Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
 
Old 09-23-2008, 03:10 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: transfer investment account from one .mny file to another

In microsoft.public.money, Paul Kraemer wrote:

- quote -

> I am using Microsoft Money Plus Home & Business version 17.0.150.1415. I
> use it to keep track of my personal finances in one .mny file, and I use it
> to keep track of business finances in another .mny file.
> In the .mny file for my business, I just created an Investment account and
> added about ten stocks to it. I should have created this in my personal .mny
> file.
> Can anyone tell me if there is a way I can move this one investment account
> (and the stocks included in it) from my business .mny file to my personal
> .mny file?


Yes. File-> Export a Loose QIF file from both the
InvestmentTransactionsRegister and the CashTransactionsRegister.

To avoid transfers from turning into two separate transactions, it
is important to import the QIFs into the new file all at once.
This is done by selecting using Ctrl+<click> to highlight all of
the files you want included. Further, before doing the import,
the QIF files containing the investment cash accounts
should be named something alphanumerically higher than the
investment transactions of the account. So you could have
"Merrill" and "Merrill Cash", but you would not want "Merrill Inv"
and "Merrill Cash". "_Merrill Inv" and "Merrill Cash" would be
good. So one way around this is to export investment accounts to
files who's name starts with an underscore.

In the receiving file, File-> Import-> RecoveredAccounts. Import ALL
AT ONCE using Ctrl+<click> to select both files at the same time.
That should let transfers be recognized.

Remember to keep extra copies or backups of your file so that you
can undo something that does not work the way you wanted.
  #-1  
Old 09-23-2008, 02:41 AM
Paul Kraemer
Guest
 
Posts: n/a
Default transfer investment account from one .mny file to another

Hi,

I am using Microsoft Money Plus Home & Business version 17.0.150.1415. I
use it to keep track of my personal finances in one .mny file, and I use it
to keep track of business finances in another .mny file.

In the .mny file for my business, I just created an Investment account and
added about ten stocks to it. I should have created this in my personal .mny
file.

Can anyone tell me if there is a way I can move this one investment account
(and the stocks included in it) from my business .mny file to my personal
..mny file?

Thanks in advance,
Paul




--
Paul Kraemer
 

Tags
account, file, investment, mny, transfer
Similar Threads
Thread Forum Replies Last Post
How To Transfer An Investment From One Money File to Another?
vigilantz: Is there a simple, effective and straightforward way to transfer transactions relating to an investment from one Microsoft Money 2004 file to...
Microsoft Money 4 04-05-2007 01:53 PM
transfer of PART of an investment account
Donald S. Goldman: My broker has transferred some, but not all, of my holdings from one account to a newly opened account. Is there any way I can record this partial...
Microsoft Money 1 04-03-2006 10:37 PM
Transfer to a New Brokerage (Investment) Account
David Brenner: Hey All, I am in the process of moving all of my accounts from a small private firm to Fidelity. Obviously the small guys don't do on-line...
Microsoft Money 5 07-02-2005 02:10 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 03:57 AM.