Microsoft Money 2007 Archiving Problem
Windows XP SP3
Microsoft Money 2007 Deluxe
I am trying to archive my 2007 records as I have done every year. This year I finally got my 401(k) into Money. The problem
is when I ask Money to archive to clear out 2007 the list of accounts to archive does not list my 401(k) at all. So I select all
accounts I can and then in the cleaner file with only 2008 in it all of my paychecks from 2007 still remain in my register
(I'm assuming because the 401(k) is still attached to them and if they disappear things won't balance). Is there something
I can do so that this will not happen. As much as I like my paychecks this seems like an oversight either by me or MS.
Thank you for any help.
~C Tag: Daily Incomes are Soaring Why Work? Tag: 235983
Budgeting for Insurance
I'm using MS Money Essentials and I want to account for my Insurance costs on
a monthly basis in my budget. My Insurance is actually only due every 6
months, but I want to put money aside every month so I'll have enough when it
comes due.
So what is the best way to do this?
I've added the "Insurance" category to the budget but since I don't actually
write an expense to any payee every month it always shows as $0.00.
Should I setup a "fake" Insurance Bill that I need to pay every month so
that the budget will reflect it? (and so I don't accidentally spend the
money) Tag: Daily Incomes are Soaring Why Work? Tag: 235977
Money 2005 Deluxe
Hope somebody can help me as I am now desparate. I have Money 2005
Deluxe everything is on it and now that I have got a new computer
can't upload the old files. Have tried everything keeps saying can't
find the file that I can see is on the external drive. Any idea?
All help very much appreciated. MS no help at all as they stopped
supporting this in Jan this year.
Thanks. Tag: Daily Incomes are Soaring Why Work? Tag: 235967
First State Global Resources - Prices wrong
I'm in UK, trying to have Money update my Unit Trust prices. All the others
work correctly but this one does not - price provided is way too high - and I
have checked symbol is correct on a number of different sites. Symbol
GB003373787 (or in shortened form 337378). Is anyone able to help please? Tag: Daily Incomes are Soaring Why Work? Tag: 235965
What's going on with Plus?
I just installed MS Money Plus from Money 2006 and found these issues:
1. In Portfolio view, the Total Portfolio Value line that used to show the
totals for the 3 columns I'm displaying are now all the same value and
appear to be Today's Change. How do I change them to reflect the totals for
the 3 columns (in my case, Total Change, Cost Basis and Market Value)?
2. Review Portfolio shows me a blank screen.
I have 17.0.125.1415 running on XP Sp2.
Tony Tag: Daily Incomes are Soaring Why Work? Tag: 235960
Error message
Is anyone else getting the message, "Money is not properly installed. Please
try setup again"?
This reminds me of what happened several months ago with the server update.
Anyone heard anything? Tag: Daily Incomes are Soaring Why Work? Tag: 235952
Can't open Money
It tells me password is wrong (but the password works for other passport
sites including online version of portfolio manager), or that if password is
right, server may be down. But it's been this way for 9 hours, so I'm
doubting it is a server issue. Tag: Daily Incomes are Soaring Why Work? Tag: 235949
downloaded Money Essentials, cannot open anything
I just bought and downloaded and registered Money Essentials after using
Moaney Plus for the trial period.
After installation, Essentials does not put a shortcut on the desktop and no
other links to open ONLY Eseentials.
So I got to open up my old link to Money Plus. When I go to sign into
Passport, it gives me a message that Essential cannot open previous versions
of Money or its files. I now cannot open anything and Microsoft wants to
charge me $35 for tech help on their junk product thats not even compatible.
Any ideas? Tag: Daily Incomes are Soaring Why Work? Tag: 235948
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10296 Tag: Daily Incomes are Soaring Why Work? Tag: 235945
Can't group by account name in Portfolio Manager (Money 2007)
all of a sudden in the last 2 days i can no longer set the view to
group by account in portfolio manager. It lets me select but it
instantly removes any accounts in there. I can group by Investment
type, Risk, Currency, all the other options and values show up. Once
I select Account Name though everything goes away and i'm left with
nothing but the headers
It also doesnt matter which selected view i'm in (Custom, Standard,
Performance, Asset allocation. Just can't view by account name) Any
ideas or help?
Aaron Tag: Daily Incomes are Soaring Why Work? Tag: 235938
Online transfer and category
I am using MS Money 2008 Deluxe..Presently have several accounts..chequing
and credit cards.
