How do I import from Quicken 2006?
I have Quicken 2006 and am now trying the recent and most current Money from
MS.
Nowhere do I see how to IMPORT my backed up Quicken files.
When I go to Help and type in "Import Quicken" it acts stupid and finds
nothing.
So far I am not impressed with money, but maybe you can help. Tag: Club Shepherd, yyyy Tag: 223112
Money's Online Services - new bank logins?
With many banks now changing over to this Site Key verification during
login, Money no longer is able to access those sites during it's automatic
updates and statement downloads. Does anyone know how long it takes for the
programmers to make fixes when a bank does that? I haven't been able to
access my TCF Bank info from Money for a couple weeks now since TCF changed
to the Site Key. Tag: Club Shepherd, yyyy Tag: 223109
Online Services - Changes in bank sites?
With many banks now changing over to this Site Key verification during
login, Money no longer is able to access those sites during it's automatic
updates and statement downloads. Does anyone know how long it takes for the
programmers to make fixes when a bank does that? I haven't been able to
access my TCF Bank info from Money for a couple weeks now since TCF changed
to the Site Key. Tag: Club Shepherd, yyyy Tag: 223102
credit card payments
i don't understand what to do , in order to make a credit card payment.
i gave you an example:
i bought a computer that cost me 1000$. i
I'm paying for it through my credit card , 5 equal payments of 200$ each.
my credit card debt stand on 0$ (before the computer).
my credit card debt stand on 1500$ (after the computer).
now,
On may 10th i need to pay 200$ - i need to see how much i need to pay in may
(I'll probably have more purchases) and after that the debt will be 800$.
how can i enter this info , so the program will show me what's really
happening in my accounts.
hope that's possible.
thank you very much Tag: Club Shepherd, yyyy Tag: 223100
Refinancing a Mortgage
I just refinanced my home to pay off a home equity loan. I'm trying to
figure out how to set that up in Money 2007. I tried creating a Home
Mortgage account for the new mortgage but I don't see how to take the
proceeds of the new loan and pay off (transfer to) the Home Equity Loan
account. The new loan also includes points and interest for the period from
when the loan closed to the first payment. How do I show that.
The Home Mortgage account just creates a liability for the amount of the
loan and sets up a loan payment in the Bills area. I can't see any way to
show that this loan paid off the original home equity loan. How do I do
that?
Thanks
Kevin
"To take from one, because it is thought his own industry and that of his
fathers has acquired too much, in order to spare to others, who, or whose
fathers, have not exercised equal industry and skill, is to violate
arbitrarily the first principle of association, the guarantee to everyone
the free exercise of his industry and the fruits acquired by it." --Thomas
Jefferson Tag: Club Shepherd, yyyy Tag: 223094
Transfer Between Classes
I have a checking account, in which I've used Classification 1 and called it
Checking. I've established classes, under Checking, named savings,
emergency, cash.
I want to transfer from one class to another in the checking account.
However, when attempting to do this, I receive an error that I can't
transfer from/to the same account, even though the classifications are
different.
Any idea as to how this is done? Tag: Club Shepherd, yyyy Tag: 223091
Buying Foreign Currency
Could someone please help me work out how to show transactions in MS Money
for buying foreign currency? I just exchanged some Aussie dollars for US
dollars, at a currency exchange place. I gave them Australian notes, and
received US notes. How do I show this in my cash account? What category do I
put it under?
