I have a business account and a personal account at my bank. I use two
different Money files to track these. Is there a way to transfer money
from my biz acct to my pers account without having to go out of one file
and into the other?

Re: Transfer to Different Money Accounts by Cal

Cal
Fri Jul 27 10:56:58 CDT 2007

In microsoft.public.money, HT wrote:

>I have a business account and a personal account at my bank. I use two
>different Money files to track these. Is there a way to transfer money
>from my biz acct to my pers account without having to go out of one file
>and into the other?

There is no way to transfer money from within one Money file to an
account in another Money file. You will need separate transactions.

To move between files, there is a most-recently-used list of files
at the bottom of the File menu.

You can also set up backup to ask whether it should back up upon
exit, and thus be able to skip the time for backing up when you want
to move quicker.

Re: Transfer to Different Money Accounts by HT

HT
Fri Jul 27 11:04:01 CDT 2007

That's what I've been doing, but it's somewhat combursome and time consuming.
How would I merge my Biz File into my Personal File?

"Cal Learner-- MVP" wrote:

> In microsoft.public.money, HT wrote:
>
> >I have a business account and a personal account at my bank. I use two
> >different Money files to track these. Is there a way to transfer money
> >from my biz acct to my pers account without having to go out of one file
> >and into the other?
>
> There is no way to transfer money from within one Money file to an
> account in another Money file. You will need separate transactions.
>
> To move between files, there is a most-recently-used list of files
> at the bottom of the File menu.
>
> You can also set up backup to ask whether it should back up upon
> exit, and thus be able to skip the time for backing up when you want
> to move quicker.
>

Re: Transfer to Different Money Accounts by Cal

Cal
Fri Jul 27 11:21:24 CDT 2007

In microsoft.public.money, HT wrote:

>That's what I've been doing, but it's somewhat combursome and time consuming.
> How would I merge my Biz File into my Personal File?

Keep backups in case you want to undo something!

You would File->Export (Loose QIF) from each account you want to
copy over. You would File->Import those as new or recovered accounts
into the receiving file. If there is more than one, then do them all
at once using Ctrl+<click> to select the files. That allows Money to
match up different halves of transfers.

Expect to make adjustments. Printing out the transactions you are
copying over or having the exporting file open on a different
computer may be useful to refer to while you are looking to see if
anything needs fixing up. There are things you cannot move this way.

See http://support.microsoft.com/default.aspx?scid=kb;en-us;178830


>
>"Cal Learner-- MVP" wrote:
>
>> In microsoft.public.money, HT wrote:
>>
>> >I have a business account and a personal account at my bank. I use two
>> >different Money files to track these. Is there a way to transfer money
>> >from my biz acct to my pers account without having to go out of one file
>> >and into the other?
>>
>> There is no way to transfer money from within one Money file to an
>> account in another Money file. You will need separate transactions.
>>
>> To move between files, there is a most-recently-used list of files
>> at the bottom of the File menu.
>>
>> You can also set up backup to ask whether it should back up upon
>> exit, and thus be able to skip the time for backing up when you want
>> to move quicker.
>>