Hypothetical accounts
How do I set up a hypothetical account in Money? This is
an account where I maintain stocks I am considering (a
tracking portfolio), but have not actually purchased and
so do not want the values included in my net worth.
Thanks. Tag: Account passwords Tag: 174970
Sam's club not carrying Money 2005?
My local store has tons of Quicken products but no Money 2004 or 2005.
Could they have switched sides on this? Do other Sams' have M2005?
--
Aloke
----
to reply by e-mail remove 123 and change invalid to com Tag: Account passwords Tag: 174963
Upgrade from Money 2004 to Money 2005 - balance problems
I just upgraded from Money 2004 to Money 2005, and 2 of my accounts (a
savings account and a credit card) showed significantly different
balances from the last time I looked at them in Money 2004. It seems
that, for some reason, when it converted my 2004 file to 2005, it only
grabbed a portion of the transactions, and considered the balance as
of just before the first transaction it grabbed to be $0, when both
accounts actually had non-zero balances at that time.
Am I missing something, or is Money 2005 just that poorly designed? Tag: Account passwords Tag: 174956
online services Money 2005
I have correctly configure money to connect to my bank
and received the online statements for one account.
However, I have multiple account at this bank. I can't
figure out how to configure the online services for the
second account. Any solutions?
Thanks,
Dave Tag: Account passwords Tag: 174946
Why is Money 2005 missing Banks?
I noticed that the list of banks, brokerages, and credit
card companies from the www.microsoft.com/money website
is almost twice the size of what appears in the program.
My primary bank is listed on the website but doesn't
appear in the program.
What am I doing wrong? Can anyone help?
Thanks. Tag: Account passwords Tag: 174943
Money updates of portifolio
I am using Money 2003. I can no longer update
automatically. The auto update has disappeared. Any idea
how to get it back? Tag: Account passwords Tag: 174938
2005 Money Express Gone?
Currently use M2004 & have been reading recent postings. I use Money
Express all the time to quickly view upcoming bills & I like the startup
reminder. Is this completely gone from 2005? I don't use Money data with
passport or any online reminders - prefer to keep the data only on my PC.
Thanks. Tag: Account passwords Tag: 174935
Moeny encountered an error
When downloading my online bank statements and stock
quotes, etc.
Money will sometimes give me the following error
"Money encountered an error processing the downloaded
file ("SMRTTINET.INI")
Does anyone know how to fix this?
Thanks,
Nicole Tag: Account passwords Tag: 174929
money 2005 - bills and deposits
Hi Everyone,
I haven't received my copy of money 2005 yet (suppose to ship soon) so was
wondering if the problem in bill and deposits where the next occurrence of
an apay etc. will sometimes list several months in the future. Has this been
corrected or fixed?
Thanks
Jim Tag: Account passwords Tag: 174926
Pay Slip
How do I expand the no of digits in the Pay Slip? I have
input my pay and it calculates fine. However it only
shows #######.#### instead of the actual numbers.
I use Money 2004 Tag: Account passwords Tag: 174925
MNY 2005 Custom Invoice gone...
I just updated to Mny 2005 (Small Biz) and my custome invoice template is
gone....
The file is still there but Money doesn't seem to see it.
There is no way i am going to re-design it.... It was a pain in the first
place....
WTF? Tag: Account passwords Tag: 174915
Question on Budgets for Money 2005
I am considering buying Money 2005. I have a question about the budget
feature in Money 2005. I was wondering if you can specify when the budget
starts and ends each month. For instance, my budget goes from the middle of
the month to the middle of the next month.
Thanks for your help. Tag: Account passwords Tag: 174907
Lump-sum deposit and withdrawal
I am working in Shanghai and now using Money 2005 Premium
for my finance management. The bank here offers "Lump-Sum
deposit and withdrawal" which has a higher interest rate
than the average "deposit and withdrawal". There are some
preset durations for "Lump-Sum deposit and withdrawal"
you can choose from, like 3 months, 6 months, 9 months...
