[Cal Learner]

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

>On Tue, 06 Nov 2007 16:08:33 -0600, Cal Learner
> wrote:
>
>>
>>Not really. Some will be brought in from the servers. The
>>transactions that you did have prices on them. Otherwise you would
>>have to enter any historical quotes that you find important by hand.
>
>One more question please - Microsoft website states that QIF method
>should be used to import all accounts in one go. How can one import
>all of them this way please?

Use Ctrl+ to select the various QIF files during
File->Import->RecoverAccounts.

If you want to do the QIF export/import, I would follow the steps
in http://support.microsoft.com/kb/178830 except in the first step
4, I would suggest this: start the name of the QIF file for the
investment accounts with an underscore (_), and start the name of
QIF files for the cash accounts associated with the investments
with a letter. Thus you might have _BrownInvestment.qif and
BrownInvestmentCash.qif. This would cause the investment account
to be processed prior to the associated cash account. When the
BrownInvestment got created, you would specify that you want to
track the cash transactions. Then specify that the cash
transactions account for BrownInvestment was where the
BrownInvestmentCash.qif transactions get sent.

Then File->Import ALL AT ONCE using Ctrl+ to select files.
Specify "New or Recovered" account when asked.

Of course you will use a different filename for the new file, and
you will have both versions to choose from when done. I would also
set up the backups to make sure they are using different names.

Archived from group: microsoft>public>uk>money

[nospam]

Thank you for making this much clearer. Will have a go and see what
comes out!

On Tue, 06 Nov 2007 16:33:05 -0600, Cal Learner
wrote:


>If you want to do the QIF export/import, I would follow the steps
>in http://support.microsoft.com/kb/178830 except in the first step
>4, I would suggest this: start the name of the QIF file for the
>investment accounts with an underscore (_), and start the name of
>QIF files for the cash accounts associated with the investments
>with a letter. Thus you might have _BrownInvestment.qif and
>BrownInvestmentCash.qif. This would cause the investment account
>to be processed prior to the associated cash account. When the
>BrownInvestment got created, you would specify that you want to
>track the cash transactions. Then specify that the cash
>transactions account for BrownInvestment was where the
>BrownInvestmentCash.qif transactions get sent.
>
>Then File->Import ALL AT ONCE using Ctrl+ to select files.
>Specify "New or Recovered" account when asked.
>
>Of course you will use a different filename for the new file, and
>you will have both versions to choose from when done. I would also
>set up the backups to make sure they are using different names.

[Glyn Simpson, MVP]

HI James, reply to me using the email address in my postings and we can set
something up.

--
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


"James Dry" wrote in message @news2.newsguy.com...
> Glyn, if there is a secure way to get it to you that you'd be comfortable
> with I'd be happy to create a test file in 04UK for you to try this out.
> I'd really value your comments before I take the plunge and cut over
> permanently to 08USA
>
> Let me know if that would work please...
>
> James
>
>
> "Glyn Simpson, MVP" wrote in message
> @microsoft.com...
>>I couldn't find a 2004 file, but found numerous 2003 backups and files.
>>Annoyingly, none of them converted....
>>
>> --
>> 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
>>
>>
>> "James Dry" wrote in message
>> @news3.newsguy.com...
>>> 1) Can't answer that one about NatWest as I don't use statement
>>> downloads. One of the MVPS will know better.
>>>
>>> 2) Shareprice downloads work well, and functionality is enhanced by the
>>> ability of 08US to handle (and download) a wider range of securities
>>> such as US traded options. Can't vouch for UK funds etc as I don't use
>>> them but UK and European equities are covered. The securities seach in
>>> 08US is massively better and the online service appears to have the same
>>> market feeds as I am used to in 04UK (and has same glaring deficiency -
>>> no Swiss listed equities
>>>
>>> 3) a: Tax reports and treatment will follow US standards and use US
>>> terminology. b: the various advice/sales blurb in the program will
>>> point at US sites not UK ones c: activation applies so you can
>>> install on only two PCs and might have hassles when/if you change to a
>>> new PC, especially as Microsoft doesn't market the program outside the
>>> US and would not support it.
>>>
>>> Overall, almost four weeks of usage into this test I'd say the
>>> additional functionality is so great that I will be VERY disappointed if
>>> I have to drop the US version and revert to 04UK... BUT the enormous
>>> hassle of migrating by QIF export for my complex datafile if that were
>>> to prove the only reliable way would probably mean I would reluctantly
>>> stick with 04UK as the data are just too important to me to take the
>>> risk.
>>>
>>> Hence my request to this group for as many users as possible to test the
>>> reliability of the automatic conversion process to the 08US Trial that I
>>> described earlier in this thread.
>>>
>>> James
>>>
>>> wrote in message
>>> @4ax.com...
>>>> On Sat, 03 Nov 2007 13:37:07 -0500, Cal Learner
>>>> wrote:
>>>>
>>>>>The official way to move from UK to US versions would be QIF
>>>>>export/import. http://support.microsoft.com/kb/178830
>>>>>
>>>>>This could also be a way to stay with the same version, but to
>>>>>really clean up the file. Many things do not convert, but it might
>>>>>be a way to fix a bad slow file.
>>>>>
>>>>>You would create a new file with a different name to do the
>>>>>importing, so if you don't like the result, you could go back to the
>>>>>file you use now.
>>>>
>>>> If I were to export all my accounts via QIF and then import into US
>>>> Money 2007(, will the functionality remain, i.e:
>>>>
>>>> 1. Can I import downloaded Nat West file into it?
>>>> 2. Will share prices update automatically?
>>>> 3. What am I likely to miss most by converting to US version?
>>>>
>>>> Thanks
>>>>
>>>>
>>>
>>
>

[nospam]

If I have a 2005 UK file, can I use it backwards with 2004 UK copy?


