Downloaded broker statements

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- Previous
  - 1
    - Why is the data pulled down from an online update, ALL WRONG? I'm using Money 2004 Deluxe. I just figured out how to get online updates for my 403(b) from Fidelity. I've pull everything down into MS Money. Looked cool, at least for a while. Then I noticed that out of the 6 mutual funds I'm investing in, only 2 had symbols associated with them. So I tried to assign the symbols to the other 4. Only thing is when I did, I got error messages saying that the symbol was already in use. So then I went into help and found that if I went to the Investing menu option and choose "Work With Investments" and then choose "Choose a specific investment", I got a list of all of the mutual funds that I have, but they almost seem duplicated. For example, a partial list of the funds are: Fidelity Blue Chip Fidelity Blue Chip Growth (FBGRX) and most of the rest of the mutual funds that I downloaded from Fidelity, and apparently were already in MS Money. The ones downloaded from Fidelity didn't have the symbol, and the ones already in MS Money did (e.g.: the "FBGRX" above). Now, what do I do?! How do I combine them into the correct fund WITH the symbol? And what about other downloads of updates from Fidelity? Are they all going to have the wrong fund names with no symbols, requiring me to have to merge them again? If so, this whole online stuff is completely worthless, if I have to spend more time manually changing things. Rod Tag: Downloaded broker statements Tag: 183699
  - 2
    - Merging duplicate accounts - deletes? Several of my accounts are duplicates because of a bank upgrade. I know how to merge them but I get a warning box saying that old transations will be deleted. Does this mean ONLY the duplicates or ALL old transations? I do not want to lose the many years of data that I have. Thanks. Tag: Downloaded broker statements Tag: 183698
  - 3
    - 2004 Standard - Net worth over time Will Money 2004 Standard edition do the Net worth over time report? Thanks Tag: Downloaded broker statements Tag: 183690
  - 4
    - Exchanging $ between IRA accounts Hi, I 'd like to record the exchange of $ from one of my Roth IRA mutual funds to another Roth IRA mutual fund, within the same fund family. Money 2005 dosen't seem to have an exchange option, so I tried to set it up as a transfer. But Money thinks I'm moving from an account, not a mutual fund. Anyone know how I can work this? Both funds are in the same account. Thanks, Gary Tag: Downloaded broker statements Tag: 183688
  - 5
    - Dividend for stock already sold I just received a dividend for a stock that was eliminated by a merger. What happened is that the merger was effective 11/30 but the dividend was payable 12/15 to stockholders of record as of 11/15. When I try to enter the dividend, I can't because as of 12/15, the stock no longer exists in my portfolio. Suggestions for recording this transaction? Tag: Downloaded broker statements Tag: 183687
  - 6
    - Canadian investment types? I just purchased 2005 CDN edition to upgrade from the 2003 "international" edition that came with MS Works. I'm trying to set up a retirement account (both RRSP and RRIF), but the only options presented are US-based investment options (401k, 403b, IRA, Keogh, etc). I just phoned the Canadian support number, and they told me that I'll just have to try to figure out which US account type will mimic the Canadian account type I'm trying to set up. Is this true? If so, then what, exactly, is so Canadian about the Canadian version? Tag: Downloaded broker statements Tag: 183686
  - 7
    - Mass updates? how to apply same categories to various transaction? Does anyone know how to apply mass updates to the same reoccuring "past history" transactions with same categories? vs. manually updating each one-by-one? Example: update-> apply the same category to all my past payments to Cable Vision? Tag: Downloaded broker statements Tag: 183683
  - 8
    - Re: Strange Payday rule... Hi Guys, Well, I know that Money 2005 is in full effect. I have been using MS Money Deluxe 2004 for about 6 months. I really love it! The only issue that still really bugs me is below. My wife still works for the School district and still gets paid on the 8th business day of each month. Does Money 2005 (any version) have the ability to set this up as a rule? If so I will prob buy, if not I will stick with 2004. :) Also, is there any other burning reasons to purchase 2005 (vice 2004)? I am just a regular user, that keeps track of debits (and use the payees, calendar, etc) and reconcile with my bank (not online, just download transactions). Nothing to extreme Thanks for your time... Guy -- Thanks, Guy "SoCalGuy" <SoCalGuy@techieTAKEOUT.com> wrote in message news:... > That is what I will end up doing... > > Thanks for the reply > > -- > Thanks, > > Guy > "Michael