Money: How to Delete, Rename, and Copy Files from Within Money (141754)



The information in this article applies to:

  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2003 Deluxe
  • Microsoft Money 2003 Deluxe and Business
  • Microsoft Money 2003 Standard
  • Microsoft Money 2002
  • Microsoft Money 2001
  • Microsoft Money 2000
  • Microsoft Money 99
  • Microsoft Money 98
  • Microsoft Money 97
  • Microsoft Money 2000 Business and Personal

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.

MORE INFORMATION

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 <file name>. 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 <file name>. 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 <filename.mny>: 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 <filename.mny>: 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 <file name>", where
              <file name> 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.

Modification Type:MajorLast Reviewed:1/5/2005
Keywords:kbhowto KB141754