Create a new Money file
You can maintain separate Money files to keep unrelated accounts (A group of transactions in Money for a single bank, brokerage, retirement, loan, or credit card account. Accounts can also track assets such as houses or vehicles, or investments that you want to watch but do not own. See also watch account.) separate. For example, you may want track accounts for yourself in one Money file and accounts for a dependent in another Money file. Information is not shared between Money files-the reports and charts reflect only the information for the file that is currently open.
If you have several accounts for yourself, including business accounts and personal accounts, you can easily track all of these accounts in one Money file by using categories and classifications.
- On the File menu, point to New, and then click New File.
- In the Save in box, select the directory where you want to save the new file.
- In the File name box, type a name for the new file. Money automatically adds the .mny file name extension.
- Click OK.
Important
If you are using Windows Vista, there are some directories on your hard disk that are restricted-that is, you cannot save files to those locations. When you select a directory for your new file, be sure to select a location that is not restricted, such as your Documents folder.
Related topics
Assign a category to a transaction
Create a classification and assign it to a transaction
