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Old 10-11-2006, 04:24 AM
Cal Learner-- MVP
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Default Re: Combining MS Money files

In microsoft.public.money, FDR wrote:

- quote -

> No luck - I exported every account from 3 different Money files as .qif's to
> a folder on my hard drive. I then opened the designated Master File and
> imported all the accounts (cntl + click each one) at the same time from the
> folder. There are key transactions are missing, causing the balances to be
> off dramatically. (i.e. Investment account has no cash contributions;


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.



- quote -

> Checking has only transfers - no withrawals or deposits; etc...) And loan
> accounts (Mortgage, Car loans, etc...) cannot be exported (not listed as an
> account selection when exporting). Any other advice or ideas?

  #1  
Old 10-11-2006, 02:40 AM
FDR
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Posts: n/a
Default Re: Combining MS Money files

No luck - I exported every account from 3 different Money files as .qif's to
a folder on my hard drive. I then opened the designated Master File and
imported all the accounts (cntl + click each one) at the same time from the
folder. There are key transactions are missing, causing the balances to be
off dramatically. (i.e. Investment account has no cash contributions;
Checking has only transfers - no withrawals or deposits; etc...) And loan
accounts (Mortgage, Car loans, etc...) cannot be exported (not listed as an
account selection when exporting). Any other advice or ideas?
--
FDR


"Bob Peel, MVP" wrote:

- quote -

> You will have to mentally designate one file as the master file and the
> export accounts from the other file to qif file format. Then import the
> files all together (use ctrl + click to select when asked which file to
> import) into the master file.
> Take backups of both files before you start!
> --
> Regards
> Bob Peel,
> Microsoft MVP - Money
> For UK tips & fixes see
> http://support.microsoft.com/default...d=fh;EN-GB;mny.
> I do not respond to any emails that I have not specifically asked for.
> "FDR" <FDR[at]discussions.microsoft.com> wrote in message
> news:E7BB1D24-91F8-4910-A632-5A0E6E6E15E3[at]microsoft.com...
> > Is there a way to combine/merge MS Money files (not accounts, but files)
> > into
> > one file that will display all acounts?
> > --
> > FDR

 
Old 10-07-2006, 05:51 AM
Bob Peel, MVP
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Posts: n/a
Default Re: Combining MS Money files

You will have to mentally designate one file as the master file and the
export accounts from the other file to qif file format. Then import the
files all together (use ctrl + click to select when asked which file to
import) into the master file.

Take backups of both files before you start!

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default...d=fh;EN-GB;mny.


I do not respond to any emails that I have not specifically asked for.

"FDR" <FDR[at]discussions.microsoft.com> wrote in message
news:E7BB1D24-91F8-4910-A632-5A0E6E6E15E3[at]microsoft.com...
- quote -

> Is there a way to combine/merge MS Money files (not accounts, but files)
> into
> one file that will display all acounts?
> --
> FDR



  #-1  
Old 10-07-2006, 05:15 AM
FDR
Guest
 
Posts: n/a
Default Combining MS Money files

Is there a way to combine/merge MS Money files (not accounts, but files) into
one file that will display all acounts?
--
FDR
 

Tags
combining, files, money
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