Budget and stock trading

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- Previous
  - 1
    - Payees for Transactions I am still learning Money...I basically have all of my accounts setup, etc. but I haven't gotten into the reporting or other similar features. Two of my accounts are with the same FI. One is my checking account and the other is a credit card. When I make payments to the credit card, I transfer money from the checking account (on the FI's website, not in Money). When I download the transactions, they are listed as "Transfer to Mastercard", etc. I am wondering what if it is best to list the payee for these transactions in this manor? or, If I should treat it as if I were writing a paper check and list the payee as 'MyBank'. I wasn't sure if something like this would affect reports, etc. once I get into using them. Any help or suggestions is appreciated. Thanks! Tag: Budget and stock trading Tag: 183845
  - 2
    - meaningful monthly time periods Hi: I wonder if there is a way within money to change your time periods to reflect meaningful dates. For me, a month never starts at the beginning of the month. It all depends on my pay-cycle. For example, the month of January does not start officially until Jan 13th, and ends Feb 10th. Is there a way to tell this to Money, so that my cash flow/spending and budgeting numbers are real for me? Tx, -- ken Tag: Budget and stock trading Tag: 183844
  - 3
    - Dividend for stock already sold I just received a dividend for a stock that was eliminated by a merger. What happened is that the merger was effective 11/30 but the dividend was payable 12/15 to stockholders of record as of 11/15. When I try to enter the dividend, I can't because as of 12/15, the stock no longer exists in my portfolio. Suggestions for recording this transaction? Tag: Budget and stock trading Tag: 183840
  - 4
    - Dividend for stock already sold I just received a dividend for a stock that was eliminated by a merger. What happened is that the merger was effective 11/30 but the dividend was payable 12/15 to stockholders of record as of 11/15. When I try to enter the dividend, I can't because as of 12/15, the stock no longer exists in my portfolio. Suggestions for recording this transaction? Tag: Budget and stock trading Tag: 183839
  - 5
    - MSN Money feedback I'm seriously looking at an alternative to upgrading to MS Money 2005 due to this group's comments on the product. I started looking at MSN Money at http://moneycentral.msn.com which appears at first glance to be a complete web-based version of MS Money 200x. Is this true? Does anyone have any experience using this portal as a complete standalone financial management tool? I know the cons would be that the data is not located on my PC but in some MS data wharehouse, but that doesn't bother me. I'm cursious if this portal has all of the payees, categories, accounts and robustness of MS Money for a PC. I tried looking for some help and couldn't find it and didn't want to create an account so I don't screw up my current information in Money 2002. Any feedback would be great. Also, what about costs? Is this portal absolutely free considering I don't make any trades or purchase credit reports, etc? Also, can I completely upload my data in my M02 *.mny file to this portal? Thanks, Bob Tag: Budget and stock trading Tag: 183838
  - 6
    - 2005 TRIAL - BE CAREFUL Remember, if you download a TRIAL and you don't like it and want to revert, MONEY is not backwards compatable. You can LOOSE your data and it can be a pain. When you use a TRIAL, do NOT use your main MONEY FILE, use the sample data instead or you will be wishing you listened to this advice. Best Tag: Budget and stock trading Tag: 183832
  - 7
    - help w/ online services manager I just started using Money 2003 standard edition and cannot get the online services setup. When I click on a financial institution, such as Discover or T.Rowe Price, I get an error message: "Money cannot complete a required online call at this time. Please check your internet settings and try again." My internet connection works fine, I can go online from within Money, and for some reason my checking account data has been downloaded to Money. I just cant figure out why I cannot even connect to any other of my accounts. Anyone have any ideas? Tag: Budget and stock trading Tag: 183831
  - 8