Cheers. Tag: Club Shepherd, yyyy Tag: 223089
M07 Import Handler Problem
I download directly from the bank's website. Money Import Handler doesn't
open QIF file until I reboot and restart Money. Huh? Running Vista
Ultimate 64
Koka Tag: Club Shepherd, yyyy Tag: 223084
Missing transactions
Lasat night downloaded transactions from two credit card companies. This
morning opened Money 2006 and no new credit card transactions! Both accounts
at zero from last month's payments. Worse, all the checks I entered manually
last week are gone. It's like nothing has been enterd since April 17. Tried
to restore from a backup and the newest backup on my 'C' drive is dated April
10. No recent backups even though each time I exit, the backup seems to run. Tag: Club Shepherd, yyyy Tag: 223082
Scheduled Bills scroll bars only work when partial screen Money 20
The vertical scroll bars on the Manage Scheduled Bills screen are greyed out
when full screen, but normal when partial screen. Problem is present when
viewing my data and Test sample.mny. Other screens and other applications
not affected. Quick file repair did nothing. My daughter downloaded a
program she can't remember the name of and I can't find on the computer
recently in order to access photos on Walmart.com. I don't know if I should
remove and reinstall MS Money 2004 Small Business edition, or do something
else?? It might be better to upgrade to 2007, but the program has been
working well until now. Thanks for any help. Money small business is ver
12.0 Update 1. I am running Windows XP Home Edition Ver 5.1.1600 Service
pack 2, on a Dell XPS T450
--
Maurice Tag: Club Shepherd, yyyy Tag: 223081
For sale in Provence
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/1999/REC-html401-19991224/loose.dtd">
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<META content="MSHTML 6.00.2800.1106" name=GENERATOR></HEAD>
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Ground: 5,2 hectares (52.000 m²) with 4 hectares of young vines (AOC Côtes de Ventoux)
<br><br>
PRICE: 1.425.000 EUR
<br><br>
Visit the house here: <a href="http://www.forsaleinprovence.com">
www.forsaleinprovence.com</a></BODY></HTML> Tag: Club Shepherd, yyyy Tag: 223079
Change mortgage / loan payment frequency?
I have money 2006, how do you change a loan (mortgage) payment frequancy from
monthly to bi-weekly? Tag: Club Shepherd, yyyy Tag: 223076
no need for 2007 upgrade, want to go back to 2006
I recently tried a trial of money 2007 and found that there was no reason for
me to have it because for what i used it for, the upgraded version was
unnecessary. So, I unistalled 2007 and now want to open the backup file back
on 2006, where it was created, but resaved in 2007. It will not let me do
this, of course, and causes an error and closed 2006. Now, how am i able to
open it again and continue my backup file on 2006 once again? Tag: Club Shepherd, yyyy Tag: 223072
Import QIF file Money 2006
In the past I always imported OFX files from my bank. They have had problems
with OFX and recommended downloading QIF (long format mm-dd-yyyy) files. this
works fine, however the same transactions that I have already reconciled with
Money keep getting imported. When I downloaded OFX only new transactions that
were not reconciled with Money showed up to be accepted. Now (using a QIF
file) all transactions are imported and I have to accept up to fifty
transactions that were previously already marked cleared or reconciled after
balancing the account.
Is there a fix for this problem? Tag: Club Shepherd, yyyy Tag: 223070
free integrated bill payment
Hi. I currently use 5/3 Bank which allows me to pay my bills from inside MS
Money (through 5/3 directly, not through MSN bill pay).
Is there a list of banks/credit card companies that allow this
functionality? Thanks!
-Drew Tag: Club Shepherd, yyyy Tag: 223069
Transaction downloads not working
On Money 2006, I had regularly been able to download monthly statements and
have it reconcile the banks' transactions with how I had recorded them. Now
all of a sudden, on a credit card account and bank accounts, it goes through
the motions and says there's a number of items to review, but the downloaded
transactions do not appear. That is "Items to review (7)" appears on the
left, but in the transaction list there are only the items I entered and
nonthing to reconcile. After this started, it still worked with one credit
card account. Any idea what's happening and how this can be fixed? Tag: Club Shepherd, yyyy Tag: 223068
Feature Requests: Savings Goal & Bill Recurrence Fix
Just a couple of suggestions for the Money developers...
1) Creating a true savings goal feature. This would allow a user to earmark
money within an account for a particular expense and continue to add/subtract
to/from it. When viewing the account, you could then see what your current
balance was with the savings goal money removed from the account or with the
money in the account. The savings goal account would look like a separate
account (although it really isn't) so you could view it in itself. This would
also allow you to add to a savings goal from different accounts. In setting
up the savings goal, you would be able to specify what your target amount is
and when you want to reach that goal by. Money would then help you telling
you if you are on pace to reaching your goal as time goes on by monitoring
your "deposits" into the savings goal.
2) Change the recurrence engine for bills to something more in depth. You
should be able to select any type of recurrence for bills that you want and
not just some preset items. I have bills that recur every 3 weeks--there is
no way to truely do that kind of recurrence with the current engine.
