Frustrated Beyond Measure - Cannot Update and Cannot Use Portfolio
I loved Money 2005, recommended it to friends and got 2 great years of use
out of it. Then, it forced me to upgrade to continue online services. I
didn't mind since it was only $40 and I got two good years out of it.
However, Money Plus Deluxe has been a nuisance. I have never gotten
portfolio manager to work. I spent 2 weeks sending emails with support where
the guy eventually said "if this doesn't work, I can't help you." Great...
shoudl I go buy Quicken?
This weekend, I decided to try to completely uninstall Money and try a
reinstall to get Portfolio Manager to work. Now, I can't run Money at all.
Every time I load, it hangs for a few minutes and eventually tells me I need
to update. The update appears to start, but then the window shuts and
nothing else happens. If I try to re-run Money, it tells me I have an update
in process. If I let it run all night (I did), nothing changes. If I reboot
and try Money again, I get the same message.
So, trying to fix Portfolio Manager (I had already tried all the reinstall
Toolbox stuff), I have managed to hose Money.
Is there some reason we can't just download the update rather than have this
whole ridiculous "automated" process for updates? Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 236072
Adjust balance is correct...but money say's its not?
On the Account List page, I see a summary of my account... all are
fine except one... my checking account.
Money has a "Last Updated" date of 1/5/2004??? Presently NONE of my
banks or accounts are internet accessible. Where it got this date from
is beyond me? How can it think it connected to my bank when it
never happened?
More so, it lists an incorrect "Bank Balance"... its $47 higher than
the actual "Adj. Balance" (which is correct).
Why does money believe it has an incorrect balance? I've always
reconciled and balanced by hand. All my accounts are correct to the
penny - yet money thinks I'm out by $47 from back in 2004?
Is there a way to manual update the balance so it knows they are all
correct? or can I somehow change erase this $47
"recommendation"??? I tired letting it adjust my balance...but
then it was out by $47... so I had to find that transaction back in
2004 and delete it from the register.
Any insight is welcome.
Thanks.
T. Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 236065
Money 2006 - Balance Problems
I am running Money 2006 - Canadian Edition. It read my old files from Money
2002 with no problems.
I am trying to balance my credit card account. When I enter my new balance
owing in the balance this account window, I get a figure that has no
relation to what I have entered. In this case, I own $550.00 and my
previous balance is $35.00. The total should be $585. Instead, it gives me
a figure of $2500.00. I have no idea where that comes from. Worse, when I
check off my debts, its final figure does not agree with my EXEL results,
to say nothing of my own addition and subtraction.
I have run the repair tool and it reports back that nothing was found out
of order. I have run the simple repair and the level 2 repair.
My only recourse appears to be to check off all of my debts (and payments)
in the usual way, and then to enter the left over sum as a balance.
I have a second Money file (on an laptop) with some of this material on it
and it balances the
account with no problems. What is causing this problem and what can I do to
eliminate it?
Thanks,
John Reid Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 236064
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Money 2007 file wont update from one computer to another
Ok, I have a desktop with Vista and laptop with XP home. I use the notebook
when Im away at work and the Vista desktop when Im home. When I got home I
wanted my money file from the notebook to be transfered to the desktop
but... when I copy the file from the notebook to my external USB HD and then
paste it to the desktop to replace the existing one the file does not
reflect changes made on the file version on the notebook. When I copy the
file from the notebook to the USB HD and then open it it shows one balance.
but when I then paste that file to the desktop it shows a different balance
that is not up to date. I am flabbergassted. So it seems that the file is
specific to whatever machine it is opened on.
What the hell? Does anyone know why? The only thing I can think of is that
the money file is listed as an application like a program file. Ideas
anyone?
Thanks in advance to any help given. I have Money 2007. The notebook has XP
home and the desktop has Visat premium.
Greg Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 236040
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Can't get Chase Investments prices on the weekend
I have several Chase accounts defined to Money Plus Deluxe, including
some investment accounts. I also have a Fidelity IRA and a Vanguard
401(k) defined. For some reason, when I update prices on the weekend
for these accounts, there is one Chase investment account that does not
get ANY price, which leaves the investment with a zero balance.
Has anyone else seen this and is there a fix?
--
Robert Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 236038
Why different pay days in Bill summary?
Two of my scheduled electronic payments are due on the same day. When I go
into my Calender view, they both are listed on the same day as expected.
However, when I view them in Bills summary, there is a note for each in red
lettering, one says "This electronic payment must be sent within 2 days.".
The other says "This electonic payment must be sent within 4 days."
Why the difference in notes when both are actually scheduled for the same day?
