I wish I had posted here before I bought the Money 2005 software, I would
have bought 2007 instead. The M05 is installed on my laptop and my M01 .mny
file is transferred, installing went smoothly. The patch must download in
stealth mode, I never saw anything on screen about it. There was a popup
window advising of a "Critical Banking Update" but opening the link on it
lead to a blank M/S webpage. My version is 14.0.120.1105 which, if I read the
M05 Help utility correctly, indicates the latest, updated version. Thanks for
your excellent, helpful response!

"Bob Peel, MVP" wrote:

- quote -

In microsoft.public.money, puget93 wrote:

- quote -

You understand wrong. No version passes info from your file to an
MSN server without a LiveID/Passport on the file. With a
LiveID/Passport and synchronization enabled, Money 2005 passes
significantly more than Money 2007. Money 2007 does not send data to
servers. If you do set up online statements for an institution where
the data comes in via a third party, that account will appear on MSN
Money/MoneyCentral protected by SSL access. Microsoft Money will get
info *from* there for that account. Accounts that are direct OFX
downloaded or hand entered will not appear on Money/MoneyCentral.

- quote -

Money 2005 should be able to convert your Money 2001 file, so the
latter would be the normal way. Better hurry tho. US Money 2005 may
stop online accesses soon. Read the "Limitations and Notices" from
the box. You will still be able to type info in by hand.

No version of Money "automatically sends your info to M/S servers"

Synching with MSN Money requires that you elect to Access Money on the Web
(which requires that you use a Windows Live ID/Passport so secure your data
file).

Money 2007 actually does less synching than 2003-6 in that it will only
bring down data from MSN Money for financial institutions that have to have
their websites "scraped" because they don't offer direct connection/download
into Money.

MSN Money Sync in older versions of Money 2006 (and older) actually did
upload your own transactions to MSN Money so that you could "view it
anywhere". But again, you have to choose to enable/allow this.

-Mark


"puget93" <puget93[at]discussions.microsoft.com> wrote in message
news:C44B2315-1E9C-4EAC-A4D8-3BDF77965B13[at]microsoft.com...
- quote -

Don't get hung up on data being sent to MS. It isn't unless you choose to.

The simplest way to upgrade is to install M2005 on the laptop. Note that
M2005 out of the box needs a patch to be downloaded so startup M2005 and
open the sample.mny file. This will go online and download the patch. The
version number from Help > About should be 14.0.*.1105 after the patch is
downloaded.

Copy your M2001 .mny file to the new laptop using a USB memory stick. Then
navigate to where you put your .mny file; double click on the file name and
this will start M2005 and convert your M2001 file (and remember where the
file is for future use).

--
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.

"puget93" <puget93[at]discussions.microsoft.com> wrote in message
news:C44B2315-1E9C-4EAC-A4D8-3BDF77965B13[at]microsoft.com...
- quote -

I've been using Money 2001 Deluxe on a desktop PC running Windows 98 but have
now purchased a new laptop running Windows XP Pro. I still have the 2001 CD
but have also bought a new, unused copy of Money 2005 Deluxe on eBay. (I
bought the older version because I didn't want my info automatically sent to
M/S servers and understand 2005 was last version where this is not the case).
My question is whether I should first install 2001 on the laptop and move the
..MNY file from the desktop, then install the 2005 or should I just install
2005 on the laptop and transfer the 2001 .MNY file? Thanks for sharing your
experiences and expertise!