Just a thought.
Thanks,
Merg
--
Today''s problems don''t worry me,
I haven''t solved yesterday''s yet. Tag: Club Shepherd, yyyy Tag: 223067
Assigning categories/subcategories automatically
Money remembers previous entries to entries. It would be VERY helpful if we
had access to that memory and could alter it. It appears that the longer I
use Money, the slower it is to make changes.
----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click "I Agree" in the message pane.
http://www.microsoft.com/communities/newsgroups/list/en-us/default.aspx?mid=7cf8b172-5da0-4b56-b3a0-68348ee3e548&dg=microsoft.public.money Tag: Club Shepherd, yyyy Tag: 223064
Money 04 Trended Items
Anyone know if / how it is possible to either disable, or reset the
"trended items" in Microsoft Money 2004?? It is very frustrating, I know the
program would work if I could clear out all the old numbers from previous
income
and such. Please help. Tag: Club Shepherd, yyyy Tag: 223061
Money 2004 Small Biz Customer Transactions do not appear as income
Hi folks. I hope someone can help figure this one out.
I created a new customer. Did invoices, recived payments. If I look untder
customer transactions they are all there.
I created a subcategory uinder income just like all of my other customers.
But this one shows no income received even though it does under customer
transactions. Other customers do show income.
What might I have done differently to this customer, and better yet, how do
I fix it?
Thanks.
~Bob Tag: Club Shepherd, yyyy Tag: 223058
balance credit card account
Hello,
In the past, I was just transferring the credit card payment from my bank
account to my credit card account and balancing with an adjustment. This
year, I started downloading the statement and tried to balance the account
and its totally hosed. I have all the transactions, but need advice on how
to balance the account going forward. Thanks, sck10 Tag: Club Shepherd, yyyy Tag: 223052
Identifying and contacting Money intermediary
Using Money '07 on XP Pro to download data from my bank. The bank does
not provide a direct connection, yet is listed in Money's list of
supported banks, via a third party. For over a week now, Money has
been unable to retrieve my transaction data giving a very uninformative
error that the attempt was unsuccessful.
I've contacted my bank. Since they don't provide this service
themselves, they decline to help me.
How can I a) identify the third party intermediary responsible and b)
contact them to complain?
--
Jeffrey Kaplan www.gordol.org
The from userid is killfiled Send personal mail to gordol
"The shortest distance between two points is under construction."
Noelie Altito Tag: Club Shepherd, yyyy Tag: 223051
Editing budget shows Recurring bill as zero
Hi
Within the Budget, I have a recurring bill under 'Bill Summary' showing up
as ZERO and there is not 'Money icon' showing it is a Withdrawl or bill when
I am trying to edit the Expenses. All my other recurring bills are showing
the 'Money icon' indicating Withdrawl or bil.
I can edit it but then when viewing the 'Budgeted' amount, this is then
doubled.
Has anyone experienced the same? Tag: Club Shepherd, yyyy Tag: 223047
Money 2001 pay bills - Money 2006 pay bills difference
I just upgrade to Money 2006 Standard from Money 2001 Standard. In Money
2001, I could open pay bills, hold the Ctrl and it would highlight multiple
bills/deposits and I could see what my check balance would be After. I used
this to be sure I would always have enough money in my checking to pay my
bills. I don't believe Money 2006 Standard has this feature. Does one of
the other newer Money versions have this feature? Tag: Club Shepherd, yyyy Tag: 223041
Money 99 with Vista, or do I upgrade?
I am using Money 99 on a Windows 98SE PC for a clubs accounts, very simple
nothing complicated. I have just bought a new PC with Vista. Can I reinstall
Money 99 (yes I know its old, not supported etc, but it works fine) on a
Vista PC, or will I have to upgrade to Money 2005 (the latest UK version) and
if so will my old files upgrade ok?
Thanks
Paul Hammond Tag: Club Shepherd, yyyy Tag: 223035
Autofill M2004 / M2006
An easy way to do this ?
1. I WOULD like to edit aliases easily - how to do this:
I'd like all gas purchases (EXXON/ HESS/Gulf/Valero etc ) to match to "
Exxon" .
