Budget Help

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- Previous
  - 1
    - wrong system date when install Money I install trial Money 2004 when the system date was accidentally set to October 2004. After discovering wrong system date (by running Money reports), I corrected it. However, now I cannot use Money. It comes up with error "The system date in your computer is set earlier than the date you first used this trial version of Microsoft Money. Your system date must be set correctly to run this edition. Please fix the date and restart Microsoft Money 2004". Any idea how to solve this problem? Thanks in advance, Alex F Tag: Budget Help Tag: 151634
  - 2
    - Budget date range I need to set up my budget so that the month is the 15th throught the 14th, instead of the 1st throught the 31st. Can I do this in Money 2002 (OEM)? Tag: Budget Help Tag: 151629
  - 3
    - money2003 merge files Is there a way to merge two money files (.mny)into one? thanks, dave Tag: Budget Help Tag: 151622
  - 4
    - Budget How do you add a paycheck when setting up a budget? And why is it listed under Special Income? Tag: Budget Help Tag: 151621
  - 5
    - Font Size Is there a way to change the FONT size for MSM 2003? I find it harder to see on my screen as I get older??. Thanks in advance --mlw Tag: Budget Help Tag: 151611
  - 6
    - Barclays online banking anyone have online banking with Barclays? I've had real difficulties getting it to work - I can't get past the login page. Anyone else experienced this? Thanks, John. Tag: Budget Help Tag: 151610
  - 7
    - Opening Money files sent by others A company working with MS Money 2003 is sending its accounting to me as a Money file. Although I have also purchased MS Money 2003, I can not open the files I receive. It says "Money cannot open this file because it was created by an incompatible version". I tried to call Microsoft for help, they say they cannot give any support since Money is not being marketed in Turkey. They provided me with a US phone number but that is no help either. The person answering that number gives an 800 number to call. I tell her that 800 numbers can not be called internationally but she says she has no other numbers to give. Any suggestions? Tag: Budget Help Tag: 151609
  - 8
    - Installing Money 2004 I just received MS Money 2004. I cannot install it because I have an OEM Version on my computer, and I cannot find the original CD to reference when Money 2004 asks for it during install. Can anyone help me with this hangup? Tag: Budget Help Tag: 151606
  - 9
    - Options help in Money 2004 I don't know why but my Options are showing the same exact dollar amount for Market Value and Gain. That can't be right as the price has to start at the strike price and the Gain would be anything above that strike price so it shouldn't match Market Value. I am tracking Vested stocks only, but not tracking via FIFO (although I changed it to FIFO to see if the price would change - it did not). Any ideas? Tag: Budget Help Tag: 151605
  - 10
    - Portfolio will not open After restoring my "Money 2000" account I have been unable to access the portfolio option. Upon pressing the "portfolio" button the screen flickers very slightly and remains at the investment section. When I originally restored back-up from my external HD there was an error about a corrupt file. All other transactions are viewable, however I would like to see the portfolio. I have already attempted to change the viewer options in the tool section and close out all accounts then access the portfolio. Please help Tag: Budget Help Tag: 151601
  - 11
    - Money 2004 Standard Has anyone had a problem with loading this particular version on their computer? The program will not start up autmoatically and when I go into run or add/remove programs I am told that the cd is not formatted?!?!?!?!?! Then I try to go online and call for support and they want my product ID code, I can't even load it on to the computer in order to go into the toolbar. Please tell me what I should do. Thank You, Nicole Baker Tag: Budget Help Tag: 151598
  - 12
    - M2004 SB: how to remove business info from file? I made a mistake in configuring my personal file comingled with my sole proprietor business in M2004 Small Business Edition. Now I'm trying to remove traces of the business from the file, and can't figure out how to do it. The way I thought would work was to run the Setup Assistant (by going into the Setup Account area and changing details about me), but when I clear out the business name, address and such (and you can't clear the type of business), the Next button says I have to enter a business name. There's no way to exit Money at this point without Task Manager...End Task. Any ideas here short of rebuilding my file, which I'm very reluctant to do because of all the custom configurations? Thanks. -cf Tag: Budget Help Tag: 151596