Abbaticchio[MVP]" <nospam@abbaticchio.com> wrote in message > news:eeD5PiNhEHA.3916@TK2MSFTNGP11.phx.gbl... > > I would just enter 12 scheduled transactions individually without > > recurrance. Maybe some day the scheduler will be more intelligent. I get > > paid on 15th and 30th, but Money can't automatically mitigate these dates > > when they fall on weekdays. That annoys me, but not loosing any sleep > over > > it :) > > > > -- > > > > regards, > > Michael Abbaticchio > > MVP for Exchange Server > > http://exchange.mvps.org > > > > > > "SoCalGuy" <SoCalGuy@techieTAKEOUT.com> wrote in message > > news:UDsUc.1089$SR4.805@newssvr14.news.prodigy.com... > > > Hi, > > > > > > I have just started using MS Money 2004 Deluxe (just a few days). I > have > > > a > > > question regarding a 'strange payday rule'. > > > > > > My wife works for the local School District. She gets paid on the 8th > > > business day of each month. > > > > > > Is there an easy way (or any way) to reflect this in the calendar each > > > month? > > > > > > Right now I just have it set to monthly. Obviously, that will just show > > > the > > > same day each month. > > > > > > -- > > > Thanks, > > > > > > Guy > > > > > > > > > > > > Tag: Downloaded broker statements Tag: 183681
  - 9
    - Multiple Change on Category Does Not Work Does anyone else have this problem? I just converted to Money 2005 Deluxe and I'm trying to clean some of my records up. When I am looking at a category (by going to Banking --> Account Tools --> Categories and Payees), it will show me all the transactions that have that category. There is a button that says "Change Category..." I can use this to change just one transaction, but if I highlight more than one, it will not change them all. It only changes the last one that is highlighted. Should I submit this as a bug and if so where? Thanks, Micky Tag: Downloaded broker statements Tag: 183680
  - 10
    - Password issue on Restore? (Ahh!) I upgraded to Windows XP this weekend and reinstalled Money 2005. I have backups of my old money file. When I elect to "restore" my backup it asks for my account name (?) as usual and my .net password. The password I thought I was using is invalid so I chose "I forgot my password" and reset it. The new password also does not let me restore the money files. I'm totally locked out and I have no idea of what to do next. Help! Thanks. Tag: Downloaded broker statements Tag: 183679
  - 11
    - Linked Transactions/downloads I am new to MS Money 2004. Can someone please explain something to me... I have setup my accounts and have several with a particular bank: 'MyBank'. MyBank allows me to download my transactions from my credit, checking, and savings accounts. When I import all the transactions, many of them are actually associated (i.e. credit card payments from [MyBank: Checking] to [MyBank: Credit card A]). What I do understand (I think) from reading other posts, the FAQ, etc. is that expenses should be categorized in the credit card account and the credit card payments should be "Transferred" from the checking account to the credit card account. What I don't understand is when I go to the payment transaction in my checking account and mark it as a "Credit Card Payment" or "Transfer", it creates a duplicate transaction in the other (credit card) account and offsets my balance. What I would like to know is: 1. Is there a way to "Link" transactions that already exist in both accounts b/c they were downloaded without creating the duplicate? 2. If this is not possible, what is the best way to handle this? Not accept the downloaded transaction in the credit card account? Delete it if it has already be accepted? 3. Is it possible to retain different dates for the transaction? Meaning, the downloaded transaction in the checking account shows the date the payment was made from that account whereas the payment to the credit card account shows when it posted TO that account. Sorry for the long post and if I am missing something obvious...any help is greatly appreciated. Scott Tag: Downloaded broker statements Tag: 183675
  - 12
    - Microsoft Money I have used Money for years and recently upgraded to 2005. I have problem when I mark a bill "cleared". The right mouse button always works but I'm use to "CTRL-M" and that works on and off. Any reason why? Tag: Downloaded broker statements Tag: 183674
  - 13