On the Payee Rules Mgr screen I'd have to - select EXXON - then manually
type all variations. They're all in there - on the preferred names
screen - let me just pick 'em. Is that on another screen somewhere ? Or
do I have to go to each current name and add EXXON as a variation -
deleting all others ? ( want to do similar for other groups too so
that's why asking if simple way to do it)
The payee rules screen is not user friendly - have to choose each one on
left , then next one, then next one. Can I see the aliases all at once ?
" So that I could see all of the accounts that HAVE EXXON as a
variation? And the " setup Preferred payee names screen" won't get these
names that I catch/change - since they aren't IN my register any longer.
2. Is this a setting WE can choose in setup somewhere ?
( "Purchase" is excluded from Autofill)
My bank charge card download shows first line entry as PURCHASE and the
second line contains
" # 5200 THE HOME DEPOT " etc. On charge purchases, I have to go in and
fill in the company name.( or select from drop down) Any way to have
Money look at the SECOND line for an alias/ variation to match them
using autofill. It seems so simple for them to read THAT info, "
purchase" and autofill. ( that's all I do)
3. How do you get around this ? Just keep up with aliases ?
On the other hand everytime I download my checking info, it confuses my
automatically paid bills ( that show as something like " Payment
Transfer"). so it will want to match my ... electric bill to my phone
bill. I'll change it to make it correct and then vice versa for bills
next month. I think I got all the variations of "Payment Transfer" for
now - but as the payees change the description, I get reappearing "
incorrect matches" that if I didn't notice would get both accounts out
of whack.
How do you get around this ?
Also for " Withdrawal from ATM ". If one month I use an ATM for my
checking card and another month use ATM for different card - it
autofills. So if not careful could take $100 out of checking account at
bank A and it "matches" to your Mastercard instead. ( if that was last
'withdrawal'). I have deleted the alias or have it ignored - next time I
download ( or from another bank) - their name for it is a bit different
and another " withdrawal "name for it. So now a cash withdrawal from ATM
wants to autofill using ' whatever the last bank was". It doesn't show
the bank on my screen and I have to go to the online bank's download
screen to see - did I withdraw cash advance from bank A ? ( so cash
from Bank of A's checking account wants to autofill in my Chase cash
account for example.)
Thanks Tag: Club Shepherd, yyyy Tag: 223031
Online Services Providors not complete
When I go to add online services to an investment account at JP Morgan I do
the following:
1. Manage Online Services
2. Check for new online services (beside the JP Morgan account listed under
"These banks and brokerages do not provide automatic online updates") The
same results happen when I try setting up a new investment account, however.
3. "J" is selected and only "Janus" is an option. The help file from JP
Morgan shows many entries for "J."
My best guess is that something is interfering with MM2006 (V15.0.125.513)
being able to get the list of vendors providing online services. My MM file
is large and was an upgrade from MM2003. I am running Norton Anti-Virus
(Norton Protection Center)
I have cleared my cache, cookies, reset my advanced settings, etc. from IE7.
I have regserv... msxml.dll and msxml3.dll. I don't have msxml4.dll
I have looked for the online link file in ..\..\webcache or whatever (one
extra in a cab file)
Any further suggestions?
Pity MS Money doesn't install an instance of SQL Server 2005. I bet it
would make it a bunch more stable.... and queryable from Excel.
Thanks, Tag: Club Shepherd, yyyy Tag: 223026
MM 2007 Delux on VISTA Ultimate 64?
Hello. I am planing to buy a new comouter with VISTA Ultimate. Does MM 2007
Delux operate with VISTA 64? Now I have got VISTA Ultimate RC2 5744 and MM
2007 Delux works great.
--
JerzyMarian Tag: Club Shepherd, yyyy Tag: 223023
Your potensial income will be $96,855,122.4 USD !
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Let's get all dreams TOGETHER with ME!!!!
Visit my site :
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Always in success!
Henry
http://2UsdClub.com/?ref=165 Tag: Club Shepherd, yyyy Tag: 223020
Not all transactions
Hi.
Just bought MS Money 2007, mostly to download my 401k statements. But after
getting it started, I can see that for all my other bank accounts all the
transactions are being downloaded, but for my 401k account with JP Morgan,
only one line shows up showing the total number of stocks/funds, instead of
downloading the full list of transactions for the past 90 days.
