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Old 12-15-2003, 02:35 PM
Cal Learner-- MVP
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Default Re: creating a readable CD record for my accountant

In microsoft.public.money, Pat wrote:

- quote -

> My accountant does not have Money 2002 but an earlier
> edition. How can I save my records so she can read them?


There are several things you can do, but making a complete Money
file that she can read with Money 2001, or before, is not one of
them.

You can print a tax report. This could go onto CD as a txt, doc, or
pdf file with some additional things, or just print to paper. I
suggest landscape paper orientation. You can also export data for
use with Excel.

You could export checking account transactions from an account as
loose QIF, and she could import it into an account on her machine.

You could both update to the same new version of Money. There may be
more possibilities. It depends on what you are trying to accomplish.
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Old 12-15-2003, 02:20 PM
Pat
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Default creating a readable CD record for my accountant

My accountant does not have Money 2002 but an earlier
edition. How can I save my records so she can read them?
 

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accountant, creating, readable, record
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