    - Investment Summary on Home Page This is a multi-part message in MIME format. ------=_NextPart_000_0039_01C4EF37.6BEB29B0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Okay, I have had investments that I have sold completely within an = account and purchased other investments. When I go to "My Money" home = page, it will still show the old investment under the "Investment = Summary", "Investment Performance" and "Best and Worst Performance" = sections, along with the new investments. How can I clear out the old = investments from these sections. I have checked in my portfolio and = these old investments have no shares or value to them. Any ideas? Thanks, The Merg --=20 Today's problems don't worry me, I haven't solved yesterday's yet. ------=_NextPart_000_0039_01C4EF37.6BEB29B0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.2900.2523" name=3DGENERATOR> <STYLE></STYLE> </HEAD><FONT face=3DArial><FONT size=3D2> <BODY> <DIV>Okay, I have had investments that I have sold completely within an = account=20 and purchased other investments. When I go to "My Money" home page, it = will=20 still show the old investment under the "Investment Summary", = "Investment=20 Performance" and "Best and Worst Performance" sections, along with = the new=20 investments. How can I clear out the old investments from these = sections. I=20 have checked in my portfolio and these old investments have no shares or = value=20 to them.</DIV> <DIV> </DIV> <DIV>Any ideas?</DIV> <DIV> </DIV> <DIV>Thanks,</DIV> <DIV>The Merg</DIV> <DIV><BR>-- <BR>Today's problems don't worry me,<BR>I haven't solved = yesterday's=20 yet.</DIV> <DIV> </DIV> <DIV> </DIV></BODY></HTML></FONT></FONT> ------=_NextPart_000_0039_01C4EF37.6BEB29B0-- Tag: Downloaded broker statements Tag: 183670
  - 14
    - Handling Home Mortgage with Escrow payments I make a payment to a mortgage company that escrows for taxes and insurance to be paid out at the end of the year. Who has suggestions as to the easiest method of tracking this? Tag: Downloaded broker statements Tag: 183665
  - 15
    - Removing older money version My money 2005 installed itself in a new directory and has allowed the older version (04) to run as well. This has never happened before. How can I safely remove the 04 version without losing any important files (I archive annually and have yearly files going back to 1988)? Tag: Downloaded broker statements Tag: 183662
  - 16
    - Money 2005 logs you out of Passport online A few people have posted this question already, but there is still no answer. When I open Money 2005, it automatically signs me out of my .net passport online (even if I check the box "sign me in automatically"). Is this a known issue yet? Is there a fix? Tag: Downloaded broker statements Tag: 183656
  - 17
    - I think the file corruption problem is the Investment Performance I really think that the crashing problem (or auto shutdown problem ) is the Investment Performance Module on the Homepage. I found that someone here in this board. I have not had this problem until the latest update. Microsoft please look into this ASAP. I do not want to move from your program, nor do I want to put countless hours rebuiding my info (again). If we could just come up with a way to remove it from the home page without opening the file, that woudl be great. Maybe a small utility that could allow us to mange the home page without actually launching Money. Heck even if was a program that just modified the home page by removing the Investment Performance Module from it. WHatever it takes, but lets get it done. You have faulty software and lookin at this board, there are lots of people that are having this problem. You git my money, now give me a working program. Scott Tag: Downloaded broker statements Tag: 183655
  - 18
    - Banking Online Quandry with Money 2002 My wife and I have separate accounts at the same bank. I was able to set up direct statements with my online sign-in information but can't figure out how to set up direct statements for my wife's accounts because she has a diferent login and pin. It appears that Money 2002 ver 10 can only accept one login and pin for any one bank. Please advise if there is a solution to this apparent problem. Thanks, Tim Tag: Downloaded broker statements Tag: 183654
  - 19
    - How to handle cashed cheques Hello, I'm new to these financial management programs and a few questions. 1) How do I enter an employment cheque that was taken to the bank and cashed without depositing it into my 'CHEQUING' account. Also sometimes most of the cash was deposited days later into my 'CHEQUING' account. I'm thinking of creating a separate account called 'CASH' and not use a category called 'CASH' so that I can do transfers back and forth between my 'CHEQUING' account and my 'CASH' account. Then I can do splits on the entries in my 'CASH' account for any large receipts for purchases that I made while the cash was in my pocket. Is this the correct way to go or are there other ways to do this that might be more effective. 2) Will the new 'CASH' account work for things like ATM machine withdrawals that show up in my 'CHEQUING' account entries? Would this just be a transfer from my 'CHEQUING' account to my new 'CASH' account. 3) I have other cheques that have been cashed at the bank but I want to keep track of the income. I've done this with GST Rebate cheques from the government for example. I think my new 'CASH' account would handle this also as I would enter the amount of the cheque into my new 'CASH' account as income. If I decide later to deposit some of the cash into my chequing account I will do a transfer from my 'CASH' account to my 'CHEQUING' account. Any cash spent that I want to keep track of I will enter as a split on the original entry in the 'CASH' account. Is this correct. Thanks, Brent... Tag: Downloaded broker statements Tag: 183652
