how to single out mortgage interest by one calender year?
I have Money 2003. I am trying to verify my mortgage interest payments. My
mortgage company sent me my 2004 mortgage interest statement, but I want to
verify that figure with what I have in Money 2003. Is there an easy way to
calculate only my 2004 interest? I went to the category section for
mortgage interest, but it shows the total of all my mortgage interest that I
have made in Money 2003. How do I isolate the mortgage interest payments
for only 2004? I can simply add the payments, but I have several categories
that I need only the 2004 figure and it will take awhile. Any suggestions?
Thanks! Tag: Capital gain reports - Money2004 Tag: 184976
How to track my saving?
Hi,
I wonder how i can track my saving in Money 2004 Delexus. I set up some
saving goals in my budget, but i don't see how Money provides assistance
about how i am doing in fulfilling my saving goals.
The feature i am looking for is this, when i have left over money in my
budget each money, i want to be able to divide the leftover amount into a
couple "virtual accounts", each of which tracks one of my saving goals. Then
i want Money to be able to tell me how much i have saved towards each
specific goal and how much more i need to save.
I heard Quicken has this "virtual account" feature, but i don't find it in
Money. How can i do it in Money? Tag: Capital gain reports - Money2004 Tag: 184975
Upgrading from Deluxe to Standard
--
I now have Money 2004 Deluxe - if I upgrade to 2005 Standard will I lose the
features I have like cash flow chart, etc?? Tag: Capital gain reports - Money2004 Tag: 184968
ING Direct...
Hello again all,
I just signed up for an ING Direct account and I'm using Money 2005 Deluxe.
I created a new savings account called ING Direct. It wasn't in the list of
accounts (Only the Canadian version). As you may or may not know, ING takes
money directly from your Checking account. So, when I selected to change the
account settings for the ING savings account that I created, There is a drop
down that asks for the Financial Institution. ING Direct isn't in the list.
Should I type in ING Direct or select the Checking account name that it
pulls from? I'm confused.
Thanks,
Steve Tag: Capital gain reports - Money2004 Tag: 184962
combining certain parts of 2 money files
I have money installed on my laptop and my desktop. I downloaded data from
bank several months ago onto laptop and now I need to move to the desktop.
(Gone from bank sever) I saw post on combining 2 files, but can you extract
only certain tranactions from a certain account and move it to another file?
I'm using 2005 premium. Tag: Capital gain reports - Money2004 Tag: 184955
Deleting the original budget...
Hello all,
First, I hope this sounds clear.
I'm using M05 and I initially created a budget. I forget how. Then I created
a new budget starting in February, 2005 but the old budget for January, 2005
is still there. Is there anyway to delete it without deleting the February
budget. I can change the time period from current month to next month but I
want to be able to see next months budget as soon as I click the budget menu
item. Also, the February budget I saved in My favorite reports starts from
the 5th of the month and ends on the 4th of next month. that becuase I only
get paid once a month - on the fifth. Any suggestions?
Thanks,
Steve Tag: Capital gain reports - Money2004 Tag: 184952
mysterious discrepancy
All of my MS Money entries for my bank match my statements, including
the opening balance. *BUT* MS Money cannot balance my account. In the
Essentials Register view it shows hundreds of dollars in the
adjustments total, but, there are no transactions uner Adjustments.
How can I fix this? If I could just get money to drop this Adjustment's
value I think everything would be good.
Greg Silverman
Menlo Park, CA Tag: Capital gain reports - Money2004 Tag: 184951
Password Unknown
I have a laptop with Money installed and over the years upgraded at least 5
versions to Money 2002.
Somewhere along the line, my datafile name changed from myname to My
Portfolio
When I opened Money 2002 it uses to ask me to enter in my Hotmail password -
it already had the hotmail email in the user name box.
I enter in the hotmail password and it would tell me that it was the
incorrect password, but it would open my data file anyway.
At some stage I started tracking my stocks on MSN in the Online Portfiolio
feature which was saved on my laptop as a separate file.
If I loggen on to MSN and put in my hotmail account, up popped my stock
portfolio
I think somewhere over the years, Money linked my MSN portfiolio to my Money
files with the hotmail account.
