Reconciliation is so much easier in 2026 than it was when you had to wait for the monthly Bank statement or Credit Card statement to drop on the door mat!

I can remember sitting at the dining table all those years ago with Microsoft Money and the statements, and trying to get the numbers to agree ...

I wonder if I now reinstall Windows using Rufus will I get back my link to the attachments! I will let you know!!!!

Well, it worked! Just reinstalled Windows with Local User = Michael

Reinstalled Maxim Money and, all attachments are now linked, as before!

Thanks for your help, and observations!

Good spot!

My new PC has User name as Dell, so C:\Users\DELL\Box\Receipts & Invoices

My old PC was C:\Users\Michael\Box\Receipts & Invoices

Normally whan I set up a PC I install Windows using Rufus which customises the Windows installation! This then enables a clean install without using a ...

My attachments are stored in a virtual folder (Receipts & Invoices) in my Box Drive.



I use Box Drive routinely - https://www.box.com/en-gb/drive?url_red ... kgo.com%2F - 10GB of free storage for individuals!

Hope this helps!

I have just reinstalled Maxim Money on my new PC with a little help from Campbell!

However on opening my working file I am shown an error message indicating that Maxim Money is unable to find any of my attachments!

https://i.postimg.cc/bwwd6nrT/2026-10-02-Error-on-opening-file.png

The ...

Regarding embedded vs links for the attachments, I prefer links.

I agree, links is the way to go! With Moneyspire the attachments were embedded and gradually the system became unusable in that it took too long for the file to open!

However, it is important to keep all attachments in one file ...

Hi Campbell, any more thoughts on attaching more than one attachment?

You are doing a great job, well done!

Hi Campbell

There is no doubt that Maxim Reports are very powerful (in the right hands!)

However I am having a little trouble in compiling this report!

I have column 1 (Payee) set to all payees, whilst I have data showing from manually entered transactions, there is no information on payment ...

I have a Stocks & Shares Investment ISA in which I have invested £2,500!

I am able to follow this investment by looking at the current value posted by the bank! I get no other information other than current value! Where in Maxim Money should I record info on this account?

Currently it is in ...

I think I prefer the new "click on tick" selection.

It seems more positive than the previous way of entering transactions.

Just shows how we get used to doing things one way, until they change!

I think this is a positive change! Well done.