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  #3  
Old 07-28-2008, 02:57 AM
Scott Tyler
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Default Re: Using M2007 at home and travel


"David" <David[at]discussions.microsoft.com> wrote in message
news:90A6B18A-B630-49B2-8C4E-B0F53F439C96[at]microsoft.com...
<snip> My big concern is how (mechanically) I bring over data from one CPU to
- quote -

> another. What file would that be? would I merely go to Money/file/backup
> and
> send that file to my laptop and open Money on the laptop and bring in that
> file? Will it recognize it and update the previous data on my laptop with
> the
> most current data. And the same could be said going the other way, when I
> come home, I would do the same with my laptop and send that data to my
> desktop to bring it up to date?
> Is this the correct approach that would not have any negative
> consequences?
> Thanks you Scott,
> David.....


You would only need to copy the *.mny file (often named "My Money.mny", and
usually located in the "Documents" directory) from one computer to the other
computer. Many users use a USB thumbdrive for file transfers and external
backups.

If the existing files on your desktop and notebook have different names, you
will need to click directly on the copied file, or select the copied file
with "File" > "Open". Afterwards, Money will open that file by default.
Opening the copied file on the notebook won't update the existing file on
the notebook, so you may want to rename the existing file to "My Money -
OLD.mny" or similar, so that you don't accidentally copy the wrong file back
to the desktop when you switch computers again.

You will need to have the same version of Money on both systems. You
mentioned that licensing wasn't an issue in your first post, so I'm assuming
you have a retail license, and have already installed the same version on
both computers as the license allows. You can click "Help" > "About" to
verify that both computers have the same version and update/sp level.

--
Scott Tyler
agent_scotty-at-hotmail-dot-com

  #2  
Old 07-27-2008, 11:48 PM
David
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Posts: n/a
Default Re: Using M2007 at home and travel

Scott,

Thanks for your suggestion.
Let me clarify, I do not have any issues with a second or third user
updating Money.
I am the only person in the family who controls it. So I would update, for
example on the road. When I come home I want to merely update what I did
while on travel. Additionally, I would want to update my laptop once I go
back on travel with the desktop current information.
My big concern is how (mechanically) I bring over data from one CPU to
another. What file would that be? would I merely go to Money/file/backup and
send that file to my laptop and open Money on the laptop and bring in that
file? Will it recognize it and update the previous data on my laptop with the
most current data. And the same could be said going the other way, when I
come home, I would do the same with my laptop and send that data to my
desktop to bring it up to date?
Is this the correct approach that would not have any negative consequences?

Thanks you Scott,

David.....

"Scott Tyler" wrote:

- quote -

> "David" <David[at]discussions.microsoft.com> wrote in message
> news:A738875F-F145-4776-880D-437DEEA6EED3[at]microsoft.com...
> > Good day…
> > > I currently use MS money 2007 on my home desktop cpu.
> > > Can anyone provide exact details on how to also run MS Money 2007 on my

> > laptop while on travel?
> > It becomes increasingly necessary to have it available.
> > > I do not foresee a SLA issue.
> > > How can I keep them both current (updating while on travel and at home as

> > well) and not create a nightmare or corrupt something?
> > > Your help is appreciated, and pls. be specific with steps, since my

> > previous
> > creative attempt did not work.
> > > Regards,
> > > David

> > There is no "merge" functionality: If you're updating the "away" copy on

> the road, and someone else is updating the "home" copy at home, you'll end
> up with a big mess.
> If you have access to Gmail or Skydrive or some other way to move a big file
> over the internet, you could take the file on the road, update it from
> 3am-3pm, upload or mail it, and then your spouse/accountant/etc could
> transfer it to the desktop, update it from 3pm-3am, upload or mail it, you
> transfer it back to the notebook, and then repeat the cycle for the duration
> of the trip.
> That's the only way I can see to make this happen.
> Any deviation from the schedule could result in data loss or a big
> unmergeable mess.
> --
> Scott Tyler
> agent_scotty-at-hotmail-dot-com

  #1  
Old 07-27-2008, 07:12 PM
SteveB
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Posts: n/a
Default Re: Using M2007 at home and travel

David wrote:

- quote -

> Good day…
> I currently use MS money 2007 on my home desktop cpu.
> Can anyone provide exact details on how to also run MS Money 2007 on
> my laptop while on travel?
> It becomes increasingly necessary to have it available.
> I do not foresee a SLA issue.
> How can I keep them both current (updating while on travel and at
> home as well) and not create a nightmare or corrupt something?
> Your help is appreciated, and pls. be specific with steps, since my
> previous creative attempt did not work.