Three weeks ago the HD on my laptop fried and I got a new one, installed
Money 2002 and had a backup of the money data file from a CD
When I try to open the file now, it prompts me for a password and my hotmail
password is not opening it.
If I log on to MSN Money using my hotmail account , it shows my portfiolo.
I have tried other passwords that I have used over the years and nothing.
1. Did money change my password when I upgraded to 2002 two years ago.
2. How can I open my file - can MS provide a solutio to this.
My life finances are on this since 1995
Its tax season and I am at a loose end Tag: Capital gain reports - Money2004 Tag: 184944
TRANSFERRING MS MONEY TO WINDOWS XP
I HAVE RECENTLY PURCHASED A NEW PC. ON THE OLD ONE I RAN MONEY 2000 AND
WINDOWS 98. HOW DO I TRANSFER BALANCES, REGULAR PAYMENTS ETC TO XP. HAVE
LOADED MONEY 2000 BUT CANNOT GET THE BACK UP FLOPPY TO ENTER ANY INFORMATION
INTO NEW PC Tag: Capital gain reports - Money2004 Tag: 184940
Liability and Loan Accounts...
Hello all,
I'm using Money Deluxe 2005 and I have created several credit card accounts.
When I enter a transaction into my checking account I can select a category
to be paid to that specific credit card account and everything transfers to
the proper credit card account including the check number written.
Now I just created 2 more accounts as liabilities (Not Loans) although they
are loans but loans from friends, not banks. The only categories for these
loans are Transfer. Whereas, with my credit card accounts I have both
transfer and Credit Card Payment options to the specific credit card
accounts. But the only category option I have for the Liability account is
Transfer. This is a little confusing to me because when I look at the
Liability register, the check number doesn't show and the category is
Transfer and there seems to be no way to enter the check number that was
written to that account. Yes I can see the check number written in my
checking account register but not the liability register. How can I change
this so that I can record a payment in my checking account register just
like I would like making a credit card payment, Number one. And number two,
How can I get the check number to show up in the liability account register?
I'm not doing a direct online bank transfer to this liability account.
TIA,
-U Tag: Capital gain reports - Money2004 Tag: 184922
m01--How to set up additional principal pmt on mortgage
I have been given a system with money 2001. I have everything set up I think
except that I do not seem to be able to set up my mortgage payment to show
the additional principal pmt I make each month. Sure would like some
direction here.
Dford Tag: Capital gain reports - Money2004 Tag: 184921
XP Interface...
Hello All,
Just out of curiosity, when I select Connect to my Bank and the dialog box
comes up, why doesn't the title bar of the Update dialog window use the XP
interface?
-U Tag: Capital gain reports - Money2004 Tag: 184920
Money 2005 Buget
Hey All,
Haveing a problem with a budget I have created that looks after House hold
budgets, for one particular account. For some reason it shows special debt
in the reports and budget summary. The debt comes from payments made up from
a loan account and increase accordingly as the loan is paid off.
- No special debt was selected when the budget was set up and dosn't
show when expenses are selected.
- The payments for the loan come out of a seperate account and that
account is not selected under this particular budget.
The special debt only goes away when the loan acount is deleted and I can't
find any reason why it is linking the loan account to my budget?
any ideas?
Regards
Jon Tag: Capital gain reports - Money2004 Tag: 184916
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 Wednesday, January 12, 2005. 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 162 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: Capital gain reports - Money2004 Tag: 184913
Bank Downloads
Last week I decided I wanted to start using MONEY to create a budget
and to track actual expenses. I started by surfing this Newsgroup to
pick up tips etc. I was intrigued by the response to a question posed
by Peter J who I think was fed up having to purchase QUICKEN every
year and was asking if MONEY was different. The response was that one
had to purchase a new version of MONEY every second year in order to
have the ability to download transactions from one's financial
institution. I thought that was ridiculous waste of money to simply
track one's spending habits and shelved my intention of using MONEY.
Today with spare time on my hands I tried downloading my monthly
transactions from my checking account and also from my visa account.
