I did the upgrade earlier this year and I did have to uninstall Deluxe but the settings are apparently in your Money file because it kept all of them. I would make sure I had a backup though just in case.
"Wilmer" <Wilmer[at]discussions.microsoft.com> wrote in message news:F4C49C0C-8864-45B1-BE46-BD09536D0B37[at]microsoft.com...
Hello,
I have recently started a small business and want to manage the finances
using Money Plus Home & Small Business. I have been using Plus Deluxe for
over a year now and don't want to risk losing the data or settings associated
with that file.

I have downloaded the trial for H&SB, but it tells me I must uninstall the
currently installed version first. I am concerned that this will wipe out
any settings related to the program itself, Bill Insights, etc. I was hoping
for more of an upgrade option. Nevertheless, does my current Money backup
file contain, in addition to the data, the program settings? Also, if anyone
has done something similar to this, is there anything I should be aware of
when moving from Plus Deluxe to H&SB?

Thanks,
Wilmer

Wilmer wrote:

- quote -

I use the 2007 version of Money Business, so some things may be
slightly different in the Plus version. I tested it, but there wasn't
anything that encouraged me to upgrade. I usually upgrade every other
year.

Problems:
* Bank deposits don't automatically match with your checking account.
The workaround is to receive payments into a dummy cash pass-through
account, then do a matching transfer to the checking account. The
transfer will match properly.
* Deposits that include more than one customer are tricky. I receive
payment from each customer individually into my pass-through account,
then do a single transfer to match the total deposit.
* Invoices only show the total. They won't show what the customer owes
if he has made a partial payment.
* Customer statements show every invoice the customer has ever had.
You can't specify a date range.
* Customer statements won't show payments, only invoices.
* Money shows on the outstanding customer balance on the screen, but
won't print it on a customer statement.
* If you like the canned invoices, you'll be OK. The invoice designer
sucks. Big time. It just doesn't work. At all. When you choose an item
to move on the page, you can't "unchoose" it when you get it where you
want it. If you know a little HTML, you can edit the files yourself,
but they're cryptically named and hard to track down. The designer got
worse with successive releases of Money, and it wasn't improved in the
Plus version.

My only real complaints are the problems with customer statements and
the invoice editor.

--
Steve Bell
New Life Home Improvement
Arlington, TX

In microsoft.public.money, Wilmer wrote:

- quote -

Most program settings are in your file. There are exceptions: in
Tools-> Settings-> OnlineServiceSetting, the Account Settings say
"(global)", and that is what I think is meant by "global"-- settings
that are not part of the .mny file. Most significant I think is
ShowStandardizedPayeeNamesForWhichANameIsNotFound is a global
(inter-file) setting. It should normally be ticked, IMHO.

Now I have not tested this theory out myself to see if these
settings are indeed carried across files.

Hello,
I have recently started a small business and want to manage the finances
using Money Plus Home & Small Business. I have been using Plus Deluxe for
over a year now and don't want to risk losing the data or settings associated
with that file.

I have downloaded the trial for H&SB, but it tells me I must uninstall the
currently installed version first. I am concerned that this will wipe out
any settings related to the program itself, Bill Insights, etc. I was hoping
for more of an upgrade option. Nevertheless, does my current Money backup
file contain, in addition to the data, the program settings? Also, if anyone
has done something similar to this, is there anything I should be aware of
when moving from Plus Deluxe to H&SB?

Thanks,
Wilmer