  - 13
    - money problem I want to use the same symbol for my portfolio in three different places but Money want let me. I have an account called Executive Stock program, Stock Bonus Program and Executive Stock Unit Program. When I sign in I would like for it to bring up the symbol from the stock exchange for that day and tell me what I have in each account. I there any way to get around this problem and use the same symbol for all three accounts. Tag: Budget Help Tag: 151589
  - 14
    - negative balances no version of MONEY i have ever used has allowed me to show a negative balance in an investment account, e.g., a money market fund that has checkwriting privileges. Money does permit negative balances in "regular" (checking) accounts. am i doing something wrong? Tag: Budget Help Tag: 151586
  - 15
    - Update prices of options When I "UPDATE PRICES ONLINE" the prices on options do not update. I have checked the symbols with my latest brokerage statements. I am using AOL as an ISP. Tag: Budget Help Tag: 151583
  - 16
    - stock split incomplete due to lack of disk space When trying to record a reverse stock split (1 to 5), I get "The stock split could not be completed due to lack of disk space". I have 29 GB free. Any ideas of what is wrong? I tried recording a sale of some shares to eliminate fractional shares but that did not seem to make a difference. Tag: Budget Help Tag: 151582
  - 17
    - CORRECTION ABOUT WACHOVIA Bank, NA in the US!!! My last post contained a TYPO. I meant to say that the odds are enormous you are NOT, repeat, NOT suddenly having a problem with your computer. It's AT THE BANK!!! Tag: Budget Help Tag: 151578
  - 18
    - Wachovia Bank and online services If you have noticed that your online services from Wachovia Bank, NA (in the United States) is downloading incorrect balances and not showing any transactions paid and completed as of this past Friday, October 10, you are not alone. The problem is AT THE BANK and therefore this seemingly inexplicable problem does not mean that something bizarre is suddenly wrong with your computer or with Money. To be precise, I run MS Money 2003 Deluxe and Business. My discussion with the bank IT staff today indicated they were not sending correct info and they were aware, once I brought this to their attention, that they are in fact having a problem. I do not know if this problem extends to other versions of Money but if your online services with them stopped working correctly on the above noted date, the odds are enormous that you are suddenly having a problem with your machine. Just thought you'd like to know. Tag: Budget Help Tag: 151577
  - 19
    - Changing Budget Dates I like to track my budget on Microsoft Money 2003. I have set it up to give me budget figures based on the "current month". I want to change the current month setting to start on the 15th (payday) instead of the 1st. Any clue as to how to do this? Tag: Budget Help Tag: 151576
  - 20
    - Auto Loans I have an auto with an associated loan, and I am purchasing a new car. I want to payoff the existing loan and transfer the remaining principle to the new asset (car)without it looking like the car cost more than I paid. The transaction consisted of paying off car1 and putting money down from a checking account along with the remainder coming from the new car loan. Money does not make this simple. Tag: Budget Help Tag: 151575
  - 21
    - *SPARE YOURSELF OUR MISTAKES* ================================== ;)=] DO Spare Yourself the mistakes WE'VE made... This Free Report Presents the SIMPLEST, most elementary action plan, which -when followed- indubitably leads to Massive Success. (((It's taking Micah & I from point Z to point A like nothing else has... in .1 seconds flat !))) IF YOU, LIKE WE, HAVE EVER BEEN LOST- COME COME NOW- GET FOUND! (((If only we'd read this in the way back then...))) HTTP://TINYURL.com/QM6Y ~It's All Yours~ To Your Happy Success ! (((Or, send us an E-Mail ? EZLiving@delight.par32.com SUBJECT LINE: SPARE ME !))) ================================== Tag: Budget Help Tag: 151574
  - 22
    - M Money stopped printing checks For no obvious reason, MM 2002 has stopped printing on my blank checks. I've been using money for 3 years and never encountered this problem. I looked in program help and followed its instructions -- File/print setup/check setup etc but it did not help. Now when I tell my program to print a check, it does show print in the register but the active link on the far left does not show up. Can anyone help? TIA Tag: Budget Help Tag: 151573
