Account Transaction Report Incorrect

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- Previous
  - 1
    - Lifetime Planner losing link to paycheck For the past few days, M2007 has been losing the link to my paycheck every time I go into it, which puts me at a $0 income and of course everything is messed up from there. Since M2007, the information that shows in the dialog when linking is garbled, but it's been like that since the beta program. I haven't posted any new paychecks from the bills center into my account in the past few days. Is this happening to anyone else? Any thoughts on how to fix it? Thanks. Tag: Account Transaction Report Incorrect Tag: 219405
  - 2
    - Home Inventory on Money 2006 Standard I saw a previous post that you can add Home Inventory back to your home page by customizing it, but I still don't see it. Was this functionality moved to Deluxe starting with Money 2006? Thank you! Tag: Account Transaction Report Incorrect Tag: 219396
  - 3
    - Guaranteed Payment or Self Employed Does anyone know how to get Money 2007 to recognize income as Guaranteed Payments (from partnerships)...or self-employed income for that matter. Basically, anything that will allow me to "escrow" self-employment taxes that are only payed every three months...I want my budget to show the "Net" amount as income rather than a quarterly charge in one month. This has bothered me for three years, so anyone who can help me with this one...um...will be greatly appreciated. Tag: Account Transaction Report Incorrect Tag: 219395
  - 4
    - How to turn off categories In Money 2007 it keeps telling me that I must assign a category. I do not want to do this. I even went into tools, settings, category settings and there is not a place to turn off categories. How do I do this? Tag: Account Transaction Report Incorrect Tag: 219393
  - 5
    - How to change investment "Category" ?? I have M-2004, and now I remember why I hate it so much. After the first few frustrating weeks I abandoned trying to do invoicing and bookkeeping, and have only used it for investment tracking since. And it is barely able to do that. I've tried and clicked and poked and prodded, but I cannot figure out how to edit the "Category" of any particular fund that I hold. Right click, left click, tools/options, "see details," nothing nothing. HELP?????????????? Tag: Account Transaction Report Incorrect Tag: 219391
  - 6
    - Online Stock Trading for 2007. Here you can learn what's new in Stock Trading and Stock Market in new year.It's help you plan toward financial independence. http://flying-rugs.com/stock-market/ Tag: Account Transaction Report Incorrect Tag: 219384
  - 7
    - Online Stock Trading for 2007. Here you can learn what's new in Stock Trading and Stock Market in new year.It's help you plan toward financial independence. http://flying-rugs.com/stock-market/ Tag: Account Transaction Report Incorrect Tag: 219383
  - 8
    - Printing a date range for one account in Money 2006(small biz vers My client has Microsoft MOney 2006 (Small Business version). HE wants to be able to print a date range of reports (for example a Month) on one Month for just ONE ACCOUNT. Perhaps this is done by filtering, or whatever. So my question is how can he print a report for one month on one account. THere is one report that comes close -- the "Tax Report". However it mixes all the accounts together and does not appear to easily provide a date range. Tag: Account Transaction Report Incorrect Tag: 219374
  - 9
    - Money 2006: Cash Flow vs Budgeting I have a simple question (can provide more information if/when required), but I've made a budget that 'supposedly balances'. At the 'Enter you expenses' screen, the bottom says: Total monthly income: XXX Total monthly expenses: XXX Left over: $126.95 When I click next, I get the option: 'You will have $95.48 to save or spend each month.' My first question is why don't those two amounts match up? Then finally (for now - I have found other weird behaviors in 'Budget Summary' but maybe they'll clear up when/if I solve this problem), if I look at my cash flow, it gradually goes 'downward' and eventually into the red - which obviously I'm trying to avoid ;) Please let me know if there are any known 'deficiancies' in cash flow and/or budget. I did have to hastle around to get one of my money bills (transfer into retirement account) to show up under the 'Transfer out of budget account'...I think I just set the contribution account of the retirement account to not be included in budgetting or something. Tag: Account Transaction Report Incorrect Tag: 219370
  - 10
    - Transfer between Accounts 1. I use money to automatically update my bank accounts using the sign-in information I registered with Money. 2. When there is a Transfer between accounts, the downloaded transactionwill not set the category to "Transfer to/from Account" in all cases. When you set it manually, a duplicate transaction will then appear in the other account. What shld I do to avoid this? Tag: Account Transaction Report Incorrect Tag: 219367
  - 11