    - GIC (CD) Question After reading other questions and responses reagrding the creation and management of CD's, I have the following question: I have been struggling to find the appropriate investmant to use for a Canadian GIC (guaranteed interest), another user suggested using CD's which seems to work fine. My employer deposits an amount monthly to a GIC which is locked in for 5 years at a pre-determined interest rate. This started just over 5 yrs ago, so they are starting to mature. Since then, my employer switched to bi-weekly desposits, so now I have new deposits every 2 weeks, and maturing investments every month. Until now, I have been satisfied with tracking the investments and interest gains as a simple savings account. If I want to be as accurate as possible, do I have to create 60 (5 yrs times 12 months) CD investmants, all with different maturity dates and interest rates? and continue to do so every 2 weeks as long as my employer continues to deposit? This means that 5 years down the road I will have 130 small investments (26 pay periods times 5 yrs) and still have to create new names for the investments every 2 weeks. It seems like I am missing somthing fundamental, there must be an easier way. Also, I am transferring the maturing deposits to higher yield RRSP's. Is there an automatic feature that will perfom this task whenever the CD/GIC matures, or does it have to be done manually each time the investmant matures? I hope this makes sense to someone! Thanks! Tag: Budget and stock trading Tag: 183821
  - 9
    - CC Acct Not Detected for SDCCU I added SDCCU to Money 2005 and all account with the instituion showed up under SDCCU except for my credit card with them. I did set up Passport (reluctantly) just so I could get online updates with this instituition. I have since setup the CC acct manually but now I'm not sure that it is updating online. Can anybody help me? cym Tag: Budget and stock trading Tag: 183819
  - 10
    - Passport requirement BS! I just reinstalled my XP machine and reinstalled Money 2005. My problem is that when I open the MNY file or it s backup its says it can not convert it because drive is READ ONLY or protected; however, EVERYONE has full permissions on it! and when I try to create a NEW MNY file, it prompts me to create a PASSPORT (this s the MOSt BS piece of requirement). How come everything has to use Microsoft Passport?! I don't want to use it - PERIOD! Tag: Budget and stock trading Tag: 183813
  - 11
    - Money Deluxe 2004 vs. 2003 I've got Money Deluxe 2003...and I've got an opportunity to get 2004 at a good price...free! Is it worth the price? lol I understand that staying away from 2005 is a good idea. TIA Have a nice one... Trent Budweiser: Helping ugly people have sex since 1876! Tag: Budget and stock trading Tag: 183811
  - 12
    - Fundamental Problem With CDs I must be doing something fundamentally wrong with the way I work with my CDs in Money 2005, and I'd appreciate some advice. I opened a one month CD a couple of years ago and I have just let the bank renew it automatically. When I enter the renewal information from the bank, Money requires me to "redeem" the CD, then "buy" a new CD. This is counter-intuitive since the bank uses the same account number. For example, I have to "redeem" CD Account 123 and "buy" a new CD Account 123 #2. Then a month later I "redeem" CD Account 123 #2 and "buy" CD Account 123 #3. Since each is treated as a separate investment, I can't track how the CD has done over a period of a couple of years. I can't compare how the CD has performed compared to other investments. When it comes to CDs, it appears Money 2005 can do nothing but register transactions. That's no better than the 3-ring binder that I have been using. Should I be taking a different approach? Thanks in advance for any suggestions. Tag: Budget and stock trading Tag: 183798
  - 13
    - Restore from backup While attempting to restore a file from a backup (Money 03 on Win2k SP4) when selecting to "restore from a different backup file" the MS error report window will appear and eventually shut down & restart Money (even with the check box unchecked). What is the cause & how do I correct? Tag: Budget and stock trading Tag: 183796
  - 14
    - 2005 budget line item question There is 4000 listed as debt for the current month and it's the only item budgeted under debt for the entire year. How can I find out where this is comming from? I've removed all loan payments under "Bills & Deposits" and I do not have a DRP. Graham Tag: Budget and stock trading Tag: 183792
  - 15
    - Update Prices Online... not updating stock prices - Money 2004 Hi all, I just upgraded from Money 2002 to Money 2004. In Money 2004 when I do a "Update prices Online" to update the prices of my stocks, this task runs to completion with out error but the actual stock prices are not updated. The "Read Call Summary Messages" for this task said it completed successfully. I even tried turning off my firewall. I went to "Update prices manually" and there was no new entries/prices for any of the stock. I verified my stocks still have the correct stock symbol listed. I also selected "Pick Quotes to Download" and made sure my stocks were selected to download update prices. Any ideas what the problem could be? Thanks, Rick email: onlinemanXX@excite.com <= remove XX for real email address Tag: Budget and stock trading Tag: 183791
  - 16
    - Downloading transactions over and over For the most part I'm enjoying Money 05, but I've noticed that some of my MSN-linked bank accounts (ones kept up to date using the Yodlee service provided by the Money website) ocassionally download transactions that have already been downloaded and accepted. For example every day for the past week its downloaded 2 transactions in my checking account that I accepted a week ago. It's not a huge deal, but it's annoying to be told I have transactions I need to review and I go there and it's old stuff that's coming in again. -Dan Tag: Budget and stock trading Tag: 183787
