Edit Investment List in Money 2005

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- Previous
  - 1
    - Bank of America Automatic Synchronization? Bank of America technical support is telling me that they don't have any automatic synchronization capability between their online banking and Microsoft Money. They support downloading a CSV file, but since this is for my parents, I'm sure it would never happen in a million years. They are far too computer challenged to do that, and it's a hassle anyway. I want the convenience of daily automatic updates that show new transactions. First, is the information I received correct, or is there actually a way to automatically synchronize? Second, if BOFA cannot do this, then the next question is which banks have the best automatic synchronization with Microsoft Money? This is for an account that is in California. -- Will Tag: Edit Investment List in Money 2005 Tag: 225312
  - 2
    - money 2007 - no portfolio views after upgrade from 2006 Hi. I read the exchange that MVPs had with wurth51 ("Subject: Money 2007 portfolio problem with showing " 6/18 & 6/19. I am having the same problem. I followed all the steps you provided but have not made any process. SSl2.0 is on, I reset my internet options, I blew away my IE Temp files. When I click portfolio, I get no columns or rows. Nor are there any commands available/visibe on the left side of the portfolio screen. I can look at individual accounts via the accounts menu, and see my holding accurately reported, but can not look at an account summary. I'm running XP and have verified that I do have Money's SP2. Thanks all!!!! Tag: Edit Investment List in Money 2005 Tag: 225307
  - 3
    - Help! MNY2006 and WM6 I can't use MNY2006 on my WM6 device. Getting error message The file 'moneyce' cannot be opened. Either it is not signed with a trusted certficate, or one of its components cannot be found. If the problem persists, try reinstalling or restoring this file. Please! I need to be able to add my entries as I do them during the day. Thanks, Mike Tag: Edit Investment List in Money 2005 Tag: 225302
  - 4
    - Can't Install MNY2006 on my WM6 device Well, actually I should say it did not install properly. I'm getting error message on my Wing of The file 'moneycd' cannot be opened. Either it is not signed with a trusted certificate, or one of its components cannot be found. If the problem persists, try reinstalling or restoring this file. Anyone got help for me? I hate not be able to use Money on my handheld during the day. Thanks, Mike Tag: Edit Investment List in Money 2005 Tag: 225301
  - 5
    - Investment account question Hi I'm trying to setup a Pension Account and find this quite confusing. I hope that you can assist me. I want to track the "Account Value" but do not want this to be reflected in the "Total Account Balance". Is this possible? I would just like to track the monthly contributions - is this done via "Bills and Desposits"? Thank you Tag: Edit Investment List in Money 2005 Tag: 225298
  - 6
    - Sorting accounts list hi, By default the Money automatically sorts accounts in four distinct categories (Bank, Credit, Investment and Other accounts). I am using money 2006 and would like to sort in different way. for example, i would like to divide my bank accounts into two separate categories... is it possible?? is it possible in money 2007? with best regards, rnv Tag: Edit Investment List in Money 2005 Tag: 225297
  - 7
    - Entering a stock unbundling? Money 2003 International Version Stock unbundled, and I received stock in the spin offs. Simply adding the two stocks for zero consideration does not capture the real cost thereof. How do I capture the two new stocks as being progeny of the previously-held stock? Thanks. Tag: Edit Investment List in Money 2005 Tag: 225293
  - 8
    - Account setup unavailable. Account setup is temporarily unavailable. Please try again later. Money's critical banking update is not working. I can not get help from Microsoft support, Money support or even a response from the "experts" in this newsgroup. Now, I can not even make electronic payment through Money/MSN Bill Pay. I explicitly follow Money's "critical banking update" instructions only to get a response for the past three days "Account setup unavailable. Account setup is temporarily unavailable. Please try again later" error message. Looks like I'll try a company that gives a crap about it's customers. Tag: Edit Investment List in Money 2005 Tag: 225291
  - 9
    - Critical banking update is not working. Quicken here I come! Money's critical banking update is not working. I can not get help from Microsoft support, Money support or even a response from the "experts" in this newsgroup. Now, I can not even make electronic payment through Money/MSN Bill Pay. I explicitly follow Money's "critical banking update" instructions only to get a response for the past three days "Account setup unavailable. Account setup is temporarily unavailable. Please try again later" error message. Looks like I'll try a company that gives a crap about the product it sells and it's customers. Tag: Edit Investment List in Money 2005 Tag: 225290
  - 10
    - Update - IB disappeared completely!!! After the online update, Interactive Brokers (IB) Greenwich, CT, have disappeared completely! Before their address and logo was displayed at least. Is this a progress??? WB Tag: Edit Investment List in Money 2005 Tag: 225289
  - 11