    - Turn $5 into 50k, honestly does work! ----- Make Up to $50K ----- MAKE AS MUCH AS $50K IN A MONTH FOR AN HOUR'S WORK!!! -100% LEGAL AND ETHICAL- This program is truly simple and if you FOLLOW THE INSTRUCTIONS=20 honestly, you will be successful - just give it a shot. Remember: The=20 closed mouth doesn't get fed! You may have heard of this program before (or one similar to it) on=20 Oprah, 20/20, or even in The Wall Street Journal. It's commonly=20 acknowledged as a real, legal, effective cash generator. Quick and=20 simple, $10 is all it takes. The program is an easy step-by-step process that takes virtually no=20 time. PayPal verifies that this very minimal $10 investment is 100% legal. This program may take 30-60 minutes of your time, but it is most=20 definitely worth it in the long run, as the potential to generate cash=20 money is virtually unlimited. Don't throw your hard-earned money away... try this no-risk investment=20 that will help make you thousands of dollars very easily and quickly.=20 To get started just copy this whole page and edit it per the=20 instructions below, and in 2-3 weeks you could have upwards of $50,000=20 dollars in your PayPal account (or potentially even more)! Most people=20 do this program because of: a) the low investment level ($10 dollars) and less than an hour of=20 their time, and b) the high profit potential (up to $50k in one month)! There is no limit to the income you can generate from this (as you can=20 keep doing it over and over again). If you follow the instructions,=20 you will reach thousands of people! Honesty, Faith, Trust and Integrity are what make this system work. Program Steps Most everyone has heard of PayPal. Anyone with an e-mail address can=20 join for free. If you are not already a PayPal user the first thing=20 you need to do is sign up at www.paypal.com Its very easy to set up=20 and it's free. Just make sure you sign up for a Business or Premier=20 account as you may otherwise be subject to a monthly income limitation=20 which can slow the program down considerably. Step 1: Send a $5 donation to the first person on the list by using the PayPal=20 "Send Money" feature: for the type of transaction, choose Service, and=20 in the subject line and notes fields, put PLEASE ADD ME TO YOUR=20 LIST. This keeps the program safe, secure and legal. Then, send=20 another $5 donation to the 5th person on the list in the same manner,=20 except in the subject line and notes fields, put THANK YOU, I'VE=20 JOINED. Step 2: Delete the first e-mail address in the list and shift the other four=20 email addresses up one place, so the 2nd is now the 1st, the 3rd is=20 now the 2nd, the 4th moves to 3rd, and the last one moves up to 4th.=20 Then place your own e-mail address at the bottom, in the 5th position. (Make sure you use the same e-mail address that you used to open your=20 PayPal account, or you will not receive payment!) Do not try to do this deal in any way other than this! DO NOT TRY TO=20 PLACE YOURSELF IN THE FIRST PLACE. IT WILL ONLY REACH THE PEOPLE YOU SEND IT TO, AND THEN YOUR NAME WILL BE REMOVED FROM THE LIST! This=20 program has been around for a long time, and people have tried all=20 kinds of ways to change it, cheat it, or do it differently, and it=20 never works! This program is based on honesty, faith, charity, and following=20 instructions. IF YOU DO IT THIS WAY, IT WILL WORK! YOU WILL MAKE A LOT OF MONEY! If you do this the way it was designed, it will reach thousands by the=20 time your name gets to the top. Remember to send a $5 dollar donation=20 to the 1st e-mail address with the message, PLEASE ADD ME TO YOUR=20 LIST, and a $5 dollar donation to the 5th e-mail with the words,=20 THANK YOU IVE JOINED. This is how the 5th person keeps track of the=20 progress of the letter and continues to post or send out the form=20 accordingly (see below). Here is the list: 1=2Ebaileybaggins@hotmail.com 2=2Eomahmood@gmu.edu 3=2Ejrlgsl@yahoo.com 4=2Ekkim@gmu.edu 5=2Ejoepic19@optonline.net Step 3: Now that you have sent payments to the 1st person and 5th person and=20 placed your e-mail address in the 5th place, the next thing you need=20 to do is post and/or email your letter. You can post on it on=20 craigslist.com or backpage.com for free, or use any other message=20 boards, newsgroups (there are thousands), or classifieds. You can also=20 email your letter to your personal e-mail list or other email lists. Step 4 (This is the CRUCIAL step!): The 5th person is the guardian of the system! The 5th person on the=20 list must keep sending and posting the letter until they receive AT=20 LEAST 20 replies (20 x $5 =3D $100). If you don't do this, you won't=20 make very much money! IT IS YOUR JOB AS THE 5TH PERSON ON THE LIST TO=20 ENSURE THERE ARE AT LEAST 20 "THANK YOU, IVE JOINED" replies before=20 you stop posting/sending the letter, in order to make the system work=20 right for everybody. Do not give up! Persevere until you get 20=20 initial replies! I promise you, it will be worth it! You will receive many thanks and the same blessings when your name is=20 1st on the list as upwards of 8000 to 15,000 people will send you $5=20 dollars donations! Keep in mind the most you will have spent is $10! (As the old proverb goes: "What goes around comes around!") _______________________________________________________________________ ___ Some Testimonials: Mary Gaters, Columbus, SC: I only have one thing to say to you: OH MY GOD! I sent out 142 copies=20 total before 20 replied, just like the instructions said. Then I went=20 on a short vacation. When I got back my account had over $32,000=20 dollars in it already and the money was still coming! I'm still=20 floating on air! I thought the guardian system sounded cheesy, but now=20 I realize it is the formula that makes this letter really work!=20 THANKS! Richard Barrie, Boulder, CO: I was shocked when I saw how much money came flooding into my PayPal=20 account. Within 3 weeks my account balance has ballooned to $22,449.=20 At first I thought there was some type of error in my account!!! _______________________________________________________________________ ___ Please give this program an honest effort. You will not be=20 disappointed and will be very glad you participated when it starts=20 working! Remember, your only out of pocket expense is about the cost=20 of two coffees and a donut with the opportunity of banking thousands=20 of dollars into your PayPal account! Take a tiny risk on this small project and reap the rewards today and=20 tomorrow! - THE CHOICES YOU MAKE TODAY WILL AFFECT THE LIFE YOU LEAD TOMORROW " HERE ARE THE STEP-BY-STEP DIRECTIONS AGAIN: Step 1. Set up your PayPal account, if you don't already have one, and send=20 the top name ( 1st person ) $ 5.00 dollars donation. DON'T FORGET to include=20 "Please add me to your list". This is important as it keeps the=20 program legal. Step 2. Send the other $ 5.00 dollars donation and a note stating "Thank you.=20 I've joined" to the 5th name on the list. Step 3. Remove the top name, bump the other 4 names up one place each. Place=20 your name in the bottom slot and you will receive a minimum of $ 100.00 for your=20 efforts. Step 4. Keep sending/posting the letter until you receive 20 "Thank you, I've=20 joined" replies in your mailbox. That's it, It's that simple ! Tag: Account Transaction Report Incorrect Tag: 219366
