Custom Sales Tax Reports in MSM Small Bus. 2004

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  - 1
    - Passport Sign-In Name Change I recently changed my passport sign-in name from xyz@domain.com to abc@domain2.com. However, even though I can log into Money 2004 with the new sign-in name and everything works on the web, each time I open Money 2004 it still has the older sign-in name in the Sign-In Name field. I'm able to retype the new one and then my password but I'd like to be able to set Money to remember the new Sign-In Name. Any help is greatly appreciated. Thanks! Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163686
  - 2
    - Transaction Date for online payments When I enter a future date for an epay, Money changes it to the earliest possible pay date. I want the date to remain the exact date I entered. For example, I plan to make a deposit on the First, and want to schedule an epay for the 3rd. I enter the transaction on the 25th of the previous month with a "pay date" of the 3rd. As soon as I Submit the payment, the date changes to the 30th, but I haven't made the deposit yet. I want Money to show the 3rd in the transaction register. I know this can be done with a setting, but I can't find where to set it in Money 2002. Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163685
  - 3
    - Update your property value with data from HomeAdvisor? In Money 2002 I used to be able to go to the "House" view of the Money home page, click on "Estimate My Home's Value" and then be taken to a web page where I would enter my address. It would then estimate my home's current value and update that value in Money. What happened to that quite useful module? Now, when I click on "Estimate My Home's Value" and enter my address, I may get one or two recent home sale prices in the area, and that's it. No estimate of my home's value and no automatic Money update. Since I have no idea if my home is comparable to those, the whole thing is now quite useless. Any feedback or suggestions? Thanks, -Ted Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163684
  - 4
    - Money 2004 Canadian I got an new Dell LT and it had Money 2004 installed. I did setup my accounts there and everything was working for me until I started my RRSP accounts. I found out that everything was designed for the US (TAX-Accounting system). I am looking every where but I can't find a Money 2004 Canadian version. Can I use the same license to just convert to the canadian version of the software? I don't really need the US one. Thanks Ard M Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163682
  - 5
    - Delete info Can anyone help me with deleting all info in money and starting over. Thanks Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163680
  - 6
    - how do I enter annual budget items? 'new to Money04. I pay my own real estate taxes, so there are 3 once-a-year bills for local, county and school taxes. I entered them as recurring yearly bills, but they don't show up on my monthly budget :-( Right now it shows the money I know I need for that as being disposable income! Isn't the point of budgeting so that we'll have that money when our taxes come due? I hope so, and I hope one of you kind people will know how to fix this. Thanks, George Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163678
  - 7
    - Palm Program for Money Does anyone have a recommendation for the best Palm program to sync with Money? Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163673
  - 8
    - Interesting Support / Warranty Information On Money & Quicken http://www.microsoft.com/money/info/comparison.asp http://support.microsoft.com/default.aspx?scid=fh;en-us;prodoffer18&sd=GN I was just looking through that comparison chart and noticed that Microsoft Money 2004 Deluxe, Premium, & Small Business versions come with 3 years of unlimited support and 3 years of online services. The Standard version comes with only 1 year of unlimited support and 2 years of online services. On converting Quicken files the footnote says this... "The Converter Wizard for Quicken® in the U.S. version of Microsoft Money 2004 Premium will convert files from Quicken U.S. versions 4, 5, 6, 7, 8, 9, 10, Quicken 2002, and Quicken 2003." http://www.intuit.com/support/quicken/2004/options/winindex.html?product=..% 2F2004%2Foptions%2Fwinindex.html&submit=Go This is the only link on the Quicken webpage I can find about support options. Apparently, there is no unlimited support and it costs $1.95 / minute!!! That is f'ing crazy! I am not a Quicken user yet, but it would seem to me they could at least match the same length of support as Microsoft does on similar products. I will stick with Money. BTJustice Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163672
  - 9
    - Money 2003 cannot start Would someone know what it means when every attempt to start Money 03 starts with an error box saying "Runtime Error!" "abnormal program termination" . Constantly uninstalling then reinstalling hasn't helped. Even SYSTEM RESTORE hasn't helped. System is HP a350n with Win XP. thanks. let me know if you need more information Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163671
  - 10