Thanks
-Mike Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 236033
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"un" Merge accounts
I wanted to get my accounts online for a credit card and noticed that Money
setup a account for the download. I went to merge the existing account with
the online account and accidentally selected the wrong Credit Card account
(correct online account). How do I:
- delesect "merge" for these two accounts
and
- unmerge the information so that they are back to the way they were before
I selected merge? Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 236020
Can't restor backup file, "Please insert the next backup disk.....
I have money 2005 backup file (.mbf) and my original file has gotten
corrupted somehow and can't repair it (computer hung and had to be
restarted). Whenever I try to restor the backup file, I get the following
message,
Window Title: Money Multiple Disk Backup
Message: Please insert the next backup disk. (The disk containing file "".)
I was backing up on a different connected single harddrive and there is only
one file. The file is not in multiple pieces and on different drives. When
I click OK, it doesn't do anything and cancel just stops the process.
I even downloaded the 2008 version and I am getting the same problem.
Any help will graetly be appreciated.
Thank you, Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 236013
Did Money 2008 fix any of these issues?
I was looking to upgrade my 2007 Home&Biz to 2008 Home&Biz for only tthree
reasons:
1. CPU performance Issues with Background banking.
2. Money hanging when reconciling electronic transactions downloaded from
my Bank with those which were setup as recurring loan transactions (Such as a
Mortgage or Auto payment). This requires TaskManager->End Task and
Microsoft's recommendation was the Nuke the bills and re-enter. That works
for about a month or so...
3. (Business) Time Tracking screen refresh delays.
Also, can someone enlighten me on what is 'Enhanced Background Banking?"
So far from what I can tell it looks like none of these are resolved. I do
have the last 8 years of data in Money, but I think for the next fiscal year
it's time to switch to a product that a company actually puts effort into
maintaining... Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 236011
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Kinz/James Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 236008
Background Banking error crashes IE
I have Money Plus DLX adn have enabled background banking. When Im navigating
in IE it will crash and the log says " The instructions at "0x7c910e03"
referenced memory at "0x00000000". The memory could not be written". This
appears in a dialog box titled "MICROSOFT MONEY BACKGROUND BANKING:
MNYBB.EXE-APPLICATION ERROR". I beleive its caused by some sort of security
software or autofill software but cannot narrow it down. Any Ideas would be
greatly appreciated. Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235999
New Services?
I just started using Money in January and I'm pretty disappointed with the
online accounts that are available....or more specifically NOT available.
For instance we have 2 car loans with Honda Finance, and Money doesnt
support that. We also have 3 credit cards that arent supported.
Overall I might just write it off as the loan provider not offering this
service. HOWEVER, I use Bank of America and their "Online Portfolio"
supports ALL of these accounts except for 2 gas card.
How often are new services added? Is there any way to petition for one? Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235998
Plus Home and Business Clearing deposited invoices
This seems odd to me. When I do an invoice, and it is paid, and then I =
deposit it to my checking account (no problem), when the deposit clears =
and I download it from my bank, Money refuses to match it. It just =
ignores it and I have no choice but to accept it and delete it since I =
don't need it twice. Is this a bug? Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235994
401k value multiplier?
I have a 401k through Nationwide, and I'm u sing Money Plus. Money doesnt
support automatic updates from Nationwide, but I can download my transactions
into Money from their website.
This works fine except that Money calculates the value based on 1-to-1 value
of the mutual funds, but in the 401k itself, I dont buy '1 share' of a fund,
I buy fractions of shares.
The problem is that Money doesnt know this, so it calculates the value of
Approximately 10x the actual value, and it shows a 1000% increase! (i wish!)
Is there any way to get Money to account for this? Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235992
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Microsoft Money 2007 Archiving Problem
Windows XP SP3
Microsoft Money 2007 Deluxe
I am trying to archive my 2007 records as I have done every year. This year I finally got my 401(k) into Money. The problem
is when I ask Money to archive to clear out 2007 the list of accounts to archive does not list my 401(k) at all. So I select all
accounts I can and then in the cleaner file with only 2008 in it all of my paychecks from 2007 still remain in my register
(I'm assuming because the 401(k) is still attached to them and if they disappear things won't balance). Is there something
I can do so that this will not happen. As much as I like my paychecks this seems like an oversight either by me or MS.
Thank you for any help.
~C Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235983
Budgeting for Insurance
I'm using MS Money Essentials and I want to account for my Insurance costs on
a monthly basis in my budget. My Insurance is actually only due every 6
months, but I want to put money aside every month so I'll have enough when it
comes due.
So what is the best way to do this?
I've added the "Insurance" category to the budget but since I don't actually
write an expense to any payee every month it always shows as $0.00.