    - Tracking Foreign Stocks in Portfolio Manager Hi I am evaluating the trial version of Money 2007 and it can do everything that I want it to do with the exception of correctly tracking foreign stocks. The problem is that of the calculation of Cost Basis (Book cost). I have a number of stocks quoted on the London and European exchanges. When I record a "Buy", money asks me for the exchange rate and correctly calculates the Base Currency cost of the transaction. However, in the Portfolio review, if the exchange rate then changes, the Pounds Sterling and Euro stocks then show an incorrect Book Cost (both in local and base currency) which appears to be based on the Current exchange rate, rather than the "Booked" exchange rate that was entered when the stock was bought. This is quite obviously wrong, as the Cost of the transaction should not change over time. Because of this error, it means that all the Gain/Loss and Return calculations are incorrect, making the portfolio manager and investment valuation and performance reports unusable. If I enter the same stock transactions in Quicken, their Portfolio manager correctly reports the unrealized gain/loss. However, Quicken does not support automatic updating of non-US stocks - catch 22 situation!! As an aside, another really useful feature would be to be able to analyse the gain/loss split by both price appreciation and exchange rate movement. I notice that I am not the first person in this forum to raise this issue. Does Microsoft have any plans to correct this error in the near future? ---------------- 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=0b508157-f8d6-4e70-9986-fe1ab49832bc&dg=microsoft.public.money Tag: Edit Investment List in Money 2005 Tag: 225286
  - 12
    - Deferred taxes on retirement accounts Does anyone know how to get Money to track the deferred federal and state tax liabilities for retirement accounts within the investments section? I currently just have two liability accounts set up, but when I prepare my balance sheet I would prefer the liability to show as a contra-asset account within the investments section. Tag: Edit Investment List in Money 2005 Tag: 225283
  - 13
    - Budgeting Features in Money I'm trying to decide between Quickbooks and Microsoft Money for my parents. The single most important feature for me is to help them budget unexpected expenses. If for example they have an unexpected dental expense of $1600, I want them to be able to enter that into the software and have it visibly show them that they have less money to spend in the next two months, even before they have received the invoice or paid it. What features does Money have relative to this feature? -- Will Tag: Edit Investment List in Money 2005 Tag: 225275
  - 14
    - Corrupt files I have reinstalled Windows, prior to which I made a backup my ms money files on two floppy discs. I've reinstalled MS Money but when I try to restore my files I get a message saying the file data is corrupt or its from a different money program. Can anyone tell how I can redeem these files as I have a considerable amount of history I wish to retain. Tony -- Is that some one at the door! Tag: Edit Investment List in Money 2005 Tag: 225272
  - 15
    - M2006: Reports problem after receiving Critical Update warning I received the Critical Update warning. It stated that if you have passwords for all your accounts when you go to the account update page that you don't need to do anything further. Now all but one of my favorite reports and some of the standard reports do not come up - they simply hang with a "Loading" message displayed. What's up? Tag: Edit Investment List in Money 2005 Tag: 225270
  - 16
    - http://theroadmap2riches.com Hello, I would like to share with all of you some of the research that I have conducted. This research that I am talking about has to do with home-based businesses. I have conducted over many years of research into home-based businesses and I have come to so many conclusions. Until now. If you are like me and conducted your own research online into home-based businesses you would find that almost 99% are scams. Now I don't have to tell you about spending thousands of dollars each month on pointless moneymaking systems or in other words home-based businesses are taking a huge toll on all of us when it comes to our financial freedom. So I have taken much of the work out of it for you and done research on MLm, brick and mortar, 1 up, 2 up, and many other types of home-based businesses. Here are my results: MLM, one up, two up, and other types of moneymaking systems have valued little when it comes to making a lot of money. The reason I tell you this is because for most sales you average between $200-$1000 a month. Now you may be telling yourself that this is a reasonable amount of money. Which in most cases it may be ok if you are just looking for a little bit of extra cash. Now that we've gotten the making a 'little bit of extra cash' out of the way we can discuss my results of the research. There are three programs that I have found online that have allowed people to make an extreme amount of MONEY. And what I mean by this amount is an average between $1000-$5000 every day. Now if you're like me and got interested by that amount of money made each and every day you could be making right now, then let me tell you where to find out more information on these three programs. I have found several websites that show proof of these earnings. I will now list for you the websites that I have found. ROADMAP TO Riches http://theroadmap2riches.com http://100percentcashnow.com http://rm2r.com http://rm2riches.com http://aroadmaptoriches.com ================================= Wealth Magnet System http://wealthmagnetglobal.com http://wealthrich.net http://awealthmagnet.com http://beaweallthmagnet.com http://wealthmagnetking.com ================================= Perfect Wealth Formula http://whyjoinpwf.com http://nopassups.com http://mlmis4suckers.com ================================= Now I will describe to you briefly what each of these ingenious moneymaking systems contain. Wealth Magnet System If you've ever thought about starting a business online, you need to see the Wealth Magnet System. You'll actually learn through online videos how to market successfully on the internet. Not only that, you make $200 to $600 for everybody who buys this webucation from you as well. And it STILL gets better - you actually make an additional $100 for every product your members sell. You can truly EARN while you Learn with Wealth Magnet System! ROADMAP to Riches Roadmap to Riches is creating wealth faster than any other program I've seen. Who can argue with 100% commissions? No