Have been desperately trying to find out where to change it but cannot find
it. Let's say I want to specifically let the software know that I want to
download ALL the transactions for the past X days, where do I change the
settings?
The user's guide from JP Morgan indicates that there should be a question
when I am setting up the account but I never see that questions. Once I pick
JP Morgan from the list (Investment account) and provide log in information,
the account is set up and I don't know why it does not automatically download
all the available transactions.
What to do? The JP Morgan users gude clearly indicates something that I
cannot find in the MS Money software.
I have MS Money Deluxe 2007.
Thanks for any help. Tag: Club Shepherd, yyyy Tag: 223016
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Repost: Budget showing zero (0)
This was posted a few days ago as a reply to another thread. I'm
reposting as I think that thread is dead.
Money 06, Advanced Budget.
I have budgeted amounts, but in the report it shows my budget as a zero
(0). I've seen similar posts in the archives, but no real solutions,
i.e., http://tinyurl.com/2yk2c7
Here's a sample line item of the zero (0) budget problem I see for
April, 06:
Category Actual Budgeted
Bill: Phone $135 $0 (my budget=$65)
Bill: Cable $78 $78 (my budget=$78)
And then looking into next month's budget (May 06), the same line item
shows:
Category Actual Budgeted
Bill: Phone $0 $130 (my budget=$65)
Bill: Cable $0 $156 (my budget=$78)
The April actual of $135 is correct, the budget is obviously incorrect.
And it appears that next month is doubling my budget.
I'm wondering if the oddity is due to my only having been using Money
for a couple of weeks? (though there is 2 years of history in the accounts)
Also, from what I can deduct, the problem appears limited only to
objects that I have set up as recurring bills/transfers.
Any ideas why the budget is acting up? And/Or how to fix it?
--
kindler chase
www.nCubed.com Tag: Club Shepherd, yyyy Tag: 223013
Flaws in Money 2007
As a recently upgraded M04 user, I'm finding more and more things missing in
M07. Besides the inability to highlight several bills at once to show their
impact on my account balance, I find the following features either missing or
flawed:
1. In M04, if you wanted to add a bill to your schedule of bills to pay,
you had the ability to designate a set number of payments to make or an end
date, if you chose. This is sadly missing in M07.
2. When I download transactions from banks into my Money program, the
program will automatically match a specific bill to the NEXT (unrecorded)
scheduled payment, rather than the one I've already recorded in my register.
This requires me to change the transaction and select the previously recorded
transaction, thus adding what should be an unnecessary step in the acceptance
process.
3. This has been brought up in a previous post, but if I have a prior
transaction that has been split (say $30 for groceries and $20 cash back),
the next time I enter a transaction to the same Payee, the program will
automatically consider it a split transaction, despite the fact that the
payment amount may be different or it may not actually be a split transaction
at all.
There are other things I've noticed in the last few months since upgrading,
but I can't think of them right now.
Suggestions or fixes, Microsoft?
--
JUDYTANK
----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click "I Agree" in the message pane.
http://www.microsoft.com/communities/newsgroups/list/en-us/default.aspx?mid=db0756ba-c647-4d6b-baf0-e400f7f7c74a&dg=microsoft.public.money Tag: Club Shepherd, yyyy Tag: 223010
Ordering Money Deluxe from Canada
hi,
I heavily use the "forecast cashflow" functionality in the trail version
I've downloaded. I recently purchased the Canadian version of Money and this
feature is not included. So, I tried to purchase a full version of Deluxe,
but "Canada" is not listed in the drop down for countries.. I can't find
Deluxe in any stores here.
How can I order Deluxe even though I live in Canada?
Thanks, Tag: Club Shepherd, yyyy Tag: 222992
2007 Uninstall- 2005 won't start, &PPC? Go Quicken? >-( HELP!
Moving money 2005 file to new Vista system- decided good time to try Money
2007, right? So I backup 2005 .mny file on separate system, online and on
flash. download 2007 and heed the warning that the file created cannot be
opened in an older version (not much of a "trial" eh?). Honestly, can't tell
that I'm even using a different program. Not inclined to pay $30 for
something I can't even discern as new except for the "2007" in the title bar,
I uninstall, and reinstall my 2005 onto the system. Get the old unaltered
back up file and restore it.