On Mon, 5 Nov 2007 17:09:24 -0000, "Glyn Simpson, MVP"
wrote:

>I couldn't find a 2004 file, but found numerous 2003 backups and files.
>Annoyingly, none of them converted....

[Manish Chauhan]

Hi James,

Every few months I check MS Money UK thread to see if there is any news on
potential updates to MS Money UK beyond 2005. And each time I am disappointed
with the lack of investment in the uk version of Money. Today I read your
response from 31/10 and am very encouraged with your progress.

Like you, I've been using Money UK since 2000, currently on MM04UK under
Vista. Like you I reconcile my accounts manually and do not download online
bank statements. Like you I make heavy use of portfolio manager (uk/us
equities, uk funds - simple stuff nothing too complicated). I also make use
of Cash Flows, Budgets and to some extent lifetime planner. Receiving prices
from uk/us equity and uk funds is essential for me. My MM04UK file size is
currently at 22M and is very stable, but growing fast.

You're very wise to have MM04UK and MM08US running in parallel for such a
critical application until you have reached the required level of confidence
in MM08US. I have to say I was put off by the statement I noticed today in
the FAQ section of the Free Trial of MM08+
(http://www.microsoft.com/money/freetrial_deluxe.mspx#1 ) which states in
italics under the question "I am currently using previous version of Money,
Can I install the trial?":

"INTERNATIONAL USERS: Please note that data files created or upgraded with
this version of Money Plus are not compatible with and may not be opened by
international versions of the product."

However the need to move on from MM04UK is far too great not to attempt what
you have achieved so far. So I'll have a go of upgrading to MM08 Trial but
also run MM04UK in parallel and let you know how it goes.

regards
Manish




"James Dry" wrote:

> 1) Can't answer that one about NatWest as I don't use statement downloads.
> One of the MVPS will know better.
>
> 2) Shareprice downloads work well, and functionality is enhanced by the
> ability of 08US to handle (and download) a wider range of securities such as
> US traded options. Can't vouch for UK funds etc as I don't use them but UK
> and European equities are covered. The securities seach in 08US is massively
> better and the online service appears to have the same market feeds as I am
> used to in 04UK (and has same glaring deficiency - no Swiss listed equities
>
>
> 3) a: Tax reports and treatment will follow US standards and use US
> terminology. b: the various advice/sales blurb in the program will point
> at US sites not UK ones c: activation applies so you can install on only
> two PCs and might have hassles when/if you change to a new PC, especially as
> Microsoft doesn't market the program outside the US and would not support
> it.
>
> Overall, almost four weeks of usage into this test I'd say the additional
> functionality is so great that I will be VERY disappointed if I have to drop
> the US version and revert to 04UK... BUT the enormous hassle of migrating
> by QIF export for my complex datafile if that were to prove the only
> reliable way would probably mean I would reluctantly stick with 04UK as the
> data are just too important to me to take the risk.
>
> Hence my request to this group for as many users as possible to test the
> reliability of the automatic conversion process to the 08US Trial that I
> described earlier in this thread.
>
> James
>
> wrote in message
> @4ax.com...
> > On Sat, 03 Nov 2007 13:37:07 -0500, Cal Learner
> > wrote:
> >
> >>The official way to move from UK to US versions would be QIF
> >>export/import. http://support.microsoft.com/kb/178830
> >>
> >>This could also be a way to stay with the same version, but to
> >>really clean up the file. Many things do not convert, but it might
> >>be a way to fix a bad slow file.
> >>
> >>You would create a new file with a different name to do the
> >>importing, so if you don't like the result, you could go back to the
> >>file you use now.
> >
> > If I were to export all my accounts via QIF and then import into US
> > Money 2007(, will the functionality remain, i.e:
> >
> > 1. Can I import downloaded Nat West file into it?
> > 2. Will share prices update automatically?
> > 3. What am I likely to miss most by converting to US version?
> >
> > Thanks
> >
> >
>
>

"James Dry" wrote:

> 1) Can't answer that one about NatWest as I don't use statement downloads.
> One of the MVPS will know better.
>
> 2) Shareprice downloads work well, and functionality is enhanced by the
> ability of 08US to handle (and download) a wider range of securities such as
> US traded options. Can't vouch for UK funds etc as I don't use them but UK
> and European equities are covered. The securities seach in 08US is massively
> better and the online service appears to have the same market feeds as I am
> used to in 04UK (and has same glaring deficiency - no Swiss listed equities
>
>
> 3) a: Tax reports and treatment will follow US standards and use US
> terminology. b: the various advice/sales blurb in the program will point
> at US sites not UK ones c: activation applies so you can install on only
> two PCs and might have hassles when/if you change to a new PC, especially as
> Microsoft doesn't market the program outside the US and would not support
> it.
>
> Overall, almost four weeks of usage into this test I'd say the additional
> functionality is so great that I will be VERY disappointed if I have to drop
> the US version and revert to 04UK... BUT the enormous hassle of migrating
> by QIF export for my complex datafile if that were to prove the only
> reliable way would probably mean I would reluctantly stick with 04UK as the
> data are just too important to me to take the risk.
>
> Hence my request to this group for as many users as possible to test the
> reliability of the automatic conversion process to the 08US Trial that I
> described earlier in this thread.
>
> James
>
> wrote in message
> @4ax.com...
> > On Sat, 03 Nov 2007 13:37:07 -0500, Cal Learner
> > wrote:
> >
> >>The official way to move from UK to US versions would be QIF
> >>export/import. http://support.microsoft.com/kb/178830
> >>
> >>This could also be a way to stay with the same version, but to
> >>really clean up the file. Many things do not convert, but it might
> >>be a way to fix a bad slow file.
> >>
> >>You would create a new file with a different name to do the
> >>importing, so if you don't like the result, you could go back to the
> >>file you use now.
> >
> > If I were to export all my accounts via QIF and then import into US
> > Money 2007(, will the functionality remain, i.e:
> >
> > 1. Can I import downloaded Nat West file into it?
> > 2. Will share prices update automatically?
> > 3. What am I likely to miss most by converting to US version?
> >
> > Thanks
> >
> >
>
>

[James Dry]

Hi Manish, good luck with it. One of the MVPS is kindly also going to run a
trial of this once I get a test MM04UK file over to him and I'll feel much
more comfortable when we have a few more-expert datapoints than only my
tests so far... Sadly nobody to date has reported back anything other than
MM08US being unable to open their UK format files, which is worrying as I
have only a month left om my trial version.

Anyway, to re-state the obvious particularly given your posting below,
please only use a COPY of the UK format file for this and also do not try to
run MMUK and MMUSA simultaneously (preferably install for the test on
entirely separate hardware if you are able to...)

Bonne chance!