Selling, No Phone calls to make, and No silly meetings to attend. At $999 per sale, it's no wonder why this program is taking the internet by storm. Perfect Wealth Formula People are making huge amounts of money with the Perfect Wealth Formula. With $400-$1000 commissions, and $100 to $200 bonus overrides, it's easy to see why this has been one of the fastest growing business opportunities in 2007. Now Im not telling you to go out and purchase these systems. What I am asking you to do is look for yourselves and see why these amazing systems are helping people reach their dreams of becomming Wealthy and debt free, as well allowing them to retire at extremely early ages. Financially set to not have to worry about their bills, debts and much more .Giving them time to spend with their family and taking vacations, and having freedom from the headaches of being forced to go to a job everyday and spending their time trying to just make it by to pay bills, and support the family. Now there are new ways to make your life everything you ever wanted, by the research I have done. Which is extensive and reliable. Sincerely, John Seleno (Research Group for better ecomony) Tag: Edit Investment List in Money 2005 Tag: 225265
  - 17
    - Strange Discrepancy in Budget Calculations--Any Ideas? I'm using the Microsoft Money 2007 (Deluxe) advanced Budget feature. I've been using Money for a number of years without any problem, but recently noticed this weird and very annoying discrepancy in its calculations. I'm sure it is some sort of problem with a way the data was entered, but I can't figure out where the error is. At any rate, here is the most basic way to describe the problem: When I created my budget, I budgeted $745 for my January rent (and it is still displayed this way in the screens to edit my budget). Yet, when I view either the "Budget summary" for January or view a "report" from that month, it mysteriously tells me that I have actually budgeted $1490 for rent that month, and screws up all the rest of the monthly totals. It only happens with this particular budget category and only for this particular month. The only way to get the reports and summaries to display correctly is to go back to edit the budget details and enter $0 for January. Then, the Reports and Summaries correctly note that I have $745 budgeted for that month (even though I entered $0). I actually did this back in January, but then just realized that doing this ended up screwing up my totals in the details of my actual budget, so I had been thinking I had $745 more dollars than I actually had these past few months!! Any help will be greatly appreciated on this front, as this is super annoying and my husband is losing faith in the software that I love so much! Tag: Edit Investment List in Money 2005 Tag: 225264
  - 18
    - Transfer Dates Between Accounts I have not been able to figure this out. When I say, pay a credit card bill from checking, the date that it posts to my checking account will be different form the date it posts to the CC account. The problem: If I use the "Transfer: CC Account" category the dates in each account will be the same. This doesn't make sense, how often do transfers post to each account on the same day? How do you reconcile if date do not fall into the same statement period? Am I missing something or is this just the way it is? Tag: Edit Investment List in Money 2005 Tag: 225258
  - 19
    - Money, Electronic Payments and Regions Bank Hello, Since Microsoft's update to Money AND the merger of my bank with another bank 1 week ago, I have been unable to create/submit new electronic payments to my bank. My problem is trying to figure out if its the update or the merger that happened at nearly the same time that is causing the problem. Reaching my bank has been very problematic since the money updates and the merger. It would seem there is a large number of people having issues. The error message I am receiving when trying to submit new payments is paraphrased below: _____________________________________________________ Your transaction was not processed for the the following reason: Your request to pay XXX to XXXX on Friday, August 3, 2007 was not processed. If you see this message again, contact your bank or brokerage. More details: A general error has occurred. _____________________________________________________ This sounds like a bank problem to me, but I'm asking the group for their opinion. To resolve this, I have tried to repair the money file. I have also tried to create a new money file as a test and submit a payment from the new file. I've also reinstalled Money. I CAN however update all my accounts. The Regions bank account that I am having the problem submitting new electronic payments as well as credit card accounts. Any ideas? Thanks Jimmy Sledge Tag: Edit Investment List in Money 2005 Tag: 225255
  - 20
    - BOA Pay Bill Online Option--Suddenly Gone! This morning I went to pay my husband's BOA payment online (using my husband's login) and the Bill Pay tab is saying I can't pay the bill now until I set up a BOA checking account. I have ALWAYS paid my online payment using my own bank's checking account on their website. However, when I login as myself for a different BOA account, I can still pay my bill using Bill Pay. The difference is that his payment due has just posted. My payment will not be posted until the 27th. Has anyone else noticed that their Bill Pay section is suddenly gone? Anna Tag: Edit Investment List in Money 2005 Tag: 225254
  - 21
    - Can i use money 98 at Vista ?? anyone got indea of this? cause i found that the 98 can't run in the Vista!! Tag: Edit Investment List in Money 2005 Tag: 225246
  - 22
    - Money 2006 After downloading from bank to Money the "last download" date is off by four days. The same was true with Money 2004. When going to download again it becomes necessary to subtract four days from the "last download" date. Can anyone advise how to correct this? Tag: Edit Investment List in Money 2005 Tag: 225244
  - 23