  - 20
    - File must be corrupt! Microsoft is going to loose a customer if no Hello, I am having the problem with Money 2005 shuting down right after opening my data file. I am a long time LISCENSED user of this program (5 yrs). I have tied everything including restore from an older file (last month), playing catch up by spending 5 hours reimporting and rekeying (I track everything with Money), and then I get the same problem. I am going to wait one week to see if anyone gives me any input on how to fix this problem. Then this liscensed for 5 years user (at 80 bucks a year * 5 years) will go but Quicken and use that instead forever never to return to Money. This has to be a bug that they have to know about. Please someone from Microsoft contact me to fix this. I noticed some real weird stuff. Like when I run the salvage utility the file INCREASES by 5 MB. I even tried archiving old data (everything older than Jan 1 2004, and the file got bigger (by 2MB-Should'nt it get smaller?). I am an IT guy, no spyware, all Win2K patched kept up to date on machine. I even tried another machine and got the same results. My file sizes range from 10 to 18MB (depending on acrhiving and salvaging). I get no error messages anywhere that I can see. Just Money shuts down after I get a glimpse of my data. Last chance before I move it all to Quicken! If I have to start over, I will not do it with this product unless I get some help. Thanks Scott Tag: Downloaded broker statements Tag: 183651
  - 21
    - Rebuilding Money file... I think I am having some issues with my Money 2005 file that just doing a file repair is not going to fix. These issues include error messages when cashing in a CD; online problems with just one account; random crashes, etc. My file is 40MB and contains a number of years of data; some of which I really no longer need. Basically, what I am thinking of doing is completely rebuilding my data file. This would (1) Give me a fresh copy which may resolve some of my issues; and (2) Allow me to import only the last 5 years of data, which is really all that I want to use now (but keep the rest for archival purposes); and (3) Reduce the size of my data file. Anyone have ideas or instructions on doing a complete rebuild of Money's data file? Basically, I believe I need to do something like this: Create the new data file; Create all the accounts, categories, payees, etc as my old file; then reimport each account based upon the date (i.e. everything starting with 1/1/2000). Any advice appreciated. Thanks in advance. Tom Tag: Downloaded broker statements Tag: 183642
  - 22
    - Speed up performance?? Why doesn't MS isolate all other functions the software is doing (and apply the resources to the task at hand) when one is jumping through accounts to see and review accounts. This would drastically increase performance. Now, jumping or going from one account to another seems to be an all day job. Tag: Downloaded broker statements Tag: 183640
  - 23
    - Money 2005 Can't Delete Investments I would like to delete old investment transactions even though they distort net worth history etc. All goes ok until I get to an old options entry. When the buy and sell entries are deleted the investment name becomes bold (active) and it will not let me delete the "Investment". Worse yet, if I try to Rename the option investment Money 2005 crashes!! When Money restarts it was nice enough to have made the name change. But it is still calling it an active investment. I would appreciate any ideas on solving this issue. I have a whole bunch of old options investment/transactions that clutter up the show all investments view. Tag: Downloaded broker statements Tag: 183638
  - 24
    - Deleted mnyviewer.dll file Okay...where to begin. I have MS Money 2002 Standard on my machine. Somehow, the mnyviewer.dll file got deleted. Hence, Money will not work. I was wondering what I could do to solve this? If anyone knows how to remedy this, then please e-mail me at: shaeville(removethis)@yahoo.com Thanks. Tag: Downloaded broker statements Tag: 183636
  - 25
    - It's official Money 05 bites I was originally very enthusiastic about Money 2005. It seemed to do everything for me. But now I realize when it doesn't do everything right, there's no blasted way to fix it, they don't fix bugs, and their technical support is all but worthless. I can't include Investment accounts in the budget? What the heck is that? And the bug whereby the budget ends up with doubled up amounts for automatic bills is a PITA, basically my budget is now worthless. Yes, I'm fuming. Tag: Downloaded broker statements Tag: 183634