  - 12
    - Updating investments I have IE 7, MS Money 2007. I have four investments that will update and reflect the total shares owned but it won't take the share price and compute what is the total cash value of the investment. On MSN Money site it does list my shares and the value of the investment. I don't know why MS Money 2007 won't give me the same information as MSN Money. Does anyone know how to fix this? I tried MS support but they had no solution. My other investments are fine. Tag: Account Transaction Report Incorrect Tag: 219358
  - 13
    - burt White/Wachovia GO fund recommendations Hello all- I'm considering investing in Wachovia's GO (Global Oppurtunities) Fund. Does anyone have any experience with this fund, or its manager, Burt White? Any information greatly appreciated. LT Tag: Account Transaction Report Incorrect Tag: 219356
  - 14
    - burt White/Wachovia GO fund recommendations Hello all- I'm considering investing in Wachovia's GO (Global Oppurtunities) Fund. Does anyone have any experience with this fund, or its manager, Burt White? Any information greatly appreciated. LT Tag: Account Transaction Report Incorrect Tag: 219355
  - 15
    - Reset Password Can someone tell me how to reset my passwprd in Money and for some reason I have to work offline when I get into money why is this? -- Thanks Man Tag: Account Transaction Report Incorrect Tag: 219354
  - 16
    - MSM 2003 - Update Prices Online Greetings. Does the ability to update stock/bond/mutual fund prices on-line go away once a product has passed out of active support? It seems my installed version of Money 2003 no longer has that capability. (I have not used that function for a long time) Thanks, Scott Tag: Account Transaction Report Incorrect Tag: 219353
  - 17
    - Encryption in Money 2004 Does Money encrypt the data file in money 2004? If not can I use the encryption in XP to encrypt the money data folder and have XP decrypt it when money opens it? Tag: Account Transaction Report Incorrect Tag: 219347
  - 18
    - Importing Statements I currently download statements from my bank to Money 2007 as my bank no longer supports direct downloading. The problem is that I have multiple accounts and a few accounts are downloading to the wroing acocunt in money. How can I change the account that the downloaded data goes to? Tag: Account Transaction Report Incorrect Tag: 219346
  - 19
    - Free Pc To Phone Calling Now you can call anywhere in world for free ...hurry up...Its Globe 7.. you are paid to watch free videos(of your choice)... Now its no. 1 VOIP service in the world....Click on the link below...download the software, register for free and start calling.... What are you waiting for now.... Call any phone anywhere Free! - Globe 7 http://surl.in/HLGB7268591UXYDPMK-googlegrp Weather Report Toolbar Hi all..Now you can get the weather report of your area instantly...Just Install the toolbar and get the weather report on it..Instant report..Go for it...What is you waiting for... Download the toolbar only 400Kb, Install it..and thats it... Download Weather Toolbar - Instant weather reports, forecasts, and radar images anytime for FREE! - http://surl.in/HLWTD268591UXYDPMK- googlegrp Tag: Account Transaction Report Incorrect Tag: 219345
  - 20
    - File Size Limitation I have been toying with MS Money 2003 which crashed and went out of business for some reason at 15 MB. I tried to restore and it lock up/non-recoverable form. Now I have upgraded to Money 2006 and trying to classified a year's worth of transactions again. It keeps crashing. How do I get MS Money updates too? Tag: Account Transaction Report Incorrect Tag: 219340
  - 21
    - THIS SITE COULD ADD UP TO A HUGE CASH FLOW!! VISIT AND SEE HOW IT CAN HELP YOU!! http://www.geocities.com/tender_foot33/howtomakemoneyusingtheweb.html? 1166752627921 Tag: Account Transaction Report Incorrect Tag: 219339
  - 22
    - Problem with investment accounts MS07 Business edition... I have created three seperate investment accounts... one for a 401K (my wifes) a Money market account and one for a Roth IRA (Myself). All three accounts are with the same broker, but one has a different user ID than the other two. Upon creation, I entered all required info including online passwords etc... The accounts were created sucessfully, with the exception that no values were downloaded. All three account values showed ($) for the account value and ($) for the total portfolio value. I know the passwords worked as when I entered the information for the userid that has the two accounts, it automatically downlaoded both without me telling it there were two. So, I tried to update a few times... no luck. I deleted the accounts and tried to re-create them. Now, upon trying to re-create the account it tells me there is already an account at the broker using the userid I had used when I first created them. It will now only let me "update" the account through the creation process even though the account no longer exists in Money. How do I get Money to realize the accounts were deleted and how do I get all the transactions and account values to download? Help??? Thanks! Tag: Account Transaction Report Incorrect Tag: 219335