The longer the duration, the higher the interest rate. I
put 10000 as "Lump-Sum deposit and withdrawal" with the
duration of 3 months and set auto-renew another 3 months
for it when due, which means after 3 months the bank will
have another 3 months for it with simple interest. This
process will keep going until the day you get all the
money out. Though the interest rate for it may change on
a monthly basis, it will remain unchanged within the
duration you choose. So when it is due,the bank is giving
another 3 months with the new interest of the first day
of the new duration time. It is simple interest, so when
I am to get the money out some day, the bank will
calculate the interest for the past every 3 months summed
up as the total interest.
My question is how Money 2005 premium can aid me in this
process. All I need to do is first set it up with the
initial startup amount and interest rate. Then every 3
months Money will remind me to enter the interest for the
next 3 months. When I am about to get all the money out,
Money will calculate all the interest together with the
principal based on simple interest. Tag: Account passwords Tag: 174906
Microsoft Money 2003 Password help please
I have never used Money 2003 for doing anything other than debugging my MSN
Portfolio when it refused to donwload transactions from Schwab over a year
ago when certain OFX transactions were causing Brokerage download to abort.
Support kept telling me to use Money, so I broke down and bought it (Money
2003) over a year ago. It did allow me to download brokerage data and see
the audit trail of OFX transactions, and by trial and error I determined
what was causing the problem. I couldn't get Schwab support to change what
it was sending nor could I get MSN Portfolio support to allow downloading to
continue when it encountered the "error" transaction as Money seemed to do.
My final resolution (work around) was to quit downloading data for the 3 of
my 28 portfolio accounts until after 3 or 4 months Schwab stopped sending
the data. At that point I uninstalled Money 2003 and reinstated downloading
the 3 accounts in MSN Portfolio. All was fine for over a year when the "New
Improved" (NOT) MSN Portfolio was released in July. After three or four
weeks of almost utter frustration I finally go a *.inv backup file to load
and look halfway decent. Now the .mny file is about 20MB instead of the
300KB size of the .inv file and MicroSoft insists on trying to send the data
to some server in never-never-land. I don't know if this has ever occurred
or not (nor do I care as long as the data is only the machine I use to
access it on). But it seems that if I want to get brokerage data downloaded
I must use Money to accomplish the task. So back to my archieved worthless
(to me) software bin I went and dragged out the Money 2003 disk and
installed it. Trying to open Money 2003 prompts me for a password for my
.mny file. Every password that I have ever used for a passport has been
tried as well as Schwab password, userid, old password I used on Money over
a year ago before I uninstalled it. Nothing seems to work and keeps telling
me I have entered an incorrect password. The My Portfolio.mny file I'm
using is the one created from the latest .inv backup file (7/21/2004) which
MSN Portfolio converted to the .mny file, and I don't believe I was ever
asked for any password when it created it. "Help With Lost Passwords" only
talks about .NET passwords and not .mny file passwords.
I don't care about setting up bank and credit card accounts or anything
other than getting my MSN Portfolio to reflect the download data from
Schwab.
Help what is Money 2003 looking for. Since the 1st thing it asks for is a
password and I can't get past that point.
Bud Tag: Account passwords Tag: 174905
Money Update not working for three days
I have money 2004 deluxe. All the quotes and bank statements download =
fine, but the money update always ends with an unknown error. Anyone =
else have this problem or a solution if you have had it?
Thanks David Tag: Account passwords Tag: 174904
rental properties in MS Money
I have been through all threads in this newsgroup dating
back to 1999 on how to set up MS Money to manage rental
properties. I have yet to see a concrete answer. Most
posts like this one I am writing go unanswered or say
something like "use classifications" however.
Does anyone out there have an extremely detailed step-by-
step example on how they manage a rental property in MS
Money? I am at a complete loss on how to even start
tracking this in MSM, from purchasing the property to
tracking expenses/income, running reports, to selling the
property, etc. I would highly appreciate anyone's
*detailed* answer and samples/examples.
Thank you!
Todd
Keywords for future searches by other folks needing the
same answer: rental, rental property, unit, income,
income property, properties, real estate, commercial
property, investment, schedule e Tag: Account passwords Tag: 174903
Please Consult Before Posting: Unofficial FAQ Available
An unofficial FAQ for this newsgroup is available at http://umpmfaq.info.
The source FAQ was last updated Tuesday, September 7, 2004. You may save
yourself and those willing to spend their time helping you both time and
hassle by consulting this resource before posting what may already be a FAQ.
