Trying to copy file in Personal Plus

Gary Kleidon
Gary Kleidon Member Posts: 5 Reckoner Reckoner

I have been trying to create a new file in Personal Plus

Using File Menu/File Operations Copy file. I enter in the new file name and as I don't want transactions I just put in 1/3/24 to 24/3/24. It shows it is copying file but then just comes up with "File Not Copied".

Can't see that I am doing anything wrong.

Answers

  • Kris_Williams
    Kris_Williams Member Posts: 4,278 Reckon Hall of Famer Reckon Hall of Famer

    Try using 010324 - no slashes (just a suggestion, not familiar with Personal Plus)

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,576 Accredited Partner Accredited Partner

    To create a new file . goto

    FILE

    NEW

    New File

    and follow the instructions

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • Gary Kleidon
    Gary Kleidon Member Posts: 5 Reckoner Reckoner

    Thanks Gerry - I am trying to create a new file using all of the Categories/Accounts I have set up in my existing system.

    Creating a new file with default list works ok. The copy file is the one that just keeps coming up with the File Not Copied message.

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,576 Accredited Partner Accredited Partner

    Give me a call later on this afternoon and we'll work through it together, see what's going on.

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com