Backup separate accounts to different discs in Money 2003?


C

Counter

A Money 2003 question.

Bank "A" is my personal checking account.

Bank "B" is a joint checking account used for the care of our elderly
mother.

Can I backup accounts "A" and "B" to separate discs so that I can send
a backup of account "B" to my siblings for "Oversight", without
sending my personal account backup?

TIA
Counter
 
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C

Chris Cowles

Counter said:
A Money 2003 question.

Bank "A" is my personal checking account.

Bank "B" is a joint checking account used for the care of our elderly
mother.

Can I backup accounts "A" and "B" to separate discs so that I can send
a backup of account "B" to my siblings for "Oversight", without
sending my personal account backup?
Is bank 'B' your own money? Or your Mom's? If the latter, don't include it
in the file containing your personal assets. That would be less convenient
than commingling them, especially if using online banking. But it would be
more accurate representation of your assets, and you could accomplish what
you ask.

If that suits your purpose, use the QIF export/import described by Cal.
 
C

Counter

Is bank 'B' your own money? Or your Mom's? If the latter, don't include it
in the file containing your personal assets. That would be less convenient
than commingling them, especially if using online banking. But it would be
more accurate representation of your assets, and you could accomplish what
you ask.

If that suits your purpose, use the QIF export/import described by Cal.

Bank "B" is her money. SS Checks, some minor rental income, and
contributions made by all of the siblings (8)

It is in a privately held "National Bank", with no branches and no
online capabilities, located in a very small town (pop. 1200).

I guess than my next question is: If I have that account open in
Money 2003, and export as a .qif, will Money 2003 export ONLY the
information for the open account and not all accounts? If that is
correct, then I should not have any problems.

Otherwise, I can export a report as a .csv and let them look it over
in Excel.

Thanks to both of you. I appreciate the info.

Counter
 
M

Marilyn & Bob

I think what Cal is suggesting is that you keep each account in a separate
file. One file, My Money.mny has all your personal accounts and investments
and is private to you. Create a new file called Mom's Money.mny to handle
the joint account. Provide backup of that file to your siblings.
 
C

Cal Learner-- MVP

In microsoft.public.money said:
Bank "B" is her money. SS Checks, some minor rental income, and
contributions made by all of the siblings (8)

It is in a privately held "National Bank", with no branches and no
online capabilities, located in a very small town (pop. 1200).

I guess than my next question is: If I have that account open in
Money 2003, and export as a .qif, will Money 2003 export ONLY the
information for the open account and not all accounts? If that is
correct, then I should not have any problems.
Yes. QIF export is always exported one account, that you specify, at
a time. If you had an investment account for her, that would be two
accounts: the investment transaction register, and the cash
transaction register. The checking account would be just the one.

Otherwise, I can export a report as a .csv and let them look it over
in Excel.
OK, but you could just print the report after customizing also. And
you can right-click a report and choose Copy. Then Paste into a
spreadsheet can give nice results.
 
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Chris Cowles

Counter said:
I guess than my next question is: If I have that account open in
Money 2003, and export as a .qif, will Money 2003 export ONLY the
information for the open account and not all accounts?
Yes.

The next thing to do would be to delete it from your personal file. But,
before you do, edit any transfer from your personal accounts into that
account. Recharacterize them from "Transfer: Mom" to an expense category
like "Support: Mom".

After edit relevant transactions, and confirming the import was successful,
you can delete the account from your personal file. You may want to simply
exclude it from the budget, and close it for awhile, before killing it.
 
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