Re: transferring money 97 to money 00 version 8.0 by Dick
Dick
Fri Jul 04 15:28:52 CDT 2003
You say "I have opened up a new account and need this data into that
account." I ***think*** what you means is that you have created a new Money
data file for your accounts and need to merge this with your old Money data
file and its accounts.
If I have interpreted your second question correctly, here are the two
relevant FAQs:
---
Q): I just bought a new computer with the current Money pre-installed. How
do I transfer my data from the old version/old machine?
A): Go find your Money data file and copy it to the new machine. Your file
will be named *.mny, so if you do not know where it is, you can search for
it. Likewise, going into File|Open should enable you to see where the
current file is located.
The best ways to move the file are to burn a CD, use something like a
network or laplink, or use some diskette copy or backup/restore routine that
can span multiple diskettes. Second best is to use the Money backup to
floppy capability to backup on the old version/old machine and restore on
the new version/new machine. BUT BE SURE NOT TO TRASH THE OLD COPY 'TIL YOU
HAVE THE NEW COPY RUNNING! Sometimes data errors and so forth occur--you'd
be surprised how many people get here when their ONLY backup copy is trashed
and want to know how to recover.
When you first open the data file from the old version, Money will rename
your existing file and create a new file from the data in the old one except
upgraded to the current file format.
When you start the new version of Money on the new machine be sure to tell
it to skip Passport. If you find you need it later, you can go add it.
If you use Money backup/restore, you might just want to first go open the
sample data file, so it will skip lots of non-pertinent steps like the
interview. Then you can restore the old copy from floppies using the Money
File|Restore menu choice.
Also, be sure to copy your Tools|Options settings by hand since many of them
are NOT stored in the data file. You will also have to redo printer setups.
This discussion assumes that the old system and new system both use the same
region settings and both old and new versions of Money are the same
localization (e.g., Money US or Money UK.) If either of these assumptions
are violated, it may not be possible to do what you want.
Q): How do I move accounts from one Money file to another?
A): The only way to do this is File|Export and Import via QIF files. Beware
that duplicate account names ("Checking") in the exporting and importing
account will cause problems and one or the other account should be renamed
before you do the export/import. Also beware that transfers between accounts
to be moved will necessitate importing all interlinked QIF files
simultaneously. Finally, QIF export/import will NOT move things like bills
associated with the account or account detail information.
Because of all of these limitations, make sure to work in copies of the
target file before you get this all tuned to produce acceptable results.
"sandra" <eponderosa@adelphia.net> wrote in message
news:5eaa01c3425f$cc17e430$a401280a@phx.gbl...
> I need to know if it is possible to transfer data for my
> older computer and into a newer computer that currently
> has money 2000 version 8.0. If this is possible please
> advise me on how to do this.Also, I have opened up a new
> account and need this data into that acccount.