Now this is my situation with MS Money..Whenever I download my bank
information into MS Money..I dont know which category to use for the
following:
- On the chequing account - If I make a payment to a credit card, what would
be the best category for this?
- On the chequing account - If I transfer funds between accounts, what
category should I use for this?
Regards,
Zandex Tag: Daily Incomes are Soaring Why Work? Tag: 235913
Roth IRA
Where do you guys think is the best place to open on ROTH IRA? I was
thinking TD Ameritrade? Tag: Daily Incomes are Soaring Why Work? Tag: 235902
funds transfer to another account.
I'm in the process of setting up Money+ Deluxe for the first time. So far so
good considering I'm a newbie to using any kind of personal finance software
and thick as a brick when it comes to accounting. So please bear with me and
please type slowly...
I have two separate chequing accounts at my bank with one set up
specifically for me to dump money into and to have mortgage payments
automatically withdrawn from. I've been doing this for years at my bank and
I've setup the same accounts in Money the same way. ie: check1 & check2
I have all transactions to date from Jan of this year entered and am
currently in the ~tedious~ process of going through each transaction
verifying against my bank statements and assigning to categories. I've
"accepted" the transactions once they're complete but haven't reconciled
anything yet as some transactions really have me stymied as to how to
categorize them so that they don't throw my reports out of whack.
Ordinarily, at the bank I transfer money from Check1 to Check2; VISA; etc.
How do I categorize a transfer from Check1 to Check2 so that it doesn't
appear in reports as an extra expense and income (in the Check2 acc't).
It balances but, for example in Reports it shows that I'm spending twice on
the mortgage than I actually am. Actually, a bit more as I generally
transfer a few dollars more to cover fees and to maintain a small balance in
check2.
I realize that this may be more of an accounting question than one for this
forum but any help would be greatly appreciated.
TIA! Tag: Daily Incomes are Soaring Why Work? Tag: 235901
Business investment accounts?
Does anybody know how to add an investment account under the business
catergory?
Money forces you to make them personel accounts and I am becoming extremely
frustrated. Doesn't anybody at Microsoft realize that companies make
investments too!? Tag: Daily Incomes are Soaring Why Work? Tag: 235898
Got the Real Estate Blues?
Is the Real Estate Slow Down hurting you Financially?
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Come see for yourself. http://www.profitableonlinemarketing.net Tag: Daily Incomes are Soaring Why Work? Tag: 235897
software update
I had to restore my computer to a point in February. Now money plus requires
a software update and wants me to close Money. nothing happens when i do
that the scene is repeated each time i open money. Any suggestions? Tag: Daily Incomes are Soaring Why Work? Tag: 235893
MSN Portfolio Manager
HAs anyone else had trouble with Portfolio Manager. all I get is the
Internet Explorer cannot display the webpage
--
Jps Tag: Daily Incomes are Soaring Why Work? Tag: 235891
Investments - Buying and Selling on the Same Day
I sometimes buy and sell a stock on the same day using Fidelity as the
broker. When I download the information the next day, Money Plus
consistently enters the transactions in the wrong order. The sell
order is entered first. Since there are no shares, Money Plus always
adds additional shares, then enters the sell order, followed by the
buy order. So I need to correct the transactions manually by changing
the buy date to a day earlier and deleting the added shares. Is there
any other way to handle this. Quicken 2008 handles the transactions
in the correct order. Tag: Daily Incomes are Soaring Why Work? Tag: 235887
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MS Money 2001 File Lost
I sufferred a major virus attack recently and during the recovery have
apparently lost my MS Money files from January 2006 to date (1995 to
2006 are OK). My file was backed up on two floppies but the first
one has been corrupted and I cannot download disk 2 into the Money
program. I don't know if disk 2 covers Jan '06 to Apr '08
completely but anything would be easier than re-entering every
transaction manually! Does anyone have a solution please? Tag: Daily Incomes are Soaring Why Work? Tag: 235879
Money Error Message
I am getting an error message "Money has encountered a problem and must
close". I completely uninstalled the program and re installed and still get
the same message. Can anyone help me? Thanks in advance. Tag: Daily Incomes are Soaring Why Work? Tag: 235877
price history frequency
I have MS Money 2004 standard version. I noticed the investment price
history only shows end of week prices not daily price history. Is there a
way to get daily price history for every day. Tag: Daily Incomes are Soaring Why Work? Tag: 235876
trying to re-install Money 2006 online - but Money wont let me sig
In an attempt to re-install the files for Money 2006 online I am now stuck
with the trial version of Money 2006 only and I cannot log into my passport
account in order to download the full version of Money 2006.