    - Money 2006 When downloading information from the bank Money's indication of the last download date is four days off. This was the same with Money 2004. Can anyone explain that? When downloading the next time it is then necessary to subtract four days from the "last download" date indicated in Money. Tag: Edit Investment List in Money 2005 Tag: 225243
  - 24
    - Best Buy Credit Card disappeared from "add a new account" listing. So I updated my accounts as indicated here... http://www.microsoft.com/money/OnlineServices/Update_Instructions/default.mspx but Best Buy Credit Card is no longer available. And yes I checked BOTH "banking" and "credit card" Other HSBC store cards are in there, including HSBC itself. What's up? Here's the list I get... Bell Credit Union - Credit Card Belco Employees FCU - Credit Card Ben E. Keith Employees FCU - Credit Card Best Friends Bethlehem Teachers FCU - Credit Card Beverly Bank and Trust Co., N.A. Notice there's no "Best Buy" between Ben E. Keith and Best Friends. Thx... Tag: Edit Investment List in Money 2005 Tag: 225240
  - 25
    - Bank of America Credit Card accounts won't set up Hi, I have Money 2007 Premium. I waited until the July 19th update was complete. I have had no trouble except for trying to set up online updates for my 2 Bank of America Credit Cards. I am in Ohio so I use the Bof A(allexcept CA, WA, &ID). I imput all my info for both cards correctly but when it tries to update I get a box saying the sign in with your financial institution failed. I am able to successfully saign on to my accounts via the web. Any ideas Tag: Edit Investment List in Money 2005 Tag: 225237
- Next
  - 1
    - Two Investments, Same Symbol Let me start by saying, I've done searches on this newsgroup, read a number of folks complaining of the same problem I am running into, and am completely familiar with the concept of having a single "investment" in Money, and selecting it in two different accounts. I just say that because I want folks to read the details carefully for my problem, instead of giving the stock answer that applies in almost all of these situations. I'm also aware that the answer to my question may end up being, "You can't do that", which is fine. Okay, here's the situation - my wife worked for ExxonMobil, and while there she received stock options - some of which have been exercised and the stock kept, as well as having her employer make contributions of stock to a ESOP in her 401k. The 401k has online updates available with the online services, but it reports the investment as "ExxonMobil Company ESOP Stock", rather than just a purchase of XOM. Since I already have the stock in our portfolio with the symbol XOM, it won't let me assign that symbol to the ESOP investment. I've also tried changing the name of the stock to match the reported ESOP, but it tells me I've already got an investment of that name. I've tried combining the two, but the ESOP doesn't appear in the list of things I'm allowed to combined it with (probably because Money thinks the ESOP is a mutual fund, and it ALSO won't allow me to switch it to a stock, because there are transactions on it that don't match what Money thinks constitutes a stock). All I want to do here is have my automatic updates get the updated stock price for XOM and assign it to the ESOP, without my having to manually update the price. Is there any way for this to work? Thanks in advance for any help. Tim Tag: Edit Investment List in Money 2005 Tag: 225236
  - 2
    - Bill Gates has backed this up. Unreal http://theroadmap2riches.com http://100percentcashnow.com http://rm2r.com http://rm2riches.com http://aroadmaptoriches.com ================================= Wealth Magnet System http://wealthmagnetglobal.com http://wealthrich.net http://awealthmagnet.com http://beaweallthmagnet.com http://wealthmagnetking.com ================================= Perfect Wealth Formula http://whyjoinpwf.com http://nopassups.com http://mlmis4suckers.com ================================= Now I will describe to you briefly what each of these ingenious moneymaking systems contain. Wealth Magnet System If you've ever thought about starting a business online, you need to see the Wealth Magnet System. You'll actually learn through online videos how to market successfully on the internet. Not only that, you make $200 to $600 for everybody who buys this webucation from you as well. And it STILL gets better - you actually make an additional $100 for every product your members sell. You can truly EARN while you Learn with Wealth Magnet System! ROADMAP to Riches Roadmap to Riches is creating wealth faster than any other program I've seen. Who can argue with 100% commissions? No Selling, No Phone calls to make, and No silly meetings to attend. At $999 per sale, it's no wonder why this program is taking the internet by storm. Perfect Wealth Formula People are making huge amounts of money with the Perfect Wealth Formula. With $400-$1000 commissions, and $100 to $200 bonus overrides, it's easy to see why this has been one of the fastest growing business opportunities in 2007. Now Im not telling you to go out and purchase these systems. What I am asking you to do is look for yourselves and see why these amazing systems are helping people reach their dreams of becomming Wealthy and debt free, as well allowing them to retire at extremely early ages. Financially set to not have to worry about their bills, debts and much more .Giving them time to spend with their family and taking vacations, and having freedom from the headaches of being forced to go to a job everyday and spending their time trying to just make it by to pay bills, and support the family. Now there are new ways to make your life everything you ever wanted, by the research I have done. Which is extensive and reliable. Sincerely, John Seleno (Research Group for better ecomony) Tag: Edit Investment List in Money 2005 Tag: 225235
  - 3
