accounts are in two different files


R

Roberta

I have two different MS Money files. I want to take some
accounts from one and some accounts from the other and
make them a part of one file. I already created the new
file but I can't figure out how to move the accounts into
the new file. Please help.

Roberta
 
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B

Bob Peel, MVP

Use export/import for the relevant accounts in Loose QIF format. When
importing make sure to bring in all accounts at the one time to avoid
transfers being double counted. (Use CTRL + click when asked which files to
import).
 
D

Dick Watson

To what Bob wrote, I'd add: make sure there are no Money Account name
conflicts. Two separate Checking accounts in two separate files will make a
royal mess if you QIF Export/Import one of them into the other file. If this
is the case, rename one of the accounts first. Oh, and ALWAYS keep copies of
the files from before you start to do these kinds of things in case things
don't go as you intended.
 
R

Roberta

I don't know what I'm doing wrong. In the help section,
it says to click on the "destination directory". I don't
really know what that is so that may be where my problem
lies. It worked once but I have no idea how I did it. Am
I correct in that when you import, it's only for files.
You must export accounts?
 
D

Dick Watson

I don't, either, but let's see if I can help anyway.

File|Export exports account information from your Money data file to
separate files one account at a time. File|Import allows you to select
multiple of these exported files and import them simultaneously. The
"destination directory" is the folder you want the exported account files to
be stored in. My Documents should be fine.
 
R

Roberta

Okay, maybe we're getting closer. Do I have to have a new
file set up to export my accounts to? That's
the "destination" that I've been trying to get my accounts
to.
 
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C

Cal Learner-- MVP

Okay, maybe we're getting closer. Do I have to have a new
file set up to export my accounts to? That's
the "destination" that I've been trying to get my accounts
to.
Each account you export FROM will create a separate QIF file.

You do have to have a file to import TO. That can be a new or
existing Money file. In your case I think it is an existing file
that you want to integrate the exported data to.

Remember to keep an extra copy of the file you are importing to, in
case you don't like the result for some reason.
 

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