Importing Statements
I currently download statements from my bank to Money 2007 as my bank no
longer supports direct downloading.
The problem is that I have multiple accounts and a few accounts are
downloading to the wroing acocunt in money.
How can I change the account that the downloaded data goes to? Tag: Encryption in Money 2004 Tag: 219346
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Hi all..Now you can get the weather report of your area
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it..Instant report..Go for it...What is you waiting for...
Download the toolbar only 400Kb, Install it..and thats it...
Download Weather Toolbar - Instant weather reports, forecasts, and
radar images anytime for FREE! - http://surl.in/HLWTD268591UXYDPMK-
googlegrp Tag: Encryption in Money 2004 Tag: 219345
File Size Limitation
I have been toying with MS Money 2003 which crashed and went out of business
for some reason at 15 MB. I tried to restore and it lock up/non-recoverable
form. Now I have upgraded to Money 2006 and trying to classified a year's
worth of transactions again. It keeps crashing. How do I get MS Money
updates too? Tag: Encryption in Money 2004 Tag: 219340
THIS SITE COULD ADD UP TO A HUGE CASH FLOW!!
VISIT AND SEE HOW IT CAN HELP YOU!!
http://www.geocities.com/tender_foot33/howtomakemoneyusingtheweb.html?
1166752627921 Tag: Encryption in Money 2004 Tag: 219339
Problem with investment accounts
MS07 Business edition...
I have created three seperate investment accounts... one for a 401K (my
wifes) a Money market account and one for a Roth IRA (Myself). All three
accounts are with the same broker, but one has a different user ID than the
other two. Upon creation, I entered all required info including online
passwords etc...
The accounts were created sucessfully, with the exception that no values
were downloaded. All three account values showed ($) for the account value
and ($) for the total portfolio value.
I know the passwords worked as when I entered the information for the userid
that has the two accounts, it automatically downlaoded both without me
telling it there were two.
So, I tried to update a few times... no luck. I deleted the accounts and
tried to re-create them. Now, upon trying to re-create the account it tells
me there is already an account at the broker using the userid I had used when
I first created them. It will now only let me "update" the account through
the creation process even though the account no longer exists in Money.
How do I get Money to realize the accounts were deleted and how do I get all
the transactions and account values to download?
Help???
Thanks! Tag: Encryption in Money 2004 Tag: 219335
MS Money 2007 & Windows Live Password
I upgraded to Money 2007 1/26/07 and it worked fine for 3 days. Today
(1/29/07) it refuses to recognize the Windows Live Password. I've created a
new password twice, cleared the browser & cookies, uninstalled & reinstalled
Money 2007 - and still it does not recognize the same Windows Live Password
that I used to gain access to this Discussion site.
Ideas anyone? Tag: Encryption in Money 2004 Tag: 219327
Money 2005 - Can't get it to update itself.
Just installed Money 2005 on my new PC but it won't go online and download
it's updates. I get a pop-up telling me updates are available and asking if
I want to download them. I click Yes and get a box that says Please wait
while we prepare to download.
Then it just sits there and does nothing at all. I have no internet
activity or anything.
If I click No and open the program, I can do the ONline Updates for stocks
and such just fine, I just can't get the actual program update.
Is this available somewhere I can download it manually or anything like
that? Or any suggestions? I already tried making a new file, using a
different admin account, etc and it doesn't help.
Thanks! Tag: Encryption in Money 2004 Tag: 219323
undeleteable accounts and crashes in msm07
[This followup was posted to microsoft.public.money and a copy was sent
to the cited author.]
undeleteable ("this operation cannot be performed", and the web popup
shows no further information). I have deleted all transactions within
them that I can. One of them is an investment account (a CD) that ended
with a "redeem CD" - that line will not highlight or select in the
window, and I can not delete any transaction before it (those
transactions do highlight). The other is in the bank accounts section
and was (I think) the cash portion of the CD - and it also will not
delete. I made a copy of my datafile and deleted every account except
these 2, and did repairs. No luck. In the "real" file, trying to
delete the CD account results in a crash to desktop with an error
message that I copied to 15d_appcompat.txt and which starts out:
<?xml version="1.0" encoding="UTF-16"?>
<DATABASE>
<EXE NAME="msmoney.exe" FILTER="GRABMI_FILTER_PRIVACY">
<MATCHING_FILE NAME="adapt.dll" SIZE="109360" CHECKSUM="0x24BD92C0"
BIN_FILE_VERSION="16.0.0.1303" BIN_PRODUCT_VERSION="16.0.0.1303"
PRODUCT_VERSION="16.00.1303" FILE_DESCRIPTION="MSN Money Adaptation
DLL"
and goes on for quite a while. Is there any external program that can
determine what is amiss in this data file?