James

"Manish Chauhan" wrote in message @microsoft.com...
> Hi James,
>
> Every few months I check MS Money UK thread to see if there is any news on
> potential updates to MS Money UK beyond 2005. And each time I am
> disappointed
> with the lack of investment in the uk version of Money. Today I read your
> response from 31/10 and am very encouraged with your progress.
>
> Like you, I've been using Money UK since 2000, currently on MM04UK under
> Vista. Like you I reconcile my accounts manually and do not download
> online
> bank statements. Like you I make heavy use of portfolio manager (uk/us
> equities, uk funds - simple stuff nothing too complicated). I also make
> use
> of Cash Flows, Budgets and to some extent lifetime planner. Receiving
> prices
> from uk/us equity and uk funds is essential for me. My MM04UK file size is
> currently at 22M and is very stable, but growing fast.
>
> You're very wise to have MM04UK and MM08US running in parallel for such a
> critical application until you have reached the required level of
> confidence
> in MM08US. I have to say I was put off by the statement I noticed today
> in
> the FAQ section of the Free Trial of MM08+
> (http://www.microsoft.com/money/freetrial_deluxe.mspx#1 ) which states in
> italics under the question "I am currently using previous version of
> Money,
> Can I install the trial?":
>
> "INTERNATIONAL USERS: Please note that data files created or upgraded with
> this version of Money Plus are not compatible with and may not be opened
> by
> international versions of the product."
>
> However the need to move on from MM04UK is far too great not to attempt
> what
> you have achieved so far. So I'll have a go of upgrading to MM08 Trial but
> also run MM04UK in parallel and let you know how it goes.
>
> regards
> Manish
>
>
>
>
> "James Dry" wrote:
>
>> 1) Can't answer that one about NatWest as I don't use statement
>> downloads.
>> One of the MVPS will know better.
>>
>> 2) Shareprice downloads work well, and functionality is enhanced by the
>> ability of 08US to handle (and download) a wider range of securities such
>> as
>> US traded options. Can't vouch for UK funds etc as I don't use them but
>> UK
>> and European equities are covered. The securities seach in 08US is
>> massively
>> better and the online service appears to have the same market feeds as I
>> am
>> used to in 04UK (and has same glaring deficiency - no Swiss listed
>> equities
>>
>>
>> 3) a: Tax reports and treatment will follow US standards and use US
>> terminology. b: the various advice/sales blurb in the program will
>> point
>> at US sites not UK ones c: activation applies so you can install on
>> only
>> two PCs and might have hassles when/if you change to a new PC, especially
>> as
>> Microsoft doesn't market the program outside the US and would not support
>> it.
>>
>> Overall, almost four weeks of usage into this test I'd say the additional
>> functionality is so great that I will be VERY disappointed if I have to
>> drop
>> the US version and revert to 04UK... BUT the enormous hassle of
>> migrating
>> by QIF export for my complex datafile if that were to prove the only
>> reliable way would probably mean I would reluctantly stick with 04UK as
>> the
>> data are just too important to me to take the risk.
>>
>> Hence my request to this group for as many users as possible to test the
>> reliability of the automatic conversion process to the 08US Trial that I
>> described earlier in this thread.
>>
>> James
>>
>> wrote in message
>> @4ax.com...
>> > On Sat, 03 Nov 2007 13:37:07 -0500, Cal Learner
>> > wrote:
>> >
>> >>The official way to move from UK to US versions would be QIF
>> >>export/import. http://support.microsoft.com/kb/178830
>> >>
>> >>This could also be a way to stay with the same version, but to
>> >>really clean up the file. Many things do not convert, but it might
>> >>be a way to fix a bad slow file.
>> >>
>> >>You would create a new file with a different name to do the
>> >>importing, so if you don't like the result, you could go back to the
>> >>file you use now.
>> >
>> > If I were to export all my accounts via QIF and then import into US
>> > Money 2007(, will the functionality remain, i.e:
>> >
>> > 1. Can I import downloaded Nat West file into it?
>> > 2. Will share prices update automatically?
>> > 3. What am I likely to miss most by converting to US version?
>> >
>> > Thanks
>> >
>> >
>>
>>
>
> "James Dry" wrote:
>
>> 1) Can't answer that one about NatWest as I don't use statement
>> downloads.
>> One of the MVPS will know better.
>>
>> 2) Shareprice downloads work well, and functionality is enhanced by the
>> ability of 08US to handle (and download) a wider range of securities such
>> as
>> US traded options. Can't vouch for UK funds etc as I don't use them but
>> UK
>> and European equities are covered. The securities seach in 08US is
>> massively
>> better and the online service appears to have the same market feeds as I
>> am
>> used to in 04UK (and has same glaring deficiency - no Swiss listed
>> equities
>>
>>
>> 3) a: Tax reports and treatment will follow US standards and use US
>> terminology. b: the various advice/sales blurb in the program will
>> point
>> at US sites not UK ones c: activation applies so you can install on
>> only
>> two PCs and might have hassles when/if you change to a new PC, especially
>> as
>> Microsoft doesn't market the program outside the US and would not support
>> it.
>>
>> Overall, almost four weeks of usage into this test I'd say the additional
>> functionality is so great that I will be VERY disappointed if I have to
>> drop
>> the US version and revert to 04UK... BUT the enormous hassle of
>> migrating
>> by QIF export for my complex datafile if that were to prove the only
>> reliable way would probably mean I would reluctantly stick with 04UK as
>> the
>> data are just too important to me to take the risk.
>>
>> Hence my request to this group for as many users as possible to test the
>> reliability of the automatic conversion process to the 08US Trial that I
>> described earlier in this thread.
>>
>> James
>>
>> wrote in message
>> @4ax.com...
>> > On Sat, 03 Nov 2007 13:37:07 -0500, Cal Learner
>> > wrote:
>> >
>> >>The official way to move from UK to US versions would be QIF
>> >>export/import. http://support.microsoft.com/kb/178830
>> >>
>> >>This could also be a way to stay with the same version, but to
>> >>really clean up the file. Many things do not convert, but it might
>> >>be a way to fix a bad slow file.
>> >>
>> >>You would create a new file with a different name to do the
>> >>importing, so if you don't like the result, you could go back to the
>> >>file you use now.
>> >
>> > If I were to export all my accounts via QIF and then import into US
>> > Money 2007(, will the functionality remain, i.e:
>> >
>> > 1. Can I import downloaded Nat West file into it?
>> > 2. Will share prices update automatically?
>> > 3. What am I likely to miss most by converting to US version?
>> >
>> > Thanks
>> >
>> >
>>
>>

[James Dry]

Hi Manish, good luck with it. Glyn is kindly also going to run a
trial of this once I get a test MM04UK file over to him and I'll feel much
more comfortable when we have a few more-expert datapoints than only my
successful
tests so far... Sadly nobody to date has reported back anything other than
MM08US being unable to open their UK format files, which is worrying as I
have only a month left on my trial version and like you I find the
functionality of the old UK
versions somewhat limiting.

Anyway, to re-state the obvious particularly given your posting below,
please only use a COPY of your UK format file for this and also do not try
to
run MMUK and MMUSA simultaneously (preferably install for the test on
entirely separate hardware if you are able to...) I have tried just for my
own peace of mind
and can confirm that this is a one-way process. I have not been able -
unsurprisingly - to get
the file once converted to 08Us format back into 04UK. So PLEASE do not
anyone try the
conversion to 08US on their main working file without copious backups.

Bonne chance!