    - 401(k) Headaches - Beginner Advice Needed Okay, I'm in the process of learning the whole process of managing accounts with Money... up until now haven't had to do anything with a 401(k) plan. In my infinite lack of wisdom in this area, I have no idea how to set this thing up in Money 2004's 401(k) manager or confirm that it is in fact properly set up. I've successfully got the 401(k) account put into Money, and I have set up the last several paychecks' 401(k) contributions section to go to, for example, "My 401(k) Plan (Contributions)". Does this number typically also include the amount that my employer contributes also? I'm looking at my first statement which I received 12/31/03... and the numbers from my own Contributions and the "New Contributions" seciton are close, but not quite: Money 2004 says $269.86; the statement says $252.52 (note that this is before the Net Market Change of $7.16). Why the $17 difference? Is there a discrepancy other than maybe an incorrectly entered number in my paychecks? Also, how do I know what to enter for my investments for this account when trying to enter information from a statement? I see that the company is not listed as being one of Money's online banking accounts, but is there a way to download information for the individual investments? Even if I can't download information for them, I have no idea how to classify them... Bond, CD or U.S. Savings Bond, Equity or Index Option, Money Market, Mutual Fund, or Stock. Money presents me these choices but the name of the investment isn't always clear on what it is: SA12Gov'tCpBd SA21Balanced SA49Amer GrIn SA35FidVIPCon SA58FidVIPGro SA17MedCapEq SA56DelSmCpVl Although I do have some longer descriptions of the name, that still leaves me not knowing how to classify it in Money, or knowing how to confirm my numbers are right. Any suggested reading or advice would be greatly appreciated. Thanks, Ken Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163669
  - 11
    - Bills, Accounts and Budget I have opened checking accounts and credit card accts on money. When I pay a credit card via Bills and Deposits, it enters it on both accounts but not in the budget, if I pay it through the checking account it will then appear in the budget but not on the credit card account..even those categories and subcategories are the same. What am I doing wrong?? If I do it the second way I found I can manually enter it on the credit card account but need to exclude from budget or it doubles...which is double the work entering. Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163664
  - 12
    - Enter paycheck How do I enter in a paycheck with two direct deposits into separate bank accounts? If I enter one of them as a transfer to a bank account under the Deductions after Taxes in details, it then shows up under my bank acct. as Pay To: my employer. Any help is greatly appreciated. Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163660
  - 13
    - Downloaded transactions not in register Has anyone had this problem? My downloaded transactions are no longer showing up in my register. Money says I have 10 items for review, but I can't seem to review them. Any ideas?? Thanks, Mike Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163659
  - 14
    - NetBank / Money Setup I've seen in some older posts that there have been problems connecting to NetBank via MS Money... I'm having the same problem, and so far, NetBank support has been no help. Has anyone out there found a solution to this problem yet? Thanks. Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163658
  - 15
    - Unassigning category from payee Money 2004 Deluxe: I've read in other threads that you can't assign a default category to a payee. What, then, can you do when Money continually assigns the same wrong sub-category to a particular payee in downloaded transactions? I have repeatedly corrected the error in the register transaction forms, but Money refuses to get a clue. On the other hand, Money 2000 had it right, with the same file (prior to converting to Money 2004,) and Money 2004 has been very successful at applying the payee's alias -- so it's not completely incapable of learning. Any ideas would be appreciated. Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163657
  - 16
    - Incentive Stock Options I used MSFT Money for while and had an account with Incentive Stock Options that I "synced" with MSN Money's Portfolio. That resulted in an account showing the Stock Option purchases. Now I have been granted another ISO and want it to show up in the MSN portfolio. The problem is I have converted from Money to Quicken and there does not appear to be a way to directly enter Incentive Stock Options into the MSN Portfolio -- Only Stock and Option contracts (Puts for example). I know this is the Money Software newsgroup, but I was hoping someone might be able to help me. Thank you and have a nice day. TWOcybers@earthlinkDOTnet replace the letters TWO with the number Atlanta, GA USA SPAM has driven me to Spoof my email, sorry Gordon Atlanta, GA Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163654
  - 17
    - Beware M04 bug (probably M03 as well) In the transaction list in Category (or Classification, for that matter) Details, voided transactions still have their original amounts added into the total shown at the bottom of the box Total for the Category/Classification. I'd open a support case, but. Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163645
  - 18
    - money 2004 won't sync After re installing both money pc and desktop I can't get money to sync anymore. lost all files on the pocket pc. please help? Activesync doesn't let me use the money settings it's grayed out all other programs sync fine. -- John Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163638