_Preparation_
1. Install Money on your laptop.
2. Copy the Sample.mny file to somewhere in your "My Documents" tree.
This gives you full rights. It's especially important if you use Vista.
3. Right-click the Money shortcut and choose "Run As...", then select
account "Administrator" and put in the proper password.
4. Open the copy of the Sample.mny file and allow any needed updates to
install.
5. Copy your production Money data file to the "My Documents" tree on
your laptop.
6. Create a shortcut to this file on your desktop.

_Operation_
1. Determine which PC was last used to modify the Money data file. Call
this PC_Latest and the other machine PC_Older.
2.
IF (you're logged in to PC_Latest)
THEN
fire up Money
ELSE
copy the data file from PC_Latest to PC_Older
fire up Money
ENDIF

_Notes_
* You can only make changes to one copy of the file at a time.
* If you make changes on one machine, you have to copy the data file
before opening it on the other machine.
* If you make changes to both copies, you lose the entries in one file
or the other.
* You and your spouse *cannot* both enter transactions, then merge
them. Money has no provision for merging transactions from two data
files.

_Recommendations_
* Put the data file on a USB data stick. You can carry it around with
you.
* Change the backup settings to keep the last 99 versions. You'll need
them when you forget to copy the file before you open it.
* Change the backup settings to keep 99 copies of the offline backup.
You'll need those when your PC (or the network, or your modem, or ...)
crashes while copying the file. Keep some of them at your friend's
house in case your PC is destroyed or stolen.

--
Steve Bell
New Life Home Improvement
Arlington, TX
 
Old 07-27-2008, 07:06 PM
Scott Tyler
Guest
 
Posts: n/a
Default Re: Using M2007 at home and travel


"David" <David[at]discussions.microsoft.com> wrote in message
news:A738875F-F145-4776-880D-437DEEA6EED3[at]microsoft.com...
- quote -

> Good day…
> I currently use MS money 2007 on my home desktop cpu.
> Can anyone provide exact details on how to also run MS Money 2007 on my
> laptop while on travel?
> It becomes increasingly necessary to have it available.
> I do not foresee a SLA issue.
> How can I keep them both current (updating while on travel and at home as
> well) and not create a nightmare or corrupt something?
> Your help is appreciated, and pls. be specific with steps, since my
> previous
> creative attempt did not work.
> Regards,
> David


There is no "merge" functionality: If you're updating the "away" copy on
the road, and someone else is updating the "home" copy at home, you'll end
up with a big mess.

If you have access to Gmail or Skydrive or some other way to move a big file
over the internet, you could take the file on the road, update it from
3am-3pm, upload or mail it, and then your spouse/accountant/etc could
transfer it to the desktop, update it from 3pm-3am, upload or mail it, you
transfer it back to the notebook, and then repeat the cycle for the duration
of the trip.

That's the only way I can see to make this happen.

Any deviation from the schedule could result in data loss or a big
unmergeable mess.

--
Scott Tyler
agent_scotty-at-hotmail-dot-com


  #-1  
Old 07-27-2008, 06:23 PM
David
Guest
 
Posts: n/a
Default Using M2007 at home and travel

Good day…

I currently use MS money 2007 on my home desktop cpu.

Can anyone provide exact details on how to also run MS Money 2007 on my
laptop while on travel?
It becomes increasingly necessary to have it available.

I do not foresee a SLA issue.

How can I keep them both current (updating while on travel and at home as
well) and not create a nightmare or corrupt something?

Your help is appreciated, and pls. be specific with steps, since my previous
creative attempt did not work.

Regards,

David

 

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