Lo and behold both were available to me when I opened up MONEY 99, yes
that's right 1999. Thus I am seeking clarification. Is there a
difference between downloading a file from an institution versus using
MONEY to import a file? For whatever it's worth MONEY can't seem to
access the Internet as it keeps asking me to update INTERNET
INFORMATION and although I try, it keeps asking. However it appears to
accept a download.
So what's the scoop ? Would appreciate any feedback.
Thanks
Dan Tag: Capital gain reports - Money2004 Tag: 184912
Budget, Bills & Deposits problem.
I have been using money for three or four years now. I have used 2000,2003,
and now am on 2005. I have upgraded evertime hopgin that tey would fix the
problem with the special category configuration option. First i do not see
where there are options for these special transactions. Secondly to be more
specific if you use the "paycheck" option to track income everythgin will
work fine. But i made the mistake of putting the "paycheck" feature in a
deposit that i had recored in teh "bills & deposits" Function. Once you do
this it messes up any budgeting that you have ever done in the categories
that are included in the "paycheck" function. Such as gross pay, and any
taxes. The problem is that when you go to any of the budgets and go to the
specific categories that i just references and click to edit the category it
gives you a window that askes what you would like to edit the amount or add
to it. The problem is you cannot do anyhgin to the amount that is
highlighted. It is always there no matter what. I have tried to delete the
deposit and even tryied to make a new budget nothgin will get rid of it. All
i can figure is that you need to edit the special category for "paycheck".
thank for any help. Has anyone else ever ran into this problem. Tag: Capital gain reports - Money2004 Tag: 184911
LOOK AT THIS!!
I swear it works! I just did it, and it worked!!!
Instructions:
Please read this over completely.
It is extremely powerful and will pay you very well.
This is not MLM or a ponzi scheme or gifting.
All funds come from the company's advertisers so
You Pay Nothing! -- not one penny.
The company pays you to promote it -- you don't pay them.
It doesn't take any money to start, and takes only
5-10 minutes to set up. It can pay nearly
$350,000 at NO Cost to You except a little time.
The Details:
Carefully follow the instructions below...and hopefully you may be
willing to give it a chance...after all the opportunity is totally
FREE...nothing out of your pocket now or ever!
You will make $100 in the next (3) minutes if you want it... WITHOUT
SPENDING A DIME!
This will cost YOU NOTHING! - HONEST!
"Yeah right," you say.
You get $100 just for joining and the referral potential earnings is
STAGGERING! You will NEVER SEND MONEY, NEVER SPEND anything and NEVER
ASK FOR MONEY, but you will make THOUSANDS!
Just follow the steps below.
* * * THREE STEP PROCESS * * *
Read Very Carefully & Take Your Time for Accuracy
Listed below are three e-mail addresses & sign-up
URLs.
(1) First, sign-up at RichMails.com - Under the first (1st) ID and
You'll get $100 just for joining. [You can't use AOL for this. I would
suggest free
www.Yahoo.com or another email account you might have.]
So Click on the #1 Position's url and Sign-up.
(2) Next, send an e-mail to the #3 - third person on the list and put
in subject line: "I signed up under #1"
(3) Now, Copy and paste this letter into a file. Delete the person in
the #1 position of this letter. Move the other two URLs - UP to #1 & #2
positions
respectively, and INSERT YOUR information at the BOTTOM, in the #3
position.
Please be sure you copy or type YOUR e-mail and your new RichMails sign
up URL correctly and the other 2 addresses also!
Replace your own name where mine now is.
FINAL STEP
Send this ad until you have 3 responses saying they signed up under #1.
That's it, only 3 responses, not 6 or 10 or 20, (just 3)!
Of course, you can mail more and make more, too!
When your address gets to the #1 position, you will have (27) people
signed up under you!
Not bad, but ONLY THE BEGINNING. A short (very short) time later, each
of those 27 people will have 27 people signed up under them which
equals 729, and so on. RichMails pays you for everyone who subscribes
under you for three levels, and it adds up fast!
They make their money from the advertisers.
