[nospam]

James

Completed the transfer to 08. No problems so far. Have compared all
balances to the UK05 and they match. Downloaded NatWest file and
imported it into 08 - again, no problems. Investment prices are
updating very fast as well.

Only issue I have is that the investment price history is not
transferred. Pity, I do miss this.


On Thu, 08 Nov 2007 18:53:05 GMT, nospam@virgin.net wrote:

>
>Hi James
>
>Just to update - I am on UK05 and am currently exporting / importing
>QIF files to MM08US. So far so good! It is tedious but not as bad as I
>expected. I am transferring one account at a time and reconciling it.
>Will keep you informed.
>
>

Archived from group: microsoft>public>uk>money

[James Dry]

I think the lack of securities price history you have experienced is because
you had to import QIFs. For anyone who has been able to do the direct update
of an 04UK datafile into 08USA I can confirm that it definitely does retain
the history, both for prices pulled down by automatic update and also for
those entered manually.

Continued good luck with the QIF import: you have more patience than I!!!!
But I certainly admit that to being the less risky way, and unless I can get
fully comfortable in the next four weeks through others' and my testing of
the auto-updated file I'm going to have to join you in undertaking that
painful process...

James

wrote in message @4ax.com...
>
> James
>
> Completed the transfer to 08. No problems so far. Have compared all
> balances to the UK05 and they match. Downloaded NatWest file and
> imported it into 08 - again, no problems. Investment prices are
> updating very fast as well.
>
> Only issue I have is that the investment price history is not
> transferred. Pity, I do miss this.
>
>
> On Thu, 08 Nov 2007 18:53:05 GMT, nospam@virgin.net wrote:
>
>>
>>Hi James
>>
>>Just to update - I am on UK05 and am currently exporting / importing
>>QIF files to MM08US. So far so good! It is tedious but not as bad as I
>>expected. I am transferring one account at a time and reconciling it.
>>Will keep you informed.
>>
>>

[nospam]

Is there a way to use a UK05 file in uk04 apart from, as suggested
here, use a last 04 backup and re-enter all to date!?!

I have not found out why Microsoft will not sell US version overseas
when the product clearly supports most of the functionality in a
currency other than US.


On Sat, 10 Nov 2007 09:14:19 +0100, "James Dry"
wrote:

>I think the lack of securities price history you have experienced is because
>you had to import QIFs. For anyone who has been able to do the direct update
>of an 04UK datafile into 08USA I can confirm that it definitely does retain
>the history, both for prices pulled down by automatic update and also for
>those entered manually.
>
>Continued good luck with the QIF import: you have more patience than I!!!!
>But I certainly admit that to being the less risky way, and unless I can get
>fully comfortable in the next four weeks through others' and my testing of
>the auto-updated file I'm going to have to join you in undertaking that
>painful process...
>
>James
>

[Bob Peel, MVP]

Sorry no known way.

Reason MS will not sell US version outside USA, is that it is heavily
localized for US fiscal rules, in particular, capital gains and also things
called 401K.

Their legal people will not take the risk that someone might sue if they
relied on the capital gains rules (US style) and got hammered by the local
Taxation authorities. Also the various help files are aimed at the US tax
system so are completely irrelevant/wrong for a non-US user.

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default.aspx?scid=fh;EN-GB;mny.


I do not respond to any emails that I have not specifically asked for.

wrote in message @4ax.com...
>
> Is there a way to use a UK05 file in uk04 apart from, as suggested
> here, use a last 04 backup and re-enter all to date!?!
>
> I have not found out why Microsoft will not sell US version overseas
> when the product clearly supports most of the functionality in a
> currency other than US.
>
>
> On Sat, 10 Nov 2007 09:14:19 +0100, "James Dry"
> wrote:
>
>>I think the lack of securities price history you have experienced is
>>because
>>you had to import QIFs. For anyone who has been able to do the direct
>>update
>>of an 04UK datafile into 08USA I can confirm that it definitely does
>>retain
>>the history, both for prices pulled down by automatic update and also for
>>those entered manually.
>>
>>Continued good luck with the QIF import: you have more patience than I!!!!
>>But I certainly admit that to being the less risky way, and unless I can
>>get
>>fully comfortable in the next four weeks through others' and my testing of
>>the auto-updated file I'm going to have to join you in undertaking that
>>painful process...
>>
>>James
>>

[nospam]

That sounds reasonable. I guess they cannot stop a visitor to US
buying a copy and using at their own risk outside US. Getting a copy
this way - do you know if there is an activation issue?