- Next
  - 1
    - Best way to transfer investment port to new broker Hi- I am switching brokers and I would like to know the best way to mirror this in Money. I will be doing a total transfer - cash, stocks, everything - and would like to keep the purchase price, commissions, dividends, etc. associated with the new account from the old stocks. I don't just want to have to "add shares" to the new account. I was wondering what the best way to achieve this might be. Does money have something built in that can handle this? Thanks for your help in advance! -Dan Tag: Downloaded broker statements Tag: 183627
  - 2
    - Pocket Money Will Not Sync w/ Money 2005 I recently downloaded Pocket Money 2005 in order to sync my Money 2005 (run on an IBM laptop)with my Pocket PC, but so far I have not found a way to make it work. My situation is as follows: - I am using Active Sync version 3.7 and my Pocket PC functions on Windows Pocket PC 2003 (meeting the stated requirements). - Pocket Money successfully installs on the Pocket PC itself, but none of the accounts or information actually appear on the device. - I have checked off the "Microsoft Money Data" option in Active Sync. - The settings menu is NOT available for "Microsoft Money Data" so I cannot change any related options. - When I do attempt to sync the device with my laptop it only results in unresolved items. - When I attempt to resolve the items I recieve a message that says "One or more information types cannot be synchronized. Disconnect and reconnect your device." - When I disconnect and then reconnect my device, I receive the same message. If anyone has any thoughts on how I can fix this problem I would very much appreciate your advice. Thank you. Tag: Downloaded broker statements Tag: 183623
  - 3
    - 2 Accounts 1 Institution Online Set Up I have 2 Discover Card Accounts which use seperate logins to the Discover Card site. Is there a way in Money 2005 to allow both to download account information other than manually switching back and forth? I know this was possible in earlier versions but i cannot find anything in the help file or online to point me in the right direction. Tag: Downloaded broker statements Tag: 183613
  - 4
    - Repeat Transactions I am sick and tired of having to accept 30+ transactions everytime I start money 2005. They are the exact same transactions I accepted previously. Why can't money see that I already accepted these transactions and not repeat them? Is this a bug or just another annoying money 2005 problem. Tag: Downloaded broker statements Tag: 183609
  - 5
    - Never-ending "Money Upgrade in Progress" Just installed Money 2005 Standard edition. Tried to use the budget feature, get a screen that says Money Upgrade in Progress...downloading....will finish in about 4 hours...bla bla bla. That was 16 hours ago and the thing still does not work. Any ideas??? Tag: Downloaded broker statements Tag: 183605
  - 6
    - Transaction to Read: 8 Every time! I've been using Money 2005 Home and Business for a month or so now getting everything manually migrated from 7 years of Quickbooks. I've gotten everything connected online with my bank and most everything seems to be working ok. However, every time I download from my bank (Washington Mutual) the same sets of transactions show in the "Transaction to read: X". I accept the transactions, matched to an earlier entry, the register shows fine and the next time I start M2K5 and try to do a download they show up again as needing to be read. What gives? Is this a feature? Thanks ScottK Tag: Downloaded broker statements Tag: 183604
  - 7
    - Money 2005 launches for a few seconds, then closes Money 2005 launches for a few seconds, then closes itself immediately. I have been a satisfied user of MS Money from version 99 to 04. Never had a problem with MS Money. However, I recently upgraded to MS Money 2005, with no problems, until a later patch from Microsoft for MS Money 2005 was downloaded and installed. The patch evidently was so aggressive, that it required a conversion of my existing money file. My converted money file worked okay for the past month or so, but now Money 2005 is unable to stay running for more than a second. I restored a backup money file, archived (deleted) threes years of data, and the problem disappeared for awhile; then, the same problem starting happening again, practically overnight. My money file is about 8 meg now, but it was never more than 12 meg. I even tried using a "repaired" version of my money file, but the repair log did not indicate anything wrong, and the problem remains. What the heck did Microsoft do to MS Money 2005 to cause me this huge headache? My System: Windows XP Home (Service Pack 2) AMD Athlon XP +1600 512 MB DDR Ram Tag: Downloaded broker statements Tag: 183601
  - 8