See calculations below...Here's how the payout works:
Your own sign-up $100
First level is 27 X $25 referral 675
Second level is 729 X $25 referral 18,225
Third level is 19,683 X $25 referral 492,075
Here is the list of names:
#1:
http://www.RichMails.net/cgi-bin/signup.cgi?r=tangirl1042000@yahoo.com
#2:
http://www.RichMails.com/cgi-bin/signup.cgi?r=windblade20@hotmail.com
#3:
http://www.RichMails.com/cgi-bin/signup.cgi?r=matippc@gmail.com
Mail to me with the subject: (I have signed up under #1)
TO: matippc@gmail.com
A WORD OF CAUTION:
"IF YOU CHEAT, YOU LOSE"! And, the people above you, know it!
This is the reason you would lose: It must go through all (3) levels to
work!
The Money builds up and goes to you! If you type your information in
the #1 position, you will only make, maximum, $75!
Once you have your page set up, simply advertise it everywhere
and anywhere( spamfree or course) and watch your income e-x-p-l-o-d-e-
Don't forget funding your favorite charity!
See ya at the Top!! May you be richly Blessed
Sincerely,
Matt.- Tag: Capital gain reports - Money2004 Tag: 184901
Upgrade Pain
Just upgraded from Money 2004 to Money 2005 for business. More banks are
covered, and this is a good thing. But when I set up the online services
(both new and old), new accounts are created and there is no option to match
the new account with my existing account. So I'll have to close my existing
account and accept the new account. This way, I lost my current register and
have to start over again. This is such a pain. I do not know if it is worth
the upgrading.....
Comments? Tag: Capital gain reports - Money2004 Tag: 184900
Bank Balance vs. Adj. Balance? (Money 05)
This is the new Money 2005 for Business.
I'm somehow confused by the "Bank Balance" vs. "Adj. Balance" One of my
accounts is Bank of America Texas. Money can get statement directly from
BofA. The "bank balance" is what shown at the bank. But new transaction are
not downloaded. The last transaction shown in my Money bank register is
about 5-day old. No new transactions are downloaded. Of course, the "bank
balance" and the "adj. balance" are different.
I'm think about going back to Money 2004. I'll have to download statements
from the web, but it is very reliable.
Is there any way to fix the above problem. Or is there anything new I've not
figured out?
Thanks for any help. Tag: Capital gain reports - Money2004 Tag: 184899
Bank Reconciliation report
I've finally decided to move from my old MoneyCounts program that wasn't
supposed to work after 12/31/1999 (and it did) to Money. Now I'm finding all
the neat features of a little mom-and-pop type of program that cost less than
$50 are not to be found in a upscale more costly program!
1. No paper reconciliation reports of any kind
2. I find it very difficult to create accounts that make any accounting
sense. I'm having to post a lot of transaction to "Miscellaneous Expense,"
which shouldn't even be an option according to all the accounting I've ever
learned.
3. MoneyCounts took about 10 minutes to set up and start going through.
I've been working on Money for 2 weeks, and still struggle through what
should be simple transactions.
4. MoneyCounts allowed you to append check numbers (100A, 100B, etc.) so
that non-check transactions in the program would follor your paper register.
Not so in Money -- anything appended to the check number gets sorted in its
own way; no transaction number entries are all grouped together, rather than
displayed in the order they were entered.
5. "Memorized" transactions in MoneyCounts WERE memorized, not something
you had to continually tweak in order to get them in.
Thank goodness it's still early in the year! I'm headed back to MoneyCounts
9.0! Tag: Capital gain reports - Money2004 Tag: 184894
Cannot edit check numbers in Microsoft Money 2005
I automatically downloaded my checking information from my bank, but my
checking account did not import with any check numbers nor will it
allow you to add/edit them. Can you add/edit check numbers on
downloaded checking accounts in Microsoft Money 2005?
Rob Tag: Capital gain reports - Money2004 Tag: 184893
Market Value Miscalculation
Is anyone experiencing an incorrect calculation when looking at Market Value
for your portfolio in a view other than Standard? When I switch to other
views my market value is not calculating properly for any of my investments. Tag: Capital gain reports - Money2004 Tag: 184892
Send Electronic Transactions and Update Account
Hi. I'm new to Money and at times have trouble finding certain things.