  - 17
    - money 2000 Hi, I'm looking for the money 2000 user guide. Where can I find it ? Tag: Budget and stock trading Tag: 183786
  - 18
    - Import Quickbooks file I just purchased Money Small Business 2005. I was under the impression that I could import my QuickBooks files into Money. I haven't found out how. Is it possible, and if so how do you do it? thanks Tag: Budget and stock trading Tag: 183782
  - 19
    - 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 Thursday, December 23, 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 161 of the most frequently asked questions in this newsgroup. Note that only a limited number of FAQ items have been added or modified for Money 2005--those that are derive from my limited experience with the product and on very high profile items in the newsgroup. If you are using Money 2005 and have a question or if you are considering using Money 2005, please read http://umpmfaq.info/Money2005.htm. 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: Budget and stock trading Tag: 183776
  - 20
    - Tracking designated funds Periodically I will receive some funds (e.g. tax return, sale of stock, etc.) that I work out how to spend (e.g. to pay off debts, make specific purchases, etc.). In almost all cases, those funds are deposited in my primary checking account. In many cases, some of those funds get reallocated simply because they are in that checking account. What I would like to do is track those specific expenditures against those funds while they are in my checking account. Is there a way to do that without changing how they are categorized? In other words, I want to be able to continue to track the income and expenses with all my other expenses. Thanks, David Tag: Budget and stock trading Tag: 183775
  - 21
    - Pre-tax accounts & budgeting OK... maybe I'm stupid, but how do I do the following? (Using Money 2003 Deluxe - Yes, I've suffered with this problem for 1.5 years now.) I have a medical pre-tax spending account set up on my paycheck so on my budget this amount shows under the "Transfer out of budget accounts" group (along with my 401k deduction). My pre-tax account is set up as an "asset" account. Here is my question. When I record an expense or withdrawl for a doctor's bill, etc., what category am I supposed to use? How does this whole process work? I knew how to do this in Quicken 98, but not in Money. The way I'm doing it now I get hit twice on my budget for expense that I have reimbursed with dollars from this pre-tax account. Tag: Budget and stock trading Tag: 183771
  - 22
    - Total Account Value Makes No Sense I have two CDs recorded in Money 2005 Investment Account. One CD is worth about $11,000, the other about $29,000. To me, that means the "Total Account Value" listed should be about $40,000. Instead, I see $69,000. This is the sum of the smaller CD plus two times the amount of the larger CD. Any explanation? TIA Tag: Budget and stock trading Tag: 183768
  - 23
    - Comparison of Quicken & Money--first impressions. Using Money 2005 and Quicken 2005. I have been a Money user for years. My goals in using the packages are to keep track of my checking accounts, investment accounts and credit cards and to watch my budget. I use my brokers free bill pay system and various outside services for investment decisions. I have been frustrated for some time with Money with their system for setting up and classifying categories and the continued inability to download transaction from my local bank and one of my investment brokers. I found the budget process very cumbersome. So I decided to try Quicken starting on the 1st of the year. The download took about 20 minutes on my DSL line. I was able to set up and download my local checking account, all my credit cards and both brokers in 4-5 hours. I had to make a few adjustments in my broker accounts for positions that were created prior to the dates I was able to download. What I like about Quicken is the fast downloads of all my accounts, the ability to set up classifications using the names I want and the budget set up (so far). I do not like the screens as well as the ones in Money 2005. It is too soon for me to tell if I will keep Quicken or not. Tag: Budget and stock trading Tag: 183765
  - 24
    - setting up online bill pay money 2002 I use bank of America. When I tried to sign up for online bill pay, I recieved a web page with a message that there isn't a microsoft web page that matches your entry. I have online bill pay through my bank but would like to use it through money 2002. Anyone have any suggestions on how to sign up a different way? Thanks, Stacy Tag: Budget and stock trading Tag: 183763
  - 25