    - 2005 - Canadian version So I tried the 2005 Canadian (Standard) version and realize that cash flow is no longer available. I use this area alot and Money wouldn't be useful to me without it; I'm going to return my copy. Unfortunately the Deluxe version is not available as a Canadian version, I would buy one if it was. My question is: what precisely are the differences between the US and Canadian versions? Might I be able to use a US version if I'm not concerned about taxes, etc? I do rely on downloading transactions from my bank, RBC, would I not be able to with a US version? Tag: Downloaded broker statements Tag: 183595
  - 9
    - Cert of Dep (CD) Redemption Error Message I have an investment account that I use to track two Certificate of Deposits that I own. I have cashed in one of them and have renewed the other one. When I attempt to enter a REDEEM CD activity, it always tells me ' This transaction cannot be entered'. That's it - no other explaination! I am not sure what I am doing wrong nor what to do next. I had set up this investmenet account a couple of years ago, and I think I set it up with no cash account (interest was automatically being reinvested into the CD). Any ideas as to why I cannot redeem one of my CDs? This error message means nothing.... Tom Tag: Downloaded broker statements Tag: 183593
  - 10
    - Reconciling Bank Statements Former Quicken User trying to make the Switch to Money. In Quicken I download all my bank transactions (daily), click on each one and accept it, then click "reconcile," and I am balanced to the penny every day. However, in Money, when I try to reconcile it still asks me for my paper statement, and things like the starting/ending balance, etc. In Quicken I had to the option of reconciling to the paper statment, or chosing the "electronic" statement or downloaded transactions/balances. Does this feature exist in Money, or must I still wait for the paper statement at the end of the month? Tag: Downloaded broker statements Tag: 183591
  - 11
    - Help with bi-weekly mortgage account Is there any way of converting an existing mortgage to a bi-weekly? The wizard only presumes a monthly payment. Regards, -- James Rounsaville, Guitar Technician "A life well spent... ...fixing the artist's broken dreams" My card: http://www.musicmikes.com/images/jimcard.gif Tag: Downloaded broker statements Tag: 183590
  - 12
    - Money 2005: Fund showing up in wrong location in Portfolio view Hi, I have a mutual fund (ARTMX). When I use the Asset Allocation view, it shows up as a Mid-cap growth fund (correct). When I look in the Standard view, with a Grouped by Capitalization, it shows up under the Large Cap group. What is the reason for this? Thanks. Niranjan. Tag: Downloaded broker statements Tag: 183588
  - 13
    - remove M05 and install M04 I am going to be purchasing a Dell pc and I think it will come with M05 preinstalled along with XP Home. Should I expect any odd results if I do an uninstall through XP and then reinstall M04 or even M02 Dlx? I'm not sure if there is going to be any strange nuances that occur in the registry. Thanks, bob Tag: Downloaded broker statements Tag: 183586
  - 14
    - Last price currency Last price currency is always displayed in US $, although everything else is set in my currency (SIT). How can I display last price in different currency. Thanks for help! Simon Tag: Downloaded broker statements Tag: 183579
  - 15
    - 2005, Deposits, and sales tax, or one depsoit into two different a Is it possible in Money 2005 to do the following: Let say for example that I receive a payment for $90.00, and there is 5.9 percent tax on that item. The total purchase price is 95.31. In stead of having the entire 95.1 go into one account, I want the 90.00 to go into a different account then the 5.31. You can do something like this with Spliting the account, but that only works for the categories, I want the entire deposit to be split between the two accounts. Is there a way to do this? Tag: Downloaded broker statements Tag: 183578
  - 16
    - Total budget column filled with Zeros 2002 Annual budget report shows monthly budget amounts and actuals but onl;y the actuals appear in the total column. How to fix please. -- Thanks Chris Tag: Downloaded broker statements Tag: 183575
  - 17
    - Money 2005 Budget and custom categories I would like to add categories that I created into my budget, however they don't appear in the Edit Budget function when I click Add under a budget group. I just get the standard list of categories that come with Money (including those I deleted). Any suggestions? Tag: Downloaded broker statements Tag: 183574
  - 18
    - Preferred Payees I want Money 2005 to use the Payee names my bank uses when I insert a payment into the register. I have a list of Preferred Payee Names but want to change these to what the banks uses. Any help will be appreciated. James Tag: Downloaded broker statements Tag: 183568