    - still cant update I do the online update and all i get is a red ! with no error msg but when i click the read call summary button it says last call completed 7/11/07 and states "your account information is being updated, which may take a few minutes. If this message appears for more then five minutes, try again." I uninstalled/reinstalled MSM2007 but still does it. any help would be great Tag: Edit Investment List in Money 2005 Tag: 225232
  - 4
    - asset allocation I have several funds that I have with Principal Financial Group - most are 'proprietary' (not sure what the right word is) and there is no ready-to-use ticker symbol to plug into Money. How do I get the asset allocation for each fund and then where do I update it in Money so that my "asset allocation analysis" is more correct? Thanks, David Tag: Edit Investment List in Money 2005 Tag: 225231
  - 5
    - http://theroadmap2riches.com Hello, I would like to share with all of you some of the research that I have conducted. This research that I am talking about has to do with home-based businesses. I have conducted over many years of research into home-based businesses and I have come to so many conclusions. Until now. If you are like me and conducted your own research online into home-based businesses you would find that almost 99% are scams. Now I don't have to tell you about spending thousands of dollars each month on pointless moneymaking systems or in other words home-based businesses are taking a huge toll on all of us when it comes to our financial freedom. So I have taken much of the work out of it for you and done research on MLm, brick and mortar, 1 up, 2 up, and many other types of home-based businesses. Here are my results: MLM, one up, two up, and other types of moneymaking systems have valued little when it comes to making a lot of money. The reason I tell you this is because for most sales you average between $200-$1000 a month. Now you may be telling yourself that this is a reasonable amount of money. Which in most cases it may be ok if you are just looking for a little bit of extra cash. Now that we've gotten the making a 'little bit of extra cash' out of the way we can discuss my results of the research. There are three programs that I have found online that have allowed people to make an extreme amount of MONEY. And what I mean by this amount is an average between $1000-$5000 every day. Now if you're like me and got interested by that amount of money made each and every day you could be making right now, then let me tell you where to find out more information on these three programs. I have found several websites that show proof of these earnings. I will now list for you the websites that I have found. ROADMAP TO Riches http://theroadmap2riches.com http://100percentcashnow.com http://rm2r.com http://rm2riches.com http://aroadmaptoriches.com ================================= Wealth Magnet System http://wealthmagnetglobal.com http://wealthrich.net http://awealthmagnet.com http://beaweallthmagnet.com http://wealthmagnetking.com ================================= Perfect Wealth Formula http://whyjoinpwf.com http://nopassups.com http://mlmis4suckers.com ================================= Now I will describe to you briefly what each of these ingenious moneymaking systems contain. Wealth Magnet System If you've ever thought about starting a business online, you need to see the Wealth Magnet System. You'll actually learn through online videos how to market successfully on the internet. Not only that, you make $200 to $600 for everybody who buys this webucation from you as well. And it STILL gets better - you actually make an additional $100 for every product your members sell. You can truly EARN while you Learn with Wealth Magnet System! ROADMAP to Riches Roadmap to Riches is creating wealth faster than any other program I've seen. Who can argue with 100% commissions? No Selling, No Phone calls to make, and No silly meetings to attend. At $999 per sale, it's no wonder why this program is taking the internet by storm. Perfect Wealth Formula People are making huge amounts of money with the Perfect Wealth Formula. With $400-$1000 commissions, and $100 to $200 bonus overrides, it's easy to see why this has been one of the fastest growing business opportunities in 2007. Now Im not telling you to go out and purchase these systems. What I am asking you to do is look for yourselves and see why these amazing systems are helping people reach their dreams of becomming Wealthy and debt free, as well allowing them to retire at extremely early ages. Financially set to not have to worry about their bills, debts and much more .Giving them time to spend with their family and taking vacations, and having freedom from the headaches of being forced to go to a job everyday and spending their time trying to just make it by to pay bills, and support the family. Now there are new ways to make your life everything you ever wanted, by the research I have done. Which is extensive and reliable. Sincerely, John Seleno (Research Group for better ecomony) Tag: Edit Investment List in Money 2005 Tag: 225227
  - 6
    - Recurring payments/bills (Frequency) Hi, does anybody know how to set payments for weekdays only (monday thru friday)? so far I use a solution I don't like (better than nothing) which is to set the frequency to "daily" and just after registering the friday transaction I'm able to skip the saturday and then the sunday transaction. As I tried so far, it's not possible to skip or delete the unwished weekend transactions in advance. So this way I can't have a precise cash flow. Thanks in advance for any help -- Cristian Tag: Edit Investment List in Money 2005 Tag: 225224
  - 7
    - can't log on to money 2007. I keep getting a message that I have enterd the wrong password or ID even thoguh they have been reset and I have verified them online. Any suggestions? I can't login to update online services. Tag: Edit Investment List in Money 2005 Tag: 225221
  - 8