Doesn't work (surprise, surprise.) $35 to talk to a live person (yeah
right) Read some post here. Realize that my 2005 installation is "fresh"
and hence not updated. Create a dummy file, update and then it recognizes
and opens my old 2005 back up. I'm happy. Close program.
Next day. Start program. Won't work. Repeat previous day's dummy
protocol. Works. close program. Restart program. won't work. "Error
reporting has stopped working windows will now close the program and advise
if a solution is available". Pull hair, wash, rinse, and repeat. WTF? And
considering how I'm screwed out of my FAVORITE PPC function- mobile money-
should I migrate to Quicken and Pocket Quicken? Is there a fix for my 2005
woes? Why do you make life so complicated for me Bill?! Tag: Club Shepherd, yyyy Tag: 222991
Money 2007 Help
I'm a new user to Money so I'm not very knowledgeable about all it's
features as yet.
I've setup an investment brokerage account in Money and have been
downloading my investments now for several weeks. Everything seems to agree
except for a few items. In my cash balance, Money seems to have missed one
or two interest payment on some Mutual funds. In addition, I recently
purchased a broker CD. That money has not been deducted from my Money cash
account even though it appears in my broker account.
So far, I've been making manual adjustment to correct the account. Why is
this happening and what is the proper way to correct these errors?
TIA
Jim Tag: Club Shepherd, yyyy Tag: 222990
quicken.qif file, Money 2004, Vista
Regularly, I download a quicken.qif file from my bill paying service. When I
double click on that file, it asks me if I want to start up Money 2004.
Often, but not always, when I start up Money via this route, my check
register file comes up with many transactions missing, both deposits and
withdrawals. If I tell Money to Restore Backup, the check register is now
loaded with all of the transactions present. Where is the file without all
of the transactions coming from? This has happened many times since I
installed Money 2004 on my new PC with Vista Home Premium on it. I have
plenty of RAM (2GB) and platy of CPU power for this little program.
Can anyone give me some clues to fix this problem?
Thanks.
Tom Tag: Club Shepherd, yyyy Tag: 222988
Does anyone have any ideas for Money 2007 Pocket PC support?
The last I heard is that there wasn't any and that if you upgraded you
were going to be out of luck.
Has that changed at all?
Has anyone as MS said 'You know, people use this, maybe we can make a
program for WM5.' Tag: Club Shepherd, yyyy Tag: 222987
Money won't start
Hi,
When I try to sign in to Money, I get an error saying "The sign-in
attempt for (my passport address) was unsuccessful. Please try your
sign-in name and password again."
The details are correct and my passport is working OK elsewhere and
I've tried both backup files too, same error. My Money version is
12.0.0.613 and I'm using XP Pro SP2, fully patched.
I recall this happening a while back and it was something to do with
MS servers, but I can't recall what it was. Anyone got any ideas
what's wrong?
Many thanks for any help offered.
Le Dùrachd
--
Andy Tag: Club Shepherd, yyyy Tag: 222985
Log In to Money On-line
A brand new occurence. Try to log into money this morning. Keep getting
message "You must be connected to the internet to sign in online". I am
online!!!
I use Money 2007. I have used Money for over 10 years now. This has NEVER
occurred before.
What I have tried: Shut downs (numerous), restart Money (numerous), reboots
(numerous), new live password (3 times changed).
What happens: It still updates portfolio levels, but not online banking. I
am able to connect to bank online directly when not in Money (or even going
to my bank site from within Money), but cannot get into Money online unless
I go in off-line.
Do I need to re-install Money 2007? Or, there some other thing to try.
Thanks. Tag: Club Shepherd, yyyy Tag: 222984
Money 2006 - Archive?
I have not archived my Money file for a couple of years - last archive was
"2004 Archive.mny". I tried creating an archive using Money 2006 today and
I got a file called "2006 Archive.mny" -so far so good. I told Money to
back up all transactions prior to 1/1/2007. I checked all the accounts it
showed me. Unfortunately the sized of my active Money file did not change
and it would appear that no entries were deleted. The file is the same size
as before the archive process. I opened the Archive file and it looks like
there are "random" entries - some accounts have transactions from prior to
2007 and some accounts have only transactions from April 2007!! Where did I
go wrong? I know previous versions of Money let me archive and it did what
I thought it should do - at least get rid of the old entries that did not
effect an asset account. Tag: Club Shepherd, yyyy Tag: 222981
Pension Policies - Recording Revaluations
Does anybody know a tidy way to record revaluations of pension policies in MS
Money? For instance, a policy can increase in value from £10,000 to £12,000
due to investment gains of the funds in that policy. How would you go about
recording this?