The unofficial FAQ answers 145 of the most frequently asked questions in
this newsgroup.
Likewise, a comprehensive archive of this newsgroup is available at
http://groups.google.com. Click on Advanced Groups Search; there you should
specify newsgroup microsoft.public.money and some search terms you consider
appropriate. It is *highly likely* the issue you want help with has been
discussed before. In some case you will find it has been discussed **many**
times before.
If you are reading this group through the Microsoft Community Newsgroups web
page interface, you may find the native Usenet newsreader tools handier.
Click here to try them: news://msnews.microsoft.com/microsoft.public.money.
One last word to the wise: I post this once a week so some people might see
it and refrain from posting FAQs. I remember to do this because I also
backup my Money data file to several different locations and several
different media types once a week. I also assure that these backups do not
replace other backups but supplement them in case a problem goes unnoticed
for several backup cycles. Occasionally, I also test these backups to make
sure they really are. I recommend you do the same as soon as you are done
reading this. "Do you have a good backup?" is a frequent first reply to
problems posted here. Don't leave yourself in a position where your only
answer is "no." It's a lot harder to help people when that is their answer. Tag: Account passwords Tag: 174901
Cash Flow option won't work PLEASE ADVISE
When I click on the Cash Flow Option I receive the
following warning....
Please create at least one checking, savings or cash
account before you go to the cash flow forcast.
This is Money 2004 but information was taken from 2001.
Any ideas on how to get rid of that and utilize the cash
flow feature. I have applicable accounts.
Thanks in advance. Tag: Account passwords Tag: 174900
M05 Won't Perform Background Download
I've seen a few posts asking the following question but
no solid responses.
I've downloaded and installed M05 standard. Upon opening
the program I get a message that says it is performing a
background download of the rest of the program. The
problem is that there is no network activity. I leave
money on for hours and nothing has been downloaded. My
connection to the web is good.
Any thoughts?
Thanks Tag: Account passwords Tag: 174894
password protected backup files
After installing Windows XPs sp2, my Microsoft Money
became corrupted. I uninstalled then reinstalled it. The
problem now is that when I try to restore a backup, it
keeps asking for a password. I have never password
protected it. How can I restore my backup without having
to start from scratch?
Thank you for your help.
maritimegal Tag: Account passwords Tag: 174889
M 05 -Can't add transfers when setting up Budget
Is anyone having a problem setting up transfers in and
out of bugets when they are creating a budget? It is not
giving me the option of creating them
(I just downloaded the new version today and it stinks!
The interface is horrible. Microsoft adds a great new
feature of "simple views" but created menus and 3rd part
ads everywhere!) Tag: Account passwords Tag: 174886
HELP Money Acct List Features
Does Money have the feature to add a VUL (insurance)
policy as an investment and track the securities within
the policy? Please respond for I am considering using
Money but will not do so if it does not have this feature. Tag: Account passwords Tag: 174873
HELP! Adding Account Features in Money
Any Money users here? I had been using Quicken for ten
years and it does not have a feature to add a VUL
(insurance) policy where I have "investments" to track in
the policy. Does Money have that feature? Please help. I
am considering in switching to Money if it does.
Money Mazed Tag: Account passwords Tag: 174872
Recurring invoices in 2005 Small Business Edition
I was curious whether anyone knows if Money 2005 Small Business
is now capable of doing Recurring Invoices? In other words,
enter the details of the invoice, save it in a "recurring invoices" list and
go back to that list to generate a new, identical invoice the next month
without putting all of the detail in.
Thank you
Paul Tag: Account passwords Tag: 174870
M2005 -- one word.... UGGGHHH!!!
I just got the demo... was using M04 small biz. Very disappointed.
1) Runs like a SLOTH in need of a NAP, on my 3.4GHz P4 / 1GB ram.
2) MSN crap littered in every nook and cranny possible.
3) Apparently uses IE engine to "render" all pages so everything has a
clunky "web-browsery" feel to it.
4) No "Find" function?? How do I just "Find" a transaction across all
accounts??? Hello?????