  - 23
    - What is the Money Task Scheduler What is the Money Task Scheduler and why does it want to connect to the Internet? I had to block the program's access to the Internet using my firewall program. What purpose does this program serve? Since blocking its access I have not seen any features within Money disabled or inoperative. Can some one explain? Andrew M. Tag: Budget Help Tag: 151567
  - 24
    - Wells Fargo Online Banking versus MS Money bill pay capability Hi there! This is my first post to this group. I have a great bill pay history with WF online, where I pay a few bucks and my bills get mailed weekly, monthly, or one-time-only, as I indicate. ALL my important bills get paid this way. I now want to use MS Money 2003's budgeting and forecasting abilities. I have no desire to print manual checks since the WF online cuts---and mails---each check I tell it to for a small fee. But I have no idea how to forecast and budget unless MS Money is actually cutting the checks. And as for online help, I find that the "how to" is not as useful to me as a list of what I would like to do. Since I want to use MS Money to just budget for a small household, how do I take what I need to and get a grip on what this program may do? Thanks for your time in your posting. Tag: Budget Help Tag: 151566
  - 25
    - recurring deposit with wrong value Isn't it possible to show the missing amount of a recurring value (and maybe the missing deposits afterwards?) It does show the next missing recurring value but not the difference between the expected and received value. My situation: I've got a recurring deposit that misses 100 euro for one deposit and misses two deposits a few months later. So at least i'd like to know from money that i miss the 100 euro and maybe some othere afterwards or i'd like to know that i miss the 100 euro and all other payments afterwards. Thanks for your reply. Somnus Tag: Budget Help Tag: 151565
- Next
  - 1
    - Factory Installed Money 2000 needs reinstall. I purchased a COMPAQ with Money2000 pre-installed. I had to re-install WindowsXP and was able to recover MSWorks, also pre-installed, no disks, but not Money2000. There is the "ghost" of Money2000, Icons, some unreadable files etc. I have a certificate of authenticity for both programs. My system came with a Recovery disk (MSMoney not there and an XP OS disk. How can retrieve MSMONEY? Any help would be greatly appreciated. Thank you, Linda Tag: Budget Help Tag: 151564
  - 2
    - Transfer investments from one portfolio to another I would like to transfer all investments in an account in one portfolio to a new portfolio. Any suggestions? Tag: Budget Help Tag: 151561
  - 3
    - Money 2001 Budgeting for Quarterly Bills I've just started using Money '01 to organize my bills and track a budget. I've set up a number of reoccurring bills that are paid quarterly (e.g. car insurance). I've noticed that these bills only show up in the budget for the month that they are due. I want those quarterly bills prorated on a monthly basis in the budget to ensure that there is money available in the month they are due. How do I do this and preserve the reoccurring bill feature? I've tried removing the reoccurring bill and including it as a monthly expense in the budget. However, when I pay the bill, Money tells me I'm overbudget - it only expects me to pay the monthly budgeted amount. How can I get it to recognize and apply the unspent dollars in the previous months? Tag: Budget Help Tag: 151559
  - 4
    - QIF file Hello, I can't find this information anywhere else. What is the difference between a QIF file and a QDF file. QIF - Quicken Information exchange File - I think QDF - Quicken Data File. Why won't money read the QDF file but not a QIF file? Tag: Budget Help Tag: 151548
  - 5
    - Money 2004 Small Business --- Need Help!! I am running Money 2004 Small Business. While I have been able to confirm that 100% of my Money data is correct/not damaged, and while I can access it via "account list", I am unable to access it via "investing/portofolio" view as well as via the "Portfolio" icon. I am also unable to produce "Net Worth" reports. Any suggestions?? Thanks!! TONY Tag: Budget Help Tag: 151545
  - 6
    - Money 2001 Deletion I CAN'T DELETE/REMOVE MONEY!!!! I lost the disk and was having problems with the program so bought 2004. 2004 say's it sees the old version and I must have the 2001 disk in order for it to finish install. I stopped install and tried to remove through Windows, only to have it tell me that I need the disk. I called Customer Service, and they were completely incompetant and unable to help me do anything but realize microsoft has terrible support options. I just want to get this worthless program off my system. PLEASE HELP. I'm just going to keep calling microsoft every weekend while it's free for me until I get someone who isn't a moron. Tag: Budget Help Tag: 151541
