software is missing some very...
Microsoft Money 2 11-13-2005 01:12 AM
MS Money 2006 Delux Canadian Version
masai: I would like to upgrade my MS Money 2004 Standard Edition to MS Money 2006 Deluxe Edition Canadian version. Does it exist? What is the website...
Microsoft Money 2 10-02-2005 05:18 PM
Upgrade from trial version to full product version
Reader: Although I purchased the full version of Microsoft Money 2005 and I have it documented through a passport account, the trial version keeps counting...
Microsoft Money 6 06-27-2005 09:21 PM
How to upgrade from Trial version(Money 2004 Delux) to License version
Rams: Hi, I am planning to Try Money 2004 Delux Trial version. How do I upgrade from Trial to delux? WHat is the procedure involved? Is it simply...
Microsoft Money 2 05-09-2004 11:51 AM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 02:39 PM.