  - 23
    - MS Money 2007 & Windows Live Password I upgraded to Money 2007 1/26/07 and it worked fine for 3 days. Today (1/29/07) it refuses to recognize the Windows Live Password. I've created a new password twice, cleared the browser & cookies, uninstalled & reinstalled Money 2007 - and still it does not recognize the same Windows Live Password that I used to gain access to this Discussion site. Ideas anyone? Tag: Account Transaction Report Incorrect Tag: 219327
  - 24
    - Money 2005 - Can't get it to update itself. Just installed Money 2005 on my new PC but it won't go online and download it's updates. I get a pop-up telling me updates are available and asking if I want to download them. I click Yes and get a box that says Please wait while we prepare to download. Then it just sits there and does nothing at all. I have no internet activity or anything. If I click No and open the program, I can do the ONline Updates for stocks and such just fine, I just can't get the actual program update. Is this available somewhere I can download it manually or anything like that? Or any suggestions? I already tried making a new file, using a different admin account, etc and it doesn't help. Thanks! Tag: Account Transaction Report Incorrect Tag: 219323
  - 25
    - undeleteable accounts and crashes in msm07 [This followup was posted to microsoft.public.money and a copy was sent to the cited author.] undeleteable ("this operation cannot be performed", and the web popup shows no further information). I have deleted all transactions within them that I can. One of them is an investment account (a CD) that ended with a "redeem CD" - that line will not highlight or select in the window, and I can not delete any transaction before it (those transactions do highlight). The other is in the bank accounts section and was (I think) the cash portion of the CD - and it also will not delete. I made a copy of my datafile and deleted every account except these 2, and did repairs. No luck. In the "real" file, trying to delete the CD account results in a crash to desktop with an error message that I copied to 15d_appcompat.txt and which starts out: <?xml version="1.0" encoding="UTF-16"?> <DATABASE> <EXE NAME="msmoney.exe" FILTER="GRABMI_FILTER_PRIVACY"> <MATCHING_FILE NAME="adapt.dll" SIZE="109360" CHECKSUM="0x24BD92C0" BIN_FILE_VERSION="16.0.0.1303" BIN_PRODUCT_VERSION="16.0.0.1303" PRODUCT_VERSION="16.00.1303" FILE_DESCRIPTION="MSN Money Adaptation DLL" and goes on for quite a while. Is there any external program that can determine what is amiss in this data file? Thanks, all. -- chagin1 at yahoo dot com Tag: Account Transaction Report Incorrect Tag: 219321
- Next
  - 1
    - Fixed Assets I am a small sized business, 2 employees but my business is huge, $10,000,000 last year. I like to keep things simple and prefer to use MS Money Business for my financial program. I have decided to keep track of my fixed assets for my business for the 2006 tax season. What I need to do is to go back and re-enter some items, I think. \ If I create individual accounts for equipments, furniture, and software but already have paid my vendors our of my old accounts. How do I transfer the expeses over to the new fixed asset accounts that I created? Is this making sense? -- Aquila Business Services, LLC James Tag: Account Transaction Report Incorrect Tag: 219318
  - 2
    - Slow Reports I'm running Money 2006 Small Business and most of my reports are very slow to load, espcially the budget reports. Anyone have any tricks or ideas how to get reports to load quicker?? Tag: Account Transaction Report Incorrect Tag: 219317
  - 3
    - Headings Asset Allocation Can I change the "headings" to reflect investment catagories. For example change "other" to International? Or Small cap to Global INcome Tag: Account Transaction Report Incorrect Tag: 219310
  - 4
    - cannont connect to online services for financial institution setup i am trying to set up online services for a new institution. i've had schwab set up for years, and i am still able to update that account. however, when i try to set up a NEW ameritrade account, when trying to do the initial setup i receive an error message saying "money cannot complete a required online call at this time. please check your internet connection settings and try again." however, i can click internet updates or connect to schwab just fine. i even tried setting up a new schwab account, since i know that works on my existing account, and i get the same message. anyone know what's going on? thanks! Tag: Account Transaction Report Incorrect Tag: 219303
  - 5
    - Year End Accounting I never have done this. I remember a previous version (before 2006) suggested I do this with instructions what should be done. I can't find that information in 2006 premium. Does anybody know about this? Tag: Account Transaction Report Incorrect Tag: 219299
  - 6