  - 7
    - Money 2001 Deletion I CAN'T DELETE/REMOVE MONEY!!!! I lost the disk and was having problems with the program so bought 2004. 2004 say's it sees the old version and I must have the 2001 disk in order for it to finish install. I stopped install and tried to remove through Windows, only to have it tell me that I need the disk. I called Customer Service, and they were completely incompetant and unable to help me do anything but realize microsoft has terrible support options. I just want to get this worthless program off my system. PLEASE HELP. I'm just going to keep calling microsoft every weekend while it's free for me until I get someone who isn't a moron. Tag: Budget Help Tag: 151540
  - 8
    - .mbf password recovery Hi: Anyone out there know how to recover .mbf (Money 2001 backup file) files? All third party software seems to recover passwords for .mny files only. I am getting desperate! THANKS! Tag: Budget Help Tag: 151539
  - 9
    - Need to dload Money again after laptop was stolen Does anyone know how I can download Money 2003 again, or request a CD of Money 2003? I purchased it from microsoft.com and still have my Product Key. Thanks... -Doug Tag: Budget Help Tag: 151538
  - 10
    - money 2000 online bill payment does anyone know how i can activate the online bill payment option for money 2000? It says that fifth third bank does not support online bill payment but it does. it probably didn't however at the time 2000 was rolled out. any suggestions? Tag: Budget Help Tag: 151537
  - 11
    - Money 2003 sync Pocket PC 2003 Is there a sync program to sync Money 2003 with Pocket PC 2003. I dowloaded the program for Money 2003 to Pocket PC 2002 but it will not work and gives an error saying this is for Pocket PC 2002 operating system only. Please help??? Tag: Budget Help Tag: 151536
  - 12
    - HELP! Money 2004 Cdn Edition vs ? I currently own and use Money 2000 Deluxe (Cdn Edition) for my finances and want to upgrade my financial software. I recently rec'd a copy of Quicken XG but am finding it next to impossible to use with my financial services (PC Financial) while I know it works with Money. My question is what is the difference between the Cdn Edition Money 2004 and the various US editions ie Std, Deluxe, etc....??? Is there now or will there be in future a CDN DELUXE Money 2004 or should I buy the STD Edition which is available now??? Can I still import my investments ie mutuals and stock automatically into the STD edition and do everything that I could do with my current Money 2000 Deluxe? I've tried to contact Microsoft Canada on this but every time I try to log in and pose the question via the online support option the system says that my software is not registered for support in Canada???? which is beyond me considering that it was purchased here and is a CDN Edition!!! Any help would be much appreciated.... Scott Tag: Budget Help Tag: 151532
  - 13
    - Money and PDAs This may be a ridiculous question, but can is there an OS compatible version of money so that it can sync with Money on a desktop? Tag: Budget Help Tag: 151527
  - 14
    - Account control in budget Hi I'm finding that when I create new budget items I can't choose which account to associate them with. As a result the forecast graph keeps showing groceris and cash:foods added onto my VISA account instead of deducted from my Chequing account. This happens when I create a budget item from scratch, associating it with a category (Groceries) that has had mostly all chequing transactions to date. Why is it hooking up with my VISA account? Thanks for a reply! Tag: Budget Help Tag: 151523
  - 15
    - Journal Entries is it possible to make journal entries to correct a balance and if so how would I go about this. Tag: Budget Help Tag: 151520
  - 16
    - Money 2004 with Data on Windows 2003 Server - File Corruption I have been running Microsoft Money from the first version and have run Microsoft Money data files off my server for five plus years. I was running Microsoft Money 2003 and Money 2004 data files from my Windows 2000 server with out issue for over two years. After doing a fresh install of Windows 2003 on my server and attempting to run Money data files off my 2003 server, I can not longer do it without data corruption of the Money data file. Something changed with Windows 2003 server. I am running all high end equipment, 10/100/1000 switched networks and Windows XP SP1 with all of the Windows updates. Everything stayed consistent between my servers (Trend Micro antivirus, Veritas BU, etc) except