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#5
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| Cal Learner-- MVP wrote: - quote - > In microsoft.public.money, Gualtier Malde wrote:
Chuck> > Could you give me a little more insight into what kind of special handling might > > be needed for transfer files? I do have quite a few of them with automatic > > redistribution of direct deposited funds. > If you want to do the QIF export/import, I would follow the steps > in http://support.microsoft.com/default...b;en-us;178830 > except in the first step 4, I would suggest this: start the name of > the QIF file for the investment accounts with an underscore (_), > and start the name of QIF files for the cash accounts associated > with the investments with a letter. Thus you might have > _BrownInvestment.qif and BrownInvestmentCash.qif. This would cause > the investment account to be processed prior to the associated cash > account. When the BrownInvestment got created, you would specify > that you want to track the cash transactions. Then specify that > the cash transactions account for BrownInvestment was where the > BrownInvestmentCash.qif transactions get sent. > Then edit all oft the QIF files with a text editor (such as Notepad) > and not a word processor. You do not want formatting characters or > other such characters to be created in the file. Leave the first > line intact. Then delete records that you do not want included. A > record ends with a '^' character on a line by itself. The records > are normally in chronological order, which should help a lot. > Then File-> Import ALL AT ONCE using Ctrl+<click> to select files. > Specify "New or Recovered" account when asked. > Of course you will use a different filename for the new file, and > you will have both versions to choose from when done. I would also > set up the backups to make sure they are using different names. > Remember to keep an extra copy or backup of your file(s) to let you > undo things. Thank you. Those are just the type of detailed instructions this geezer needs! |
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#4
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| In microsoft.public.money, Gualtier Malde wrote: - quote - > Could you give me a little more insight into what kind of special handling might
If you want to do the QIF export/import, I would follow the steps> be needed for transfer files? I do have quite a few of them with automatic > redistribution of direct deposited funds. in http://support.microsoft.com/default...b;en-us;178830 except in the first step 4, I would suggest this: start the name of the QIF file for the investment accounts with an underscore (_), and start the name of QIF files for the cash accounts associated with the investments with a letter. Thus you might have _BrownInvestment.qif and BrownInvestmentCash.qif. This would cause the investment account to be processed prior to the associated cash account. When the BrownInvestment got created, you would specify that you want to track the cash transactions. Then specify that the cash transactions account for BrownInvestment was where the BrownInvestmentCash.qif transactions get sent. Then edit all oft the QIF files with a text editor (such as Notepad) and not a word processor. You do not want formatting characters or other such characters to be created in the file. Leave the first line intact. Then delete records that you do not want included. A record ends with a '^' character on a line by itself. The records are normally in chronological order, which should help a lot. Then File-> Import ALL AT ONCE using Ctrl+<click> to select files. Specify "New or Recovered" account when asked. Of course you will use a different filename for the new file, and you will have both versions to choose from when done. I would also set up the backups to make sure they are using different names. Remember to keep an extra copy or backup of your file(s) to let you undo things. |
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#3
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| Dick Watson wrote: - quote - > To what Cal offered, I'd add that if you want to go the QIF route,
place.> beware that Loan Accounts are not handled by QIF and Transfers require > special handling at the import step to stay sane. If you go this route, > BE SURE to use copies of your main data file until you get the kinks > ironed out. > "Gualtier Malde" <valacapt[at]yahoo.com> wrote in message > news:AoKdnbAeSrgXK8fVnZ2dnUVZ_uidnZ2d[at]comcast.com... > > When I first began using Money98 I made an archive file at the end of > > the calendar year. For my purposes, that was a dumb move, and I > > haven't done it again. Is there a way to join the archive file to the > > bottom of my active .mny file? Thanks to both of you. I think I will try it with ample backup copies in a safe Could you give me a little more insight into what kind of special handling might be needed for transfer files? I do have quite a few of them with automatic redistribution of direct deposited funds. |
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#2
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| Oh, and you will have to hand-adjust account beginning balances to account for the additional transactions. "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in message news:OpiU%236n0IHA.5564[at]TK2MSFTNGP06.phx.gbl... - quote - > To what Cal offered, I'd add that if you want to go the QIF route, beware > that Loan Accounts are not handled by QIF and Transfers require special > handling at the import step to stay sane. If you go this route, BE SURE to > use copies of your main data file until you get the kinks ironed out. > "Gualtier Malde" <valacapt[at]yahoo.com> wrote in message > news:AoKdnbAeSrgXK8fVnZ2dnUVZ_uidnZ2d[at]comcast.com... > > When I first began using Money98 I made an archive file at the end of the > > calendar year. For my purposes, that was a dumb move, and I haven't done > > it again. Is there a way to join the archive file to the bottom of my > > active .mny file? |
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#1
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| To what Cal offered, I'd add that if you want to go the QIF route, beware that Loan Accounts are not handled by QIF and Transfers require special handling at the import step to stay sane. If you go this route, BE SURE to use copies of your main data file until you get the kinks ironed out. "Gualtier Malde" <valacapt[at]yahoo.com> wrote in message news:AoKdnbAeSrgXK8fVnZ2dnUVZ_uidnZ2d[at]comcast.com... - quote - > When I first began using Money98 I made an archive file at the end of the > calendar year. For my purposes, that was a dumb move, and I haven't done > it again. Is there a way to join the archive file to the bottom of my > active .mny file? |
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| In microsoft.public.money, Gualtier Malde wrote: - quote - > When I first began using Money98 I made an archive file at the end of the
Simple answer if you were looking for a simple process: no.> calendar year. For my purposes, that was a dumb move, and I haven't done it > again. Is there a way to join the archive file to the bottom of my active .mny > file? However it is possible to export QIF files from one file, edit to remove the dates you don't want moved, and File-> Import the QIF files. |
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#-1
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| When I first began using Money98 I made an archive file at the end of the calendar year. For my purposes, that was a dumb move, and I haven't done it again. Is there a way to join the archive file to the bottom of my active .mny file? Thank you. |
| Tags |
| active, append, archive, file |
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