James

"Manish Chauhan" wrote in message@microsoft.com...
> Hi James,
>
> Every few months I check MS Money UK thread to see if there is any news on
> potential updates to MS Money UK beyond 2005. And each time I am
> disappointed
> with the lack of investment in the uk version of Money. Today I read your
> response from 31/10 and am very encouraged with your progress.
>
> Like you, I've been using Money UK since 2000, currently on MM04UK under
> Vista. Like you I reconcile my accounts manually and do not download
> online
> bank statements. Like you I make heavy use of portfolio manager (uk/us
> equities, uk funds - simple stuff nothing too complicated). I also make
> use
> of Cash Flows, Budgets and to some extent lifetime planner. Receiving
> prices
> from uk/us equity and uk funds is essential for me. My MM04UK file size is
> currently at 22M and is very stable, but growing fast.
>
> You're very wise to have MM04UK and MM08US running in parallel for such a
> critical application until you have reached the required level of
> confidence
> in MM08US. I have to say I was put off by the statement I noticed today
> in
> the FAQ section of the Free Trial of MM08+
> (http://www.microsoft.com/money/freetrial_deluxe.mspx#1 ) which states in
> italics under the question "I am currently using previous version of
> Money,
> Can I install the trial?":
>
> "INTERNATIONAL USERS: Please note that data files created or upgraded with
> this version of Money Plus are not compatible with and may not be opened
> by
> international versions of the product."
>
> However the need to move on from MM04UK is far too great not to attempt
> what
> you have achieved so far. So I'll have a go of upgrading to MM08 Trial but
> also run MM04UK in parallel and let you know how it goes.
>
> regards
> Manish
>
>
>
>
> "James Dry" wrote:
>
>> 1) Can't answer that one about NatWest as I don't use statement
>> downloads.
>> One of the MVPS will know better.
>>
>> 2) Shareprice downloads work well, and functionality is enhanced by the
>> ability of 08US to handle (and download) a wider range of securities such
>> as
>> US traded options. Can't vouch for UK funds etc as I don't use them but
>> UK
>> and European equities are covered. The securities seach in 08US is
>> massively
>> better and the online service appears to have the same market feeds as I
>> am
>> used to in 04UK (and has same glaring deficiency - no Swiss listed
>> equities
>>
>>
>> 3) a: Tax reports and treatment will follow US standards and use US
>> terminology. b: the various advice/sales blurb in the program will
>> point
>> at US sites not UK ones c: activation applies so you can install on
>> only
>> two PCs and might have hassles when/if you change to a new PC, especially
>> as
>> Microsoft doesn't market the program outside the US and would not support
>> it.
>>
>> Overall, almost four weeks of usage into this test I'd say the additional
>> functionality is so great that I will be VERY disappointed if I have to
>> drop
>> the US version and revert to 04UK... BUT the enormous hassle of
>> migrating
>> by QIF export for my complex datafile if that were to prove the only
>> reliable way would probably mean I would reluctantly stick with 04UK as
>> the
>> data are just too important to me to take the risk.
>>
>> Hence my request to this group for as many users as possible to test the
>> reliability of the automatic conversion process to the 08US Trial that I
>> described earlier in this thread.
>>
>> James
>>
>> wrote in message
>> @4ax.com...
>> > On Sat, 03 Nov 2007 13:37:07 -0500, Cal Learner
>> > wrote:
>> >
>> >>The official way to move from UK to US versions would be QIF
>> >>export/import. http://support.microsoft.com/kb/178830
>> >>
>> >>This could also be a way to stay with the same version, but to
>> >>really clean up the file. Many things do not convert, but it might
>> >>be a way to fix a bad slow file.
>> >>
>> >>You would create a new file with a different name to do the
>> >>importing, so if you don't like the result, you could go back to the
>> >>file you use now.
>> >
>> > If I were to export all my accounts via QIF and then import into US
>> > Money 2007(, will the functionality remain, i.e:
>> >
>> > 1. Can I import downloaded Nat West file into it?
>> > 2. Will share prices update automatically?
>> > 3. What am I likely to miss most by converting to US version?
>> >
>> > Thanks
>> >
>> >
>>
>>
>
> "James Dry" wrote:
>
>> 1) Can't answer that one about NatWest as I don't use statement
>> downloads.
>> One of the MVPS will know better.
>>
>> 2) Shareprice downloads work well, and functionality is enhanced by the
>> ability of 08US to handle (and download) a wider range of securities such
>> as
>> US traded options. Can't vouch for UK funds etc as I don't use them but
>> UK
>> and European equities are covered. The securities seach in 08US is
>> massively
>> better and the online service appears to have the same market feeds as I
>> am
>> used to in 04UK (and has same glaring deficiency - no Swiss listed
>> equities
>>
>>
>> 3) a: Tax reports and treatment will follow US standards and use US
>> terminology. b: the various advice/sales blurb in the program will
>> point
>> at US sites not UK ones c: activation applies so you can install on
>> only
>> two PCs and might have hassles when/if you change to a new PC, especially
>> as
>> Microsoft doesn't market the program outside the US and would not support
>> it.
>>
>> Overall, almost four weeks of usage into this test I'd say the additional
>> functionality is so great that I will be VERY disappointed if I have to
>> drop
>> the US version and revert to 04UK... BUT the enormous hassle of
>> migrating
>> by QIF export for my complex datafile if that were to prove the only
>> reliable way would probably mean I would reluctantly stick with 04UK as
>> the
>> data are just too important to me to take the risk.
>>
>> Hence my request to this group for as many users as possible to test the
>> reliability of the automatic conversion process to the 08US Trial that I
>> described earlier in this thread.
>>
>> James
>>
>> wrote in message
>> @4ax.com...
>> > On Sat, 03 Nov 2007 13:37:07 -0500, Cal Learner
>> > wrote:
>> >
>> >>The official way to move from UK to US versions would be QIF
>> >>export/import. http://support.microsoft.com/kb/178830
>> >>
>> >>This could also be a way to stay with the same version, but to
>> >>really clean up the file. Many things do not convert, but it might
>> >>be a way to fix a bad slow file.
>> >>
>> >>You would create a new file with a different name to do the
>> >>importing, so if you don't like the result, you could go back to the
>> >>file you use now.
>> >
>> > If I were to export all my accounts via QIF and then import into US
>> > Money 2007(, will the functionality remain, i.e:
>> >
>> > 1. Can I import downloaded Nat West file into it?
>> > 2. Will share prices update automatically?
>> > 3. What am I likely to miss most by converting to US version?
>> >
>> > Thanks
>> >
>> >
>>
>>