Thanks, all.
--
chagin1 at yahoo dot com Tag: Encryption in Money 2004 Tag: 219321
Fixed Assets
I am a small sized business, 2 employees but my business is huge, $10,000,000
last year. I like to keep things simple and prefer to use MS Money Business
for my financial program.
I have decided to keep track of my fixed assets for my business for the 2006
tax season. What I need to do is to go back and re-enter some items, I think.
\
If I create individual accounts for equipments, furniture, and software but
already have paid my vendors our of my old accounts. How do I transfer the
expeses over to the new fixed asset accounts that I created?
Is this making sense?
--
Aquila Business Services, LLC
James Tag: Encryption in Money 2004 Tag: 219318
Slow Reports
I'm running Money 2006 Small Business and most of my reports are very slow to
load, espcially the budget reports. Anyone have any tricks or ideas how to
get reports to load quicker?? Tag: Encryption in Money 2004 Tag: 219317
Headings Asset Allocation
Can I change the "headings" to reflect investment catagories. For example
change "other" to International? Or Small cap to Global INcome Tag: Encryption in Money 2004 Tag: 219310
cannont connect to online services for financial institution setup
i am trying to set up online services for a new institution. i've had schwab
set up for years, and i am still able to update that account. however, when
i try to set up a NEW ameritrade account, when trying to do the initial setup
i receive an error message saying "money cannot complete a required online
call at this time. please check your internet connection settings and try
again." however, i can click internet updates or connect to schwab just
fine. i even tried setting up a new schwab account, since i know that works
on my existing account, and i get the same message. anyone know what's going
on? thanks! Tag: Encryption in Money 2004 Tag: 219303
Year End Accounting
I never have done this. I remember a previous version (before 2006) suggested
I do this with instructions what should be done. I can't find that
information in 2006 premium.
Does anybody know about this? Tag: Encryption in Money 2004 Tag: 219299
some MS Money problems that have kept me from upgrading
I currently have MS Money 2000. I've purchased Money 2004, but switched back
to 2000 because I didn't feel that much was improved. As I'm investigating
Money 2007, there are still features missing that I believe it should have.
1) the ability to set up bimonthly payments for mortgages, auto loans,
credit cards, etc. Paying bi-monthly can drastically reduce the interest paid
over the life of a loan.
2) an easy-to-use balance transfer/consolidation simulator. it would be
great to simulate projected savings and effective interest rates when
considering balance transfer senarios. For example, it would be nice to
simulate something like, Credit Card A has a balance of $5000 at 8%. Credit
Card B has a balance of $5000 at 0% for 6 months, but a normal rate of 18%.
It would be nice to simulate if it would be better to pay as much as possible
on Credit Card A, because it (temporarily) has a higher rate, or to pay as
much as possible on Credit Card B because all of the money would go to
principle and allow one to reduce the balance as fast as possible. As Money
is now, it automatically picks the highest interest rate, even if a low rate
is only temporary. I'd like to see numbers for both.
3) similarly, regarding no-interest/no-payments offers to set up one "pay in
full" payment at the end of the special financing term, without being
prompted to make monthly payments during the no payment periods. I bought a
fridge at Sears under one of these promotions. Because there is zero
interest, it makes more sense to keep the money in an interest-bearing
account and just pay it off at the end of the promotional period. The ability
to set this up in Money would be useful.
4) the ability to assign multiple interest rates on one account. As with
balance transfers above, different portions of credit card balances are
subject to different APRs. Accurate financial planning requires that Money
account for this.
