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#1
05-03-2006, 05:56 AM
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 Re: Importing Accounts I did this once because of file corruption problems, and in hindsight it was just a colossal waste of time. Was in Money 2004. After recovery, I lost all the online info (payees, downloads, payee alternative names), all the frequent flyer info, loan accounts, asset info. Also lots of investment transactions degenerated - i.e. a transfer became two unrelated transaction to add and remove shares, splits got lost, things like that. All info on investments (type of investment, stock symbol, type of mutual) was also gone To top it all off the file corruption problems came back within a month, Ifinally figured out I shouldn't do things a certain way, and from then on its been fine. On Tue, 2 May 2006 22:00:23 -0600, Dick Watson wrote: - quote - > Some comments inline. You propose a very complex question. Nobody can give > you all the answers you need a priori. > "Joe Doe" <wustlumc[at]earthlink.net> wrote in message > news:w0V5g.5024$DT5.1243[at]newsread3.news.pas.earthlink.net... > > I am about to embark on the process of export my accounts and importing > > into a new MS Money file in order to ensure integrity and reduce files > > size. I am using Money 2004 DLX, have about 37MB with data back to 92. > > > Several questions: > > > 1) I have a mixture of accounts. I saw somewhere that loans were the only > > accounts that had to be recreated manually. Is this true? > There may be others, but these are the most signficant. > > Are there any other accounts that fit this? > See above. > > What about asset accounts? > This these export. You can test this as easily as I. File|Export and try it. > > How does one cope with recreating the loan accounts? > Tedious manual effort. Kinda like the rest of this science project but > worse. I'd print lots of reports and keep the old file very handy. Money > won't make it easy with things like its goofy limitation about not entering > transactions older than this year into a loan account. > > 2) When I import my accounts, does it bring all of the data in from the > > category screen including address, website, comments, phone number, > > account number? > Nope. > > 3) When I import my accounts, does it bring all of my account details in > > such as comments, website, etc? > Nope. (Isn't this the same question as above?) > > 4) Does the "class" information get brought in? > Yes. > > 5) How do I import my Freq Flyer Mileage, Home Inventory, Debt Reduction, > > Life, Budget and Bill Schedule information? > You don't. You don't export them, either. The former probably comes > logically from the latter. > > 6) Do I lose the memo field on my checking account entries? > Nope. > > 7) Do I lose my important records organizer information? > Yes. If it's not an account transaction in a non-Loan account, you lose it. > > 8) Is there any recommendation on doing this with 2004 or perhaps > > purchasing 2006 and doing it? > Don't and don't would be my recommendation. But if you must, KEEP COPIES of > your "before" file. This will get ugly. Of that you can be sure. > Chris Cowles posted a detailed write-up on his experience doing it. (And he > is a VERY knowledgeable user who knew pretty much all of what he was getting > into before he dove in this cesspool.) You might want to try to find his > posting in http://groups.google.com. |
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05-03-2006, 04:00 AM
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| Re: Importing Accounts Some comments inline. You propose a very complex question. Nobody can give you all the answers you need a priori. "Joe Doe" <wustlumc[at]earthlink.net> wrote in message news:w0V5g.5024$DT5.1243[at]newsread3.news.pas.earthlink.net... - quote - > I am about to embark on the process of export my accounts and importing
There may be others, but these are the most signficant.> into a new MS Money file in order to ensure integrity and reduce files > size. I am using Money 2004 DLX, have about 37MB with data back to 92. > Several questions: > 1) I have a mixture of accounts. I saw somewhere that loans were the only > accounts that had to be recreated manually. Is this true? - quote - > Are there any other accounts that fit this?
See above.- quote - > What about asset accounts?
This these export. You can test this as easily as I. File|Export and try it.- quote - > How does one cope with recreating the loan accounts?
Tedious manual effort. Kinda like the rest of this science project butworse. I'd print lots of reports and keep the old file very handy. Money won't make it easy with things like its goofy limitation about not entering transactions older than this year into a loan account. - quote - > 2) When I import my accounts, does it bring all of the data in from the
Nope.> category screen including address, website, comments, phone number, > account number? - quote - > 3) When I import my accounts, does it bring all of my account details in
Nope. (Isn't this the same question as above?)> such as comments, website, etc? - quote - > 4) Does the "class" information get brought in?
Yes.- quote - > 5) How do I import my Freq Flyer Mileage, Home Inventory, Debt Reduction,
You don't. You don't export them, either. The former probably comes> Life, Budget and Bill Schedule information? logically from the latter. - quote - > 6) Do I lose the memo field on my checking account entries?
Nope.- quote - > 7) Do I lose my important records organizer information?
Yes. If it's not an account transaction in a non-Loan account, you lose it.- quote - > 8) Is there any recommendation on doing this with 2004 or perhaps
Don't and don't would be my recommendation. But if you must, KEEP COPIES of> purchasing 2006 and doing it? your "before" file. This will get ugly. Of that you can be sure. Chris Cowles posted a detailed write-up on his experience doing it. (And he is a VERY knowledgeable user who knew pretty much all of what he was getting into before he dove in this cesspool.) You might want to try to find his posting in http://groups.google.com. |
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#-1
05-03-2006, 02:59 AM
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| Importing Accounts I am about to embark on the process of export my accounts and importing into a new MS Money file in order to ensure integrity and reduce files size. I am using Money 2004 DLX, have about 37MB with data back to 92. Several questions: 1) I have a mixture of accounts. I saw somewhere that loans were the only accounts that had to be recreated manually. Is this true? Are there any other accounts that fit this? What about asset accounts? How does one cope with recreating the loan accounts? 2) When I import my accounts, does it bring all of the data in from the category screen including address, website, comments, phone number, account number? 3) When I import my accounts, does it bring all of my account details in such as comments, website, etc? 4) Does the "class" information get brought in? 5) How do I import my Freq Flyer Mileage, Home Inventory, Debt Reduction, Life, Budget and Bill Schedule information? 6) Do I lose the memo field on my checking account entries? 7) Do I lose my important records organizer information? 8) Is there any recommendation on doing this with 2004 or perhaps purchasing 2006 and doing it? Thanks, Bob |
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| accounts, importing |
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