Separate Personal and Business accounts in Money Plus?


J

James V

I'm evaluating MS Money Plus Home and Business. Is there any way to separate
my personal and business accounts? When viewing my Account List, it shows the
totals of both my personal and business accounts which makes it difficult to
determine the true values of each. Is there a way to add a tab for Personal
and Business?

If the solution is to make separate files, do both my personal.mny and
business.mny accounts get updated automatically in the background? I think
that was a feature -- automatically update account info every 24hours such as
my bank, credit card, etc accounts so I don't have to manually tell Money to
update itself. I've grown partial to the set it and forget it mentality :)

Thanks
 
Ad

Advertisements

S

Steve

I'm evaluating MS Money Plus Home and Business. Is there any way to
separate my personal and business accounts? When viewing my Account
List, it shows the totals of both my personal and business accounts
which makes it difficult to determine the true values of each. Is
there a way to add a tab for Personal and Business?
In the left column, click "Sort account list by >", then choose
"Business accounts first". This will give you separate totals for
business and personal.
If the solution is to make separate files, do both my personal.mny
and business.mny accounts get updated automatically in the
background? I think that was a feature -- automatically update
account info every 24hours such as my bank, credit card, etc accounts
so I don't have to manually tell Money to update itself. I've grown
partial to the set it and forget it mentality :)
You can separate the accounts into different databases if you want, but
Money only downloads information for the database you have open (as far
as I know), and you can only have one database open at a time. The
background update feature was part of the MSN functionality, and that
has been removed. (Someone correct me if I'm wrong.) I'm glad it's gone,
myself, because it was the source of many updating problems.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top