5) the ability to store scanned receipts or online confirmation pages in an
account ledger. So if I buy a book on Amazon with my checking account. I
would be able to click a link in the checking account ledger to view a copy
of the confirmation page from Amazon. Similarly, if I buy a bag of dog food
at the grocery store, I would like to scan the receipt and be able to view
it. This wouldn't be a bad idea for checks either - you could scan it just
before sending it out. This would eliminate the need to keep paper copies of
everything, and make it much easier to verify the accuarcy of ledger entries.
Downloading things from the bank is useless if it's the bank's amount that
you believe is incorrect from what was originally on the receipt.
Just my two cents.
----------------
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=07131916-a10c-457d-b5ac-ccf3fe02c23e&dg=microsoft.public.money Tag: Encryption in Money 2004 Tag: 219298
Installing Money 2007
I have Money 2003 on my computer and I just purchased Money 2007 Deluxe. Do
I need to have the latest version and where can I find them so that i can use
Money 2007. Everytime I try to install, I get a message telling me that I
need the latest version or the Service Pack.
Can someone tell me what I need to get this Deluxe installed. Thanks! Tag: Encryption in Money 2004 Tag: 219295
uninstall Money 2003
I have an old copy of MS Money 2003 on my computer that is not being
used now and I 'd like to remove it. I've tried to use Add/Remove
Programs but it wants me to insert the original CD which I no longer
have.
Is there a way to remove MS Money in a clean manner?
John Keith
kd0gd@juno.com Tag: Encryption in Money 2004 Tag: 219291
asset allocation
When using the asset allocation functions/reports, ms money indicates under
Money Market/Cash category, a value ($25K) that isn't there. I can track it
to my brokerage account stock purchases. If I edit these transactions (remove
transactions) it incorrectly increases the account balance by the same value
$25K.
Due to this problem it's difficult to get accurate asset allocation unless I
manually recaluate all these values.
Thanks for you help! Tag: Encryption in Money 2004 Tag: 219289
Store more character in "Pay to" field in the transaction entry window
How do you increase the "Pay to" field ?
It is too small to enter the shop and the city name. I can only enter
32 characters.
I don't understand why the "Pay to" field in the transaction input
window is so large !! all this space is lost since only 32 characters
can be entered. Tag: Encryption in Money 2004 Tag: 219284
Yet Another "update in progress" download problem.
This started for me around the middle of January. Online updates have been
working fine for me for years. I am presently using Money Deluxe 2006. I have
tried a bunch of things in the other posts, such as putting in some trusted
URL's, disabling firewalls etc. but none seem to get me working. I tried
turning off online services for an account but then can't log back in. The
one thing I have noticed is that if I create a new account, I can get online
for the initial query, thereafter I get the "update in progress". Ditto when
I upgraded to Money Deluxe 2007. Right now I am back to 2006. Any suggestions
would be greatly appreciated.
Regards, Tag: Encryption in Money 2004 Tag: 219283
Income Edits to Budget 2007
When I add income items into Money 2007 budget, there are no selections for
quarterly or annual items in the drop down menu. Is there any way to add
these selections into the budget selections? In Money 1997 budget these
selections are available.
--
DBQCamper Tag: Encryption in Money 2004 Tag: 219282
Red Flag of Death
I have it. Schwab says that to get the accounts working again I have to
delete the old accounts and reestablish a new account. This new account will
only have two years worth of data. Is there a way to merge the new account
with the old accounts so that I have all 6 years of data ? Tag: Encryption in Money 2004 Tag: 219281
Negative Cash Transaction Account Balance in 401k account
Hi,
I have a 401k investment account from a former employer,setup in Money 2006
DLX as a retirement account, tracking cash transactions. Though I no longer
make contributions to it, I've left the Employee matching box checked. I
used the Add Shares tranactions to initailly create the account to add the
current investment balances for each individual fund position. I
periodically download the dividend or other transactions from my Fidelity
site to update the account. I haven't reconciled in a while but the account
was in balance last time I checked. I don't remember what I did to get it all
balanced, The transaction activity types in the investment accounts are a
mix of Buy, Sell, Reinvest Interest & Reivest Dividends.