[Manish Chauhan]

Hi James,

Thanks for the warning. I keep numerous backups of all my important data. My
backup of Money go all the way back to 2000. One thing that Money doesn't
keep track of is the changing budgets over time, hence the need for the
backups.

Anyway I'll have a go at this over the weekend, but will need 2/3 weeks
before I can fully test all the features.

But even after Glyn and I have tested sucessfully, you won't know for sure
how your MM08US will respond to future releases of MM US version. There may
be some lingering datastructre (for example) from MM04UK that causes issues
going forward. I very much hope that's not the case, but something we should
be aware of. I work in IT on banking systems and have encountered unusual
upgrade scenarios on platforms that significantly more expensive than MS
Money.

I've lost hope on any future updates of UK Money. So intend to migrate to US
version, but would want to ensure the best approach to the migration. I
understand that an alternative approach is some kind of export/import that I
read sometime ago on the MPV site. I can't remember the details, but I'm sure
it can be found. I was going to wait until Q1 2008, in the unlikely event MS
UK bought out a new release of Money UK, which they haven't and are unlikely
to.

Also, another thing we need to be aware of is the functionality that you
currently use may not be same going forward. So like you I'm not too
concercened about the tax treatment in MM08US, but I may be in the future and
if I don't test to ensure it operates as it should post upgrade, I may find
myself locked in to a platform whose feature I'm unable to fully utilise due
to lingering MM04UK 'features'. It's important to be aware of the risks for
critical application as Money is to me. But having read your threads I am
very encouraged.

I would be very interested to learn whether you have experienced any issues
on the following:

Management of transactions on accounts
Management of Projected Cashflows
Management of Bills
Management of Budgets
Update of Prices for UK/US Equities, UK Funds
Management of catagories/payees.
Reports

So I would encourage MM04UK users interested in migrating to undertake
comprehensive testing, but as James very rightly mentioned, ensure you have
plenty of backups.

Regards
Manish



"James Dry" wrote:

> Hi Manish, good luck with it. Glyn is kindly also going to run a
> trial of this once I get a test MM04UK file over to him and I'll feel much
> more comfortable when we have a few more-expert datapoints than only my
> successful
> tests so far... Sadly nobody to date has reported back anything other than
> MM08US being unable to open their UK format files, which is worrying as I
> have only a month left on my trial version and like you I find the
> functionality of the old UK
> versions somewhat limiting.
>
> Anyway, to re-state the obvious particularly given your posting below,
> please only use a COPY of your UK format file for this and also do not try
> to
> run MMUK and MMUSA simultaneously (preferably install for the test on
> entirely separate hardware if you are able to...) I have tried just for my
> own peace of mind
> and can confirm that this is a one-way process. I have not been able -
> unsurprisingly - to get
> the file once converted to 08Us format back into 04UK. So PLEASE do not
> anyone try the
> conversion to 08US on their main working file without copious backups.
>
> Bonne chance!
>
> James
>
> "Manish Chauhan" wrote in message
> @microsoft.com...
> > Hi James,
> >
> > Every few months I check MS Money UK thread to see if there is any news on
> > potential updates to MS Money UK beyond 2005. And each time I am
> > disappointed
> > with the lack of investment in the uk version of Money. Today I read your
> > response from 31/10 and am very encouraged with your progress.
> >
> > Like you, I've been using Money UK since 2000, currently on MM04UK under
> > Vista. Like you I reconcile my accounts manually and do not download
> > online
> > bank statements. Like you I make heavy use of portfolio manager (uk/us
> > equities, uk funds - simple stuff nothing too complicated). I also make
> > use
> > of Cash Flows, Budgets and to some extent lifetime planner. Receiving
> > prices
> > from uk/us equity and uk funds is essential for me. My MM04UK file size is
> > currently at 22M and is very stable, but growing fast.
> >
> > You're very wise to have MM04UK and MM08US running in parallel for such a
> > critical application until you have reached the required level of
> > confidence
> > in MM08US. I have to say I was put off by the statement I noticed today
> > in
> > the FAQ section of the Free Trial of MM08+
> > (http://www.microsoft.com/money/freetrial_deluxe.mspx#1 ) which states in
> > italics under the question "I am currently using previous version of
> > Money,
> > Can I install the trial?":
> >
> > "INTERNATIONAL USERS: Please note that data files created or upgraded with
> > this version of Money Plus are not compatible with and may not be opened
> > by
> > international versions of the product."
> >
> > However the need to move on from MM04UK is far too great not to attempt
> > what
> > you have achieved so far. So I'll have a go of upgrading to MM08 Trial but
> > also run MM04UK in parallel and let you know how it goes.
> >
> > regards
> > Manish
> >
> >
> >
> >
> > "James Dry" wrote:
> >
> >> 1) Can't answer that one about NatWest as I don't use statement
> >> downloads.
> >> One of the MVPS will know better.
> >>
> >> 2) Shareprice downloads work well, and functionality is enhanced by the
> >> ability of 08US to handle (and download) a wider range of securities such
> >> as
> >> US traded options. Can't vouch for UK funds etc as I don't use them but
> >> UK
> >> and European equities are covered. The securities seach in 08US is
> >> massively
> >> better and the online service appears to have the same market feeds as I
> >> am
> >> used to in 04UK (and has same glaring deficiency - no Swiss listed
> >> equities
> >>
> >>
> >> 3) a: Tax reports and treatment will follow US standards and use US
> >> terminology. b: the various advice/sales blurb in the program will
> >> point
> >> at US sites not UK ones c: activation applies so you can install on
> >> only
> >> two PCs and might have hassles when/if you change to a new PC, especially
> >> as
> >> Microsoft doesn't market the program outside the US and would not support
> >> it.
> >>
> >> Overall, almost four weeks of usage into this test I'd say the additional
> >> functionality is so great that I will be VERY disappointed if I have to
> >> drop
> >> the US version and revert to 04UK... BUT the enormous hassle of
> >> migrating
> >> by QIF export for my complex datafile if that were to prove the only
> >> reliable way would probably mean I would reluctantly stick with 04UK as
> >> the
> >> data are just too important to me to take the risk.
> >>
> >> Hence my request to this group for as many users as possible to test the
> >> reliability of the automatic conversion process to the 08US Trial that I
> >> described earlier in this thread.
> >>
> >> James
> >>
> >> wrote in message
> >> @4ax.com...
> >> > On Sat, 03 Nov 2007 13:37:07 -0500, Cal Learner
> >> > wrote:
> >> >
> >> >>The official way to move from UK to US versions would be QIF
> >> >>export/import. http://support.microsoft.com/kb/178830
> >> >>
> >> >>This could also be a way to stay with the same version, but to
> >> >>really clean up the file. Many things do not convert, but it might
> >> >>be a way to fix a bad slow file.
> >> >>
> >> >>You would create a new file with a different name to do the
> >> >>importing, so if you don't like the result, you could go back to the
> >> >>file you use now.
> >> >
> >> > If I were to export all my accounts via QIF and then import into US
> >> > Money 2007(, will the functionality remain, i.e:
> >> >
> >> > 1. Can I import downloaded Nat West file into it?
> >> > 2. Will share prices update automatically?
> >> > 3. What am I likely to miss most by converting to US version?
> >> >
> >> > Thanks
> >> >
> >> >
> >>
> >>
> >
> > "James Dry" wrote:
> >
> >> 1) Can't answer that one about NatWest as I don't use statement
> >> downloads.
> >> One of the MVPS will know better.
> >>
> >> 2) Shareprice downloads work well, and functionality is enhanced by the
> >> ability of 08US to handle (and download) a wider range of securities such
> >> as
> >> US traded options. Can't vouch for UK funds etc as I don't use them but
> >> UK
> >> and European equities are covered. The securities seach in 08US is
> >> massively
> >> better and the online service appears to have the same market feeds as I
> >> am
> >> used to in 04UK (and has same glaring deficiency - no Swiss listed
> >> equities
> >>
> >>
> >> 3) a: Tax reports and treatment will follow US standards and use US
> >> terminology. b: the various advice/sales blurb in the program will
> >> point
> >> at US sites not UK ones c: activation applies so you can install on
> >> only
> >> two PCs and might have hassles when/if you change to a new PC, especially
> >> as
> >> Microsoft doesn't market the program outside the US and would not support
> >> it.
> >>
> >> Overall, almost four weeks of usage into this test I'd say the additional
> >> functionality is so great that I will be VERY disappointed if I have to
> >> drop
> >> the US version and revert to 04UK... BUT the enormous hassle of
> >> migrating
> >> by QIF export for my complex datafile if that were to prove the only
> >> reliable way would probably mean I would reluctantly stick with 04UK as
> >> the
> >> data are just too important to me to take the risk.
> >>
> >> Hence my request to this group for as many users as possible to test the
> >> reliability of the automatic conversion process to the 08US Trial that I
> >> described earlier in this thread.
> >>
> >> James
> >>
> >> wrote in message
> >> @4ax.com...
> >> > On Sat, 03 Nov 2007 13:37:07 -0500, Cal Learner
> >> > wrote:
> >> >
> >> >>The official way to move from UK to US versions would be QIF
> >> >>export/import. http://support.microsoft.com/kb/178830
> >> >>
> >> >>This could also be a way to stay with the same version, but to
> >> >>really clean up the file. Many things do not convert, but it might
> >> >>be a way to fix a bad slow file.
> >> >>
> >> >>You would create a new file with a different name to do the
> >> >>importing, so if you don't like the result, you could go back to the
> >> >>file you use now.
> >> >
> >> > If I were to export all my accounts via QIF and then import into US
> >> > Money 2007(, will the functionality remain, i.e:
> >> >
> >> > 1. Can I import downloaded Nat West file into it?
> >> > 2. Will share prices update automatically?
> >> > 3. What am I likely to miss most by converting to US version?
> >> >
> >> > Thanks
> >> >
> >> >
> >>
> >>
>
>

[nospam]

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.



