Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #5  
Old 06-21-2008, 01:56 AM
Gualtier Malde
Guest
 
Posts: n/a
Default Re: Can I append an archive to active file?

Cal Learner-- MVP wrote:
- quote -

> In microsoft.public.money, Gualtier Malde wrote:
> > 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!
Chuck
  #4  
Old 06-20-2008, 05:29 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Can I append an archive to active file?

In microsoft.public.money, Gualtier Malde wrote:

- quote -

> 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.
  #3  
Old 06-20-2008, 04:04 PM
Gualtier Malde
Guest
 
Posts: n/a
Default Re: Can I append an archive to active file?

Dick Watson wrote:
- 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?

Thanks to both of you. I think I will try it with ample backup copies in a safe
place.


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.

  #2  
Old 06-20-2008, 02:47 AM
Dick Watson
Guest
 
Posts: n/a
Default Re: Can I append an archive to active file?

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?


  #1  
Old 06-20-2008, 02:38 AM
Dick Watson
Guest
 
Posts: n/a
Default Re: Can I append an archive to active file?

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?


 
Old 06-19-2008, 08:05 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Can I append an archive to active file?

In microsoft.public.money, Gualtier Malde wrote:

- 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?


Simple answer if you were looking for a simple process: no.

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.

  #-1  
Old 06-19-2008, 07:44 PM
Gualtier Malde
Guest
 
Posts: n/a
Default Can I append an archive to active file?

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
Similar Threads
Thread Forum Replies Last Post
DO NOT ARCHIVE THE MONEY FILE
Steve: With year end quickly approaching this topic is intended for those users of Microsoft Money who might intend to archive their 2005 data. Do NOT do...
Microsoft Money 17 02-07-2006 03:04 PM
MSM2005 and archive file - can I un-archive safely?
Gary: Several months ago, I archived year 2003 transactions from my mny file into a separate file. Recently, I realized that it's been a really long...
Microsoft Money 3 11-27-2004 04:46 PM
Archive Money File
Ken: Need a little help. I've been using Money since it first came out many years ago. My .mny file is now 35,444KB after I archive all the...
Microsoft Money 1 09-04-2004 12:18 PM
Merging old archive file with current file
Jennifer: Yesterday I put last years info into an archive file (Money 2003 archive file) thinking I would no longer need in my current money file since its...
Microsoft Money 2 08-11-2004 04:46 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 04:35 AM.