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  #4  
Old 01-27-2007, 08:10 PM
Biker
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Default Re: 2007 Compatibility

Thanks to all who replied - if my firewall allowed me I would have gave 10/10

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Biker wrote:
> > Thanks for the quick reply.
> > > Money 2005 is on Pc A. Money 2007 will be on PC B.
> > > Converting 2005 file to 2007 seems like the first logical step. But I only

> > want the structure not the financial data.

> I don't know what you mean by "the structure". If you mean you want
> payees, categories, but not transactions, let's call it not straight
> forward.
> You could export a QIF file that has various categories and payees
> in it, import into a new Money 2007 file as a recovered account.
> Then delete the account that you imported into. I expect the payees
> and categories to stay in the new file. Data about those payees and
> a lot of other things will not follow over tho.
> > Whilst cleaning up the financial
> > data in Money 2005, I'll add new data to Money 2007. When 2005 clean up
> > completed, I want to transfer to 2007, but not lose the work done to 2007.
> > Given your reply this may not be easy.
> > > Should I just move all to 2007 and clean-up from there?

> > Can I install a second copy of Money 2007 on my wifes PC (data would be on a
> > portable hard-drive)?

> A retail copy of Money 2007 is allowed to be installed on your
> desktop and your portable computer at the same time. Pay attention
> during install if you don't want the older version to be uninstalled
> in the process.
> That would give a cleaner new file than converting your old
> US/Canadian Money 2005 file to Money 2007.

  #3  
Old 01-27-2007, 04:11 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: 2007 Compatibility

In microsoft.public.money, Biker wrote:

- quote -

> Thanks for the quick reply.
> Money 2005 is on Pc A. Money 2007 will be on PC B.
> Converting 2005 file to 2007 seems like the first logical step. But I only
> want the structure not the financial data.


I don't know what you mean by "the structure". If you mean you want
payees, categories, but not transactions, let's call it not straight
forward.

You could export a QIF file that has various categories and payees
in it, import into a new Money 2007 file as a recovered account.
Then delete the account that you imported into. I expect the payees
and categories to stay in the new file. Data about those payees and
a lot of other things will not follow over tho.



- quote -

> Whilst cleaning up the financial
> data in Money 2005, I'll add new data to Money 2007. When 2005 clean up
> completed, I want to transfer to 2007, but not lose the work done to 2007.
> Given your reply this may not be easy.
> Should I just move all to 2007 and clean-up from there?
> Can I install a second copy of Money 2007 on my wifes PC (data would be on a
> portable hard-drive)?


A retail copy of Money 2007 is allowed to be installed on your
desktop and your portable computer at the same time. Pay attention
during install if you don't want the older version to be uninstalled
in the process.

That would give a cleaner new file than converting your old
US/Canadian Money 2005 file to Money 2007.
  #2  
Old 01-27-2007, 03:53 PM
allensxs3
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Posts: n/a
Default Re: 2007 Compatibility

Biker-

I had this same exact issue except I was using Money 03. I found it MUCH
easier to just load the file in Money 07 and cleanup from there.


"Biker" wrote:

- quote -

> Thanks for the quick reply.
> Money 2005 is on Pc A. Money 2007 will be on PC B.
> Converting 2005 file to 2007 seems like the first logical step. But I only
> want the structure not the financial data. Whilst cleaning up the financial
> data in Money 2005, I'll add new data to Money 2007. When 2005 clean up
> completed, I want to transfer to 2007, but not lose the work done to 2007.
> Given your reply this may not be easy.
> Should I just move all to 2007 and clean-up from there?
> Can I install a second copy of Money 2007 on my wifes PC (data would be on a
> portable hard-drive)?
> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Biker wrote:
> > > > I currently use MS Money 2005. I intend to buy MS Money 2007 (don't want
> > > upgrade). How do I save the structure from Money 2005 and start using with
> > > Money 2007. Later (after tidying up the data) I want to add the data from
> > > Money 2005 to Money 2007, is this possible. Guarenteed sale if this is
> > > possible.
> > > You could make a copy of your Money 2005 file, and convert only that

> > file. Keep 2005 installed, and run one at a time. You could convert
> > the Money 2005 file, or a copy of it, to Money 2007 when you want.
> > > However you cannot integrate two files easily. Was that your

> > question? You cannot open a Money 2007 file with Money 2005.

>
  #1  
Old 01-26-2007, 08:51 PM
Biker
Guest
 
Posts: n/a
Default Re: 2007 Compatibility

Thanks for the quick reply.

Money 2005 is on Pc A. Money 2007 will be on PC B.

Converting 2005 file to 2007 seems like the first logical step. But I only
want the structure not the financial data. Whilst cleaning up the financial
data in Money 2005, I'll add new data to Money 2007. When 2005 clean up
completed, I want to transfer to 2007, but not lose the work done to 2007.
Given your reply this may not be easy.

Should I just move all to 2007 and clean-up from there?
Can I install a second copy of Money 2007 on my wifes PC (data would be on a
portable hard-drive)?

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Biker wrote:
> > I currently use MS Money 2005. I intend to buy MS Money 2007 (don't want
> > upgrade). How do I save the structure from Money 2005 and start using with
> > Money 2007. Later (after tidying up the data) I want to add the data from
> > Money 2005 to Money 2007, is this possible. Guarenteed sale if this is
> > possible.

> You could make a copy of your Money 2005 file, and convert only that
> file. Keep 2005 installed, and run one at a time. You could convert
> the Money 2005 file, or a copy of it, to Money 2007 when you want.
> However you cannot integrate two files easily. Was that your
> question? You cannot open a Money 2007 file with Money 2005.

 
Old 01-25-2007, 09:48 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: 2007 Compatibility

In microsoft.public.money, Biker wrote:

- quote -

> I currently use MS Money 2005. I intend to buy MS Money 2007 (don't want
> upgrade). How do I save the structure from Money 2005 and start using with
> Money 2007. Later (after tidying up the data) I want to add the data from
> Money 2005 to Money 2007, is this possible. Guarenteed sale if this is
> possible.


You could make a copy of your Money 2005 file, and convert only that
file. Keep 2005 installed, and run one at a time. You could convert
the Money 2005 file, or a copy of it, to Money 2007 when you want.

However you cannot integrate two files easily. Was that your
question? You cannot open a Money 2007 file with Money 2005.
  #-1  
Old 01-25-2007, 09:21 PM
Biker
Guest
 
Posts: n/a
Default 2007 Compatibility

I currently use MS Money 2005. I intend to buy MS Money 2007 (don't want
upgrade). How do I save the structure from Money 2005 and start using with
Money 2007. Later (after tidying up the data) I want to add the data from
Money 2005 to Money 2007, is this possible. Guarenteed sale if this is
possible.
 

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2007, compatibility
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