Should I setup a "fake" Insurance Bill that I need to pay every month so
that the budget will reflect it? (and so I don't accidentally spend the
money) Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235977
Money 2005 Deluxe
Hope somebody can help me as I am now desparate. I have Money 2005
Deluxe everything is on it and now that I have got a new computer
can't upload the old files. Have tried everything keeps saying can't
find the file that I can see is on the external drive. Any idea?
All help very much appreciated. MS no help at all as they stopped
supporting this in Jan this year.
Thanks. Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235967
First State Global Resources - Prices wrong
I'm in UK, trying to have Money update my Unit Trust prices. All the others
work correctly but this one does not - price provided is way too high - and I
have checked symbol is correct on a number of different sites. Symbol
GB003373787 (or in shortened form 337378). Is anyone able to help please? Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235965
What's going on with Plus?
I just installed MS Money Plus from Money 2006 and found these issues:
1. In Portfolio view, the Total Portfolio Value line that used to show the
totals for the 3 columns I'm displaying are now all the same value and
appear to be Today's Change. How do I change them to reflect the totals for
the 3 columns (in my case, Total Change, Cost Basis and Market Value)?
2. Review Portfolio shows me a blank screen.
I have 17.0.125.1415 running on XP Sp2.
Tony Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235960
Error message
Is anyone else getting the message, "Money is not properly installed. Please
try setup again"?
This reminds me of what happened several months ago with the server update.
Anyone heard anything? Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235952
Can't open Money
It tells me password is wrong (but the password works for other passport
sites including online version of portfolio manager), or that if password is
right, server may be down. But it's been this way for 9 hours, so I'm
doubting it is a server issue. Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235949
downloaded Money Essentials, cannot open anything
I just bought and downloaded and registered Money Essentials after using
Moaney Plus for the trial period.
After installation, Essentials does not put a shortcut on the desktop and no
other links to open ONLY Eseentials.
So I got to open up my old link to Money Plus. When I go to sign into
Passport, it gives me a message that Essential cannot open previous versions
of Money or its files. I now cannot open anything and Microsoft wants to
charge me $35 for tech help on their junk product thats not even compatible.
Any ideas? Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235948
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Can't group by account name in Portfolio Manager (Money 2007)
all of a sudden in the last 2 days i can no longer set the view to
group by account in portfolio manager. It lets me select but it
instantly removes any accounts in there. I can group by Investment
type, Risk, Currency, all the other options and values show up. Once
I select Account Name though everything goes away and i'm left with
nothing but the headers
It also doesnt matter which selected view i'm in (Custom, Standard,
Performance, Asset allocation. Just can't view by account name) Any
ideas or help?
Aaron Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235938
Online transfer and category
I am using MS Money 2008 Deluxe..Presently have several accounts..chequing
and credit cards.
Now this is my situation with MS Money..Whenever I download my bank
information into MS Money..I dont know which category to use for the
following:
- On the chequing account - If I make a payment to a credit card, what would
be the best category for this?
- On the chequing account - If I transfer funds between accounts, what
category should I use for this?
Regards,
Zandex Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235913
Roth IRA
Where do you guys think is the best place to open on ROTH IRA? I was
thinking TD Ameritrade? Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235902
funds transfer to another account.
I'm in the process of setting up Money+ Deluxe for the first time. So far so
good considering I'm a newbie to using any kind of personal finance software
and thick as a brick when it comes to accounting. So please bear with me and
please type slowly...
I have two separate chequing accounts at my bank with one set up
specifically for me to dump money into and to have mortgage payments
automatically withdrawn from. I've been doing this for years at my bank and
I've setup the same accounts in Money the same way. ie: check1 & check2
I have all transactions to date from Jan of this year entered and am
currently in the ~tedious~ process of going through each transaction
verifying against my bank statements and assigning to categories. I've
"accepted" the transactions once they're complete but haven't reconciled
anything yet as some transactions really have me stymied as to how to
categorize them so that they don't throw my reports out of whack.
Ordinarily, at the bank I transfer money from Check1 to Check2; VISA; etc.
How do I categorize a transfer from Check1 to Check2 so that it doesn't
appear in reports as an extra expense and income (in the Check2 acc't).
It balances but, for example in Reports it shows that I'm spending twice on
the mortgage than I actually am. Actually, a bit more as I generally
transfer a few dollars more to cover fees and to maintain a small balance in
check2.
I realize that this may be more of an accounting question than one for this
forum but any help would be greatly appreciated.
TIA! Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235901
Business investment accounts?
Does anybody know how to add an investment account under the business
catergory?
