Upgrade (2004 to 2005) Question
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Upgrade (2004 to 2005) Question

 
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RickInTheMoney
Guest





Posted: Thu Dec 16, 2004 10:41 pm    Post subject: Upgrade (2004 to 2005) Question Reply with quote

I would like to upgrade to 2005 but do not want to carry forward my money
file as it has gotten messy (bad categories, etc, bad transaction matching
issues).

However, I do want to keep the bank info so I can use 2005 w/my current
accounts and start a new money file.

When I install 2005, how do I accomplish this.

Thanks,
Rick

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Cal Learner-- MVP
Guest





Posted: Thu Dec 16, 2004 11:05 pm    Post subject: Re: Upgrade (2004 to 2005) Question Reply with quote

In microsoft.public.money, RickInTheMoney wrote:

Quote:
I would like to upgrade to 2005 but do not want to carry forward my money
file as it has gotten messy (bad categories, etc, bad transaction matching
issues).

However, I do want to keep the bank info so I can use 2005 w/my current
accounts and start a new money file.

When I install 2005, how do I accomplish this.


Print out the bank information. Create the new Money file without
importing the old. Enter the bank information by keyboard.

Your other choices are to delete things from a copy of the existing
file before converting, or to delete things after conversion.
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Dick Watson
Guest





Posted: Thu Dec 16, 2004 11:15 pm    Post subject: Re: Upgrade (2004 to 2005) Question Reply with quote

Why? Have you checked out the trial version? Read some of the threads here
with good, bad, and ugly about M05? Read http://umpmfaq.info/Money2005.htm?

You are more than welcome to reach your own conclusion and I'm not urging a
specific conclusion. I just think you should be aware of what you are
getting.

"RickInTheMoney" <RickInTheMoney@discussions.microsoft.com> wrote in message
news:77111B48-628F-4D2B-A673-60F0FCFD5120@microsoft.com...
> I would like to upgrade to 2005

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RickInTheMoney
Guest





Posted: Thu Dec 16, 2004 11:21 pm    Post subject: Re: Upgrade (2004 to 2005) Question Reply with quote

Thanks Cal for the info (I thought it might be easier). And thanks Dick for
the heads up, I'll take a look at the threads you refer to.

Rick

"Dick Watson" wrote:

Quote:
Why? Have you checked out the trial version? Read some of the threads here
with good, bad, and ugly about M05? Read http://umpmfaq.info/Money2005.htm?

You are more than welcome to reach your own conclusion and I'm not urging a
specific conclusion. I just think you should be aware of what you are
getting.

"RickInTheMoney" <RickInTheMoney@discussions.microsoft.com> wrote in message
news:77111B48-628F-4D2B-A673-60F0FCFD5120@microsoft.com...
I would like to upgrade to 2005


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Alan van der Vyver
Guest





Posted: Fri Dec 17, 2004 12:02 am    Post subject: Re: Upgrade (2004 to 2005) Question Reply with quote

I would also advocate caution about upgrading. I have not evaluated 2005
thoroughly, because I have not been able to upgrade effectively yet and
it and whether I will be able to is debatable. The upgrade procedure
seems to be asinine.

There are a few things that I noticed almost immediately, that I did not
like:

1. The cash flow forcast and "coming soon" transactions disappeard from
the bottom of my bank account. I found them extremely useful. I
appreciate that not everyone does, but that should make it optional. It
is not a reason to remove it.

2. Some terms have changed (for example, electronic payment and
automatic payment have been replaced) and the new terms do not occur in
the help system so you can't find out exactly what the new terms mean
and what exactly they replace.

3. I was not able to find a single thing I looked for in the help
system. It appears to be totally useless. Apparently it is also on-line
only. When I travel overseas and only have brief, intermittent access to
the Internet, this could prove to be a major problem.

4. Every time I invoke the help system it repositions the money window
so that it covers the entire screen. I work on multiple things at once.
That is why I use Windows. When someone forces me into full screen mode,
I want to go for the programmer's throat. Besides, I resent people
telling me how I should work.

If I get to the point where I can actually use the software, I may find
some new things that I like, but I can't recall anyone in this newsgroup
raving about anything.

It is more likely that my copy of the software is going to go back to
where it came from. This appears to be a really bad release.

regards,
Alan.
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