    - This transaction cannot be entered...again. My Money 2006 version is 15.0.80.513. When I opened my checking account this morning it went only as far as April...transactions since that date did not appear. Did a File, Restore from my external hard drive to bring it up-to-date, and I balanced the account without a problem. When I went to enter a transaction, though, I got the dreaded cannot-be-entered error message. Googled Cal Learner's last response to a query about this, which recommended a File Repair Level 2, but I don't see anything listed by level...just a request that I identify the file that I want to repair. Which file do I want to repair, the backup or the program file? Last time this happened, I did the transaction on my laptop, then uninstalled and reinstalled Money and restored from my backup. I hate to think that I will have to go this route over and over again. Bob Gardner Tag: Edit Investment List in Money 2005 Tag: 225219
  - 9
    - Account setup is temporarily unavailable. Please try again later. Okay...I'm doing what Microsoft asked us to do with Money 2005. After Money finds the credit card & attempts to update I get the following error message: Account setup is temporarily unavailable. Please try again later. "Later" has been two days now. Tag: Edit Investment List in Money 2005 Tag: 225216
  - 10
    - Export Data From MS Money 2005 STD How do you export payee info in order to import that contact info into another application? Tag: Edit Investment List in Money 2005 Tag: 225213
  - 11
    - Can not stop online service I am going through MS instructions on the nice update. I am at the point where I am to chose stop updates. I click on the button and nothing happens. I have already done a Level 2 repair. Any suggestions? TIA cindy Tag: Edit Investment List in Money 2005 Tag: 225209
  - 12
    - Money 2006 reports When using Money 98, the reports when viewed on the monitor and printed out display the Categories in bold print and Subcategories in fine print...great. Money 2006 however shows Categories in bold print on the monitor, and Subcategories in fine print on the monitor but when printed out everything is in bold print, no differentiation...not good. I have rechecked display options but am still confused as to why the difference. Is this the way things are ? I'm thinking about uninstalling Money 2006 and installing Money 98 on this new H.P. machine. TIA Tag: Edit Investment List in Money 2005 Tag: 225205
  - 13
    - Online Banking update BofA I managed to get one update of my BofA accounts today. I then merged them into the old accounts and it would not update anymore. So (following instructions) I disabled online banking and tried to add them again. Now I get an ID: obres:22063 Source: 16.0 If I try again, I get "Updates temporarily unavailable". So I deleted IE temporary files and I was back to the obes22063 errror. Is the new update working properly yet for BofA or ??? Tag: Edit Investment List in Money 2005 Tag: 225201
  - 14
    - Migrating Favorite Reports I recently upgraded my C drive and re-installed MS Money 2004. Is there any way to migrate the many custom reports I developed from my old MS Money installation (old C drive) to the new installation? Tag: Edit Investment List in Money 2005 Tag: 225195
  - 15
    - Error: Account setup is temporarily unavailable I use Money 2005 Standard. I followed the screenshot instructions. I disabled the online services for the bank accounts that did not show a password box. I am stuck at the instructions where I am supposed to add the accounts. Instead of prompting me to enter user name/password, I am getting: Account setup is temporarily unavailable. Please try again later. I tried this all morning on Fri. I have 3 bank accounts that need to do this and they all have this same error. Tag: Edit Investment List in Money 2005 Tag: 225192
  - 16
    - Money 2k7 online banking update: PayPal Money Market Funds gone? I've been using Money 2k7 for a while now (2k6 and 2k5 as well), and I've been able to do online updates for my PayPal account by setting Money upt o sync with the "PayPal - Money Market Funds" online banking. However, after this update (which I've just done), there is no longer an entry for *any* PayPal online service. WTF?!?!?!? It was there prior to the "update", it worked fine, but now it's gone?!?!? I've looked thru any of the other ones, hoping that it was called something different, but there's nothing. Not sure what to do, other than do the entries manually; though it's a PITA, I can do it. I'd prefer it to update automatically, like it did before! Tag: Edit Investment List in Money 2005 Tag: 225187
  - 17
    - Money Update and Bank of America Account Since the update, the transaction from Bank of America dowload but they are not able to be seen in the account register. Under the account list, it shows that there are tranactions to be read but they are not in the register. Anyone know what the issue is? Tag: Edit Investment List in Money 2005 Tag: 225186
  - 18
    - Merging dupl;icate accounts After the recent "critical banking update" there are now duplicates lsted under My Accounts under Money 2006. However, clicking on Merge Duplicate Accounts does not list any of these accounts to merge. Why aren't these accounts listed (these are banking accounts). Thanks to the recent update, I have also lost the ability to obtain my Credit Union's transactions as well. This whole procedure could have been done better, sorry. Tag: Edit Investment List in Money 2005 Tag: 225181
  - 19
    - The update Is the blasted update over or not. The notice said it would be completed today, does that mean working hours today or midnight tonight? I still can not log on and I have business to conduct. -- ebekim Tag: Edit Investment List in Money 2005 Tag: 225177
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    - Money changes? I just got a popup within Money announcing some upcoming changes in online banking. But before I finished reading it, I accidently clicked and dismissed it before I could select anything. How can I get it back? Bruce. Tag: Edit Investment List in Money 2005 Tag: 225174
  - 21