On Thu, 8 Nov 2007 10:46:05 +0100, "James Dry"
wrote:


>tests so far... Sadly nobody to date has reported back anything other than
>MM08US being unable to open their UK format files, which is worrying as I
>have only a month left om my trial version.
>

[Cal Learner]

In microsoft.public.uk.money, 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.

The problem with that is that transfers are not recognized.

If you File->Import all at once, the transfers do get recognized as
such.



>
>
>On Thu, 8 Nov 2007 10:46:05 +0100, "James Dry"
>wrote:
>
>
>>tests so far... Sadly nobody to date has reported back anything other than
>>MM08US being unable to open their UK format files, which is worrying as I
>>have only a month left om my trial version.
>>

[nospam]

Carl

Unless I have missed the point completely, I am not sure about this.
So far, have imported about 60% of the accounts and have not had a
problem.




On Thu, 08 Nov 2007 13:11:54 -0600, Cal Learner
wrote:

>
>The problem with that is that transfers are not recognized.
>
>If you File->Import all at once, the transfers do get recognized as
>such.
>
>

[Cal Learner]

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

>
>
>Unless I have missed the point completely, I am not sure about this.
>So far, have imported about 60% of the accounts and have not had a
>problem.

Did you have transfers in the original data? For example, when you
pay a credit card, that would classically be entered as a Transfer
(or equivalent "SPECIAL Credit Card Payment" category) from the
bank to the credit card account. If you import separately, this
would turn into a separate payment and a credit.

This is not necessarily bad thing. However if you make reports of
expenses, it will appear to double your expenses: you will show an
expense for each CC purchase, and another apparent expense for
paying your credit card bill. If you do choose to not handle credit
card payments as transfers or
the pre-defined "Credit Card Payment Instead create one category of
"CC payment" or some such. If you define the category as an
expense category, expect a warning when you use it to represent the
payment within the credit card account -- if you have the warning
enabled. Just click Yes in response to the warning. The category
should net at zero in reports across accounts, and you can still
customize to ignore the category if you like. For this method you
could use the Money "EXPENSE Credit Card Payment".

To show negative expenses in a report, when you customise, make
sure the Details tab chooses AllTypes, rather than Payments.

[Bob Peel, MVP]

No - Money is not backwards compatible. However assuming that you upgraded
from 2004 to 2005, you could use the copy of your .mny file that Money made
at the time of the upgrade BUT (and here is the big downside) you would have
to reinput all transactions you have input since that time!


--
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...
>
> If I have a 2005 UK file, can I use it backwards with 2004 UK copy?
>
>
> On Mon, 5 Nov 2007 17:09:24 -0000, "Glyn Simpson, MVP"
> wrote:
>
>>I couldn't find a 2004 file, but found numerous 2003 backups and files.
>>Annoyingly, none of them converted....

[nospam]

Pity - I thought I can pick up a copy on Ebay and try it out.


On Fri, 9 Nov 2007 11:19:03 -0000, "Bob Peel, MVP"
wrote:

>No - Money is not backwards compatible. However assuming that you upgraded
>from 2004 to 2005, you could use the copy of your .mny file that Money made
>at the time of the upgrade BUT (and here is the big downside) you would have
>to reinput all transactions you have input since that time!

[nospam]

Cal

I did not have an issue here as I like to look at what I am posting
and download statements before and review before posting, hence no
transfer issues.

On Thu, 08 Nov 2007 14:30:45 -0600, Cal Learner
wrote:

>In microsoft.public.uk.money, nospam@virgin.net wrote:
>
>>
>>
>>Unless I have missed the point completely, I am not sure about this.
>>So far, have imported about 60% of the accounts and have not had a
>>problem.
>
>Did you have transfers in the original data? For example, when you
>pay a credit card, that would classically be entered as a Transfer
>(or equivalent "SPECIAL Credit Card Payment" category) from the
>bank to the credit card account. If you import separately, this
>would turn into a separate payment and a credit.
>
>This is not necessarily bad thing. However if you make reports of
>expenses, it will appear to double your expenses: you will show an
>expense for each CC purchase, and another apparent expense for
>paying your credit card bill. If you do choose to not handle credit
>card payments as transfers or
>the pre-defined "Credit Card Payment Instead create one category of
>"CC payment" or some such. If you define the category as an
>expense category, expect a warning when you use it to represent the
>payment within the credit card account -- if you have the warning
>enabled. Just click Yes in response to the warning. The category
>should net at zero in reports across accounts, and you can still
>customize to ignore the category if you like. For this method you
>could use the Money "EXPENSE Credit Card Payment".
>
>To show negative expenses in a report, when you customise, make
>sure the Details tab chooses AllTypes, rather than Payments.