On Sat, 10 Nov 2007 14:51:47 -0000, "Bob Peel, MVP"
wrote:

>Sorry no known way.
>
>Reason MS will not sell US version outside USA, is that it is heavily
>localized for US fiscal rules, in particular, capital gains and also things
>called 401K.
>
>Their legal people will not take the risk that someone might sue if they
>relied on the capital gains rules (US style) and got hammered by the local
>Taxation authorities. Also the various help files are aimed at the US tax
>system so are completely irrelevant/wrong for a non-US user.

[Bob Peel, MVP]

There have been reports in the main NG of Canadians (who have similar
restrictions) giving a fake US address - don't recommend using 1600
Pennsylvania Avenue NW, Washington, DC. - for downloading. Activation
shouldn't be a problem but I can't guarantee that! Caveat emptor!

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default.aspx?scid=fh;EN-GB;mny.


I do not respond to any emails that I have not specifically asked for.

wrote in message @4ax.com...
>
> That sounds reasonable. I guess they cannot stop a visitor to US
> buying a copy and using at their own risk outside US. Getting a copy
> this way - do you know if there is an activation issue?
>
>
>
> On Sat, 10 Nov 2007 14:51:47 -0000, "Bob Peel, MVP"
> wrote:
>
>>Sorry no known way.
>>
>>Reason MS will not sell US version outside USA, is that it is heavily
>>localized for US fiscal rules, in particular, capital gains and also
>>things
>>called 401K.
>>
>>Their legal people will not take the risk that someone might sue if they
>>relied on the capital gains rules (US style) and got hammered by the local
>>Taxation authorities. Also the various help files are aimed at the US tax
>>system so are completely irrelevant/wrong for a non-US user.

[nospam]

bob

can you expand on the 1600 Pennsylvania bit please? I guess I can get
a US cousin to download and post it to me! Nothing to loose
considering 2005 is at an end so to speak


On Sat, 10 Nov 2007 17:31:46 -0000, "Bob Peel, MVP"
wrote:

>There have been reports in the main NG of Canadians (who have similar
>restrictions) giving a fake US address - don't recommend using 1600
>Pennsylvania Avenue NW, Washington, DC. - for downloading. Activation
>shouldn't be a problem but I can't guarantee that! Caveat emptor!

[teabag]

Have you heard of 'The White House'.

wrote in message @4ax.com...
>
> bob
>
> can you expand on the 1600 Pennsylvania bit please? I guess I can get
> a US cousin to download and post it to me! Nothing to loose
> considering 2005 is at an end so to speak
>
>
> On Sat, 10 Nov 2007 17:31:46 -0000, "Bob Peel, MVP"
> wrote:
>
>>There have been reports in the main NG of Canadians (who have similar
>>restrictions) giving a fake US address - don't recommend using 1600
>>Pennsylvania Avenue NW, Washington, DC. - for downloading. Activation
>>shouldn't be a problem but I can't guarantee that! Caveat emptor!

[nospam]

Oooops! Ok guys - I fell for it!!


On Sat, 10 Nov 2007 19:53:53 -0000, "teabag" wrote:

>Have you heard of 'The White House'.
>
> wrote in message
>@4ax.com...
>>

[Glyn Simpson, MVP]

Like Bob, can't guarantee on the activation issue, but I've successfully
done it from the UK on Money Plus. It's done online.