  - 19
    - reconciling in 2004 When I reconcil a checkbook in 2004 the reconciling window does not show the credits and debits summary as it did in the previous versions. Is this the way it is suppose to look? Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163637
  - 20
    - Home equity LOC - there has to be a better way I'm getting tired of how Money handles my equity LOC. I have it set up as a credit card type account, which is really the source of the problem, but Money doesn't really provide an alternative that I'm aware of. First of all, it considers it equivalent to credit card debt for the purposes of reporting, planning for savings goals, etc. And the Tax planner has a nasty bug in which it refuses to pull in transactions I have in the LOC even though I have them categorized as Loan:Mortgage Interest. Anyone found a workaround for these issues? I thought about possibly changing it to a bone fide loan account, but seems like it could be problematic too. Any ideas? Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163634
  - 21
    - Sorting Subcategories in Money 2004 My wife is using Money 2004 for a variety of accounts and a perplexing problem has come up -- we cannot seem to find a way to re-sort report subcategories. The sub-subcategories have a little arrown next to them that changes sort order, but we cannot seem to find a way to re-alphabetize the subcategories themselves. There is no little arrow, and the report gallery and customization tabs don't seem to have a command for this either. Any help would be appreciated. Thanks. Rich Phillips Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163631
  - 22
    - Best Practice I don't want to enter in each purchase I have so at the end of the month I download my bank statements from Citizens and import them which is fine but then I run in to a problem with my scheduled bills because money wont recognize the payment. Anyone else do this? Some pointers on making this work smoothly? Thank you, Justin Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163630
  - 23
    - New 401k account? I just switched jobs, and have yet to decide what to do with my old 401k . Is there an advantage to creating a new, separate 401k in Money for my new employer? At first I was just planning on using the same account I have now, but if there are any pitfalls to this approach, I'd like to know now rather than later. Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163629
  - 24
    - MOney 2004 Crashes on startup- msofd.dll problem My Money 2004 was working fine till this evening. As I was using it, it crashed and now won't start up. Crashes each time. Problem says with msofd.dll. First crash was with msisam10.dll. I don't see any repair topics on these items. Do I reinstall and hope it starts working? Thanks Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163628
  - 25
    - Cannot open the money program I have been using Microsoft money for about 2 years. I got it pre-installed on my win XP Os via the Microsoft works suite 2003 that was also pre-installed for me. Now when I click to open the program, I get the following error message: "Cannot display the End User License Agreement which must be displayed and accepted before you can use the application. To display the agreement, reinstall the application" I cannot understand what has suddenly gone wrong to cause this problem. I have run the EULA fix but to no avail. Re-installing is a problem as I do not have the stand-alone money program CD. I have an emachine restore CD. Do I have to manually change some registry settings? My two years of financial organisation is locked up and I am not a happy man. What is Microsoft up to? Please help. Many thanks in advance. Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163627
- Next
  - 1
    - Printing I just had to rebuild the system on my computer. Since then I can't print from Money. I get the following message Line: 35 Char: 3 Error: Object doesn't support this property or method: 'Data.RefreshLinked' Code: 0 URL: file://C:\\Documents and Settings\All users.WINDOWS\Application Data\Microsoft\Money\Invoice\\tmp1.html Do you want to continue running scrips on this Page? Yes or no No matter whether I hit yes or no nothing prints. Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163626
  - 2
    - erroneous roi calculations What causes this? I have a mutual fund for which the 3 month and ytd calc is obviously wrong. During this period I transferred the shares from one broker to another. I used the "transfer out" command to move the shares from one broker account in my pertfolio to the other. Did this cause the miscalculation? The overall calc for all the years I've held this fund and for the 1 & 4 week periods appears correct. Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163615
  - 3
    - Restoring backup...password? Didn't have one to begin with I'm trying to restore a backup file that I'd emailed myself...trying to get the info from home, to my computer at work.. Anyway, when I try to restore the backup file, I'm prompted for a password...The original money file did not have a password. Hence I can't get past the password prompt and the process fails at this point I'm using MMoney 2001 at work, not sure at home, could this be a problem Any help is appreciated... Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163613
