Activating Money Plus and Reconciling Many Transactions

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  Carolyn, you are in a whole different boat from Terry in New Zealand. Yet there is a pretty good answer for you.

  What you will need to do is to uninstall Money Plus from the new computer. Then install Money Plus Deluxe Sunset onto that computer. See http://support.microsoft.com/kb/2118008

  Sunset not going to get quotes or credit card and broker statements for you. It will get web statements as your other install did. You can also consider using PocketSense to do some of that for you-- particularly if you are doing brokerage investments.

  Quicken is a good option. It is fully supported, but you need to re-buy and re-learn every couple years or so. It has a good converter that relies on a Money 2007 or Money Plus (including Sunset) installation to help with the conversion. Many of us prefer Money for various reasons.

  Tuesday, February 28, 2012 9:10 PM

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  Thank you so much for replying with additional information, which is very helpful – now I’ll read more about the Sunset version of Money and of Quicken (which I used back in 2000 for a brief time until I helped a lady who had Money and liked the differences). My Money had been fine for my needs until my PC’s motherboard died and I bought a new laptop. I remember reading of many Sunset users’ views when it first came out, but since my Money was okay for me, I chose not to go that route. Thank you again for your assistance - not sure what I'll do.

  
  

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  Carolyn Corliss

  Wednesday, February 29, 2012 1:28 PM
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  Sunset is exactly the same as Money Deluxe Plus except that it does not require the registration you are having problems with.  While it does not do automatic downloads (or ePays), those services expire on Money Plus two years after the first installation, so are probably gone now for most users.

  Wednesday, February 29, 2012 4:36 PM
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  I'm still between Sunset and Quicken, but have a question I've searched on this Forum and could not find a thread or an answer so I will implore your assistance since it is somewhat related to my present problem and would be involved if I ended up giving up the ship and going to Quicken.  How can I "Reconcile" transactions that have not yet been marked as reconciled?  It seems that in the past I had an opportunity to "Reconcile All Transactions" after having downloaded the transactions.  Now it appears I need to mark each individual transaction as Reconciled(R).  Does that sound right to you or am I missing something?

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  Carolyn Corliss

  Wednesday, February 29, 2012 6:49 PM
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  The more I read from Quicken reviewers, the more I'm leaning toward going to Sunset.  There must be a tutorial on what to do to download and get Sunset properly loaded when one is a user of Microsoft Money Deluxe Plus (2008 and well as several previous years).  If so, could you post it for me please?

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  Carolyn Corliss

  Wednesday, February 29, 2012 7:05 PM
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  This first thing is what I initially thought you were asking:

  In your bank, credit card or cash accounts, you can
  mark all entries balanced.  Select to show only unreconciled
  transactions.  Sort by date, and go to the oldest transaction.
  Hold down Cntl+Shift+M and let auto-repeat work thru the
  transactions until none are left showing.

  Then switch back to show all transactions

  Re-reading, I think this is what you are looking for:  if you are trying to the all of the transactions that you just downloaded, from the left column of the Account Register ReconcileTransactions->AcceptAllTransactons.

  
  
  

  • Edited by Cal LearnerModerator Wednesday, February 29, 2012 7:14 PM

  Wednesday, February 29, 2012 7:07 PM

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  Dear Cal,
  Thank you so much for this information.  I've observed that on my credit card registers, I do have the availability to go to the left and "Reconcile Transactions," but this option does not show on my cash accounts.  I utilize the Advanced Registers on all my accounts.  Thus, your instructions above have clearly assisted and taught me something new as well as quick.
  
  I realize I hedged back and forth on what I was planning to do since now I'm down to 6 days left for me to use my 2008 Money Plus Deluxe program, version 17, and finally yesterday decided to stick with Microsoft's products and will download Money Plus Deluxe Sunset.  Thank you for your original post at 9:10 pm on 2/28/12 which provides instructions on downloading and installing Sunset.  I have noted the need to uninstall my 2008 version of Money Plus Deluxe before installing the Money Plus Sunset program.  Since this is a new computer, I do not have any of my previous versions of Microsoft Money installed.
  
  Since I like to know what to do upfront and what to expect, I am curious about the 3rd item under the "Recommendations on Usage" in the http://support.microsoft.com/kb/2118008:
  
       "Start Money Plus Sunset and individually open any/all of your important Money data files."
  
  Upon review of my Documents library, I have located that my latest up to date "Microsoft Money file" on which the file extension is:  .mny
  
  I also have backup files, past, current and up to date, with file extensions of:  .mbf
  
  My question is:  after I've installed Money Plus Sunset and then open my Microsoft Money file (.mny)- will my Money file (.mny) load into the MS Money Plus Sunset program?  (I no longer have a Live ID associated with the files.) Would this be the appropriate file to use the plug into the Money Plus Sunset program?
  
  Thank you so much for all your assistance.  You've been so helpful.
  
  Carolyn
  

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  Carolyn Corliss

  Thursday, March 1, 2012 3:06 PM
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  Your *.mny will indeed load into Microsoft Money Plus Sunset after you install it. One way is to do File->Open (the first time) to open the file from within Money. The other way is to close Money , and double-click the *.mny file in Windows Explorer. That will open Money to your file.

  So from the old computer, you want to copy your *.mny and maybe your latest *.mbf file.  Put them into your Documents folder normally. Once into your file on the new computer, in Tools->Settings->BackupSettings
  I suggest you make the SaveIn field to be a place in your
   "C:\Users\userName\Documents" folder and *not*
   "C:\Documents and Settings\userName\My Documents".

  Browse to set the location. The old location may not even exist on the new computer.

  For your scheduled backup, I suggest backing up to a USB flash drive. Just plug it in before you tell the backup to proceed.

  That "individually open any/all of your important Money data files" bit would apply to those who have more than one ongoing files. Some might have a Money file for personal use and another for an organizaton. Some might have one for a child...

  
  

  • Edited by Cal LearnerModerator Thursday, March 1, 2012 6:14 PM

  Thursday, March 1, 2012 6:13 PM

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  Thank you so much for all your guidance, insight, hints and suggestions.  I have now installed the Money Plus Sunset and it works very well.  This will be just fine for my needs.  Thank you so much again for your kind assistance.

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  Carolyn Corliss

  Saturday, March 3, 2012 3:05 AM