I Upgraded to Money 2006 roughly a year and a half ago by downloading the
files for Money 2006 directly from Microsoftâ??s site.
Recently I have been having a lot of trouble with Money 2006 and after
trying to resolve it decided the best thing to do would be to uninstall and
reinstall the files I originally downloaded.
I found a very good post here to do just that.
All seemed like it would go well, but it didnâ??t
I currently have the â??trialâ?? version of Money 2006 only.
And now I am unable to log into my passport account in order to re-download
the full version of Money 2006.
I have changed my pcâ??s date to be 2006 per instructions on the MS site
allowing me to get into the trial version. However, If I change the date back
to 2008 or 2007 I receive a message telling me that my trial version is
already out of date.
Here is the real pain about this, I am able to log into my passport account
in several places including the MS Money web site.
I can log into my account and see the various accounts I have set up in
Money there. I need to use this same passport account as it was the one I
used when I originally downloaded Money 2006.
No matter what I do within in MOney 2006 I get the message "Youâ??re sign in
information could not be verifiedâ??
Any suggestions to help me with this?
I swear I will NEVER download software again without obtaining actual disks
for just such an occasion.
Thank you for any help clearing this up â?? I really donâ??t want to pay for
this software again but I donâ??t see an alternative. Tag: Daily Incomes are Soaring Why Work? Tag: 235870
Money +
What is the prefered method to document a mortgage refinance? 1st & 2nd
into a new mortgage Tag: Daily Incomes are Soaring Why Work? Tag: 235868
money installation
A couple days ago my Money program stopped working. When I would click on the
program, the first screen would come up and instantly vanish. I uninstalled
the program and then attempted to reinstall it, many times. I keep getting
the error message, "the autorun.inf file is missing or corrupt." I get the
same error when I attempt to install Money 2004, and 2008. Any ideas? Tag: Daily Incomes are Soaring Why Work? Tag: 235862
Loan account - which account do the payments come from?
Hi,
Something else that's giving me trouble.
I've set up a loan account - all seems to be fine. It's a three year
loan, and the first two payments had already been made when I set the
thing up in Money. Money coped with this fine, and within the register
of the loan account it now accurately shows the first two payments and
the principal-element of each payment, together with the diminishing
value of the outstanding loan.
However, it doesn't seem to be linked in any way to the account from
which the payments are actually being made. Conceptually it seems to
me that the loan payments are made up of
1) an expense element (the interest) which needs to be debited from
the bank account from which the payment is made, and
2) a transfer from the paying account to the loan account, whereby the
amount outstanding is reduced.
Anyway, how do Iink the regular monthly "bill" which I've set up
within the account from which payments are made to the loan account
itself?
Cheers!
Martin Tag: Daily Incomes are Soaring Why Work? Tag: 235859
Exporting from Fidelity
In the past years I have used Quicken for my home business. I have changed to
M/S Money for a good reason.
Problem: When I Export my three funds to Money, I get all three funds as a
group, not the individual funds that I own. Nor can I seperate them as I
could in Quicken.
American Funds and Vanguard funds seperate OK.
Please think about this a little and tell me where I am going wrong.
Art Hatch.........Using MoneyPlus---Six months now! Tag: Daily Incomes are Soaring Why Work? Tag: 235856
Transaction which is part expense, part transfer
I have a debit from an account associated with arranging a remortgage
on a house. Part of the sum debited is a payment of legal expenses, so
it belongs in the "mortgage expenses" category. Part of it is a sum
which was used to reduced the amount of the sum owed to the lender.
Any suggestions for how to deal with this? The loan reduction element
is effectively a transfer to the loan account, but the "split"
dialogue box only allows you to allocate a "withdrawal" to different
categories, it doesn't let you split an amount between a withdrawal
and a transfer. Tag: Daily Incomes are Soaring Why Work? Tag: 235850
Undelete Account
Is there a way to undelete an account that is accidentally deleted from MS
Money 2007?
--
Thanks for your help. Tag: Daily Incomes are Soaring Why Work? Tag: 235845
Apply view to all newsgroups
Some news servers I have contain many groups that I read daily. You have to
select each newsgroup and modify the view.
Is there some way to apply the view filter to all the groups?
Thanks Tag: Daily Incomes are Soaring Why Work? Tag: 235839
Error adding a new account
I get an error message when I try to add a new account in Money 2005 UK
Edition. It says "To set up your accounts, you must be online. Please close
Money, and then sign in to your file. When you sign in, make sure the Work
offline box is cleared." This happens despite the fact that I am online.