    - Complicated My brother-in-law (BIL)has been using Money 2004 but has been posting everything manually. I have been using Money 2006 and have been updating everything on-line. I have been keeping the (Money) books for myself, my daughter, my son and my BIL and in essence have had 4 separate data sets using Money 2006. My data set was the only one that has been used to download credit card, bank, brokerage and other downloadable account data. On the other hand the data sets for my daughter, my son and my BIL were used for one purpose only; to download brokerage (and IRA) account data only. Recently, my BIL decided he wanted to start downloading everything using 2004. So I put his data set on a thumb drive and took it over to his house to import the several years of data into Money 2004. It didn't work. Furthermore I found out that his 2004 had many apparently insoluble problems. Si I went home and got my Money 2006 installation CD. Back to BIL's house to install it. It worked fine as long as I used my password. OK fine, but I want him to have his own legal copy of Money, registered in his name. Here's my question: WHEN MONEY 2008 COMES OUT, WE WILL BUY TWO COPIES, ONE FOR HIM AND ONE FOR ME. WHEN HE REGISTERS HIS COPY WILL HE BE ABLE TO MOVE HIS DATA FROM THE MONEY 2006 APPLICATION WHICH I HAVE TEMPORARILY SET UP FOR HIM ON HIS COMPUTER? Tag: Edit Investment List in Money 2005 Tag: 225170
  - 22
    - COMPLICATED My brother-in-law (BIL)has been using Money 2004 but has been posting everything manually. I have been using Money 2006 and have been updating everything on-line. I have been keeping the (Money) books for myself, my daughter, my son and my BIL and in essence have had 4 separate data sets using Money 2006. My data set was the only one that has been used to download credit card, bank, brokerage and other downloadable account data. On the other hand the data sets for my daughter, my son and my BIL were used for one purpose only; to download brokerage (and IRA) account data only. Recently, my BIL decided he wanted to start downloading everything using 2004. So I put his data set on a thumb drive and took it over to his house to import the several years of data into Money 2004. It didn't work. Furthermore I found out that his 2004 had many apparently insoluble problems. Si I went home and got my Money 2006 installation CD. Back to BIL's house to install it. It worked fine as long as I used my password. OK fine, but I want him to have his own legal copy of Money, registered in his name. Here's my question: WHEN MONEY 2008 COMES OUT, WE WILL BUY TWO COPIES, ONE FOR HIM AND ONE FOR ME. WHEN HE REGISTERS HIS COPY WILL HE BE ABLE TO MOVE HIS DATA FROM THE MONEY 2006 APPLICATION WHICH I HAVE TEMPORARILY SET UP FOR HIM ON HIS COMPUTER? Tag: Edit Investment List in Money 2005 Tag: 225169
  - 23
    - COMPLICATED My brother-in-law (BIL)has been using Money 2004 but has been posting everything manually. I have been using Money 2006 and have been updating everything on-line. I have been keeping the (Money) books for myself, my daughter, my son and my BIL and in essence have had 4 separate data sets using Money 2006. My data set was the only one that has been used to download credit card, bank, brokerage and other downloadable account data. On the other hand the data sets for my daughter, my son and my BIL were used for one purpose only; to download brokerage (and IRA) account data only. Recently, my BIL decided he wanted to start downloading everything using 2004. So I put his data set on a thumb drive and took it over to his house to import the several years of data into Money 2004. It didn't work. Furthermore I found out that his 2004 had many apparently insoluble problems. Si I went home and got my Money 2006 installation CD. Back to BIL's house to install it. It worked fine as long as I used my password. OK fine, but I want him to have his own legal copy of Money, registered in his name. Here's my question: WHEN MONEY 2008 COMES OUT, WE WILL BUY TWO COPIES, ONE FOR HIM AND ONE FOR ME. WHEN HE REGISTERS HIS COPY WILL HE BE ABLE TO MOVE HIS DATA FROM THE MONEY 2006 APPLICATION WHICH I HAVE TEMPORARILY SET UP FOR HIM ON HIS COMPUTER? Tag: Edit Investment List in Money 2005 Tag: 225165
  - 24
    - Complicated My brother-in-law (BIL)has been using Money 2004 but has been posting everything manually. I have been using Money 2006 and have been updating everything on-line. I have been keeping the (Money) books for myself, my daughter, my son and my BIL and in essence have had 4 separate data sets using Money 2006. My data set was the only one that has been used to download credit card, bank, brokerage and other downloadable account data. On the other hand the data sets for my daughter, my son and my BIL were used for one purpose only; to download brokerage (and IRA) account data only. Recently, my BIL decided he wanted to start downloading everything using 2004. So I put his data set on a thumb drive and took it over to his house to import the several years of data into Money 2004. It didn't work. Furthermore I found out that his 2004 had many apparently insoluble problems. Si I went home and got my Money 2006 installation CD. Back to BIL's house to install it. It worked fine as long as I used my password. OK fine, but I want him to have his own legal copy of Money, registered in his name. Here's my question: WHEN MONEY 2008 COMES OUT, WE WILL BUY TWO COPIES, ONE FOR HIM AND ONE FOR ME. WHEN HE REGISTERS HIS COPY WILL HE BE ABLE TO MOVE HIS DATA FROM THE MONEY 2006 APPLICATION WHICH I HAVE TEMPORARILY SET UP FOR HIM ON HIS COMPUTER? Tag: Edit Investment List in Money 2005 Tag: 225164
  - 25
    - For those with problems logging in online and downloading from some institutions There is a significant change today 19 July at the servers which provide online sign in with LiveID/Passport and get the statements for those institutions that don't provide their own OFX servers. See the top and the "Scheduled Events" section of http://articles.moneycentral.msn.com/common/networkstatus.aspx for information. That site will be updated as things progress. That will include specific instructions of what the user will need to do. In the mean time, log in offline. Tag: Edit Investment List in Money 2005 Tag: 225159