    - 2003 CDN Edition - Setting up a 5yr GIC I am trying to set up a retirement account that my employer contributes to; a 5 year guaranteed interest account. Even tho I have the CDN edition, all banking info and retirement account info is for US users, no CDN info available. Is this the same for '04 and '05 versions? What type of retirement account should I be choosing for the GIC (the 401K perhaps)? The account is just over 5 years old, so there are bi-weekly contributions from my employer, plus on a monthly basis, there are transfers out to RRSP's because of the maturing 5 year old deposits (the employer recently changed from monthly contributions to bi-weekly). Thanks for your help, Tag: Budget and stock trading Tag: 183759
- Next
  - 1
    - Can't transfer money data file between computers I've tried, but failed, to transfer my money data file from my old computer to my new computer (old is ME, new is XP). No matter what I do I keep getting an error message "Money cannot locate [my file location and file name] or cannot open it." I've tried to make a backup copy from my old computer, and open this with the "restore backup" feature, but got the above message. Anyone have any ideas or suggestions? Thanks Tag: Budget and stock trading Tag: 183754
  - 2
    - Last Updated date wrong on Account List Hi- When I click on Accounts it shows the Last Updated date for my broker to be 12/29/04 but I just updated it today and got transactions. When I click on the date it brings up the little box with the passwords and everything and in gray says last updated as 1/1/05. Now I just recently switched brokers and changed this account over to a new login and password so I am wondering if it might have something to do with that. It is not a huge deal just kinda annoying when I am trying to figure out if everything is up to date. Does anyone know what might be causing this discrepancy? Thanks! -Dan Tag: Budget and stock trading Tag: 183751
  - 3
    - Decimal Point Auto Entry and Other Options Have most of the Tools --> Options been removed going from Money 2004 to Money 2005?? I just upgraded from Money 2004 Deluxe to Money 2005 Premium and am unable to find the "Automatically insert decimal point in amount field" option, and the many other options like it, that are normally under the "Editing" tab in options. I have been a loyal user for 6 years and have loved the product, but to remove these sort of time-saving features seems silly. Tag: Budget and stock trading Tag: 183743
  - 4
    - How to enter company fund matching in 401k Can anyone explain how to accomplish the following: My company matches up to 6% of each 401k contribution I make each paycheck. The amount is vest 25% each year for the first 4 years of service. I am able to enter in all my paycheck deductions into my 401k account in money and it trackes properly. However, now that my 1st year is vested who do I enter the company matched part is it was purchased with each of my paychecks as a matching 6% amount. So My total company matched portion is 25 % vested. (I never entered any of the company match part so far) Any ideas? Thank you and Happy New Year Tag: Budget and stock trading Tag: 183742
  - 5
    - Quicken File Conversion I have tried to convert Quicken Premier 2005 files in Money 2004 & a trial version of 2005, and continue receiving the following error dialog: "Your Quicken data is contained in several files, and Money could not find all of them; or you are trying..." It continues to inform that all Quicken database files must be in the same directory. All of my Quicken database files do reside in the same directory. I even did a file copy to a clean directory and Money still could not convert them. Any assistance would be appreciated. Thanks. Tag: Budget and stock trading Tag: 183737
  - 6
    - Was 2005 just updated? When I downloaded this morning the display that says to click on to hide the display was not there and my downloads occurred much faster than previously. It is interesting that this happened on the day after I started trying Quicken. (More on that later). Tag: Budget and stock trading Tag: 183735
  - 7
    - Follow-up/Add notes missing in MS Money 2005 I upgraded from MSMoney 2003 Deluxe to 2005 Deluxe and I didn't see my follow-up notes from my earlier version of my money file. Also I didn't see where I could add new notes.Has this feature been done away with in 2005 edition. Secondly while backing up to a floppy I was able to select the floppy drive which used to be my usb key drive mapped to eith F:,G: cannot be selected anymore.How can I enable the drop down combobox to select the drive for floppy backup ? Kindly help Pranab Tag: Budget and stock trading Tag: 183730
  - 8
    - Credit Card charge/credit I have a credit card 'charge' transaction that was later credited back to me. I categorized the original charge but I want the credit to offset the expense in that category. Is the only solution to this not categorizing the original transaction? or is there another way to do it? Thanks, Scott Tag: Budget and stock trading Tag: 183729
  - 9