I recently upgraded from Money 2003 to 2005.
Does anyone have any idea how to fix this? Tag: Daily Incomes are Soaring Why Work? Tag: 235837
Duplicating categories
I break down categories in my credit card accounts then list the payment from
my bank account as a credit card expense. So I wind up with the money being
allocated twice. How do I prevent the duplication? (for ex. if all bills were
paid from my credit card it would show up as twice as much money spent as I
made. First broken down as individual expenses then as the credit card
payment.)
Hilda Tag: Daily Incomes are Soaring Why Work? Tag: 235832
How do I contact the people at Microsoft about MS Money?
I have used Microsoft Money, various versions, for many years, and I really
like it. I am now up to Microsoft Money Plus Premium (Money 2008, if you
prefer) and it works fine for me.
With one BIG complaint for me. I've asked about it in this newsgroup over
the years, and no one has been able to answer my question. I would really
love to send this question/complaint to the team at Microsoft that work on
MS Money, but I don't know how to reach them. How do I send them a message?
Rod Tag: Daily Incomes are Soaring Why Work? Tag: 235831
401k transactions categorization
Hi. How would you categorize transactions listed as:
1) Forfeiture (positive amount)
2) Earnings Allocated (negative amount)
3) A "Contribution" that is not a employee match or a payroll deduction (not
sure where it is from)
All of the above occurred on the same day - unrelated to a payroll
deduction.
Thanks,
D Tag: Daily Incomes are Soaring Why Work? Tag: 235827
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excellent customer service and a successful sale at the right price.
www.shopndiscount.com Tag: Daily Incomes are Soaring Why Work? Tag: 235814
Importing via spreadsheet
Is there a way to import transactions into specific Money accout from
a spreadsheet please? My credit card transactions are available in a
spreadsheet download only. Tag: Daily Incomes are Soaring Why Work? Tag: 235813
The sign-in name you entered is not associated with this file.
Hi,
All of a sudden, I can't open My Money file. I have version 2004. Never
changed my password. Always used the same account. When I opened my money
my email sign-in, which is usually populated, was missing. When I enter my
email I get the message "The sign-in name you entered is not associated with
this file. Please enter the correct sign-in name or open another file. "
I've reinstalled money.
I've tried doing a restore but it still requires a password.
I've opened the sample file and ran the updates from the Tools menu.
I have years of data that I can't lose. Help!
--
topaz Tag: Daily Incomes are Soaring Why Work? Tag: 235810
import file does not sow transactions
This is a multi-part message in MIME format.
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Content-Type: text/plain;
format=flowed;
charset="iso-8859-1";
reply-type=original
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Hi,
When I import my bank statement file into the relevant account in money, I
get a message saying that "Import is complete" but I do not see the
transactions do not show up at all. I did a quick and standard repair but
the problem persists.
You help would be appreciated.
--
Regards,
Ashish Mathur
www.ashishmathur.com
http://www.linkedin.com/in/excelenthusiasts
------=_NextPart_000_0011_01C8A75A.2FA050F0
Content-Type: text/x-vcard;
name="Ashish Mathur.vcf"
Content-Transfer-Encoding: 7bit
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filename="Ashish Mathur.vcf"
BEGIN:VCARD
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N:Mathur;Ashish
URL;HOME:www.ashishmathur.com
REV:20080425T232836Z
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------=_NextPart_000_0011_01C8A75A.2FA050F0-- Tag: Daily Incomes are Soaring Why Work? Tag: 235809
Memorized transactions
I would like to see a memorized transaction feature for each account.
I have regular processes that I have devised to accurately account for some
of my accounts that don't reconcile with just the downloaded transactions.
It would be nice to be able to memorize a transaction, or add it to
favorites or whatever, for each account. Tag: Daily Incomes are Soaring Why Work? Tag: 235808
Bank of America sign in problems..
Hi All,
I'm using the trial version of Money Essentials v17.0.8.1415 and Vista Home
Premium. I have a Bank of America account for checking/savings and also a
Visa account. The Visa account is "tied too" Bank of America, such that I
can manage both accounts by logging in to the BofA website. My account
password is ... just kidding. Seriously though, there is an "online ID," a
"Password," and a "sitekey" that I have to match to a custom picture on the
site. When setting up the account in Money, Money asks for a "passcode" but
not a sitekey... This doesn't seem to be a problem because Money *is* able
to correctly automatically download my checking and savings data. However I
CAN"T get it to download the Visa credit card info. I located a setting on
the BofA site for choosing the "default download format." changing this to
the different settings, but this doesn't seem to help. THe Money help file
suggests there may be a *second passord* that is for financial software
access, but I can't find this on the BofA site...