the installation of Windows 2003 instead of running Windows 2000 server. The server itself is a dual 1GHz Pentium, with 5-18GB HDs in a RAID 5 with 2GB of RAM. MS has given me mixed messages on running Money data files off a network server depending on when I call. They first tried to tell me that Money was not supported on a network, but MS KB articles and the Money Help file say otherwise (except for running over a UNC). I am NOT trying to use Money with more than one user in a data file at the same time. I just want to run the Money data file on the server for backup and security. I am using DFS, however I have tried using a straight drive mapping as well. I have turned my antivirus on and off on the client and server. I have also found that Intuit QuickBooks Pro 2003 is having similar issues. Almost exactly. The same scenario holds true. It worked with Windows 2000 server and since the install of Windows 2003 server, if you try to run the data file on the Windows 2003 server, you run into data file corruption issues. I have seen this at my offices and my customer offices, so I know it is not my network or configuration. Intuit QuickBooks is a multi- user application and it is designed for such use. Intuit is looking into this as well. Has anyone else run into similar situation and is they a fix or am I missing something. Thanks. Tag: Budget Help Tag: 151519
  - 17
    - Microsoft MVP help, please!! Budget feature useless for anyone who uses recurring bills (with fix) I've posted this above, but I got no replies... This is a killer bug that makes the budget feature almost useless for anyone who uses recurring bills, and it's been in the product for years. I've given you an easy procedure to recreate it, and a workaround. I've spent a lot of time on this, and I'd appreciate an MVP acknowledging that this has been passed to Microsoft from someone they'll listen to. **************** > From what I've read, the "Bills and Deposits" feature has been broken > for quite some time... most corruption problems that I've seen are the > result of a buggy bill that has been deleted but is still showing up > in a report/budget/balance/etc. > > What is the best workaround for this problem? I've been using Money > since 97, but i've upgraded to 2004. I'm trying to use the budget > feature for the first time, but now it's forcing me to budget for rent > bills that are long since deleted. What's the best workaround? > > I've seen posts that go back years complaining about this problem. MS > really ought to get to the bottom of it, and release a Money 2004 > patch to fix it. > My suggestion: Simply add an option to *NOT* forceably include > Bills&Deposits in the budget. If I could just set the spending limit > manually, there wouldn't be a problem. I think I've found a workaround that suits my needs, and a way to prevent this in the future. For the MS developers, the problem can be reproduced VERY easily. If a Microsoft MVP could please reply, I'd appreciate it. It's a killer bug that makes the budget feature almost useless for anyone who uses recurring bills, and it's been in the product for years. 1. Create a new Money 2003 or 2004 file. 2. Create a new checking account 3. Create a new recurring bill for $50 in the "Bills: Electricity" category 4. Enter a few instances into the ledger 5. Delete the Bill 6. Create a new budget, including the "Bills: Electricity" category. 7. Set the spending limit to "0". 8. Finish the budget, and you will see that you are being forced to budget $50 for the phantom bill. Right clicking on the "Over/under-budget" category gives you an "edit" option. The phatom bill shows up here, but obviously, you can't edit it. Deleting all instances of the bill in the ledger does not fix the problem. It's clear that if you could choose to NOT automatically include Bills&Deposits in the budget, that there would be no problem. To prevent this from happening, you must disassociate your recurring bills with your budget categories. The workaround is as follows: 1. Remove the category from every entry in Bills&Deposits. 2. In the Categories screen, create new categories called "Bad Expense Categories" and "Bad Income Categories" 3. Move every category that has ever had an associated Bill or Deposit into this category, as a subcategory. The phantom bills will follow them into the trap. 4. Recreate the categories that you just moved, if necessary. 5. Create a new budget, including these "clean" new categories and excluding everything in the "bad" categories. 6. When you enter an instance of a bill into your ledger, you can set the category... Just don't just don't apply the change to the whole series! Voila! Problem solved. The only real problem is that now your reports might be screwy for a couple of months, and the autobudget won't have any historical data in the "cleaned" categories. In my opinion, this is the only reasonable workaround... I'm not willing to delete any data in my file. Not that Money deletes anything anyway... I tried deleting every account in my 10MB file, and it grew to 11MB. What's up with that? Might as well give me an undelete option to search and destroy those phantom bills. Tag: Budget Help Tag: 151513
