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  #3  
Old 06-28-2008, 10:23 PM
Dick Watson
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Default Re: Any way to import data into Deluxe Portfolio Manager under a

Cal may have caught what Ken and I didn't: you are talking about MSN Money
the online tihng, not Microsoft Money the locally installed application?

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, deg1231[at]gmail.com wrote:
> > I have my investment portfolio on MSN Money's Deluxe Portfolio
> > Manager, but I would like to play some "what if's" by creating a new
> > user ID, importing a backup file of my original account, then
> > "pretending" to sell and reinvest in other positions.

> There may or may not be a way to do that with MSN Money. I don't
> know.
> What I would do is to consider using Microsoft Money.

  #2  
Old 06-28-2008, 06:34 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Any way to import data into Deluxe Portfolio Manager under a different user id?

In microsoft.public.money, deg1231[at]gmail.com wrote:

- quote -

> I have my investment portfolio on MSN Money's Deluxe Portfolio
> Manager, but I would like to play some "what if's" by creating a new
> user ID, importing a backup file of my original account, then
> "pretending" to sell and reinvest in other positions.
> I thought this would be pretty easy to do, but when I try to import
> the backup file into the new account, it says that the e-mail and
> password I'm using on MSN doesn't match the one in the backup file, so
> it doesn't let me do it.
> Is there any way around this, or do I actually have to spend days re-
> entering all of my information into the "what if" account if I want to
> do this? (My current portfolio has 100's of transactions.)
> It would seem to me that there should be some way to edit the .mbf
> file by entering the original e-mail address (user id) and password
> then specifying a *new* e-mail address and password.


There may or may not be a way to do that with MSN Money. I don't
know.

What I would do is to consider using Microsoft Money. You could play
with it with the free 60-day trial and maybe let that be your
experimental file. If I did that, I would find your current
"my portfolio.mny" on your drive. Copy that file to a file named
deg1231.mny (or some such) in your Documents/MyDocuments folder.

Download the Money Deluxe (Essentials will not do it for you) trial.
http://www.microsoft.com/money/freetrial_deluxe.mspx

Have it convert deg1231.mny. Experiment for a few hours, 60 days,
or buy the non-trial and keep going.

In Microsoft Money, you can create an unlimited number of files with
different *.mny filenames. You can remove the e-mail address on any
of those files if you want.

  #1  
Old 06-28-2008, 11:54 AM
Ken
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Posts: n/a
Default Re: Any way to import data into Deluxe Portfolio Manager under a different user id?

Hi deg1231,

Here is what I do....

Create a copy of my data file, Open it, do all my 'what if's', then switch
back to my original data file.

Quite easy to accomplish, really.

Locate your data file, it will have a .mny extension.

Right click your data file, choose copy, move mouse pointer to vacant area
on screen, right click, choose paste.

This action should create a copy of your data file, in fact it should say
"Copy of xxxxx.mny".

To open the copy, Double click it.

Note: Money remembers the last file closed is the one it will open. To
have money remember to open your original data file you will have to
open/close it.

Go to your original data file and double click it.

Hope this helps,
Ken
<deg1231[at]gmail.com> wrote in message
news:3d953f55-509a-4d69-a8ee-aead2dea33df[at]c58g2000hsc.googlegroups.com...

| I have my investment portfolio on MSN Money's Deluxe Portfolio
| Manager, but I would like to play some "what if's" by creating a new
| user ID, importing a backup file of my original account, then
| "pretending" to sell and reinvest in other positions.
|
| I thought this would be pretty easy to do, but when I try to import
| the backup file into the new account, it says that the e-mail and
| password I'm using on MSN doesn't match the one in the backup file, so
| it doesn't let me do it.
|
| Is there any way around this, or do I actually have to spend days re-
| entering all of my information into the "what if" account if I want to
| do this? (My current portfolio has 100's of transactions.)
|
| It would seem to me that there should be some way to edit the .mbf
| file by entering the original e-mail address (user id) and password
| then specifying a *new* e-mail address and password.

 
Old 06-28-2008, 11:32 AM
Dick Watson
Guest
 
Posts: n/a
Default Re: Any way to import data into Deluxe Portfolio Manager under a different user id?

I'm not sure exactly what's going on here, but here's what I'd try.

Don't do anything with backup/restore.

Copy your .MNY file to a new copy, say "Copy of MyMoney.MNY".

Do your What If in that copy.

<deg1231[at]gmail.com> wrote in message
news:3d953f55-509a-4d69-a8ee-aead2dea33df[at]c58g2000hsc.googlegroups.com...
- quote -

> I have my investment portfolio on MSN Money's Deluxe Portfolio
> Manager, but I would like to play some "what if's" by creating a new
> user ID, importing a backup file of my original account, then
> "pretending" to sell and reinvest in other positions.
> I thought this would be pretty easy to do, but when I try to import
> the backup file into the new account, it says that the e-mail and
> password I'm using on MSN doesn't match the one in the backup file, so
> it doesn't let me do it.
> Is there any way around this, or do I actually have to spend days re-
> entering all of my information into the "what if" account if I want to
> do this? (My current portfolio has 100's of transactions.)
> It would seem to me that there should be some way to edit the .mbf
> file by entering the original e-mail address (user id) and password
> then specifying a *new* e-mail address and password.



  #-1  
Old 06-28-2008, 04:50 AM
deg1231@gmail.com
Guest
 
Posts: n/a
Default Any way to import data into Deluxe Portfolio Manager under adifferent user id?

I have my investment portfolio on MSN Money's Deluxe Portfolio
Manager, but I would like to play some "what if's" by creating a new
user ID, importing a backup file of my original account, then
"pretending" to sell and reinvest in other positions.

I thought this would be pretty easy to do, but when I try to import
the backup file into the new account, it says that the e-mail and
password I'm using on MSN doesn't match the one in the backup file, so
it doesn't let me do it.

Is there any way around this, or do I actually have to spend days re-
entering all of my information into the "what if" account if I want to
do this? (My current portfolio has 100's of transactions.)

It would seem to me that there should be some way to edit the .mbf
file by entering the original e-mail address (user id) and password
then specifying a *new* e-mail address and password.
 

Tags
adifferent, data, deluxe, import, manager, portfolio, user
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