How to separate reports


S

Sally

I have two accounts in money, one personal and one for my
condo association. When I do reports it comhines both
accounts. How do I separate them? Also when entering
transactions all the payees are there for both accounts.
When I turn this over to a new treasurer I don't want them
to have access to my personal files. Does anyone know how
to do this?
 
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D

Dick Watson

We all agree you should get this in two Money files. Two techniques have
been offered and I'd like to offer what I think is a better third
alternative.

Bonnie suggested File|New.

Bob suggested Export/Import.

I'd suggest you rename your existing Money file as Bob suggests to
Sally.mny. Then, copy Sally.mny to two new files: Condo.mny and
RecoverIfIScrewUp.mny. Go into Condo.mny and delete Sally's accounts and so
forth. Go into Sally.mny and delete the condo accounts and so forth. Once
you are happy with the split up, delete RecoverIfIScrewUp.mny.

Once you've done this be sure and open the file Sally.mny or Condo.mny
explicitly rather than just Start|Programs|Microsoft Money. The latter will
just open whichever file you used last.
 
B

Bob Peel, MVP

Dick, I considered suggesting your method, but doesn't that risk leaving
around payee information from Sally's transactions that she might not want
seen in the Condo file?
 
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D

Dick Watson

I guess I considered payees to be in the "and so forth" of deleting the
other file's accounts and so forth.
 

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