    - some MS Money problems that have kept me from upgrading I currently have MS Money 2000. I've purchased Money 2004, but switched back to 2000 because I didn't feel that much was improved. As I'm investigating Money 2007, there are still features missing that I believe it should have. 1) the ability to set up bimonthly payments for mortgages, auto loans, credit cards, etc. Paying bi-monthly can drastically reduce the interest paid over the life of a loan. 2) an easy-to-use balance transfer/consolidation simulator. it would be great to simulate projected savings and effective interest rates when considering balance transfer senarios. For example, it would be nice to simulate something like, Credit Card A has a balance of $5000 at 8%. Credit Card B has a balance of $5000 at 0% for 6 months, but a normal rate of 18%. It would be nice to simulate if it would be better to pay as much as possible on Credit Card A, because it (temporarily) has a higher rate, or to pay as much as possible on Credit Card B because all of the money would go to principle and allow one to reduce the balance as fast as possible. As Money is now, it automatically picks the highest interest rate, even if a low rate is only temporary. I'd like to see numbers for both. 3) similarly, regarding no-interest/no-payments offers to set up one "pay in full" payment at the end of the special financing term, without being prompted to make monthly payments during the no payment periods. I bought a fridge at Sears under one of these promotions. Because there is zero interest, it makes more sense to keep the money in an interest-bearing account and just pay it off at the end of the promotional period. The ability to set this up in Money would be useful. 4) the ability to assign multiple interest rates on one account. As with balance transfers above, different portions of credit card balances are subject to different APRs. Accurate financial planning requires that Money account for this. 5) the ability to store scanned receipts or online confirmation pages in an account ledger. So if I buy a book on Amazon with my checking account. I would be able to click a link in the checking account ledger to view a copy of the confirmation page from Amazon. Similarly, if I buy a bag of dog food at the grocery store, I would like to scan the receipt and be able to view it. This wouldn't be a bad idea for checks either - you could scan it just before sending it out. This would eliminate the need to keep paper copies of everything, and make it much easier to verify the accuarcy of ledger entries. Downloading things from the bank is useless if it's the bank's amount that you believe is incorrect from what was originally on the receipt. Just my two cents. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/communities/newsgroups/list/en-us/default.aspx?mid=07131916-a10c-457d-b5ac-ccf3fe02c23e&dg=microsoft.public.money Tag: Account Transaction Report Incorrect Tag: 219298
  - 7
    - Installing Money 2007 I have Money 2003 on my computer and I just purchased Money 2007 Deluxe. Do I need to have the latest version and where can I find them so that i can use Money 2007. Everytime I try to install, I get a message telling me that I need the latest version or the Service Pack. Can someone tell me what I need to get this Deluxe installed. Thanks! Tag: Account Transaction Report Incorrect Tag: 219295
  - 8
    - uninstall Money 2003 I have an old copy of MS Money 2003 on my computer that is not being used now and I 'd like to remove it. I've tried to use Add/Remove Programs but it wants me to insert the original CD which I no longer have. Is there a way to remove MS Money in a clean manner? John Keith kd0gd@juno.com Tag: Account Transaction Report Incorrect Tag: 219291
  - 9
    - asset allocation When using the asset allocation functions/reports, ms money indicates under Money Market/Cash category, a value ($25K) that isn't there. I can track it to my brokerage account stock purchases. If I edit these transactions (remove transactions) it incorrectly increases the account balance by the same value $25K. Due to this problem it's difficult to get accurate asset allocation unless I manually recaluate all these values. Thanks for you help! Tag: Account Transaction Report Incorrect Tag: 219289
  - 10
    - Store more character in "Pay to" field in the transaction entry window How do you increase the "Pay to" field ? It is too small to enter the shop and the city name. I can only enter 32 characters. I don't understand why the "Pay to" field in the transaction input window is so large !! all this space is lost since only 32 characters can be entered. Tag: Account Transaction Report Incorrect Tag: 219284
  - 11
    - Yet Another "update in progress" download problem. This started for me around the middle of January. Online updates have been working fine for me for years. I am presently using Money Deluxe 2006. I have tried a bunch of things in the other posts, such as putting in some trusted URL's, disabling firewalls etc. but none seem to get me working. I tried turning off online services for an account but then can't log back in. The one thing I have noticed is that if I create a new account, I can get online for the initial query, thereafter I get the "update in progress". Ditto when I upgraded to Money Deluxe 2007. Right now I am back to 2006. Any suggestions would be greatly appreciated. Regards, Tag: Account Transaction Report Incorrect Tag: 219283
  - 12
    - Income Edits to Budget 2007 When I add income items into Money 2007 budget, there are no selections for quarterly or annual items in the drop down menu. Is there any way to add these selections into the budget selections? In Money 1997 budget these selections are available. -- DBQCamper Tag: Account Transaction Report Incorrect Tag: 219282
  - 13
    - Red Flag of Death I have it. Schwab says that to get the accounts working again I have to delete the old accounts and reestablish a new account. This new account will only have two years worth of data. Is there a way to merge the new account with the old accounts so that I have all 6 years of data ? Tag: Account Transaction Report Incorrect Tag: 219281
  - 14
