Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #5  
Old 06-04-2006, 10:58 PM
johnbusc@hotmail.com
Guest
 
Posts: n/a
Default Re: Storage location for data with Money 2006 Premium


RayS wrote:
- quote -

> pictures I have seen of the investment interface shows the MSN WEB page

The Portfolio Manager within Money 2006 is how you will view your
investments locally. The web interface you've seen pictures of won't
contain your portfolio data unless you use a Passport and tell Money
you want to sync with MSN.

Regards,
JB

  #4  
Old 06-04-2006, 10:53 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Storage location for data with Money 2006 Premium

In microsoft.public.money, RayS wrote:

- quote -

> It sounds like I wasn't clear on my intentions. I will delete Money 2003 and
> only use Money 2006. But I want to do stocks, etc with it and do not want all
> that info on the NET. With 2003 I use it that way.....manually enter all my
> Stock trades, etc and only use the internet to automatically update the
> closing prices each day. I want to continue doing that, but being sure all
> data is stored locally and that I am only getting closing values from the
> internet. Then I can see my portofolio on my laptop while I'm disconnected
> from the internet and make reports, etc.


You were clear. That was the "yes".
  #3  
Old 06-04-2006, 10:16 PM
RayS
Guest
 
Posts: n/a
Default Re: Storage location for data with Money 2006 Premium

It sounds like I wasn't clear on my intentions. I will delete Money 2003 and
only use Money 2006. But I want to do stocks, etc with it and do not want all
that info on the NET. With 2003 I use it that way.....manually enter all my
Stock trades, etc and only use the internet to automatically update the
closing prices each day. I want to continue doing that, but being sure all
data is stored locally and that I am only getting closing values from the
internet. Then I can see my portofolio on my laptop while I'm disconnected
from the internet and make reports, etc.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, RayS wrote:
> > Thanks for your quick reply. A related question is that all pictures I have
> > seen of the investment interface shows the MSN WEB page. For what you are
> > suggesting to work, Money would have to also have it's own internal interface
> > for the financial investments. Is that correct?

> Yes.
> You can have both 2003 and 2006 on your computer at the same time,
> installed into different folders. You can have them open, one at a
> time.
> The only caveats I can think of are the last-installed is set up
> with the file associations, so when you download an OFX or QIF, the
> last installed gets fed the file. To feed the file to both, save
> the file to disk, and do File-> Import to both. Just clicking a
> link sends the file to the last-installed. You could manually
> adjust the associations, or could reinstall 2003 to reset the
> associations. Also, do not have the same Passport on both files.
> Copy your Money 2003 file to another filename such as Mon06.mny.
> If there is a Passport on the file, I would open the copy with Money
> 2003 and remove the passport before converting. There is probably no
> need to take that step, but I would rather be over-cautious.
> > > Thanks again for your help. Sorry to be so picky but this is important to me.
> > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, RayS wrote:
> > > > > > I currently track my investments with Money 2003 and I was considering
> > > > upgrading to Money Premium 2006. However, after reading the reviews it
> > > > appears a portofolio is no longer stored on your personal computer but rather
> > > > on Microsoft severs out on the WEB. Is this correct? Can I buy Money 2006 and
> > > > configure it to store my investment data only on my own computer?
> > > > > Yes. One way is to not put a Passport on your Money file.
> > > > > > > > > I'm sure Microsoft tries to keep this secure but it would seem to be an
> > > > interesting target for the hackers. Thus I'd rather trust my own security and
> > > > the fact that my computer doesn't have a big target painted on it to attract
> > > > hackers beyond the normal amount.

> >
  #2  
Old 06-04-2006, 07:22 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Storage location for data with Money 2006 Premium

In microsoft.public.money, RayS wrote:

- quote -

> Thanks for your quick reply. A related question is that all pictures I have
> seen of the investment interface shows the MSN WEB page. For what you are
> suggesting to work, Money would have to also have it's own internal interface
> for the financial investments. Is that correct?


Yes.

You can have both 2003 and 2006 on your computer at the same time,
installed into different folders. You can have them open, one at a
time.

The only caveats I can think of are the last-installed is set up
with the file associations, so when you download an OFX or QIF, the
last installed gets fed the file. To feed the file to both, save
the file to disk, and do File-> Import to both. Just clicking a
link sends the file to the last-installed. You could manually
adjust the associations, or could reinstall 2003 to reset the
associations. Also, do not have the same Passport on both files.

Copy your Money 2003 file to another filename such as Mon06.mny.
If there is a Passport on the file, I would open the copy with Money
2003 and remove the passport before converting. There is probably no
need to take that step, but I would rather be over-cautious.