--
Glyn Simpson, Microsoft MVP - Money
http://money.mvps.org

See http://money.mvps.org/faq/default.aspx for tips and fixes for MS Money.
To send Microsoft your product wishes see http://money.mvps.org/wishes.aspx

I do not respond to any unsolicited email regarding Money


wrote in message @4ax.com...
>
> That sounds reasonable. I guess they cannot stop a visitor to US
> buying a copy and using at their own risk outside US. Getting a copy
> this way - do you know if there is an activation issue?
>
>
>
> On Sat, 10 Nov 2007 14:51:47 -0000, "Bob Peel, MVP"
> wrote:
>
>>Sorry no known way.
>>
>>Reason MS will not sell US version outside USA, is that it is heavily
>>localized for US fiscal rules, in particular, capital gains and also
>>things
>>called 401K.
>>
>>Their legal people will not take the risk that someone might sue if they
>>relied on the capital gains rules (US style) and got hammered by the local
>>Taxation authorities. Also the various help files are aimed at the US tax
>>system so are completely irrelevant/wrong for a non-US user.

[Cal Learner]

In microsoft.public.uk.money, nospam@virgin.net wrote:

>
>Have been runing US 08 for a while now. All downloaded bank statement
>details import without a problem. The share proces updates smoothly as
>well.
>
>One strange problem - the Bills catagory is now shown as "Automobile"
>in the catogory dropdown menu. In the Reports this reverts back to
>Bills. Is there a way to edit catogories please? The sub-catagories
>seem to be ok.

Banking->AccountTools->Categories&Payees->Categories. Select
a category that you want to be rid of and click Delete or Move at
the bottom. If you are using the category, Money will ask what
category you want those transactions reassigned to.

You can also use Shortcuts.... to create a Categories icon at the
top.

[nospam]

Have been runing US 08 for a while now. All downloaded bank statement
details import without a problem. The share proces updates smoothly as
well.

One strange problem - the Bills catagory is now shown as "Automobile"
in the catogory dropdown menu. In the Reports this reverts back to
Bills. Is there a way to edit catogories please? The sub-catagories
seem to be ok.

[nospam]

Cal

Many thanks for this. Saved me a lot of hassle! I think I have now
fine tuned 08 for UK use. BTW you were absolutely right about
importing the accounts in one go. I did not appreciate what you said
earlier until I looked at my reports and it had zillions of
unallocated entries!!

I then redid the exercise and imported all in one go. I actually
opened new accounts in 08 for all the 05 UK ones + 05 closed ones.
This way in importing them I did not have to think and create new
ones. I also got the Stock symbols from the 05 so I could insert them
as I went. For a good measure I created dummy accounts as well just in
case I needed to post unexpected entries - which I had to in about 3
to 4 cases. All entries were allocated but I went through all the
accounts to make sure they agreed to 05 ones (using Net Worth report
etc.).

Now the test is to run it side by side with 05 to see how well it
copes. I think there is not likely to be problem.



On Thu, 15 Nov 2007 18:32:28 -0600, Cal Learner
wrote:

>Banking->AccountTools->Categories&Payees->Categories. Select
>a category that you want to be rid of and click Delete or Move at
>the bottom. If you are using the category, Money will ask what
>category you want those transactions reassigned to.
>
>You can also use Shortcuts.... to create a Categories icon at the
>top.

[Punter]

Hi there

I am still using quicken (just) but need to switch at last. I also live
outside of the UK and have a large investment portfolio that is biased
towards the UK. Based on your experiences, would you suggest that I use the
new 2008 Uk package of Money, or the new US version.

Thanks

Punter

"James Dry" wrote:

> Anyone been successful in using a UK datafile in the new 2008 Money Plus US
> version? I'd appreciate advice/comments before I commit to a permanent
> change to the US version please... Here's why:-
>
> I'm a long term user of the UK version having converted from Quicken back in
> 2000 or so. My data file is now over 40M and inevitably has a myriad of
> active and closed accounts after being used for so long. It is pretty
> heavily stressed with many investment and bank accounts, most of which are
> non-UK as I do not live there. The only way in which the system has a light
> loading is that I never use online banking/brokerage connection as I do all
> reconciliations manually, and also I am not concerned by the differences in
> tax/investment accounting treatment between the systems.
>
> Three weeks ago I took the plunge to convert to the Trial US version of MM
> Plus Deluxe. Still running the 2004 UK version in parallel. System is Vista.
>
> Surprisingly, given the many difficulties that I've seen described over the
> years in going from the UK to US version on the excellent MVPS site (for
> which thank you all those involved) and here, it so far seems to be 100%
> successful. I did an intensive file repair on the datafile before allowing
> MM US to update it, and then ran a modified version of the
> ResetLifetimePlanner patch which resolved the only apparent error when
> opening the updated file (but which of course wiped out all the Lifetime
> Planner data - not a big deal.) I was expecting to have to do QIF-type
> exports etc, but surprisingly US 2008 seemed perfectly happy to update a
> copy of the UK version file.
>
> Had to redo some customization in the Portfolio screens but apart from that
> I have not - fingers crossed - identified any problems whatsoever. Three
> weeks later the old UK and the US systems remain in lockstep as far as I can
> see and MM US hasn't crashed once (yet.) Too good to be true, perhaps...
>
> So an open question to anyone who has experience of this: please share your
> findings on this thread. I don't want to cut over totally to the US version
> yet without the benefit of others' experiences if possible, and I've several
> weeks left on the Trial version before I buy the US product.
>
> Thanks in anticipation.
>
> James
>
>

[Bob Peel, MVP]

There isn't an UK version of Money 2008. However the US version will work
but has things like "check" and "401K".

You should be able to get LSE share prices OK however.


--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default.aspx?scid=fh;EN-GB;mny.


I do not respond to any emails that I have not specifically asked for.

"Punter" wrote in message @microsoft.com...
>
> Hi there
>
> I am still using quicken (just) but need to switch at last. I also live
> outside of the UK and have a large investment portfolio that is biased
> towards the UK. Based on your experiences, would you suggest that I use
> the
> new 2008 Uk package of Money, or the new US version.
>
> Thanks
>
> Punter
>
> "James Dry" wrote:
>
>> Anyone been successful in using a UK datafile in the new 2008 Money Plus
>> US
>> version? I'd appreciate advice/comments before I commit to a permanent
>> change to the US version please... Here's why:-
>>
>> I'm a long term user of the UK version having converted from Quicken back
>> in
>> 2000 or so. My data file is now over 40M and inevitably has a myriad of
>> active and closed accounts after being used for so long. It is pretty
>> heavily stressed with many investment and bank accounts, most of which
>> are
>> non-UK as I do not live there. The only way in which the system has a
>> light
>> loading is that I never use online banking/brokerage connection as I do
>> all
>> reconciliations manually, and also I am not concerned by the differences
>> in
>> tax/investment accounting treatment between the systems.
>>
>> Three weeks ago I took the plunge to convert to the Trial US version of
>> MM
>> Plus Deluxe. Still running the 2004 UK version in parallel. System is
>> Vista.
>>
>> Surprisingly, given the many difficulties that I've seen described over
>> the
>> years in going from the UK to US version on the excellent MVPS site (for
>> which thank you all those involved) and here, it so far seems to be 100%
>> successful. I did an intensive file repair on the datafile before
>> allowing
>> MM US to update it, and then ran a modified version of the
>> ResetLifetimePlanner patch which resolved the only apparent error when
>> opening the updated file (but which of course wiped out all the Lifetime
>> Planner data - not a big deal.) I was expecting to have to do QIF-type
>> exports etc, but surprisingly US 2008 seemed perfectly happy to update a
>> copy of the UK version file.
>>
>> Had to redo some customization in the Portfolio screens but apart from
>> that
>> I have not - fingers crossed - identified any problems whatsoever. Three
>> weeks later the old UK and the US systems remain in lockstep as far as I
>> can
>> see and MM US hasn't crashed once (yet.) Too good to be true, perhaps...
>>
>> So an open question to anyone who has experience of this: please share
>> your
>> findings on this thread. I don't want to cut over totally to the US
>> version
>> yet without the benefit of others' experiences if possible, and I've
>> several
>> weeks left on the Trial version before I buy the US product.
>>
>> Thanks in anticipation.
>>
>> James
>>
>>