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Old 01-09-2006, 04:18 PM
Cal Learner-- MVP
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Default Re: Optimizing MS Money 2004 DLX Questions

In microsoft.public.money, Bob Becnel wrote:

- quote -

> 6) Is there a recommended process for exporting from old mny to new mny
> file? For example, should I start with my largest accounts (i.e.
> checking, credit card) or smallest accounts? When I do this export and
> import, how do categories, payees, classes get repopulated in the new
> file or will I have to re add them manually?


The biggest thing that takes space in most files is quote history.
You can reduce growth by not getting quotes for securities.

Deleting a security may not actually remove it... just hide it.

Note that symbols for securities do not come over in QIF. I don't
know about classifications. Payees should come over.

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.

I expect categories to come over, but expect to answer questions
about them in the process.

In whatever you try, I suggest you work with copies of the file.

  #-1  
Old 01-09-2006, 04:10 PM
Bob Becnel
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Default Optimizing MS Money 2004 DLX Questions

Currently have US Money 2004 DLX and want to go through the arduous task
of optimizing my 30MB mny file beyond the automatic Money tool. Anyone with
experience, please comment below.

Background - Checkbook and CC entries back to 1993. Family of 4 since
1998 and before that just my wife and I. About 30MB of file size.
Everything that I do is currently in Money. Have gone through 3 or 4
versions prior to 2004.

Reason - Currently no problems, but I'd like to optimize file size at
this point before it gets larger. I feel that I am an experience user,
but because of past inexperience, may have done things in Money that were
inefficient. Saw some comments on the news group in the past that
indicated a great savings of file space.

1) If I delete all past stock quotes, is that just as effective as doing
the export from old mny file to a new mny file? I assume I won't need any
history data. Can I safely delete old stocks or investments that I no
longer hold any shares for?

2) Do I gain much by eliminating my home inventory and important records
organizer data, which I could move to Excel or something else?

3) Do I gain much by eliminating or consolidating categories or sub
categories?

4) Do classes eat much space up?

5) I'm pretty good about populating address, phone, web and other
information under each payee, perhaps annal. Is this a detriment to the
file size?

6) Is there a recommended process for exporting from old mny to new mny
file? For example, should I start with my largest accounts (i.e.
checking, credit card) or smallest accounts? When I do this export and
import, how do categories, payees, classes get repopulated in the new
file or will I have to re add them manually?

7) Any other preliminary information before I do the export to import?

8) Eventually, I want to upgrade to 2006 or 2007. Would it be
recommended to optimize in my current 2004 or wait until after the
upgrade?

Bob
 

Tags
2004, dlx, money, optimizing, questions
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