Updating accounts and sending electronic bills are two different processes.
Is there a way to combine them? I want to update and submit any
bills at the same time. Also, how do I prevent Money from getting Quotes
and stock information automatically when I update?
Any help ill be appreciated.
James Tag: Capital gain reports - Money2004 Tag: 184891
Rate of return calculations in Money 2005
Based on my entire group of investment accounts, Money 2005 reports the
following:
1. In Portfolio Manager, the "YTD Total Return" shown at the bottom of the
screen is 0.9%.
2. In the "Performance by Investment Account" report, customized as a
non-sub-totalled, year-to-date report for the same accounts, the "% Rate of
Return" is 1.24%.
I'm trying to determine my IRR - internal rate of return - and don't find
either of the above terms defined in Money Help and I don't know what "YTD
Total Return"and "% Rate of Return" mean or how they differ. Can someone help
me.
TIA, csherman Tag: Capital gain reports - Money2004 Tag: 184888
Trying to decide between Quicken and Money 2005
I currently use Money 2003 and have been experiencing problems with getting a
quick snapshot of finances (budget vs actuals and remaining balance and
indicators to let me know how close I am to limit in any budget category). I
am contemplating buying Money 05 or Quicken 05, but need more info than web
sites provide.
My main concerns apart from above are as follows:
1. Need tool to automatically categorize transactions (Money 03 only
recognized certain transactions, like grocery store names, but didn't pick up
recurring transactions at particular clothing stores, for example).
2. Need capability for tracking of expenses of two parties (Bob and Mary),
individually per budget category.
3. Need ability to query finances based on party, budget category, overages
and average spending per category.
4. Need an indicator as to when expenses are within predefined percentage of
budget amount. (Money 03 had "thermometer bars that measured how close you
are to limit for particular category. Does Quicken have this or similar
feature. Can you customize it to let you know if, for example you've spent
more than 70% of budget category before mid-month?)
4. Need the tool to be customizable to include roll-up summaries for each
predefined budget category. This is helpful for the quick snapshot view of
finances. Do both products provide this feature?
Any insight on these features would be helpful.
Thanks,
Mary Tag: Capital gain reports - Money2004 Tag: 184887
E*Trade positions download rounding errors 2005
When I download an online "statement" from E*Trade, Money 2005 reports that
most of my positions don't match the statement, and prompts me to "Add 0
shares," or "Remove 0 shares." I did convert from an earlier version of Money.
Allowing money to enter these add/remove transactions does not appear to
solve the problem permanently. The next online update can bring a similar
report.
Anyone else seeing this, with any other brokerages? Tag: Capital gain reports - Money2004 Tag: 184882
Cost Basis of IRA
Microsoft Money 2005 Deluxe appears to add reinvested dividends and capital
gains to the initial purchase price of a mutal fund when computing the cost
basis for a traditional IRA. However, because no tax is paid on dividends
and capital gains within an IRA, these sums should be excluded from the cost
basis because they represent asset appreciation which is only taxed when
withdrawals begin. In other words, the cost basis for an IRA is only equal
to the sum of the contributions, exclusive of appreciation (see IRS Form
8606).
How do you correctly establish and maintain the cost basis of a traditional
IRA within Money?
Thank you for your assistance. Tag: Capital gain reports - Money2004 Tag: 184878
Can't reinstall Money 2002
After installing sp2 Money2002 wasn't found.I get error1606 and can't
reinstall.Suggestions? Tag: Capital gain reports - Money2004 Tag: 184876
Need help Reverting from M05 to earlier version
I know that the backup file for 2005 will not restore in a previous version
without the password error. Can you rename the backup files to the
appropriate money file (i.e. *MN10) and then open it in an earlier version?
Please help - I hate 2005 single category entry. Tag: Capital gain reports - Money2004 Tag: 184863
Money 2004 Account Transfers
Why does money require a "category" for transfering money between accounts?
It would seem much simpler to just allow a transfer between 2 accounts
directly. However, there does not appear to be a task in the left pain to
accomplish that when opening an account. Tag: Capital gain reports - Money2004 Tag: 184845
Last Updated Column in Account List
I also seem to have a problem with my Vanguard account in the account list.