    - Regarding my last post re hiding closed/sold investments I am using MS Money 2004 Deluxe. Thanks! Tag: Budget and stock trading Tag: 183727
  - 10
    - Hide closed investments on Home Page Investment Summary and Best and Worst Performers How do I hide my closed/sold investments in the Home Page Investment Summary and Best and Worst Performers blocks? I would prefer that these blocks reflect only my current/open investments. Is there any way to do that? Thanks to all! Tag: Budget and stock trading Tag: 183726
  - 11
    - Categorization Methodologies Where are some of the best practices for building a good taxonomy (hieracrchy)? This is regardless of the whether it is MM, Quicken, home-grown spreadsheet, or even just manually. How many top-level categories? How many levels deep for sub-categories? How to optimize for data entry and still have the ability to slice and dice across sub-categories? Best ways to create multiple views? Example: "Insurance" as a spending category. Is it better to have "Insurance" as a sub-category to several top-categories? House: Payments (mortgage) House: Insurance (homeowners) House: Taxes (property) Cars: Payments (loan) Cars: Insurance (auto) Cars: Taxes (registration, ad valorum) Healthcare: Payments (co-pays to doctors) Healthcare: Insurance (major medical) Healthcare: Prescriptions Investments: Stocks Investments: Insurance (universal life) Investments: Real Estate Or would it be better to make "Insurance" a top-level category with the inverse for sub-categories: Insurance: House (homeowners) Insurance: Car (auto) Insurance: Healthcare (major medical) Insurance: Investments (universal life) Either way, there are trade-offs. And clearly, each individual will have their own spending patterns. Curious to know different approaches. . . Tag: Budget and stock trading Tag: 183720
  - 12
    - Pay to vendor I am facing a problem : When I enter a transction for paying a vendor through Cash or Transfere from Bank (a Dublicate will appear in the vendor billing transction one as dept. and the aother as cridit can some one help alphaprojects2004@hotmail.com Tag: Budget and stock trading Tag: 183714
  - 13
    - Money 2005 - Display full account number in account list? -- ... Hank http://horedson.home.att.net http://w0rli.home.att.net Tag: Budget and stock trading Tag: 183711
  - 14
    - Money 2005 - how to display full account number in account list? -- ... Hank http://horedson.home.att.net http://w0rli.home.att.net Tag: Budget and stock trading Tag: 183710
  - 15
    - Money Counts Transfers as Income In MS Money 2004 Premium, I've noticed that in the "reports" section, "income and spending over time" report, that MS Money counts transfers between accounts as both an income and expense: income to the account receiving the transfer, and expense to the account the transfer comes from. This is a problem, as if I have a month with a few transfers between accounts, it totally screws up the income and expense: it can be much different than the prior month, even though in reality my income and expense levels are about the same. How do I get MS Money not to count a transfer as an income or expense? Tag: Budget and stock trading Tag: 183708
  - 16
    - Backup to floppy I upgraded to Money 2005 Deluxe from 2004 Deluxe. When I now try to backup to a floppy, message states data is too large for 1 floppy. It was too large for 2004 too, but it wrote to the first and then asked for the 2nd to be inserted. How do I fix that? Tag: Budget and stock trading Tag: 183703
  - 17
    - Downloaded broker statements I upgraded from MS2004 Deluxe to MS2005 Deluxe. I download statements from my broker. Error message says download unsuccessful, and to try again. But when checking the results in the investment page and home page, figures have in fact changed. But I'm not sure if dividends received will download. I have called my brokerage. They say nothing has changed in their procedures. I have deleted and reentered my name and password. MS2004 worked great. Suggestions to correct this situation will be appreciated Tag: Budget and stock trading Tag: 183701
  - 18
    - Why is the data pulled down from an online update, ALL WRONG? I'm using Money 2004 Deluxe. I just figured out how to get online updates for my 403(b) from Fidelity. I've pull everything down into MS Money. Looked cool, at least for a while. Then I noticed that out of the 6 mutual funds I'm investing in, only 2 had symbols associated with them. So I tried to assign the symbols to the other 4. Only thing is when I did, I got error messages saying that the symbol was already in use. So then I went into help and found that if I went to the Investing menu option and choose "Work With Investments" and then choose "Choose a specific investment", I got a list of all of the mutual funds that I have, but they almost seem duplicated. For example, a partial list of the funds are: Fidelity Blue Chip Fidelity Blue Chip Growth (FBGRX) and most of the rest of the mutual funds that I downloaded from Fidelity, and apparently were already in MS Money. The ones downloaded from Fidelity didn't have the symbol, and the ones already in MS Money did (e.g.: the "FBGRX" above). Now, what do I do?! How do I combine them into the correct fund WITH the symbol? And what about other downloads of updates from Fidelity? Are they all going to have the wrong fund names with no symbols, requiring me to have to merge them again? If so, this whole online stuff is completely worthless, if I have to spend more time manually changing things. Rod Tag: Budget and stock trading Tag: 183699