Money forces you to make them personel accounts and I am becoming extremely
frustrated. Doesn't anybody at Microsoft realize that companies make
investments too!? Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235898
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software update
I had to restore my computer to a point in February. Now money plus requires
a software update and wants me to close Money. nothing happens when i do
that the scene is repeated each time i open money. Any suggestions? Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235893
MSN Portfolio Manager
HAs anyone else had trouble with Portfolio Manager. all I get is the
Internet Explorer cannot display the webpage
--
Jps Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235891
Investments - Buying and Selling on the Same Day
I sometimes buy and sell a stock on the same day using Fidelity as the
broker. When I download the information the next day, Money Plus
consistently enters the transactions in the wrong order. The sell
order is entered first. Since there are no shares, Money Plus always
adds additional shares, then enters the sell order, followed by the
buy order. So I need to correct the transactions manually by changing
the buy date to a day earlier and deleting the added shares. Is there
any other way to handle this. Quicken 2008 handles the transactions
in the correct order. Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235887
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MS Money 2001 File Lost
I sufferred a major virus attack recently and during the recovery have
apparently lost my MS Money files from January 2006 to date (1995 to
2006 are OK). My file was backed up on two floppies but the first
one has been corrupted and I cannot download disk 2 into the Money
program. I don't know if disk 2 covers Jan '06 to Apr '08
completely but anything would be easier than re-entering every
transaction manually! Does anyone have a solution please? Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235879
Money Error Message
I am getting an error message "Money has encountered a problem and must
close". I completely uninstalled the program and re installed and still get
the same message. Can anyone help me? Thanks in advance. Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235877
price history frequency
I have MS Money 2004 standard version. I noticed the investment price
history only shows end of week prices not daily price history. Is there a
way to get daily price history for every day. Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235876
trying to re-install Money 2006 online - but Money wont let me sig
In an attempt to re-install the files for Money 2006 online I am now stuck
with the trial version of Money 2006 only and I cannot log into my passport
account in order to download the full version of Money 2006.
I Upgraded to Money 2006 roughly a year and a half ago by downloading the
files for Money 2006 directly from Microsoftâ??s site.
Recently I have been having a lot of trouble with Money 2006 and after
trying to resolve it decided the best thing to do would be to uninstall and
reinstall the files I originally downloaded.
I found a very good post here to do just that.
All seemed like it would go well, but it didnâ??t
I currently have the â??trialâ?? version of Money 2006 only.
And now I am unable to log into my passport account in order to re-download
the full version of Money 2006.
I have changed my pcâ??s date to be 2006 per instructions on the MS site
allowing me to get into the trial version. However, If I change the date back
to 2008 or 2007 I receive a message telling me that my trial version is
already out of date.
Here is the real pain about this, I am able to log into my passport account
in several places including the MS Money web site.
I can log into my account and see the various accounts I have set up in
Money there. I need to use this same passport account as it was the one I
used when I originally downloaded Money 2006.
No matter what I do within in MOney 2006 I get the message "Youâ??re sign in
information could not be verifiedâ??
Any suggestions to help me with this?
I swear I will NEVER download software again without obtaining actual disks
for just such an occasion.
Thank you for any help clearing this up â?? I really donâ??t want to pay for
this software again but I donâ??t see an alternative. Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235870
Money +
What is the prefered method to document a mortgage refinance? 1st & 2nd
into a new mortgage Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235868
money installation
A couple days ago my Money program stopped working. When I would click on the
program, the first screen would come up and instantly vanish. I uninstalled
the program and then attempted to reinstall it, many times. I keep getting
the error message, "the autorun.inf file is missing or corrupt." I get the
same error when I attempt to install Money 2004, and 2008. Any ideas? Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235862
Loan account - which account do the payments come from?
Hi,
Something else that's giving me trouble.
I've set up a loan account - all seems to be fine. It's a three year
loan, and the first two payments had already been made when I set the
thing up in Money. Money coped with this fine, and within the register
of the loan account it now accurately shows the first two payments and
the principal-element of each payment, together with the diminishing
value of the outstanding loan.
However, it doesn't seem to be linked in any way to the account from
which the payments are actually being made. Conceptually it seems to
me that the loan payments are made up of
1) an expense element (the interest) which needs to be debited from
the bank account from which the payment is made, and
2) a transfer from the paying account to the loan account, whereby the
amount outstanding is reduced.
Anyway, how do Iink the regular monthly "bill" which I've set up
within the account from which payments are made to the loan account
itself?
Cheers!
Martin Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235859
Exporting from Fidelity
In the past years I have used Quicken for my home business. I have changed to
M/S Money for a good reason.
Problem: When I Export my three funds to Money, I get all three funds as a
group, not the individual funds that I own. Nor can I seperate them as I
could in Quicken.
American Funds and Vanguard funds seperate OK.
Please think about this a little and tell me where I am going wrong.
Art Hatch.........Using MoneyPlus---Six months now! Tag: Bux3.us,click,$0.0025,ref50,payout,$1,AlertPay Tag: 235856