Even though the data is updated, the "last updated" field in the Account List
screen says 1/2/2005. All the rest of my accounts show today's date. I find
it hard to believe that Vanguard would say the account was last updated on
1/2/2005. Does anyone else have this particular problem with their Vanguard
account(s)? Or is it a bug in Money 2005? Deleting and redownloading my
Vanguard account isn't an option since it goes back almost 10 years. I'm open
to any ideas... Thanks Tag: Capital gain reports - Money2004 Tag: 184840
Trying to move money file
I have just bought a new pc and have downloaded another trial version of
Money. Trouble is, it wont let me open my existing money file after I have
copied it across.
Anyone any ideas? Help would be appreciated.
Regards Tag: Capital gain reports - Money2004 Tag: 184838
new machine
I'm trying to move Money fto a new machine. Has anybody else done this
before? What should I consider? Is there a knowledgebase article with
instructions?
Thanks,
Heiko Tag: Capital gain reports - Money2004 Tag: 184835
Weird reports problem>>>????
I customized my Spending By Category report so that it reflects ONLY one of
my bank and credit card accounts I have in my MS Money. So now when I go to
reports and choose Spending by Category everything works the way I want it
to, but when I click on Home - My Money and see the Spending By Category
report there, it reflects ALL my accounts for some reason. What can I do to
fix that?
Thank you! Tag: Capital gain reports - Money2004 Tag: 184834
Custom Report - Daily Cashflow
Dear Sirs,
I am new with Money. I am trying to create a custom daily cashflow report
that shows all info day after day.
At Default Custom Reports, Line and Column tab, Column pull down menu, I
have only week, 2w weeks, months, qtr, etc. option.
Is there any possibility to add "Daily" at this pull down menu?
Thanks in Advance,
Regards,
Mauricio Tag: Capital gain reports - Money2004 Tag: 184833
Pocket Money 2004 will not reinstall
I uninstalled Pocket Money 2004 before trying Money 2005. Pocket money 2005
would not install. I uninstalled Money 2005 (decided to stay with 2004) and
now Pocket Money 2004 will not reinstall. The only action I see is a
Registry - Machine RunOnce wextract_cleanup0 rundll32.exe
...\advpack.dll,DelNodeRunDLL32 "...\Temp\IXPooo.TMP\ Tag: Capital gain reports - Money2004 Tag: 184832
Credit Detail Issue with 2005 Standard
There is a issue with Money 2005 standard - you can not access or change the
credit details on your credit card accounts (interest rate, credit limit,
etc.) The solution is to spend more on the Deluxe or Premium or to return the
product - not really great solutions in my opinion! Tag: Capital gain reports - Money2004 Tag: 184827
401(k)
I believe I already know the answer to these, but I will describe my
issues anyway:
I am a new Money user (2005 Standard) having been a Quicken user from
Quicken 5 to Quicken 2005 (briefly-but that is another story).
I have a 401(k) with my employer through Vanquard that has two
investment accounts:
Company X Stock Fund
Company X ESOP Fund
In addition to this, I have outside this plan an investment with
Company X.
Company X is set-up correctly as a stock in my non-401(k) investment
and has the stock symbol associated with it so that the quotes will
download.
When Money set-up the first download of Vanquard investments, it setup
Company X Stock Fund
Company X ESOP Fund
as Mutual Funds which I am okay with. My issue is that I am unable to
associate these funds to the Company X stock symbol so that these
investments will be properly valued in Money. I was able to do this in
Quicken, but I seem to be prevented in doing this because Money is
looking for a single relationship between the name of the investment
and stock symbol. I also had the investment setup as a stock within
Quicken. The fact that they are setup as mutual funds in Money might
also prevent me from entering a stock symbol (I haven't proved this.).
I know I can enter the prices manually which is a pain to do on a daily
basis. Yes I know I am probably micro managing the investment.
1) Does anybody have any ideas on how to get around this without
manually entering the prices?
2) Is there a way to import price history through a file?