  - 19
    - Merging duplicate accounts - deletes? Several of my accounts are duplicates because of a bank upgrade. I know how to merge them but I get a warning box saying that old transations will be deleted. Does this mean ONLY the duplicates or ALL old transations? I do not want to lose the many years of data that I have. Thanks. Tag: Budget and stock trading Tag: 183698
  - 20
    - 2004 Standard - Net worth over time Will Money 2004 Standard edition do the Net worth over time report? Thanks Tag: Budget and stock trading Tag: 183690
  - 21
    - Exchanging $ between IRA accounts Hi, I 'd like to record the exchange of $ from one of my Roth IRA mutual funds to another Roth IRA mutual fund, within the same fund family. Money 2005 dosen't seem to have an exchange option, so I tried to set it up as a transfer. But Money thinks I'm moving from an account, not a mutual fund. Anyone know how I can work this? Both funds are in the same account. Thanks, Gary Tag: Budget and stock trading Tag: 183688
  - 22
    - Dividend for stock already sold I just received a dividend for a stock that was eliminated by a merger. What happened is that the merger was effective 11/30 but the dividend was payable 12/15 to stockholders of record as of 11/15. When I try to enter the dividend, I can't because as of 12/15, the stock no longer exists in my portfolio. Suggestions for recording this transaction? Tag: Budget and stock trading Tag: 183687
  - 23
    - Canadian investment types? I just purchased 2005 CDN edition to upgrade from the 2003 "international" edition that came with MS Works. I'm trying to set up a retirement account (both RRSP and RRIF), but the only options presented are US-based investment options (401k, 403b, IRA, Keogh, etc). I just phoned the Canadian support number, and they told me that I'll just have to try to figure out which US account type will mimic the Canadian account type I'm trying to set up. Is this true? If so, then what, exactly, is so Canadian about the Canadian version? Tag: Budget and stock trading Tag: 183686
  - 24
    - Mass updates? how to apply same categories to various transaction? Does anyone know how to apply mass updates to the same reoccuring "past history" transactions with same categories? vs. manually updating each one-by-one? Example: update-> apply the same category to all my past payments to Cable Vision? Tag: Budget and stock trading Tag: 183683
  - 25
    - Re: Strange Payday rule... Hi Guys, Well, I know that Money 2005 is in full effect. I have been using MS Money Deluxe 2004 for about 6 months. I really love it! The only issue that still really bugs me is below. My wife still works for the School district and still gets paid on the 8th business day of each month. Does Money 2005 (any version) have the ability to set this up as a rule? If so I will prob buy, if not I will stick with 2004. :) Also, is there any other burning reasons to purchase 2005 (vice 2004)? I am just a regular user, that keeps track of debits (and use the payees, calendar, etc) and reconcile with my bank (not online, just download transactions). Nothing to extreme Thanks for your time... Guy -- Thanks, Guy "SoCalGuy" <SoCalGuy@techieTAKEOUT.com> wrote in message news:... > That is what I will end up doing... > > Thanks for the reply > > -- > Thanks, > > Guy > "Michael Abbaticchio[MVP]" <nospam@abbaticchio.com> wrote in message > news:eeD5PiNhEHA.3916@TK2MSFTNGP11.phx.gbl... > > I would just enter 12 scheduled transactions individually without > > recurrance. Maybe some day the scheduler will be more intelligent. I get > > paid on 15th and 30th, but Money can't automatically mitigate these dates > > when they fall on weekdays. That annoys me, but not loosing any sleep > over > > it :) > > > > -- > > > > regards, > > Michael Abbaticchio > > MVP for Exchange Server > > http://exchange.mvps.org > > > > > > "SoCalGuy" <SoCalGuy@techieTAKEOUT.com> wrote in message > > news:UDsUc.1089$SR4.805@newssvr14.news.prodigy.com... > > > Hi, > > > > > > I have just started using MS Money 2004 Deluxe (just a few days). I > have > > > a > > > question regarding a 'strange payday rule'. > > > > > > My wife works for the local School District. She gets paid on the 8th > > > business day of each month. > > > > > > Is there an easy way (or any way) to reflect this in the calendar each > > > month? > > > > > > Right now I just have it set to monthly. Obviously, that will just show > > > the > > > same day each month. > > > > > > -- > > > Thanks, > > > > > > Guy > > > > > > > > > > > > Tag: Budget and stock trading Tag: 183681