5) Money Express has gone by the wayside... apparently they want you to use
MSN Alerts. Well, I don't have MSN Messenger installed on my machine
because I hate it. So I guess I can't use any of the bill alerts anymore.
6) Who $#*&@#*%* designed that bloody-awful "settings" section? In M04,
all options were neatly laid out in a tabbed dialog box which was familiar
to anyone who uses a computer. Now the settings are all spead out in a huge
web-style page that you have to scroll through to find what you are looking
for, and half the time you wind up on some MSN site when all you were trying
to do was change a preference. Slower, and less efficient seems to be the
name of the game in M2005.
probably a whole bunch of other problems... but I am ready to give up and go
back to M04. Why does MS think all it's users are idiots who can't
understand anything unless it's presented in a "web browser" style
interface??
disgusted.... Tag: Account passwords Tag: 174851
Upgrading from Money 2004 Small Business
I'd like to upgrade from 2004 SB to Money 2005; however, I'd like to
go back to the Premium version (rather than '05 SB). Is this
possible? Are there any issues associated with this?
Thanks in advance! Tag: Account passwords Tag: 174850
Recurring Bills
When I click on my bills and deposits menu, it no longer
shows any of the recuring bills or deposits. It still
operates as it should by making automatic payments and
deposits, but it won't let me view them. Tag: Account passwords Tag: 174848
Money 2005 - Invoice designer won't save!!
I can design an invoice or edit an existing one and save
it, but once I exit the program and return, they are all
gone. I can't get any of them to come up when I want to
apply a template to an invoice either.
Anyone else had this issue? It's almost like the invoice
template file is read-only or something. Anyone know
where these are stored?
Thanks in advance!
David Tag: Account passwords Tag: 174845
Microsoft Money 2002 System Pack
Error message keeps popping up. "access network location
Error 1606", and cannot open or delete Microsoft Money
2002. Tag: Account passwords Tag: 174843
Portfolio Display in 2005
When I view my stocks and bonds and customize the standard display to read
in groups , I get some stocks listed twice and other stock names are
missing. The second time the stock is listed it takes the values of one of
the stock that is missing.
All of the totals are right but the wrong stock is listed.
HAs anyone had a similar problem?? Tag: Account passwords Tag: 174842
Reinstall downloaded copy
Need to reinstall Money Premium, purchased online. Have
the serial number.
where do I go to be able to do this?
Thanks Tag: Account passwords Tag: 174840
Money 2005 - Investment account position problem
In my Amex Investment account I have two separate positions for the
same stock (each bought at a diffrent time and price) when Money
downloads the account activity from online update it only sees one
position (100 shares) and it prompts me delete the 300 other shares
that represent the other position.
How do I make Money understand that there are two different positions
for this stock in the same investment account ?
Thanks, in advance.
Matt Tag: Account passwords Tag: 174833
Money 2005 Budget Reports
Can anyone who has 2005 answer the following question:
Have they fixed the bug in the Monthly budget report
whereby only about 6 of the bars in the bar graph are
labeled, and the rest are not? This, of course, makes
printing the graph useless. I still run 2002, and they
haven't fixed this in 2003 or 2004.
Also, can you print your spending thermometers now? Tag: Account passwords Tag: 174828
New copy
Just purchased Money Premium 2005 via download from the
web..
We need to reinstall it.
Where is the location from which we can redownload the
file without charge? Tag: Account passwords Tag: 174826
BUYER BEWARE: 1/2 of listed banks/creditcard/brokerages missing!
The list of banks, brokerages, and credit card companies
that Microsoft lists on their website represents nearly 4
TIMES the number actually listed in the program. I
*assume* a update to the program OR the website is in
store, but buyer beware... over 75% of listed banks,
brokerages etc. on the website simply don't EXIST in the
program as of today. Tag: Account passwords Tag: 174825
Help! Money Crashed
Help! I have online banking thru Bank One. I download my
statement and see that I have transaction to read. I
click on the number of transaction to view and then see
the message that Money is processing my statement. Before
it finishes, Money crashes. When I resatrt it, it shows I
have transactions to review, yet I have no unaccepted
transactions. I have done this multiple time and
reinsatlled Money. Help! Tag: Account passwords Tag: 174822
Money 2005 Small Biz - Error on Inetrnet Account Update
Money 2005 Small Biz appears to work OK otherwise, updates most of my
accounts online. But, it does NOT update Ameritrade accounts (4 of
them) shows this error: "Invalid ORG Value".
