Please explain options for Microsoft Money RRS feed

  • Question

  • I've read a lot of the posts here and other places about Microsoft Money but am still confused. I am running Microsoft Money 2004 Standard Edition on a Windows 7 desktop computer. What do I need to do to get Money over to my Windows 10 PC? What version of Money should I install and how do I get the data from one machine to the other? Thanks for you patience.
    Saturday, October 27, 2018 11:28 PM

All replies

  • I found a previous thread that I asked about this and after re-reading the responses, my understanding is this:

    1. Install US Money Plus Deluxe Sunset on the Windows 7 machine.

    2. Apply patch

    3. Backup my money file on the Windows 7 machine.

    4. Install US Money Plus Deluxe Sunset on the Windows 7 machine.

    5. Apply patch

    6. Restore/import the Money file from step 2.

    Is this correct or am I missing something?
    Saturday, October 27, 2018 11:36 PM
  • Forget steps 1...3.

    I  presume#4 you meant to install onto the Win 10 machine. You only install Money Plus if your Money 2004 was from a North American file. Otherwise you have to use an appropriate version of Money 2005.

    5. Only patch Plus.

    6. I phrase it differently....


    1.  On the old computer, close Money.

    2.   copy your latest *.mny file to your flash drive.
    Open Windows Explorer (WindowsKey+E is one way to do that)

    Click Tools->FolderOptions->View and un-tick (remove check mark on)

    the HideExtensionForKnownFileTypes.  Click OK.  That way you will

    be able to see the actual .mny part of the filename.

    5.  Move the USB flash drive to the new computer.  Copy your *.mny
    file to your Documents folder on the new drive.., Right-click and
    choose Paste.

    6.  Right-click the copied file Documents folder, and choose Open.
    That should launch Money.

    7.  Once inside, Tools->Settings->BackupSettings to set the backups to a
    place that exists on the new computer.  Use Browse to help find a
    place that exists.  Consider your backup strategy.  You may want to
    make the upon-exit backup to be a place in your Documents folder,
    and put your scheduled backup on a Flash drive.  That way, a hard
    drive crash does not make you lose all of your backups.

    Sunday, October 28, 2018 6:12 AM