The cash account shows Dividends and Exchange In/Out transactions. The Cash
account Balance was zero at this point. With my last download the
transactions came in as buy transactions increasing the investment account to
the correct balances (share units ageed to my statements) with a
corresponding negative buy(?) transaction in the cash account, leaving me
with negative balance for the sum of the last downloaded transactions. I
changed the trans. type of the newly downloaded items in the investment
account to Reinvest Dividends which automatically deleted the original
corresponding negative buy transactions in the cash account leaving the cash
account with a zero balance again as it should be, and all is well.
Is this the best way to track this account? I want to include it in
Planning and Tax functions.
Is there a better set up so I don't have to manually change the buys to
reinvest? Tag: Encryption in Money 2004 Tag: 219277
MS Money 2006 frustrations (reports and dloading bank information)
So I've just recently installed the full retail version of MSMoney 2006
premium that's been sitting on my shelf for a year and I have a few problems
that appear so basic in nature that I wonder if everyone else is having the
same problems (and if so, why in the world would anyone actually use this
product).
OK, issue #1:
MS Money provides this real nifty 'Spending by Category' report on the home
page. Any CREDITS to any of the categories don't show. Example #1: I
purchased a product, charged it to my credit card, then returned it a few
days later. The report shows my SPENDING the money, but doesn't account for
the credit for the return EVEN THOUGH the credit shows in the credit card
ledger and both the purchase and the return are posted to the same spending
category. Example #2: I was recently overcharged for a hotel stay out of
town. The front desk at the hotel corrected the problem right there at the
front desk. Since they had already overcharged my credit card before the
billing error was detected, they simply issued a credit for the difference.
Simple. The report in MS Money ONLY shows the (over)charge and NOT the
corresponding credit even though both entries appear on the same credit card
ledger, same date, same category (one a charge, one a credit). Example #3: I
use the "Credit Card Payments/Transfers" category for all on-line credit card
payments. Each time I make a payment, a charge(debit) for that payment
appears in my checking account ledger and a credit appears in the credit card
ledger (just as it should). Both these entries are posted to the same
"Credit Card Payments/Transfers" category. The report ONLY shows the charge
hitting my checking account and NOT the credits appearing in the credit card
ledger.
This seems to me like a real basic problem that would negatively affect
every single MS Money user out there. Am I totally missing the boat here?
For the life of me, I can't imagine a product being THAT bad.
Problem #2:
Anyone else out there use Washington Mutual for their checking accounts?
Can you download trasactions reliably into MSMoney? Lord knows I can't. I'm
trying to download transactions into MSMoney directly FROM MSMoney's
synchronize 'feature'. It works for all my credit cards (100%), and works
very rarely for my WAMU accounts. Sometimes I have to go into account
settings and re-enter my passwords and it will work (once or twice). Usually
it just doesn't work. If it NEVER worked, I'd say I'm doing something wrong.
But it works about 20% of the time, so I'm reasonably assured that it's
configured correctly. When it won't synchronize, I go to the www.wamu.com
website and log-in just to make sure that the WAMU site is indeed working.
Same conclusions as above here, Am I missing something here. Or is the
product really THAT bad?
Any input would be most appreciated.
Dean Waters
Vancouver, Washington Tag: Encryption in Money 2004 Tag: 219274
Controlling a category in a report
I have been using M2006 for a year and an bit and have the following question.
I want to be able to control the inclusion or exclusion of a category in a
report from the category itself. I realize I can customize a report, but if I
have a category that I do not want in any reports it would be easier to just
exclude it. Meaning it would be excluded from all reports unless I
specifically customized a report to include it. Ying and yang so to speak.
Basically, I want to control the reporting characteristics of the category
from within the category and not from within the report. Sounds like a simple
thing to do.
Any ideas would be appreciated.
--
Thanks from Canada Tag: Encryption in Money 2004 Tag: 219269
Can anyone tell me if i can change this start and end date?
get paid by my employer on the 20th of each month.
Therefore, I would like my monthly budget to start on the
20th of each month and end on the 20th of the next month.
I have a budget setup in Money 2006, but it automatically
sets the month to start on the first day of the month and
end on the last.
Can anyone tell me if i can change this start and end date?
If not, how do you get around this problem?
I would appreciate any help.
Thanx Tag: Encryption in Money 2004 Tag: 219260
Submit Electronic Payment Strangeness
I saved an electronic bill payment as a draft scheduled payment. Later I went
to Bills Summary, "Electronic transactions ready to send", checked this
payment and clicked Submit. Submit succeeded, but...