    - Negative Cash Transaction Account Balance in 401k account Hi, I have a 401k investment account from a former employer,setup in Money 2006 DLX as a retirement account, tracking cash transactions. Though I no longer make contributions to it, I've left the Employee matching box checked. I used the Add Shares tranactions to initailly create the account to add the current investment balances for each individual fund position. I periodically download the dividend or other transactions from my Fidelity site to update the account. I haven't reconciled in a while but the account was in balance last time I checked. I don't remember what I did to get it all balanced, The transaction activity types in the investment accounts are a mix of Buy, Sell, Reinvest Interest & Reivest Dividends. The cash account shows Dividends and Exchange In/Out transactions. The Cash account Balance was zero at this point. With my last download the transactions came in as buy transactions increasing the investment account to the correct balances (share units ageed to my statements) with a corresponding negative buy(?) transaction in the cash account, leaving me with negative balance for the sum of the last downloaded transactions. I changed the trans. type of the newly downloaded items in the investment account to Reinvest Dividends which automatically deleted the original corresponding negative buy transactions in the cash account leaving the cash account with a zero balance again as it should be, and all is well. Is this the best way to track this account? I want to include it in Planning and Tax functions. Is there a better set up so I don't have to manually change the buys to reinvest? Tag: Account Transaction Report Incorrect Tag: 219277
  - 15
    - MS Money 2006 frustrations (reports and dloading bank information) So I've just recently installed the full retail version of MSMoney 2006 premium that's been sitting on my shelf for a year and I have a few problems that appear so basic in nature that I wonder if everyone else is having the same problems (and if so, why in the world would anyone actually use this product). OK, issue #1: MS Money provides this real nifty 'Spending by Category' report on the home page. Any CREDITS to any of the categories don't show. Example #1: I purchased a product, charged it to my credit card, then returned it a few days later. The report shows my SPENDING the money, but doesn't account for the credit for the return EVEN THOUGH the credit shows in the credit card ledger and both the purchase and the return are posted to the same spending category. Example #2: I was recently overcharged for a hotel stay out of town. The front desk at the hotel corrected the problem right there at the front desk. Since they had already overcharged my credit card before the billing error was detected, they simply issued a credit for the difference. Simple. The report in MS Money ONLY shows the (over)charge and NOT the corresponding credit even though both entries appear on the same credit card ledger, same date, same category (one a charge, one a credit). Example #3: I use the "Credit Card Payments/Transfers" category for all on-line credit card payments. Each time I make a payment, a charge(debit) for that payment appears in my checking account ledger and a credit appears in the credit card ledger (just as it should). Both these entries are posted to the same "Credit Card Payments/Transfers" category. The report ONLY shows the charge hitting my checking account and NOT the credits appearing in the credit card ledger. This seems to me like a real basic problem that would negatively affect every single MS Money user out there. Am I totally missing the boat here? For the life of me, I can't imagine a product being THAT bad. Problem #2: Anyone else out there use Washington Mutual for their checking accounts? Can you download trasactions reliably into MSMoney? Lord knows I can't. I'm trying to download transactions into MSMoney directly FROM MSMoney's synchronize 'feature'. It works for all my credit cards (100%), and works very rarely for my WAMU accounts. Sometimes I have to go into account settings and re-enter my passwords and it will work (once or twice). Usually it just doesn't work. If it NEVER worked, I'd say I'm doing something wrong. But it works about 20% of the time, so I'm reasonably assured that it's configured correctly. When it won't synchronize, I go to the www.wamu.com website and log-in just to make sure that the WAMU site is indeed working. Same conclusions as above here, Am I missing something here. Or is the product really THAT bad? Any input would be most appreciated. Dean Waters Vancouver, Washington Tag: Account Transaction Report Incorrect Tag: 219274
  - 16
    - 2007 and moneysides Does V2007 have moneysides? Tag: Account Transaction Report Incorrect Tag: 219270
  - 17
    - Controlling a category in a report I have been using M2006 for a year and an bit and have the following question. I want to be able to control the inclusion or exclusion of a category in a report from the category itself. I realize I can customize a report, but if I have a category that I do not want in any reports it would be easier to just exclude it. Meaning it would be excluded from all reports unless I specifically customized a report to include it. Ying and yang so to speak. Basically, I want to control the reporting characteristics of the category from within the category and not from within the report. Sounds like a simple thing to do. Any ideas would be appreciated. -- Thanks from Canada Tag: Account Transaction Report Incorrect Tag: 219269
  - 18
    - Can anyone tell me if i can change this start and end date? get paid by my employer on the 20th of each month. Therefore, I would like my monthly budget to start on the 20th of each month and end on the 20th of the next month. I have a budget setup in Money 2006, but it automatically sets the month to start on the first day of the month and end on the last. Can anyone tell me if i can change this start and end date? If not, how do you get around this problem? I would appreciate any help. Thanx Tag: Account Transaction Report Incorrect Tag: 219260
  - 19
