Microsoft KB Archive/141754

= Money: How to Delete, Rename, and Copy Files from Within Money =

Article ID: 141754

Article Last Modified on 1/19/2007

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APPLIES TO


 * Microsoft Money 2004 Deluxe Edition
 * Microsoft Money 2003 Deluxe Edition
 * Microsoft Money 2003 Deluxe and Business Edition
 * Microsoft Money 2003 Standard Edition
 * Microsoft Money 2002 Standard Edition
 * Microsoft Money 2001 Standard Edition
 * Microsoft Money 2000 Standard Edition
 * Microsoft Money 99 Standard Edition
 * Microsoft Money 98 Standard Edition
 * Microsoft Money 97 Standard Edition
 * Microsoft Money 2000 Business & Personal Edition

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This article was previously published under Q141754



SUMMARY
Using the Open dialog box, you can access many functions for managing your files. This article lists the available functions and their limitations as they apply to Money.



Description of Open Dialog Box Functions
To access the Open dialog box, click Open on the File menu. Using your right mouse button, click a Money data file. A menu appears that lists the following options: Select       This opens the highlighted file.

Open         This tries to run a second copy of Money. You cannot run two instances of Money at the same time. You receive the error:

Microsoft Money is already running

Send to      You have a choice of sending a copy of the file to              other drives. Other options may be installed on your computer.

If you try to send the currently open Money file you receive the error:

Cannot copy. There has been a sharing violation. The source or destination file may be                in use.

Cut          You cannot cut and paste into another folder or              drive.

Copy         The first step in making a copy of the file in the same folder. To complete the operation, see "Paste" listed below. You cannot copy to another folder or             drive.

If you try to copy and paste the current Money file, you receive the message:

Cannot copy. There has been a sharing violation. The source or destination file may be                in use.

Create       Makes a shortcut to the file. Drag the shortcut to Shortcut     the desktop. Double-clicking the shortcut is a quick way to get to specific Money files directly from the desktop.

Delete       Sends the file to the Recycle Bin to be deleted. You cannot delete the currently open file. If you try to             delete the currently open file you receive the message:

Cannot delete : Access is denied. Make sure the disk is not full or write-protected and that the file is not currently in use.

Rename       After clicking Rename, type a new file name.

NOTE: Do not add the .mny extension to your file name, unless it was already visible. For example, if the file name reads Msmoney, do not rename it             Finance.mny. Doing so will result in a file actually named Finance.mny.mny

If you try to rename the currently open file, you receive the message:

Cannot rename : Access is denied. Make sure the disk is not full or write-protected and that the file is not currently in use.

Properties   Displays the Properties sheet containing information about your file. Do not change the attribute to             either Read Only or Hidden. Money will not open a             Read Only file, and you may not be able to see a              hidden file in order to open it.

More Options
These options are available by using your right mouse button to click on a blank section of the open window, not on a file or folder. View         Your choices are to show the files and folders as              Large Icons, Small Icons, List or Details. Clicking Details displays the file's name, size, type, and modification date and time.

Arrange      Your choices are by Name, by Type, by Size, by Date. Icons        If you have chosen the Large Icons or Small Icons view, the AutoArrange option is available.

Line Up      This is available if the View is Large Icons or Small Icons        Icons.

Paste        This is available if either Cut or Copy has been chosen for a file or folder. You can only paste into the same folder from which you copied. If you change to a different drive and/or folder, Paste will not be             available.

After using Copy, Paste makes a copy of that file with the default name of "Copy of ", where is the name of the file selected with the Copy option. After making a copy, you can then rename it to any name you want.

Paste        This creates a shortcut to a file that has been Shortcut     selected with the Copy option.

Undo Rename  This reverses the last Rename action. You can go back to the Open dialog box later and undo the last Rename, it does not have to be done immediately after the Rename.

New          You have the choices of Folder, Shortcut or various documents (depending on the software installed on             your system). You will not see a Money document listed and you cannot make a new Money file from this menu. New allows you to make a new folder to hold data files. For example, you could make a new folder to hold archived files or exported .qif files.

NOTE: To make a new Money file, click the New button in the Open dialog box or click New on the File menu.

Properties   This displays the properties of the current folder. If you are connected to a network, the sharing properties of this folder are displayed and are available for editing.

Dragging Files
You may drag files to any folder visible in the Open dialog box. Because higher level folders are not visible, you cannot drag to parent folders or other drives.

If you are not running Money in full-screen mode, you can directly drag files and folders from the Open dialog window to the desktop, to other open windows (for example, a folder in explorer), to programs, or to the Recycle Bin.

Dragging a file or folder with the right mouse-button held down provides a menu of advanced options allowing you to specify if you wish to copy, move, or create a shortcut of that file.

Additional query words: w_money maintenance manage money97 money98 money99 money2000 monkey money2001money2002 money2003 file manage open delete rename money2004

Keywords: kbhowto KB141754

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