1. The scheduled payment is still showing in the "ready to send" list.
2. The payment is not in the "Electronic payments...sent in the last 60
days" list.
3. Clicking the refresh button doesn't help.
4. If I click the "find it" link in "If you don't see a transaction that you
think you've made..." the payment submission DOES show up there.
Is this behavior by design?? Seems strange to me. BTW, I'm running Microsoft
Money 2007 Deluxe version 16.0.120.1303 Tag: Encryption in Money 2004 Tag: 219257
A little good will toward your fellow man (or woman) will yield POSITIVE RESULTS!
How to make REAL MONEY using only Pay-pal and your e-mail account!!
Even Oprah
did a segment on it!!
Get Your PAYPAL CASH Gift Today! Believe it or not, this thing really
works,
but if you do believe it and are willing to think outside the box you
will BEGIN
TO REALIZE that this is a great way to make money using pay-pal. With
just $5,
a Pay-pal account and 45 minutes you could make a substantial chunk of
money in
2 SIMPLE STEPS!
The only things you will need are:
* An email address
* A Premier or Business PayPal account with at least $5 deposited in
it
* 45 minutes of your time
ONLY 2 SIMPLE AND EASY STEPS!
.
TRUE STORY --> June Alscar tells how she ran this gifting summation
four
times last year. The first time, she received $6,000+ in cash in two
weeks and
then $14,000+ in cash the next three times. When this program is
continued, as it
should be, EVERYONE PROFITS!! The only thing limiting YOUR income from
this
virtually risk-free program is YOU.
THIS CAN AND WILL WORK FOR YOU! HERE ARE THE DETAILS: Post this
letter in as
many message boards, chat rooms, or newsgroups as you can. A good
number to shoot
for is between 50 and 100, although I personally did twice that
amount. You don't
need to post to 200, but realize that the more exposure your post
gets, the more
money is going to be sent to your pay-pal account.
It is simple and takes almost nothing in way of an investment! This
program
WILL PAY FASTER before similar programs even trickle in! Just give one
person $5.
THAT'S IT! Follow the simple instructions and in two weeks, you should
have
$1,000 or more because most PEOPLE WILL RESPOND due to the LOW ONE
TIME INVESTMENT,
SPEED AND HIGH PROFIT POTENTIAL. So let's all keep it going and help
each other out.
We all owe money to bill collectors, and creditors (I know I do, my
phone rings
so often my neighbors get mad). But, with this, if people take the
time to help each
other, the good fortune will follow. SO, Take the measly minutes this
SIMPLE and
REWARDING program offers and give the gift that gives back TODAY!.
Simply send a $5 gift to the person at POSITION #1, if your birthday
is
BETWEEN JAN 1 THRU JUNE 30, OR, if your birthday is BETWEEN JULY 1
THRU DEC 31,
send the gift to the person at POSITION #2. HERE'S WHAT YOU NEED TO
DO. . .
STEP 1 Ok, if you're not already a PayPal user, the very first thing
you need
to do is use the PayPal link below and SIGN UP. It takes just two
minutes!
Here's the URL: Be sure to use this link so you can sign up for a free
PREMIER
or BUSINESS account. You'll need to have a PREMIER or BUSINESS account
(and not
a PERSONAL account) otherwise you won't be able to receive credit card
payments
from other people.
STEP 2 It is an undeniable law of business that we must first give
in
order to receive. If you want to own your own business, you need start-
up capital.
If you want a paycheck, you've got to go to work. So the first thing
to do when
you have your Premier/Business PayPal account is to IMMEDIATELY send a
$5 payment
from your PayPal account to the email address in the position (1 or 2
- depending
on your birthday in the timeline), along with a note saying: "HERE IS
A $5 GIFT
FOR YOU." Be certain to add this note, as the "gift" aspect is what
KEEPS THIS
PROGRAM LEGAL.
Instructions on how to send a payment are under "SEND MONEY" at the
Paypal Site.
It's so Easy!! When you send your $5 payment to either address in the
list, do
it with a great big smile on your face because "as you sow, so shall
you reap!"
