Restoring from a backup


P

Peter Thomas

Hi, some advice please (I hope!)

I am about to install Money 2004 on a new computer and will need to
install my data from a backup made on another PC. before I start i
would appreciate any hints or tips to enable the restore to be as
painless and succesful as possible - can anyone help?
 
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C

Christopher

I have recently carried out a similar exercise from an XP Pro computer to a
Vista Business machine and all went smoothly.

If you are installing to Vista, first create a folder in your Documents
folder and name it 'moneyfiles' or similar and when Money 2004 asks where
you would like to install - tell it to install into that folder. Probably
because its an old application, it does not like the default Vista install.

Only other thing - install first and open the sample file while connected to
the www - this encourages updates. Then do a restore from your old file.

Good Luck E&OE ;-)
 
B

Bob Peel, MVP

You don't need to backup - copy your .mny file to the new PC and follow
Christopher's advice about where to put the file. First time you run Money
right click on the desktop icon and click on Run as Administrator.
 
P

Peter Thomas

Hi, some advice please (I hope!)

I am about to install Money 2004 on a new computer and will need to
install my data from a backup made on another PC. before I start i
would appreciate any hints or tips to enable the restore to be as
painless and succesful as possible - can anyone help?

Hi both,

Thank you very much indeed for your replies. I have tried this in the
past (quite a few years ago) and it didn't go well, so please permit
me to recap.

I am running Windows XP SP2. This is installed on my C drive, I have
loaded my programmes on my D drive and keep my data on my E drive
(these are three virtual drives on a single HDD.

Do I understand you both correctly - I need to place my *.mny file in
a folder on my D drive and call the folder something like
"mymoneyfile". Then when I load Money 2004 I must load it into the
folder created above?

Sorry to be so thick, but I really need to succeed with this
re-install!!
 
M

Martin Beenham

Peter Thomas said:
Hi both,

Thank you very much indeed for your replies. I have tried this in the
past (quite a few years ago) and it didn't go well, so please permit
me to recap.

I am running Windows XP SP2. This is installed on my C drive, I have
loaded my programmes on my D drive and keep my data on my E drive
(these are three virtual drives on a single HDD.

Do I understand you both correctly - I need to place my *.mny file in
a folder on my D drive and call the folder something like
"mymoneyfile". Then when I load Money 2004 I must load it into the
folder created above?

Sorry to be so thick, but I really need to succeed with this
re-install!!
I have done just this recently with my XP SP2 so just to clarify (I
found the following to be pretty bomb-proof):

1. Make a new installation (don't just copy the programs across) of your
Money 2004 on your new PC and run it.
Do not bother to set up accounts etc.
*Do not try to open your original .mny file at this stage.*
Make sure you do an online update "Get the latest Money updates" AND
check it was successful (Read call summary messages). This will update
your Money programs. Exit Money.

2. Copy across your .mny file (and backups) from your old machine to
whatever destination you wish on your new machine (if you haven't done
it already) and open it (a double click from explorer should do it).

Job done. Money will remember where your .mny file is located for the
future and you can start it normally from the Start menu, desktop or
wherever.

Hope this helps.
 
M

Martin Beenham

Peter Thomas said:
Hi both,

Thank you very much indeed for your replies. I have tried this in the
past (quite a few years ago) and it didn't go well, so please permit
me to recap.

I am running Windows XP SP2. This is installed on my C drive, I have
loaded my programmes on my D drive and keep my data on my E drive
(these are three virtual drives on a single HDD.

Do I understand you both correctly - I need to place my *.mny file in
a folder on my D drive and call the folder something like
"mymoneyfile". Then when I load Money 2004 I must load it into the
folder created above?

Sorry to be so thick, but I really need to succeed with this
re-install!!
I have done just this recently with my XP SP2 so just to clarify (I
found the following to be pretty bomb-proof):

1. Make a new installation (don't just copy the programs across) of your
Money 2004 on your new PC and run it.
Do not bother to set up accounts etc.
*Do not try to open your original .mny file at this stage.*
Make sure you do an online update "Get the latest Money updates" AND
check it was successful (Read call summary messages). This will update
your Money programs. Exit Money.

2. Copy across your .mny file (and backups) from your old machine to
whatever destination you wish on your new machine (if you haven't done
it already) and open it (a double click from explorer should do it).

Job done. Money will remember where your .mny file is located for the
future and you can start it normally from the Start menu, desktop or
wherever.

Hope this helps.
 
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P

Peter Thomas

I have done just this recently with my XP SP2 so just to clarify (I
found the following to be pretty bomb-proof):

1. Make a new installation (don't just copy the programs across) of your
Money 2004 on your new PC and run it.
Do not bother to set up accounts etc.
*Do not try to open your original .mny file at this stage.*
Make sure you do an online update "Get the latest Money updates" AND
check it was successful (Read call summary messages). This will update
your Money programs. Exit Money.

2. Copy across your .mny file (and backups) from your old machine to
whatever destination you wish on your new machine (if you haven't done
it already) and open it (a double click from explorer should do it).

Job done. Money will remember where your .mny file is located for the
future and you can start it normally from the Start menu, desktop or
wherever.

Hope this helps.
Too right it helped!

Thanks very much for your help (and the same goes for Martin & Bob).

I'm quite sure that left to my own devices I would have screwed it up
 

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