Hello, I've changed a number of investments and find that I have some old
investments with the same name as the new investments. The trouble is I can
continue to use the new name but, the history would not be correct.

I would like to list the investments but can't find them as a list. Is this
possible?

The investments in question are mutual funds with no ticker.
Thanks

Re: Edit Investment List in Money 2005 by Dick

Dick
Sun Jul 22 19:24:40 CDT 2007

It used to be. Along came, IIRC, M05, and the Work with Investments page
disappeared. Nobody outside Microsoft has a clue why it disappeared. Perhaps
it wasn't Essential?

You can go find some transaction referencing the old investments--or create
a new buy transaction just for temporary use and delete it when you are
done--and r-click on the transaction select the investment to get to its
details. From there you can change names, etc.

"Birdflu" <Birdflu@discussions.microsoft.com> wrote in message
news:36A18528-F8E0-46D2-9F93-0EF741E40A18@microsoft.com...
> Hello, I've changed a number of investments and find that I have some old
> investments with the same name as the new investments. The trouble is I
> can
> continue to use the new name but, the history would not be correct.
>
> I would like to list the investments but can't find them as a list. Is
> this
> possible?
>
> The investments in question are mutual funds with no ticker.

Re: Edit Investment List in Money 2005 by Cal

Cal
Sun Jul 22 20:03:27 CDT 2007

In microsoft.public.money, Birdflu wrote:

>Hello, I've changed a number of investments and find that I have some old
>investments with the same name as the new investments. The trouble is I can
>continue to use the new name but, the history would not be correct.
>
>I would like to list the investments but can't find them as a list. Is this
>possible?

Investing->InvestingTools->Portfolio will get you to the Portfolio,
but it is better to add Portfolio as a Shortcut to get you to the
Portfolio in a single click. You will probably find your investment
here.

You may want to select ChangePortfolioView->ShowClosedPositions
If you right-click an investment, SeeInvestmentActivities will show
you the transactions for that investment.

>
>The investments in question are mutual funds with no ticker.
>Thanks