To emphasize Cal's points, you don't need to mess around with backup copies.
A new version of Money will go look for a .mny file that you last used and
open that. Agree with Cal that you should copy that .mny file before you
start - just in case! ;-)


--
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.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:tecgm39odkatnmik5o4ko8t64kc93v1quu[at]4ax.com...
- quote -

In microsoft.public.money, BillCoNC wrote:

- quote -

Yes all around, except I would save a copy of the existing file
under a new name first. Then let the new install of Money work with
that copy.

Also, instead of adjusting opening balances in the resurrected
existing accounts with a hiatus, I would make a single adjustment in
each account. Date that transaction just before your continued
transactions. I would get the available transactions from download
where available before creating the adjustment.




- quote -

If you wish to start fresh and declare an account balanced, you can
mark all entries balanced. Select to show only unreconciled
transactions. Sort by date, and go to the oldest transaction.
Hold down Cntl+Shift+M and let auto-repeat work thru the
transactions until none are left showing. Then balance making the
starting and ending balance match the known balance. Choose the
balance date to be the day after your last transaction.It starts you
with an amnesty for former balancing.

I have not used MS Money for about 2 years. If I upgrade to the current
version can I keep data on accounts I still have, delete old accounts, and
add new accounts, and then start new with current balances (without having to
re-enter old activity)? If so, would I do it by installing the new version,
then open an old backed-up copy and just save it with a new name, and then
make my adjustments? Would there be problems when trying to reconcile
checking accounts later? Thanks!