I have checked everything, the update Url is the default Url for
Ameritrade, the account numbers and Passwords are correct.
In fact immediately before upgrading to Money 2005, I ran Internet
update using Money 2004 Small Biz and everything was working as
expected.
Any help in solving this issue would be greatly appreciated.
Matt Tag: Account passwords Tag: 174820
2005: Banks online list FALSE
I purchased Money 2005 because two brokerages, Adventist
Health Care and Great-West were listed with 2-way service
under the Money 2005 website at microsoft.com/money
when I get into Money 2005 they aren't listed as places
that you can download from!
What is going on!?!? Tag: Account passwords Tag: 174818
Money 2005 won't sync with Pocket pc
I just installed Money 2005 and it won't sync with Pocket
pc. I reinstalled PPC04 and it says there isn't a version
of money on the computer. Tag: Account passwords Tag: 174814
Downloading old statements
I set up Money 2004 to download my credit card
statements. For one of my accounts, however, I
accidentally set it up so that it only downloaded the most
recent statement, rather than all the statements from this
past year. Is it possible for me to download these old
statements? The help and KB don't appear to address this
issue. THanks. Tag: Account passwords Tag: 174812
Disabling the Num Column
In one of my accounts, the Num column has mysteriously
started to log the transaction numbers in the register.
Does anyone know how to turn this off? Tag: Account passwords Tag: 174808
potential new money user
several questions:
1. how do I easily find the response to my post amongst
the many posts? Can I search on my name or do I have to
scroll thru every page?
2. Just want to confirm that, as long as we do not set up
the link to the MSN money website, our account
information is not on the Web. In other words, Money
updates online from our accounts, but it is directly into
my PC, and not stored anywhere on the web by Money.
3. Is there any way to set up hypothetical accounts, i.e.
a hypothetical portfolio, or an account in a foreign
currency?
4. I'm sure there is a way, but just from scanning the
online user guide I didn't see it. Saw how to buy / sell
stock, update prices. But what function is there to
record cash dividends or automatic reinvestment?
thank you. Tag: Account passwords Tag: 174800
Annoying Pop-up for H&R Block when I open Money 2003
This pop-up only started to happen recently and the pop-
up window does not seem to offer any way to permanently
disable it. Can anyone tell me how to get rid of this
obnoxious pop-up? If not, does anyone have an e-mail
address at Microsoft or H&R Block that I can pepper with
e-mails telling them how much I resent their obnoxious
marketing tactics? Tag: Account passwords Tag: 174795
STOCK QUOTES
I have money 2003. I can connect to the Internet and get
Money Updates but I get an errors every time I try to get
stock quotes. Says there was an error and try and close
Money and try again. Can anyone help me here?? Tag: Account passwords Tag: 174793
importing ofc files for Money 2000
I want to import my credit card statement data into the
payee information each month for my credit cards. In other
words, I may make 15 charges on my Bank of America Visa in
say 7 categories (automobile fuel, auto repair, telephone,
groceries, etc.). I want to list these as categories for
that payee. Every time I try it, I end up making a bank
statement or a new account. I just want to import the data
into the categories for that payee. I would appreciate any
help that can be offered.
Rev. Bob Smith Tag: Account passwords Tag: 174790
M05 trial?
None that I can find, at least not yet. All I see is a purchase download
with a money-back guarantee.
--
Chris Cowles,
Gainesville, FL Tag: Account passwords Tag: 174788
Online Banking - Password Cannot Contain Special Characters
I bank with Truliant Federal Credit Union. They require a special password
to access information with Money 2005. Truliant's site allows the use of
special characters in passwords. My password contains the "$" character.
After supplying my username and password to MS Money 2005 to retrieve my
account details, the following message is presented:
<<Red Exclamation Mark>> Your password cannot contain special characters
(such as punctuation or symbols).
Is this an issue with Money or my banking instituion?
Kind regards,
Orlanzo Tag: Account passwords Tag: 174785
When setting up an account, I forgot to unclick
the "remember my password" to the financial institution.