All my stock trades show up as trasnfers in and out of budget accounts on my
budget. What I would prefer is to have just the capital gains show up as
other income, but instead I get:

Transfers into buget accounts: $13056

under Income and a like statement under expenses.
I don't really want stock trades to show up as transfers out of the
corresponding Investment cash accts. Does this make sense to anybody?

Re: Budget and stock trading by Dick

Dick
Sun Jan 02 22:53:43 CST 2005

Are the Investment Cash Accounts set (in Details or, M05, Settings) set to
be included in the budget planner?

"TimL" <TimL@discussions.microsoft.com> wrote in message
news:8892BDD2-1044-42F9-B38D-5802F1A0E513@microsoft.com...
> All my stock trades show up as trasnfers in and out of budget accounts on
> my
> budget. What I would prefer is to have just the capital gains show up as
> other income, but instead I get:
>
> Transfers into buget accounts: $13056
>
> under Income and a like statement under expenses.
> I don't really want stock trades to show up as transfers out of the
> corresponding Investment cash accts. Does this make sense to anybody?

Re: Budget and stock trading by TimL

TimL
Sun Jan 02 23:19:04 CST 2005

Yes.

"Dick Watson" wrote:

> Are the Investment Cash Accounts set (in Details or, M05, Settings) set to
> be included in the budget planner?
>
> "TimL" <TimL@discussions.microsoft.com> wrote in message
> news:8892BDD2-1044-42F9-B38D-5802F1A0E513@microsoft.com...
> > All my stock trades show up as trasnfers in and out of budget accounts on
> > my
> > budget. What I would prefer is to have just the capital gains show up as
> > other income, but instead I get:
> >
> > Transfers into buget accounts: $13056
> >
> > under Income and a like statement under expenses.
> > I don't really want stock trades to show up as transfers out of the
> > corresponding Investment cash accts. Does this make sense to anybody?
>
>
>