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Old 05-13-2006, 01:23 AM
Dick Watson
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Default Re: money file too big and more...

Among MANY other things.

"William R Wood" <secret[at]???.net> wrote in message
news:OyaeyshdGHA.2188[at]TK2MSFTNGP05.phx.gbl...
- quote -

> You will loose all stock quotes.


  #2  
Old 05-13-2006, 12:02 AM
arthur
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Posts: n/a
Default Re: money file too big and more...

Is this broker or exchange traded assets?

1. Better broker
2. smartmoney.com
3. finance.yahoo.com
4. diy spreadsheets updated via yahoo if excel or .csv via smartmoney
5. acemoney ( free for a single account which could be a portfolio I
assume )

arthur
==

On Fri, 12 May 2006 07:46:02 -0700, jpr
<jpr[at]discussions.microsoft.com> wrote:
- quote -

> Besides wondering what to do, I'm wondering if serious investors are happy
> with the current version of Money? Is there a simple place to get daily
> updates on portfolio performance without opening Money?
> Thanks.
> -jpr

  #1  
Old 05-12-2006, 11:24 PM
William R Wood
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Default Re: money file too big and more...

My file is 30MB with more than 20 years of data and it is plenty fast. I
guess you have a lot of stored stock quotes. I do not try to store quotes
on more than a few securities in Money. Money will handle all your trades
with no problem but it is probably not a good idea to store quotes wholesale
if the large file size bothers you.

Never archive, it has no advantages and many disadvantages.

You can make your file a lot smaller by exporting all accounts and then
importing them back into a new Money file. This is a big pain but it works
and cleans up your file beautifully. You will loose all stock quotes. I
did the export/import and I did not miss the lost quotes since I use other
sources for that info.

I would not even consider starting a new file from scratch in Money or any
other program. You loose the ability to make useful reports unless you
constantly open your old file which would drive me nuts.

I would never use MSN for anything and especially never try to sync my data.
I keep my data safe and clean on my own computer and I keep lots of backups.

To me the current version of Money is no better than 2002 which I still use.
A serious investor probably would not use Money for portfolio analysis. I
used an Excel spreadsheet when I traded full time for 5 years.

There are free places like Bigcharts and Yahoo Finance to get daily updates
for your portfolio and most brokers also provide that service with real time
and daily updates.

You are probably better off staying with Money. Quicken is the only
realistic alternative and I doubt that it is any better than Money -
certainly not enough better to justify all the work of a changeover. I
looked hard at Moneydance but it is still not anywhere near as good as Money
or Quicken.

Good luck.

Regards


Bill Wood
Fountain Hills, AZ



"jpr" <jpr[at]discussions.microsoft.com> wrote in message
news:60B397EB-1F81-4613-98C1-3379CC7DA773[at]microsoft.com...
- quote -

> Hi,
> I've been a loyal Money user since the first version. My money file is
> now
> 52mb. Archiving doesn't help (goes down to 41), probably because there
> are
> so many investment transactions in there and they don't get archived.
> I am currently using 2003 and tried to upgrade to 2005, but my balances
> all
> ended up incorrect.
> Any way I can continue with my current file or do I have to start from
> scratch with a new file? I'd like to stick with Money, but if I have to
> start all over again anyway, it would be a good time to look at other
> programs.
> A few years ago, everything was great, I loved Money, and really loved the
> portfolio manager. Then this all seems to have fallen apart with
> synchronization problems with MSN money, etc.
> Besides wondering what to do, I'm wondering if serious investors are happy
> with the current version of Money? Is there a simple place to get daily
> updates on portfolio performance without opening Money?
> Thanks.
> -jpr



 
Old 05-12-2006, 02:58 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: money file too big and more...

In microsoft.public.money, jpr wrote:

- quote -

> Hi,
> I've been a loyal Money user since the first version. My money file is now
> 52mb. Archiving doesn't help (goes down to 41), probably because there are
> so many investment transactions in there and they don't get archived.
> I am currently using 2003 and tried to upgrade to 2005, but my balances all
> ended up incorrect.
> Any way I can continue with my current file[?]


When you converted your Money 2003 file to Money 2005, Money 2005
saved a backup named *.m11 in the same folder as your Money file.
Copy that to jpr03.mny, and you can File-> Open that file with Money
2003.

Was that the answer you wanted?

It has nothing to do with your file being big. In that regard, I
suggest you not archive. Reducing the number of securities that you
collect quotes for will slow your file growth.

  #-1  
Old 05-12-2006, 02:46 PM
jpr
Guest
 
Posts: n/a
Default money file too big and more...

Hi,
I've been a loyal Money user since the first version. My money file is now
52mb. Archiving doesn't help (goes down to 41), probably because there are
so many investment transactions in there and they don't get archived.

I am currently using 2003 and tried to upgrade to 2005, but my balances all
ended up incorrect.

Any way I can continue with my current file or do I have to start from
scratch with a new file? I'd like to stick with Money, but if I have to
start all over again anyway, it would be a good time to look at other
programs.

A few years ago, everything was great, I loved Money, and really loved the
portfolio manager. Then this all seems to have fallen apart with
synchronization problems with MSN money, etc.

Besides wondering what to do, I'm wondering if serious investors are happy
with the current version of Money? Is there a simple place to get daily
updates on portfolio performance without opening Money?

Thanks.
-jpr
 

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