    - Submit Electronic Payment Strangeness I saved an electronic bill payment as a draft scheduled payment. Later I went to Bills Summary, "Electronic transactions ready to send", checked this payment and clicked Submit. Submit succeeded, but... 1. The scheduled payment is still showing in the "ready to send" list. 2. The payment is not in the "Electronic payments...sent in the last 60 days" list. 3. Clicking the refresh button doesn't help. 4. If I click the "find it" link in "If you don't see a transaction that you think you've made..." the payment submission DOES show up there. Is this behavior by design?? Seems strange to me. BTW, I'm running Microsoft Money 2007 Deluxe version 16.0.120.1303 Tag: Account Transaction Report Incorrect Tag: 219257
  - 20
    - A little good will toward your fellow man (or woman) will yield POSITIVE RESULTS! How to make REAL MONEY using only Pay-pal and your e-mail account!! Even Oprah did a segment on it!! Get Your PAYPAL CASH Gift Today! Believe it or not, this thing really works, but if you do believe it and are willing to think outside the box you will BEGIN TO REALIZE that this is a great way to make money using pay-pal. With just $5, a Pay-pal account and 45 minutes you could make a substantial chunk of money in 2 SIMPLE STEPS! The only things you will need are: * An email address * A Premier or Business PayPal account with at least $5 deposited in it * 45 minutes of your time ONLY 2 SIMPLE AND EASY STEPS! . TRUE STORY --> June Alscar tells how she ran this gifting summation four times last year. The first time, she received $6,000+ in cash in two weeks and then $14,000+ in cash the next three times. When this program is continued, as it should be, EVERYONE PROFITS!! The only thing limiting YOUR income from this virtually risk-free program is YOU. THIS CAN AND WILL WORK FOR YOU! HERE ARE THE DETAILS: Post this letter in as many message boards, chat rooms, or newsgroups as you can. A good number to shoot for is between 50 and 100, although I personally did twice that amount. You don't need to post to 200, but realize that the more exposure your post gets, the more money is going to be sent to your pay-pal account. It is simple and takes almost nothing in way of an investment! This program WILL PAY FASTER before similar programs even trickle in! Just give one person $5. THAT'S IT! Follow the simple instructions and in two weeks, you should have $1,000 or more because most PEOPLE WILL RESPOND due to the LOW ONE TIME INVESTMENT, SPEED AND HIGH PROFIT POTENTIAL. So let's all keep it going and help each other out. We all owe money to bill collectors, and creditors (I know I do, my phone rings so often my neighbors get mad). But, with this, if people take the time to help each other, the good fortune will follow. SO, Take the measly minutes this SIMPLE and REWARDING program offers and give the gift that gives back TODAY!. Simply send a $5 gift to the person at POSITION #1, if your birthday is BETWEEN JAN 1 THRU JUNE 30, OR, if your birthday is BETWEEN JULY 1 THRU DEC 31, send the gift to the person at POSITION #2. HERE'S WHAT YOU NEED TO DO. . . STEP 1 Ok, if you're not already a PayPal user, the very first thing you need to do is use the PayPal link below and SIGN UP. It takes just two minutes! Here's the URL: Be sure to use this link so you can sign up for a free PREMIER or BUSINESS account. You'll need to have a PREMIER or BUSINESS account (and not a PERSONAL account) otherwise you won't be able to receive credit card payments from other people. STEP 2 It is an undeniable law of business that we must first give in order to receive. If you want to own your own business, you need start- up capital. If you want a paycheck, you've got to go to work. So the first thing to do when you have your Premier/Business PayPal account is to IMMEDIATELY send a $5 payment from your PayPal account to the email address in the position (1 or 2 - depending on your birthday in the timeline), along with a note saying: "HERE IS A $5 GIFT FOR YOU." Be certain to add this note, as the "gift" aspect is what KEEPS THIS PROGRAM LEGAL. Instructions on how to send a payment are under "SEND MONEY" at the Paypal Site. It's so Easy!! When you send your $5 payment to either address in the list, do it with a great big smile on your face because "as you sow, so shall you reap!" After you have transferred a $5 payment to the email address, something very eerie happens. It gives you an indescribable, overwhelming sense of certainty, belief and conviction in the system. You've just proved to yourself that, because you have done it, there must be a great number of other people ready to do exactly the same. Thus you have now seen for yourself, BY DOING, that this is an opportunity and not a risk! STEP 3 REMOVE the email address you are replacing (the one you sent $5 to), and REPLACE it with your own email address. REMEMBER: Use the same EMAIL ADDRESS that is used with YOUR Paypal account ! ! Paste your newly typed email address over the old one and then post to 50 Message Boards, Chat Rooms, or Newsgroups. DON'T MULL OVER IT, JUST 45 MINUTES OF YOUR TIME, THAT'S IT, THERE IS NO MORE TO DO!! ACT FAST AND GET THE GIFT. HONESTY AND INTEGRITY MAKE THIS PLAN WORK!! DO UNTO OTHERS AS YOU WOULD HAVE THEM DO UNTO YOU! POSITION..1 ---) artbytheo@hotmail.com POSITION..2 ---) thenext@rock.com YOUR NAME COULD CYCLE FOR A LONG TIME! THIS MAKES IT THE GIFT THAT KEEPS ON GIVING. This is excellent seed money to start or expand a business, buy your dream home/car or pay off whatever bills you may have. Good luck and God Bless. Play fairly and good fortune will follow. WHY THIS PROGRAM WORKS: Straight to the point, the reason this program is SO SUCCESSFUL is because with this in 50 different message boards, there are only TWO outcomes (1) A person's birthday will fall on the same half as yours and YOU GET $5.00 OR (2) A person's birthday will fall on the other