  - 4
    - Upgrade from Money 97 to 2004 and additional ? I have been operating in Money 97 since the beginning of time. I have recently obtained Money 2004, and wished to ask the user group of any issues prior to upgrading to the latest edition. They are both Standard editions, as it is used for personal home use. I appreciate any assistance offered to avoid pitfalls. Secondly, I have discovered that I have incorrectly accounted for a Loan/Overdraft protection account that effects multiple accounts. Is there a way to make holistic changes vs. individual line items in either edition? I have been unable to find this tool, and have nearly 250+ entries over the course of time, and was looking for an easy way to correct my errors. Finally, on this same account, it appears to have a running total of all tranactions. Rather than have a current balance for advances then payments on the account, it has a running total vs. balance. How can I correct this situation. Again, thank you for assistance. JT jthompson@interlinguainc.com Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163609
  - 5
    - Money 2003 - Got an error on on-line transfer After pressing ok on error message which suggested I resend the transaction later as bank is unable to process; I pressed cancel. However the transaction is now in italics in both the debited account and the credited account with an electronic 'icon' on the credit account list. I cannot delete either transaction / nor can I send it again. Also the original transactions with current trigger dates are still in my Bill & deposits. Help! Thank you Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163607
  - 6
    - I can not see payee list in "pay to" drop menu. Hi, I am using Money 2004 Standard for my church. Suddenly, I can not see a payee list in "pay to" drop down menu when I am writing a check. I used to be able to pick a certain payee in drop down menu in "pay to". Now all I see is "blank". Does anybody have an idea to fix this problem? Thanks for your help. Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163597
  - 7
    - Any Reason to Upgrade? Hi all, I've just started using Microsoft Money to manage my finances, and I'm using Money 2001 (which came on my computer). Is there any real reason to update to the 2004 version? Are there any useful features that I should really be using? Thanks! Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163593
  - 8
    - account view when your on an account page there is the register, a transaction form that can be toggled on and off and then there is a cash flow forecast with upcoming bills and deposits...... i would rather have more of the account register available to view rather than the cash flow forecast which i can access from the menu..is there a way to do this Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163591
  - 9
    - account view when your on an account page there is the register, a transaction form that can be toggled on and off and then there is a cash flow forecast with upcoming bills and deposits...... i would rather have more of the account register available to view rather than the cash flow forecast which i can access from the toolbar is there a way to extend the view of the register and get rid of the cash flow stuff Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163590
  - 10
    - Cannot uninstall trial version of Money A few weeks ago I downloaded the trial version of Money to see if I would prefer it to Quicken. I gave Money the edge and decided to buy Money 2004 but I didn't want to download it. I put the CD in the computer and it gave me a message that Money was already installed on my computer and I needed to uninstall before it would load - no options. But there is no uninstall program on my downloaded trial version. Did I waste my Money!?!? Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163588
  - 11
    - Online Services Can someone tell me whether, or how often I must renew Money, in order to use online services such as updating mutual fund prices? I am thinking of switching from Quicken, because they are starting to require me to upgrade in order to keep the online services. Does Money have the same requirement? Thank you. Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163587
  - 12
    - cost basis/avg cost per share I've got 2 accounts (mutual funds) set up under a single financial institution. In Portfolio, using Valuations view, Money calculates the cost basis for both accounts. In Holdings view, it only provides cost basis for one account, while displaying other details for both. Also, in the Investment Performance section at the bottom of the Portfolio screen, the commentary says the average weighted cost for one of the funds is $0. I would like an average cost per share calculation for both funds. I can easily calculate this if I have reliable cost basis info for both funds, but what's this $0 about? Thanks for any input as I try to figure out how to use this software. David Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163580
  - 13
    - Wrong days attached to date In Money 2003 when we went into march as february was a short month my calender was suddenly ahead of me. Eg. It now states that today March 1st is a thursday when I know its only monday. How can I fix it???? Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163577
  - 14
