In microsoft.public.money, Al Baldwin wrote:

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Yes. Keep backups, tho Money 2006 keeps 4 for each file by default.

Thanks Cal,

Yes, I have four Money files. I understand you to have said that all of
BIL's online accounts must have online access disabled until I am able to
remove my passport. I have printed 899631 and will follow it to remove my
passport. Then I can enable online access for all of the accounts by simply
turning on background banking at
Tools-> Settings-> AccessYourMoneyDataOnTheWeb and then File-PasswordManager
where I can use BIL's unique Passport.

Have I got this right?

"Cal Learner-- MVP" wrote:

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In microsoft.public.money, Al Baldwin wrote:

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Normally to have four data sets, you would have four Money files. If
that is the case things will be easier.
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OK. I had concentrated on the loud part. What you want to do is to
remove your Passport from the BIL file. This would involve disabling
online access for all of the a accounts where the access is via
third party. http://www.microsoft.com/money/bankonline.aspx can
distinguish.

Then to remove the Passport from a file you may have to turn
off background banking at
Tools-> Settings-> AccessYourMoneyDataOnTheWeb and then
File-PasswordManager you can choose to remove your Passport.
See http://support.microsoft.com/kb/899631/en-us

If you were not using different files, delete the accounts that
should not be in BIL's file.

If BIL wants to access some accounts that require third party help,
he can create and use his own LiveID/Passport. When he sets up such
an account for online access again, that will take place.



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Thanks. No is there any way to remove the 3 other "complicated"s?

"Cal Learner-- MVP" wrote:

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In microsoft.public.money, Al Baldwin wrote:

- quote -

Yes. I had trimmed the background info after reading it, and I only
quoted the part that I was directly responding to. Your plan should
work fine, if Money 2008 follows past patterns.

Good work helping out. Don't forget to get them to use a good backup
strategy, and don't forget that hard drives can fail.





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Sorry Cal--

I kept getting dropped or at least I thought I was. Were you able to see my
entire, lengthy post before you answered or just the part of the post I see
with your repl?

"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, Al Baldwin wrote:

- quote -

That should work fine.

My brother-in-law (BIL)has been using Money 2004 but has been posting
everything manually. I have been using Money 2006 and have been updating
everything on-line. I have been keeping the (Money) books for myself, my
daughter, my son and my BIL and in essence have had 4 separate data sets
using Money 2006. My data set was the only one that has been used to download
credit card, bank, brokerage and other downloadable account data. On the
other hand the data sets for my daughter, my son and my BIL were used for one
purpose only; to download brokerage (and IRA) account data only.

Recently, my BIL decided he wanted to start downloading everything using
2004. So I put his data set on a thumb drive and took it over to his house
to import the several years of data into Money 2004. It didn't work.
Furthermore I found out that his 2004 had many apparently insoluble problems.
Si I went home and got my Money 2006 installation CD. Back to BIL's house to
install it. It worked fine as long as I used my password.

OK fine, but I want him to have his own legal copy of Money, registered in
his name. Here's my question: WHEN MONEY 2008 COMES OUT, WE WILL BUY TWO
COPIES, ONE FOR HIM AND ONE FOR ME. WHEN HE REGISTERS HIS COPY WILL HE BE
ABLE TO MOVE HIS DATA FROM THE MONEY 2006 APPLICATION WHICH I HAVE
TEMPORARILY SET UP FOR HIM ON HIS COMPUTER?