"Cash balance" in Microsoft Money 2004/2005

Somehow I must have changed some setting in Money that is causing this
problem. It started with Money 2004. I hoped it would go away when I
updated to Money 2005, but it didn't. The problem is that in a brokerage
account when I sell a stock the "Cash balance" value doesn't get updated.
"Cash balance" doesn't get updated when I add cash to the account either.

Can anyone point me to the setting I might have changed to cause this?

Thanks for your help!

Vadim
Sat Apr 16 07:18:20 CDT 2005

Hello,
You wrote on Fri, 15 Apr 2005 05:19:06 -0700:

M> Somehow I must have changed some setting in Money that is causing this
M> problem. It started with Money 2004. I hoped it would go away when I
M> updated to Money 2005, but it didn't. The problem is that in a
M> brokerage account when I sell a stock the "Cash balance" value doesn't
M> get updated. "Cash balance" doesn't get updated when I add cash to the
M> account either.

M> Can anyone point me to the setting I might have changed to cause this?

make sure that the proceeds for te sale go to the associated cash account
which balance you expect to update, not to some other account.

Regards

Mike
Wed Apr 27 06:00:02 CDT 2005



Vadim,

Thanks for the reply. How can I tell what account the cash is going into?

Thanks!

"Vadim Rapp" wrote:

> Hello,
> You wrote on Fri, 15 Apr 2005 05:19:06 -0700:
>
> M> Somehow I must have changed some setting in Money that is causing this
> M> problem. It started with Money 2004. I hoped it would go away when I
> M> updated to Money 2005, but it didn't. The problem is that in a
> M> brokerage account when I sell a stock the "Cash balance" value doesn't
> M> get updated. "Cash balance" doesn't get updated when I add cash to the
> M> account either.
>
> M> Can anyone point me to the setting I might have changed to cause this?
>
> make sure that the proceeds for te sale go to the associated cash account
> which balance you expect to update, not to some other account.
>
> Regards
>
>

Vadim
Wed Apr 27 07:19:24 CDT 2005

Hello Mike:
You wrote in conference microsoft.public.money on Wed, 27 Apr 2005
04:00:02 -0700:

M> Thanks for the reply. How can I tell what account the cash is going
M> into?

create a stock sell transaction and check the field "tranfrer to".


Vadim

Mike
Fri Apr 29 13:54:04 CDT 2005


Vadim,

Thanks! That was the problem.

Mike

"Vadim Rapp" wrote:

> Hello Mike:
> You wrote in conference microsoft.public.money on Wed, 27 Apr 2005
> 04:00:02 -0700:
>
> M> Thanks for the reply. How can I tell what account the cash is going
> M> into?
>
> create a stock sell transaction and check the field "tranfrer to".
>
>
> Vadim
>
>

cad2020
Thu Feb 14 14:29:01 CST 2008

HELP I can't figure out how to enter a cash balance in the portfolio....any
ideas...anything i put in like $ gets rejected....

"Mike" wrote:

> Somehow I must have changed some setting in Money that is causing this
> problem. It started with Money 2004. I hoped it would go away when I
> updated to Money 2005, but it didn't. The problem is that in a brokerage
> account when I sell a stock the "Cash balance" value doesn't get updated.
> "Cash balance" doesn't get updated when I add cash to the account either.
>
> Can anyone point me to the setting I might have changed to cause this?
>
> Thanks for your help!

Cal
Thu Feb 14 16:00:13 CST 2008

In microsoft.public.money, cad2020@aol.com
<cad2020@aol.com@discussions.microsoft.com> wrote:

>HELP I can't figure out how to enter a cash balance in the portfolio....any
>ideas...anything i put in like $ gets rejected....

What program are you using? What is it that you did that caused
something to be rejected?

A cash balance would apply to a particular account, and not to the
"portfolio".


>
>"Mike" wrote:
>
>> Somehow I must have changed some setting in Money that is causing this
>> problem. It started with Money 2004. I hoped it would go away when I
>> updated to Money 2005, but it didn't. The problem is that in a brokerage
>> account when I sell a stock the "Cash balance" value doesn't get updated.
>> "Cash balance" doesn't get updated when I add cash to the account either.
>>
>> Can anyone point me to the setting I might have changed to cause this?
>>
>> Thanks for your help!

Dick
Fri Feb 15 07:23:25 CST 2008

To Cal's questions I would add: where/how did you try to put this cash in?
An Investment Account register? An Investment Cash Account register? A
Transfer from some other account in Money? An income transaction?

"cad2020@aol.com" <cad2020@aol.com@discussions.microsoft.com> wrote in
message news:B608A268-6288-4C01-B991-F2A31C66D10E@microsoft.com...
> HELP I can't figure out how to enter a cash balance in the
> portfolio....any
> ideas...anything i put in like $ gets rejected....