Thanks for your help Tag: Capital gain reports - Money2004 Tag: 184825
Historical Investment Transactions
Hi,
Can anyone explain if there is any benefit with tracking the changes in
a 401k investment? Is it just easier to start one from today's prices and
positions or is there any advantage to entering each buy, sell, dividend
etc.....
Thank You in advance for any assistance you can provide.
Greg Tag: Capital gain reports - Money2004 Tag: 184824
Direct Services
Hi,
Is there a downside to using Direct Services as opposed to using My
Checking Account for bill payments? I cannot find the literature but think I
remember that Direct Services will have a cost per transaction or other
possible fees.
Thank You,
Greg Tag: Capital gain reports - Money2004 Tag: 184822
Switching from Money 01 to Money 04
Is there a way to only transfer part of the Money 01 data to Money 04 and not
all of it and all the settings as well? All I want to transfer is the
checking info not the savings and other financial settings.
--
Sabrina Tag: Capital gain reports - Money2004 Tag: 184820
Money 2001 says incompatible version
Hi
I am using money 2001 std and have a full version. i created a money file
which was not opening in other machines. i coverted the money file to qif to
make it compatible with other o/s like w98 and xp home.
my problem is a file has got locked i.e it is not opening in any of the o/s
even after reinstalling money. the date formats are all same in 3 o/s . how
to get the datas in the *.mny file. it is giving file was prepared by
incompabile version. but i actually created in the same version
pls help Tag: Capital gain reports - Money2004 Tag: 184809
Money re-install
I recently had some problems with my computer and Money needs to be
re-installed. I have a download version and the setup files are not there.
Any help? Tag: Capital gain reports - Money2004 Tag: 184802
Any way to customize asset allocation categories in Money 2004?
I want to be able to assign my own asset allocation categories to
Microsoft Money to be able to group by them. For instance, Money would
view a precious metals mutual fund as only a "mutual fund", but for me,
it's really a separate investment class I want categorized under
"precious metals".
I'm pretty sure these categories aren't editable, so I was wondering if
anyone has found a workaround (besides creating a separate Excel
spreadsheet, which I already did).
Thanks. Tag: Capital gain reports - Money2004 Tag: 184800
Income item doubled in budget
Hi group,
I'm using Money 2005, and in looking at my budget summary for the current
month, the budgeted amount for one of my income items is doubled. If it
matters, it's a net pay paycheck deposit, and for illustration's sake, let's
say it's supposed to be $1000/week. My budgeted amount shows up as $8000
instead of $4000. If I view next month's budget, it's correct in there.
Where can I look to see where I may have somewhere told Money that I was
supposed to get paid twice as much this month?
I almost think that something's a tad out of synch from my 2004 upgrade.
When I select this income item in the budget summary and click "Edit item,"
I am prompted with a dialog asking me which item I want to edit. There are
three duplicate entries in the dropdown, all my paycheck. Two of them, when
I select them and click OK, there is no reaction; I am not taken to the edit
screen for the item. One of the three options does take me to the edit
screen for this recurring deposit, however.
Thank you,
--
Ray at home
Microsoft ASP/ASP.NET MVP Tag: Capital gain reports - Money2004 Tag: 184783
Starting new year with money 2004 or 2005
Using Money 2004, my file has grown to over 50mb is size. Tired of slow
response with money. Is there a way to start a new year, say 2005, and
import just my accounts. I don't need the balances as I can imput them
myself.
Also is there a way to turn off the cash flow forecast graph that appears on
the bottom of each account. Whenver I change accounts it takes forever for
the forecasting to be complete. It's bad enough on my desktop computer
which is a 2ghz machine, but completely unbearable on my old notebook which
chugs along at 600mhz. (I know, I know, get a new notebook)
Thanks,
Mike Tag: Capital gain reports - Money2004 Tag: 184775
Change transation display period
Is there anyway to change the transaction display period for credit cards?
In account register, I would like to see the transations for the last 60
days instead of 30 days. Is there anyway to change it?
Thanks,
Winnie Tag: Capital gain reports - Money2004 Tag: 184768
Can someone explain to me why in Money 2004 capital gain distribution
transactions are listed as loss. Makes the report unuseable.