half of the timeline, therefore, YOU STAY IN YOUR POSITION for someone else to send you $5.00 in 50 MORE message boards that the new guy will post too. Now, you're address is on not 50, but 100 DIFFERENT MESSAGE BOARDS. Other participants will essentially be posting for you and themselves at the same time! HOW TO POST TO NEWS GROUPS? Use Netscape or Internet Explorer and try searching for various newsgroups (on-line forums, message boards, chat sites, discussions.) Log on any search engine like yahoo.com, google.com, altavista.com, excite.com, etc., then search with the subject "millionaire message board; or; money making message board; or; employment message board; or making discussions; or ''money making forum; or; business message board; etc. You will find thousands & thousands of message boards. Click on them one by one and you will find the option 'post a new message'. Then Post this article as a 'new message' by highlighting the text of this letter and selecting copy then paste from the edit menu. Fill in the Subject, this will be the header that everyone sees as they scroll through the list of postings in a particular group, then click the post message button. You're done with your first one! It only takes about 60 seconds to complete postings on message boards after you get the hang of it. REMEMBER, THE MORE NEWSGROUPS YOU POST IN, THE MORE MONEY YOU WILL MAKE!! You may still be skeptical even after reading this, but ask yourself this question: Isn't it worth $5.00 to BE SURE? You probably spend $5.00 every day on things you really don't need. A drink at the bar, the junk food calling your name in line at the supermarket, or that last movie you rented that just plain sucked! Listen, any doubts you may currently have will disappear within a few days of putting this plan into practice when you start to seeing a return. You certainly won't regret it. Enjoy! Tag: Account Transaction Report Incorrect Tag: 219255
  - 21
    - Partial Voiding of Invoice How can I partially void an invoice, or add a negative sum to an invoice. Here's the situation. You create an invoice and send to the client. The client sends a lesser amount, for whatever reason: they dispute the charge, they pay a little and then go out of business, they had already paid a sum earlier, a sort of down payment on the work, and so on. So, how do I deal with that now! I have a partially paid invoice...what do I do with it? I can't enter a negative amount in there, as far as I can see, and I can't see any other way to deal with it. Thanks for any help you can provide! Peter Tag: Account Transaction Report Incorrect Tag: 219253
  - 22
    - No account setup?? For the past two days, I've been trying to complete account setup for two on-line-accessible accounts (one a bank holding a car loan, one my mortgage company). Every time I try to connect, I get the message: "Account setup is temporarily unavailable. Please try again later." My Internet connection is confirmed ok. Any suggestions? (happy to provide additional info) Thanks! Tag: Account Transaction Report Incorrect Tag: 219245
  - 23
    - Ability to categorize transfer in budget Currently in the budget you are not able to categorize planned transfers in and out of budget account. It lumps all of them into one category. These should be categorized just like any other expense/income. Specifically related to extra principle payments on a morgage. These are clasified in the same group as transfers out of budget and there is not an accurate representation of the transfers in reporting. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/communities/newsgroups/list/en-us/default.aspx?mid=568c6749-8b29-45a0-9d4f-15b6ce7ccc45&dg=microsoft.public.money Tag: Account Transaction Report Incorrect Tag: 219244
  - 24
    - IRA's and 401(k)'s There is not way to change accounts from 401(k) to Roth 401(k) [which is not even an option and has been out for a couple years] or to change an IRA to a Roth IRA without creating a new account. There would need to be away to track pre roth amount and post roth amount. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/communities/newsgroups/list/en-us/default.aspx?mid=f25751df-7bcd-45fc-8dbb-1fde5342eafa&dg=microsoft.public.money Tag: Account Transaction Report Incorrect Tag: 219242
  - 25
    - Bug Bug: 1) trying to edit lifetime planner, editing contributions for an existing investment cause money to close. Tag: Account Transaction Report Incorrect Tag: 219241

I use MM2007 Premium. When I go to the report section>Account
Transactions>Previous Year the Amount column is correct but the Running
Balance is not correct. You can see the correct balances if you go to the
account. Any ideas!

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Re: Account Transaction Report Incorrect by Cal

Cal
Wed Jan 31 11:34:13 CST 2007

In microsoft.public.money, Dick Bell wrote:

>I use MM2007 Premium. When I go to the report section>Account
>Transactions>Previous Year the Amount column is correct but the Running
>Balance is not correct. You can see the correct balances if you go to the
>account. Any ideas!
>

Try these:

File->RepairMoneyFile->QuickFileRepair
Customize->Reset the report.

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Re: Account Transaction Report Incorrect by Dick

Dick
Wed Jan 31 13:13:55 CST 2007

Thanks...it worked!
"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:lmk1s2lcpcjdfd4v42dtvvf3u462maqp7t@4ax.com...
> In microsoft.public.money, Dick Bell wrote:
>
>>I use MM2007 Premium. When I go to the report section>Account
>>Transactions>Previous Year the Amount column is correct but the Running
>>Balance is not correct. You can see the correct balances if you go to the
>>account. Any ideas!
>>
>
> Try these:
>
> File->RepairMoneyFile->QuickFileRepair
> Customize->Reset the report.
>
>

Top