  - 18
    - Version 2004 - bills and deposit view Just upgraded from version 2001 to 2004. The bills/deposits view in 2001 let me view a date range of entries, such as 1 month, 2 month, etc. thru a drop down list. I typically wanted to view my listing for 2 or 3 months out. In 2004 I'm not seeing this functionality, all I seem to be able to do is toggle the date column between ascending and descending. Has this functionality been completely removed in 2004 or is the option moved somewhere? Additionally... I'm finding the listing in 2004 differs from 2001 in that it excludes repeat payees. for example... the view in 2001 would be 10/1 paycheck 10/5 mortgage 10/15 electric 10/25 telephone 11/1 paycheck 11/5 mortgage 11/15 electric 11/25 telephone the view now in 2004 is 10/1 paycheck 10/5 mortgage 10/15 electric 10/25 telephone 11/30 insurance 12/30 property tax 1/15 homeowners dues I need my full listing. Is this not an option in 2004 or is there a toggle somewhere for me to view the listing completely? -- David Bartosik - Microsoft MVP Visit www.davidbartosik.com for Publisher and Web Design Tips and How-to's. Tag: Budget Help Tag: 151511
  - 19
    - Req: Help with following error message Details Product: Money ID: 34 Source: mnyob99 Version: 12.0 Symbolic Name: errUnknown Message: This operation cannot be performed. Explanation Usually caused by a corupt file. User Action Run the Money File Repair tool to fix the problem. When I exit the program I get the above error message. Does anyone have any advice on the problem? Thanks, Larry Tag: Budget Help Tag: 151507
  - 20
    - how to import/convert TSV or CSV data Hello, The only file format proposed by my bank when I download my bank statement is TSV (tab separated value). If it's easy to use with excel, I can't find any way to convert it to QIF or any other format that money can handle. Can anybody help me? Thank you Marc Tag: Budget Help Tag: 151500
  - 21
    - Duplicate Payees It seems each time i install a new version of Money I get duplicate payees. On ehas the address I entered and the other is blank. Any ideas? Tag: Budget Help Tag: 151498
  - 22
    - Error when Processing a Bank Statement When I down load my bank statement from my bank the download works fine, however, when money goes to process the statement in my account I get and error. Money asks to send the error to Microsoft and restarts Money. Once Money restarts, I see that I have "Items to review" but I do not see them in my account registry. I have tried repairing the file in all different senarios I could think of, but nothing seems to work. Thanks for help --Scott Money 2004 User Tag: Budget Help Tag: 151497
  - 23
    - Money98 I am still using Money 98 and until yesterday could download info from my bank. Today Money tells me that I need a component of Money to continue to download. I can't find any patches or components on the website. I noticed that the banks has changed from Money OF to Money OFX, does this make a difference? Or can I just upgrade to Money 2004? Would I need to delete Money 98 before loading 2004? Tag: Budget Help Tag: 151496
  - 24
    - Money 2000 Problems I am just wondering if anyone has experienced the following problems: - I was experiencing a couple of issues with Money 2000 running on XP after using it for about 12 months. I decided to backup my Money file and then remove and reload the program from my computer. Everything was going well until I tried to restore the backup. Money is about to restore the back up and then asks for a password. I enter the password which I have been using to enter Money in the past and it does not recognise the password. Can anyone help? I have tried all the caps lock, etc, but it just does not work. Any Suggestions? Tag: Budget Help Tag: 151495
  - 25
    - prueba news Prueba News -- -- Marta Mi personal photo gallery http://www.personal.able.es/ensoriano Tag: Budget Help Tag: 151493

I have transaction information from January 2002 up to the
present. I want to do a budget, however, everytime I try
to create a budget there is no data from my transactions.
It is like the autobudget function does not work at all.
Any suggestions as to what I am doing wrong?

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