  - 19
    - Money 2005 Is it possible to put in a negative paycheck? For instance, a server at a restaurant gets paid $2.10 per hour and still has to pay for their Insurance after taxes. This may actually result in a negative paycheck, where she/he has to pay the company the balance of the Insurance payment. When I try to enter a negative amount with "( )" it wants to change all of my Debit catagories to negatives and the credit catagories to positives when doing my paycheck. Anyone know a way around this? moncho Tag: Downloaded broker statements Tag: 183565
  - 20
    - Money 2005 Standard going back to the store Oh this was just wrong. I went out and bought my tax software, norton antivirus, and Money like I do every year. No, I had Money 2004 Standard and well I bought Money 2005 Standard thinking I was getting an improve update. I was wrong, they stripped out the only one feature that really mattered which is the cash flow forecast. My whole entire budget revolves around that feature and now it turns out to get what I already had that I need to shell out another $20 for an update or return what I bought and buy the "delux" version. The hell with it, I'll run Money 2004 until you all sell me what I actually want. That's just wrong Microsoft, shame on you for extorting your loyal customers who actually pay for your newer versions. Tag: Downloaded broker statements Tag: 183562
  - 21
    - Online Updates sometimes forces Crash/Program Closure Money 2005 installed with Windows XP and a broadband connection. When I use the Online Updates button in the upper right corner next to the "?" icon, Money immediately crashes and closes. When I use the update option from the pulldown menu - same result. When I go to the Account List and choose Update Now on the left pane menu - all is well. Any ideas?? Tag: Downloaded broker statements Tag: 183560
  - 22
    - Grant not displayed on account summary after exercising first opti I am having a problem with one of my grants not showing up on the account summary for the account or the portfolio after excercising the first set of options. Any idea why this would happen or how to get the grant back? Tag: Downloaded broker statements Tag: 183557
  - 23
    - Downloaded Money 05 and... I have downloaded money 05 from the internet and it installs fine and runs good the first time letting me know it has finished downloading the updates and to restart to use all of the features. I restart and I cannot sign in - i work offline but is useless because i cannot downloaded anything! I have reinstalled, deleted everything including reg keys, tried different .net passports, changed internet security settings and still no luck! Any help would been appreciated! Scott Tag: Downloaded broker statements Tag: 183554
  - 24
    - Shift Left Click? HELP! I had the shift key down and left mouse clicked several transactions (in Money 2002). They vanished from the register! But they still show up in the list of Payees. Did this just delete them from the register? Can I put them back? My backup is now overwritten with the bad file. Tag: Downloaded broker statements Tag: 183549
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    - Transactions don't show latest download This is a multi-part message in MIME format. ------=_NextPart_000_021A_01C4EDED.8453C110 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable I've downloaded my transactions from my bank, it registers in = MSMoney2004 as downloaded, but the transactions don't show in the = account. How do I force the program to recognize and list the = downloaded transactions? Chad Bresson Xenia, OH ------=_NextPart_000_021A_01C4EDED.8453C110 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.2900.2523" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV><FONT face=3DArial color=3D#000000>I've downloaded my transactions = from my=20 bank, it registers in MSMoney2004 as downloaded, but the transactions = don't show=20 in the account.  How do I force the program to recognize and list = the=20 downloaded transactions?</FONT></DIV> <DIV><FONT face=3DArial color=3D#000000></FONT> </DIV> <DIV><FONT face=3DArial color=3D#000000>Chad Bresson</FONT></DIV> <DIV><FONT face=3DArial color=3D#000000>Xenia, = OH</FONT></DIV></BODY></HTML> ------=_NextPart_000_021A_01C4EDED.8453C110-- Tag: Downloaded broker statements Tag: 183545

I upgraded from MS2004 Deluxe to MS2005 Deluxe. I download statements from my
broker. Error message says download unsuccessful, and to try again. But when
checking the results in the investment page and home page, figures have in
fact changed. But I'm not sure if dividends received will download.
I have called my brokerage. They say nothing has changed in their
procedures. I have deleted and reentered my name and password. MS2004 worked
great.
Suggestions to correct this situation will be appreciated

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