Money on two computers - laptop and desktop


T

tomcat2245

I use Money 2002 on my desktop pc with XP operating system. I use it to
track/balance my checking account as well as other investments. I am about
to purchase a laptop with Vista Home Premium. How can I use both of these
computers to keep track of my finances? I assume that I'll have to upgrade
to a new version of Money. Money Essentials appears to be compatible with
both XP and Vista. First, can I copy the new version to two (2) computers?
Second, when I make entries on my laptop, how do I get those same entries
onto the desktop pc? Finally, are there any potential problems of losing all
my Money 2002 data, when I upgrade to a newer version? Thanks.
 
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C

Cal Learner-- MVP

I use Money 2002 on my desktop pc with XP operating system. I use it to
track/balance my checking account as well as other investments. I am about
to purchase a laptop with Vista Home Premium. How can I use both of these
computers to keep track of my finances? I assume that I'll have to upgrade
to a new version of Money. Money Essentials appears to be compatible with
both XP and Vista. First, can I copy the new version to two (2) computers?
Second, when I make entries on my laptop, how do I get those same entries
onto the desktop pc? Finally, are there any potential problems of losing all
my Money 2002 data, when I upgrade to a newer version? Thanks.
Money Essentials will not be suitable for you. It will not be able
to use your Money 2002 file. You will either want to install Money
2002 on both computers, or you will want Money Plus Deluxe.

Consider keeping both files independent but parallel. That way, if
you forget something or make a mistake on one machine, it will be
easy to compare.

If you do want to work on the same file, you will need to figure a
way to pass a *.mny file copy back and forth between machines. At
least make each machine hold its own backups. To do that, create a
folder on each machine that has the same name. Money Plus can create
multiple timestamped backups. With Money 2002, you should make
independent copies manually so that you are not continually
overwriting what may be your only good backup.

Licensing on Money 2002 and Plus both permit installation onto your
desktop and laptop machines.
 
D

desgnr

What do you mean to make both files parellel ?
You say to make a folder on each pc
When i backup money how do i show both paths to each PC
 
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C

Cal Learner-- MVP

What do you mean to make both files parellel ?
I meant that they would be independent. What you enter or download,
you would do to both. I understand that this was not what you were
asking for. I do this. And if I make an error, or there is a
download glitch on one machine, I can find it easily by seeing where
the running balance in a register differs.

It is unlikely to suit your desires. It is what I do.

You say to make a folder on each pc
When i backup money how do i show both paths to each PC
OK. Suppose you actually copy the *.mny file back and forth via
network or USB flash drive. I suggest that the backup-upon-exit be
to a folder that the same name on both machines. So if you don't
have c:\Users\desgnr\Documents on both machines, I suggest that you
would instead create a new folder called maybe c:\Desgnr on both
drives and put the main backup there. So, using Money Plus Deluxe,
for example, you would in Money Plus go to:
Tools->Settings->BackupSettings
I suggest checking
x Automatically backup my Money file every time I close Money
Save in [c:\Desgnr\Desgnr_backup].
_ Ask me before backing up each time
x Compress Backup Files
Keep only the _20_most recent backup files [adjust to taste]

x Perform scheduled backups every _28_ days
Save in [a USB flash drive location]
x Ask me before backing up each time
x Compress Backup Files
Keep only the _2_most recent backup files [adjust to taste]

Then periodically, perhaps each month or three, copy your latest
backup (uniquely named by Money) to a CDR.

I strongly suggest use of a USB Flash drive rather than floppies.
They are bigger, so you don't have to swap media to back up. Plus
they are much more reliable (but not failure-proof).
***************
So, in each machine, when you copy the Money file and exit, you get
the backup to the local hard drive on each machine. In Money Plus,
the multiple backups are uniquely named with the time as part of the
filename. In Money 2002 you keep overwriting your backup unless you
expressly deal with that yourself.
 

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