In microsoft.public.money, Windwatcher wrote:

- quote -

It might be easier to continue with old file. I would make an extra
copy of your file in case you do not like the result.

If you would like separate category and subcategory lists, select
Tools-> Settings-> CategorySettings-> ChooseCategoriesAndSubcategoriesFromSeparateLists

You can Move categories to a new name with
Banking-> AccountTools-> Categories&Payees-> Categories. Select the
existing category, and select Move at the bottom.

You can go to Tools-> FindAndReplace and choose the Advanced
Search. After you do the Find portion, it will present a Replace
portion. There you can make changes to the Payee or Category, etc
for selected transactions.

- quote -


To create a new file, click File-> New-> NewFile. If you don't want a
Windows LiveID/Passport on the file, click Decline.




Basic Money Glossary (prototype)

Account

A collective place to place transactions, investments, cash, and
debt. An investment account would normally hold stocks, bonds,
and/or mutual funds. There are also bank, credit, and asset
accounts. Money Help item "account" gives a description.

Category

The Money help item "category" says "A way to sort your income and
expenses into meaningful groups so you can see income and spending
patterns in Money reports." That seems like a good description.


Favorite Account

An attribute of an account to give it easier access. See help item
"favorite".


Investment

A security such as stock, bond, or mutual fund. See Help item
"investment". Investment Buys and Sells are entered into an
investment (type) account, but an account is not an investment.
Normally when your broker assigns different account numbers, each
account number would correspond to an account. Each account can
contain many different types of investments.


Money File

The file that normally has the extension .mny. It contains the
data for money as well as most of the settings. It can be moved,
deleted, or copied by normal operating system means. See Help item
"file".

The Money file can be backed up to a Money backup file with a .mbf
extension. Give careful thought to your backup policy.


Watch Account

An account that is not real, but is for the purpose of watching
securities that you may not actually own. See help item "watch".

Money Market Fund

An investment held in an investment account that is a special kind
of mutual fund: the share price is fixed at $1 usually, and Money
does not put the sell transactions into the schedule D (capital
gains) information. Called "money market" in Money. Sometimes
referred to as MM or MMF.

Bank Money Market

A checking account from a bank that usually has some extra
restrictions and higher interest.

I've transferred my Quicken accounts to Money 2007, but a lot of my
categories didn't come through. I am thinking that I would like to make
completely new categories, but they might not be compatible with the old
ones. So I am thinking that I'd like to start up with a new account for
2007, though I might redo 2006. It would be kind of nice since I am moving
into a new place t the end of the year, so it would be like a new slate for
budgeting and everything.

What would be the best way to do this? I'd just switch accounts whenever I
wanted historical data.