unofficial microsoft.public.money FAQ and A
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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, use some diskette copy or backup/restore routine that can span multiple diskettes, or consider this an excuse to buy one of those neato new USB memory keys. 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 is violated, it may not be possible to do what you want.
Please see this disclaimer if you are using Money 2005 or this comment if you are using Money 2006.
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| How to do things in Money: Data/File Management Q) I just archived. But there are many transactions left from before the archive date. Why? |
How to do things in Money: Data/File Management Q) I just reinstalled M98--it can't read my data backup floppies. Now what? |
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Last update: 10 December 2006 |
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