Would you record this as an Investment Transaction? If so, what Activity
would you allocate to this transaction?
Thanks in advance for any useful pointers. Tag: Club Shepherd, yyyy Tag: 222978
Printing Portfolio view in Money 2006
Hi,
I am viewing my portfolio...(from Home, Investing Home...Portfolio Manager)
I try to print the portfolio...(Other tasks, More, Print, Portfolio Report).
Nothing happens when I click on Print, Portfolio Report.
I try using File, Print, also, nothing happens.
I am using 2006, and have repaired my file, and rebooted my machine, but no
luck. Tag: Club Shepherd, yyyy Tag: 222976
wachovia direct download fees
I believe this subject has been discussed recently, but I got an online
message from Wachovia tonight:
"(trim) ...
As a reminder, starting April 1, 2007, a monthly fee of $5.95 is being
assessed to your account if you access Wachovia Online Banking directly from
within your personal financial management software. This fee will not appear
on account statements until May.
This service is free if:
- You download your account information from wachovia.com into your
software.
- You have a Crown Access(R) Banking, Crown Banking, Crown Classic Banking,
Crown Select(SM) Banking or Command Asset Program account.
... (trim)
"
Note the last bit about how to avoid the fees.
--
Chris Cowles
Gainesville, FL Tag: Club Shepherd, yyyy Tag: 222973
Vista 64 and Money 2006
Will Money 2006 install and operate on Vista 64? I'd like to upgrade
computers and will likely decide to install the 64b version of Vista. Tag: Club Shepherd, yyyy Tag: 222968
Credit Card Balances in Parentheses
This might be a dumb question, but what does it mean when my credit card
balance in the register show up in Red and in parentheses? Then, when I look
at the Account Listing, the same credit card "Adj. Balance" shows in Black
and without the parens.
I'm confused. Can someone please explain this for me. Thanks! Tag: Club Shepherd, yyyy Tag: 222966
Help! Balancing Accounts Error
Ok, so I've used Monday for years, going back to 1999. In every case, no
issues balancing MS Money vs my paper statements. (I automatically download
the transactions, then manually balance once a month to confirm.) Now, out
of nowhere, my starting balance is off by $14.22. I know it was correct last
month. So, I clear last month figuring that will get rid of the issue, but
that $14.22 is still off. I went back about 6 months, nothing doing. I
checked the balance manually and it all adds up! So, I can't put in an
adjustment because I know it's correct. I did look to see if there were any
transactions that were no longer marked as "Reconciled", but they all are.
Any ideas? I need to get rid of this $14.22 that's off...and it's nothing
recent. Tag: Club Shepherd, yyyy Tag: 222960
Balancing account-making it easier
When balancing accounts, Microsoft removed the "number of item cleared" and
"Amount of items cleared" a couple of versions ago. This makes reconciling
with a bank statement immensely easier. There is plenty of room on the
screen for this. PLEASE PUT IT BACK!!!
This is so is so irritating, the loss of this feature has almost pushed me
to Quicken (even though I have been a MSMoney users since Windows 3.1).
----------------
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http://www.microsoft.com/communities/newsgroups/list/en-us/default.aspx?mid=cae6f55a-59cd-4b6d-a14e-34aa67e0ec14&dg=microsoft.public.money Tag: Club Shepherd, yyyy Tag: 222958
How to add RRSP in Money 2006?
Hi,
how can I add an RRSP in Money 2006? When I add an account, I select
"Investment" > "Retirement". RRSPs are mentioned up to this point, but they
aren't listed under the Retirement section. I guess I could choose 401K, but
what about the settings afterwards.
Ideally, here's what I'd like to do: show contribution transfers from my
other accounts, and apply monthly interest amounts automatically.
Thank you Tag: Club Shepherd, yyyy Tag: 222956