- quote -

> Thanks again for your help. Sorry to be so picky but this is important to me.
> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, RayS wrote:
> > > > I currently track my investments with Money 2003 and I was considering
> > > upgrading to Money Premium 2006. However, after reading the reviews it
> > > appears a portofolio is no longer stored on your personal computer but rather
> > > on Microsoft severs out on the WEB. Is this correct? Can I buy Money 2006 and
> > > configure it to store my investment data only on my own computer?
> > > Yes. One way is to not put a Passport on your Money file.
> > > > > > I'm sure Microsoft tries to keep this secure but it would seem to be an
> > > interesting target for the hackers. Thus I'd rather trust my own security and
> > > the fact that my computer doesn't have a big target painted on it to attract
> > > hackers beyond the normal amount.

>
  #1  
Old 06-04-2006, 07:02 PM
RayS
Guest
 
Posts: n/a
Default Re: Storage location for data with Money 2006 Premium

Thanks for your quick reply. A related question is that all pictures I have
seen of the investment interface shows the MSN WEB page. For what you are
suggesting to work, Money would have to also have it's own internal interface
for the financial investments. Is that correct?

Thanks again for your help. Sorry to be so picky but this is important to me.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, RayS wrote:
> > I currently track my investments with Money 2003 and I was considering
> > upgrading to Money Premium 2006. However, after reading the reviews it
> > appears a portofolio is no longer stored on your personal computer but rather
> > on Microsoft severs out on the WEB. Is this correct? Can I buy Money 2006 and
> > configure it to store my investment data only on my own computer?

> Yes. One way is to not put a Passport on your Money file.
> > > I'm sure Microsoft tries to keep this secure but it would seem to be an

> > interesting target for the hackers. Thus I'd rather trust my own security and
> > the fact that my computer doesn't have a big target painted on it to attract
> > hackers beyond the normal amount.

 
Old 06-04-2006, 06:20 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Storage location for data with Money 2006 Premium

In microsoft.public.money, RayS wrote:

- quote -

> I currently track my investments with Money 2003 and I was considering
> upgrading to Money Premium 2006. However, after reading the reviews it
> appears a portofolio is no longer stored on your personal computer but rather
> on Microsoft severs out on the WEB. Is this correct? Can I buy Money 2006 and
> configure it to store my investment data only on my own computer?


Yes. One way is to not put a Passport on your Money file.

- quote -

> I'm sure Microsoft tries to keep this secure but it would seem to be an
> interesting target for the hackers. Thus I'd rather trust my own security and
> the fact that my computer doesn't have a big target painted on it to attract
> hackers beyond the normal amount.

  #-1  
Old 06-04-2006, 12:44 AM
RayS
Guest
 
Posts: n/a
Default Storage location for data with Money 2006 Premium

I currently track my investments with Money 2003 and I was considering
upgrading to Money Premium 2006. However, after reading the reviews it
appears a portofolio is no longer stored on your personal computer but rather
on Microsoft severs out on the WEB. Is this correct? Can I buy Money 2006 and
configure it to store my investment data only on my own computer?

I'm sure Microsoft tries to keep this secure but it would seem to be an
interesting target for the hackers. Thus I'd rather trust my own security and
the fact that my computer doesn't have a big target painted on it to attract
hackers beyond the normal amount.

Thanks
 

Tags
2006, data, location, money, premium, storage
Similar Threads
Thread Forum Replies Last Post
Money Premium 2006: Moving my data to my laptop
Rod: For reasons too numerous to go into here, I believe it likely that I'm going to have to move my Microsoft Money 2006 Premium database from my...
Microsoft Money 4 04-11-2006 02:14 AM
Backing up Money data to online location?
Iron Flatline: 2003 does not allow an easy way to save a back-up to an online location, such My Yahoo briefcase. I have to take the file, and upload it manually....
Microsoft Money 5 01-16-2004 04:08 PM
Data Files - How To Change Save Location
Alt Data Save Location: How do I change the save location of my money file from the default location to a location of my choice (an external usb drive)
Microsoft Money 2 10-25-2003 01:05 PM
uploading data for storage
Greg M: As a beginner in Microsoft Money 2000, how does one upload data to microsoft for a backup? (As an additional means to downloading data for backup)...
Microsoft Money 1 09-02-2003 02:02 AM
Back up of Money Data to online location
Yoram: Hey everyone. I run MS-Money 2003 Deluxe, and would like to figure out a way to backup my data some place other than my hard drive. Obviously,...
Microsoft Money 1 07-07-2003 11:27 PM



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 07:57 PM.