Best practice handling a large Money Data file

#4 01-03-2008, 07:37 PM

On Thu, 3 Jan 2008 09:56:03 -0800, PJ <PJ[at]discussions.microsoft.com> wrote:

- quote -

> Hi,
> I have 8 years of data and have progressively updated Money throughout the
> years to 2007 version. I would like to know if it would be better to end
> each year and start a new Money file accordingly? And . . carry over all
> categories and accounts into the new file?
> Can this be done, and how?
> I appreciate your time and help
> Pete

I've never archived.

I have over ten years of data; lots of investments and investment transactions,
and a file size of 109MB.

I don't have any significant delays going from page to page; the program takes
less than a minute to "get started". I don't know how much of that is
interaction with the internet vs something inherent in the program.
--ron

#3 01-03-2008, 06:46 PM

Thanks, appreciate your time and concideration.

Peter

"Bob Peel, MVP" wrote:

- quote -

> See http://money.mvps.org/faq/article/66.aspx and
> http://umpmfaq.info/faqdb.php?q=184
> Most regulars here say DO NOT ARCHIVE.
> --
> 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.
> "PJ" <PJ[at]discussions.microsoft.com> wrote in message
> news:8B8237A6-0D54-4224-9500-7B783550E18C[at]microsoft.com...
> > Hi,
> > I have 8 years of data and have progressively updated Money throughout the
> > years to 2007 version. I would like to know if it would be better to end
> > each year and start a new Money file accordingly? And . . carry over all
> > categories and accounts into the new file?
> > Can this be done, and how?
> > > I appreciate your time and help
> > > Pete

#2 01-03-2008, 06:42 PM

Steve,
Thanks for your reply. You indicated exactly what I needed to know.
I appreciate your time
Peter

"Steve" wrote:

- quote -

> =?Utf-8?B?UEo=?= <PJ[at]discussions.microsoft.com> wrote on 03 Jan 2008 in
> group microsoft.public.money:
> > I have 8 years of data and have progressively updated Money
> > throughout the years to 2007 version. I would like to know if it
> > would be better to end each year and start a new Money file
> > accordingly? And . . carry over all categories and accounts into the
> > new file? Can this be done, and how?
> I advise against it.
> The only upside of starting over each fiscal year is that your data file
> would be smaller. That's not much of an advantage, and I bet the file
> wouldn't be that much smaller. My current data file is 33MB with data
> going back at least 10 years. The sample file that came with Money 2007 is
> almost 7MB. There's almost no difference in the time Money takes to open
> the two files.
> There are many disadvantages, the first of which is that you'll have to
> manually enter a bunch of accounts and categories each year. You'll also
> be giving up all forecasting, trending, and analysis. If you can't
> remember when you had your transmission replaced, you'll have to open
> multiple files until you find the transaction.
> --
> Steve B.
> New Life Home Improvement

#1 01-03-2008, 05:26 PM

See http://money.mvps.org/faq/article/66.aspx and
http://umpmfaq.info/faqdb.php?q=184

Most regulars here say DO NOT ARCHIVE.

--
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.

"PJ" <PJ[at]discussions.microsoft.com> wrote in message
news:8B8237A6-0D54-4224-9500-7B783550E18C[at]microsoft.com...
- quote -

> Hi,
> I have 8 years of data and have progressively updated Money throughout the
> years to 2007 version. I would like to know if it would be better to end
> each year and start a new Money file accordingly? And . . carry over all
> categories and accounts into the new file?
> Can this be done, and how?
> I appreciate your time and help
> Pete

01-03-2008, 05:24 PM

=?Utf-8?B?UEo=?= <PJ[at]discussions.microsoft.com> wrote on 03 Jan 2008 in
group microsoft.public.money:

- quote -

> I have 8 years of data and have progressively updated Money
> throughout the years to 2007 version. I would like to know if it
> would be better to end each year and start a new Money file
> accordingly? And . . carry over all categories and accounts into the
> new file? Can this be done, and how?

I advise against it.

The only upside of starting over each fiscal year is that your data file
would be smaller. That's not much of an advantage, and I bet the file
wouldn't be that much smaller. My current data file is 33MB with data
going back at least 10 years. The sample file that came with Money 2007 is
almost 7MB. There's almost no difference in the time Money takes to open
the two files.

There are many disadvantages, the first of which is that you'll have to
manually enter a bunch of accounts and categories each year. You'll also
be giving up all forecasting, trending, and analysis. If you can't
remember when you had your transmission replaced, you'll have to open
multiple files until you find the transaction.

--
Steve B.
New Life Home Improvement

#-1 01-03-2008, 04:56 PM

Hi,
I have 8 years of data and have progressively updated Money throughout the
years to 2007 version. I would like to know if it would be better to end
each year and start a new Money file accordingly? And . . carry over all
categories and accounts into the new file?
Can this be done, and how?

I appreciate your time and help

Pete

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