    - Payee list drop down disappeared MONEY 2003 DLX My payee drop down list disappeared on Money 2003 Deluxe!!! When I make an entry in the transaction form and start typing a payee, it no longer drops down and shows all payees, except for maybe 10. When I type the name of the payee, it autocompletes as it should, but I don't see the list!!! Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163576
  - 15
    - Pay to drop down list dissappearance I have Money 2002 and have lost the pay to drop down list. Any help would be appreciated. Thanks, Dave Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163573
  - 16
    - Pay to drop down list on money 2002 I lost my pay to drop down list today. Is it because it is Feb 29th? Thanks in advance Dave Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163572
  - 17
    - Debt Reduction Plan not in Cash Flow Forecast I have recently set up a Debt Reduction Plan to pay off credit card debt. The amount shows up correctly in my budget, under the Special>Debt category, but is not recognized in the Cash Flow forecast. My checking account balance continues to go up, when it should be charged for the monthly Debt Reduction amount. My other budgeted items are all appearing in the "Transactions during Selected Time period" box and they are being removed from my checking account balance. I have checked that the Cash Flow forecast is using "Budgeted Amounts" and it is displaying the Necessary and Discretionary items. I have been unable to find any articles relating to this, and I noticed that nobody has given an answer to this in the past. any help is appreciated. Please respond here or to iguanita@cox.net Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163571
  - 18
    - Splitting bills on Credit Cards (restaurant, etc) I have the common situation where myself and some friends would go out to dinner. Normally we cannot split the bill, so one of us uses our credit card, and the others pay their share in cash to the payer. How should this be represented within Money 2004, using a Credit Card account & a Cash account. Thanks, Nige Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163569
  - 19
    - Can't see payees in the pay to drop down list I have used money since 2000. I'm having a problem seeing the drop down list in the pay to area of the form in my money 2003 program. It was working fine until I changed my windows theme, and used a theme from themesxp.org. I've changed back to the original theme, and even uninstalled the money program and reinstalled. Am i missing something. The payees have never gone away before. Thanks in advance Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163562
  - 20
    - Tracking Escrow I write a check every month for mortgage. There are three parts - Principal, Interest and Escrow. I want to maintain a seperate escrow account so that I can track expnses in that account seperatly. It seems that I cannot add Transfer to: Escrow Account type of transaction in loan payment catageroies. How do I do this? Thanks Peter Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163560
  - 21
    - Changing Banks I've just changed banks and I'm wondering what would be the process for a new account? Should I just close the old and open a new one or amend the old one? Thank you in advance for you help Richard Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163559
  - 22
    - Handling Roommates in MS Money? Hi all Does Microsoft Money allow you to adjust your budget planning for a roommate? It seems that I can either include all my cash outlays and include all the money he pays me (in which case my budget isn't really accurate, at least in terms of the percentage for each category), or I can omit him altogether and cut all my apartment-related outlays in half, in which case I can't track them all very well Is there any other solution? Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163557
  - 23
    - drop down menu I seem to be experiencing the same problem as a few other people. On Saturday, Money was working fine, however today when I went to update things the payee's were missing from the drop down menu. If someone could advise me as to how to correct this I would certainly appreciate it. Thanks, Deborah Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163554
  - 24
    - Attaching receipt to a transaction Has anybody figured how to attach a scanned receipt to a Transaction in an account? This is an old feature in Quicken that is no longer supported. Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163551
  - 25
    - Selling my house I have sold my house and want to close the "house" account. In doing so, I want to pay off my mortgage, line of credit and trnasfer to excess to my banking accounts. However, when I try to create a transaction where I decrease the value of the account by my sales price, with splitting it between the three above mentioned areas, I do not see the mortgage account in the drop-down menu. Is there another way to make this transaction, or is there something wrong with the program? Thanks, Steve Tag: Custom Sales Tax Reports in MSM Small Bus. 2004 Tag: 163550

Is there any way to create a custom report in MSMSB 2004
that shows all invoices per qtr. with totals for tax
exempt and tax collected. My state requires me to report
all exempt sales totals as well as taxed sales. This
could save me a lot of time going thru invoices not
showing up in the sales tax liabilites.

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