Has anyone else run into this? Ideas? Thanks in advance. Tag: Daily Incomes are Soaring Why Work? Tag: 235795
viewing fund performance--someone probably has easy fix
How do I view the performance of my investments over time, i.e. 1 mo. 3 mo.
and 6mo. I am using the free version of money, but there must be a way to
customize my view of my investments in the quotewatchlist. I couldnt find it. Tag: Daily Incomes are Soaring Why Work? Tag: 235794
Account balance is right, but there's a missing transaction in MM+
I pulled an update from Woodforest, and it updated ok. When I compare the
MM+ register listing to the online one for the bank, there's a $100
transaction on the bank's website which does not show in MM+ - but the
balances are in agreement, to the penny.
How can that be? Tag: Daily Incomes are Soaring Why Work? Tag: 235785
Pre-payment Credit
I have several clients who will prepay me for materials that I would later
get reimbursed for. I apply the payment as a credit, but when I print the
customer statement it doesn't show up in credits. The amount they owe on the
statement is correctly reflecting the payment they made, I would just prefer
it show the transaction of the check they wrote. Any ideas? Tag: Daily Incomes are Soaring Why Work? Tag: 235784
Need Help Managing Online Updates
In Money Plus I can't figure out how to set up my Janus accounts using
"manage online services".
I have 3 Janus accounts which have about 10 different investments. During
the set-up, Janus comes back with the 10 investment numbers and asks me to
match them up with my 3 accounts. It won't let me use an account more than
once so I cannot match all 10. The root problem seems to be that Money
expects to see account numbers, but Janus transmits the individual investment
numbers. Can anyone tell me what I am doing wrong or how to work around this?
Thanks. Tag: Daily Incomes are Soaring Why Work? Tag: 235777
Balance Not Matching Downloaded Balance
Each time I download my balances, one account consistently adds $46,675.05 to
the total. I finally figured out that the $46,675.05 shows up in the Opening
Balance field on the Change Account Settings screen. I change the Opening
Balance to $0 and click Done, but the $46,675.05 shows up the next time I
download my balances. I never had this issue with Microsoft Money 2004.
Does anyone have any suggestions? Thanks. Tag: Daily Incomes are Soaring Why Work? Tag: 235771
Money Plus 2007 problems with balancing account.
I buy mutual fund, bonds tax deferred through a company program, im set up to
automatically update position from my brokerage, which gives me the balance .
I started trying to itemize my wages, so i can track my contributions to my
brokerage account. The problem is it adds it to my balance, giving me a
improper balance. Id like to have the ability to keep track of my
contributions though money, but i cant figure out how not to get it to add to
the balance and still be able to use it in my budget. Any ideas?? Tag: Daily Incomes are Soaring Why Work? Tag: 235767
Money plus 2007 making Inacurate monthly Reports?
I don't pay my monthly Bills in a conventional way such as writing a check
out or paying online for each individual bill, instead i have all bills
charged to one credit card(cash back) and at the end of the month i pay that
credit card in full. Money Plus recognizes all the individual charges plus
the credit card balance and combines them as a total doubling my monthly
expenses. it impossible to budget, tells me my debt excedes my monthly
income. I have no debt ?Anyone know how to correct this using this mythod of
payment dynamics? Tag: Daily Incomes are Soaring Why Work? Tag: 235766
money '06 payable editing
Using Money '06 and I would like to delete many of the 'payables' that
pop up when I tab over to the account name. Can't seem to find where
this can be done, but has to be a no brainer I would think.
TIA
Zork Tag: Daily Incomes are Soaring Why Work? Tag: 235764
Car Loan as Line of Credit
Hello,
In MoneyPlusDeluxe I downloaded car loan transactions from the bank,
with the goal being to import the data as a new account.
M+D didn't recognize the import data as being for a loan but rather as
a line of credit. After some struggle it just seemed easier to accept
the forced account type of line of credit. It would be nice to
associate the asset (Honda) with the loan, but that option's not
available since the "loan" got put in as the other account type.
So the questions are: how can I change the account type and, is it
worth the hassle?
thanks in advance,
L Tag: Daily Incomes are Soaring Why Work? Tag: 235758
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