After you have transferred a $5 payment to the email address,
something very
eerie happens. It gives you an indescribable, overwhelming sense of
certainty,
belief and conviction in the system. You've just proved to yourself
that, because
you have done it, there must be a great number of other people ready
to do exactly
the same. Thus you have now seen for yourself, BY DOING, that this is
an opportunity
and not a risk!
STEP 3 REMOVE the email address you are replacing (the one you sent
$5 to),
and REPLACE it with your own email address. REMEMBER: Use the same
EMAIL
ADDRESS that is used with YOUR Paypal account ! ! Paste your newly
typed email
address over the old one and then post to 50 Message Boards, Chat
Rooms, or
Newsgroups. DON'T MULL OVER IT, JUST 45 MINUTES OF YOUR TIME, THAT'S
IT, THERE IS
NO MORE TO DO!! ACT FAST AND GET THE GIFT. HONESTY AND INTEGRITY MAKE
THIS PLAN
WORK!! DO UNTO OTHERS AS YOU WOULD HAVE THEM DO UNTO YOU!
POSITION..1 ---) artbytheo@hotmail.com
POSITION..2 ---) thenext@rock.com
YOUR NAME COULD CYCLE FOR A LONG TIME! THIS MAKES IT THE GIFT THAT
KEEPS ON
GIVING. This is excellent seed money to start or expand a business,
buy your
dream home/car or pay off whatever bills you may have. Good luck and
God
Bless. Play fairly and good fortune will follow.
WHY THIS PROGRAM WORKS: Straight to the point, the reason this
program is SO
SUCCESSFUL is because with this in 50 different message boards, there
are only TWO
outcomes (1) A person's birthday will fall on the same half as yours
and YOU GET
$5.00 OR (2) A person's birthday will fall on the other half of the
timeline,
therefore, YOU STAY IN YOUR POSITION for someone else to send you
$5.00 in 50
MORE message boards that the new guy will post too. Now, you're
address is on
not 50, but 100 DIFFERENT MESSAGE BOARDS. Other participants will
essentially be
posting for you and themselves at the same time!
HOW TO POST TO NEWS GROUPS? Use Netscape or Internet Explorer and
try
searching for various newsgroups (on-line forums, message boards, chat
sites,
discussions.) Log on any search engine like yahoo.com, google.com,
altavista.com, excite.com, etc., then search with the subject
"millionaire
message board; or; money making message board; or; employment message
board; or
making discussions; or ''money making forum; or; business message
board; etc.
You will find thousands & thousands of message boards. Click on them
one by
one and you will find the option 'post a new message'. Then Post this
article as a
'new message' by highlighting the text of this letter and selecting
copy then
paste from the edit menu. Fill in the Subject, this will be the header
that
everyone sees as they scroll through the list of postings in a
particular group,
then click the post message button. You're done with your first one!
It only takes about 60 seconds to complete postings on message boards
after you
get the hang of it. REMEMBER, THE MORE NEWSGROUPS YOU POST IN, THE
MORE MONEY YOU WILL MAKE!!
You may still be skeptical even after reading this, but ask yourself
this question:
Isn't it worth $5.00 to BE SURE? You probably spend $5.00 every day on
things you
really don't need. A drink at the bar, the junk food calling your name
in line at
the supermarket, or that last movie you rented that just plain sucked!
Listen, any
doubts you may currently have will disappear within a few days of
putting this plan
into practice when you start to seeing a return. You certainly won't
regret it.
Enjoy! Tag: Encryption in Money 2004 Tag: 219255
Partial Voiding of Invoice
How can I partially void an invoice, or add a negative sum to an invoice.
Here's the situation.
You create an invoice and send to the client.
The client sends a lesser amount, for whatever reason: they dispute the
charge, they pay a little and then go out of business, they had already paid
a sum earlier, a sort of down payment on the work, and so on.
So, how do I deal with that now! I have a partially paid invoice...what do I
do with it? I can't enter a negative amount in there, as far as I can see,
and I can't see any other way to deal with it.
Thanks for any help you can provide!
Peter Tag: Encryption in Money 2004 Tag: 219253
No account setup??
For the past two days, I've been trying to complete account setup for two
on-line-accessible accounts (one a bank holding a car loan, one my mortgage
company). Every time I try to connect, I get the message: "Account setup is
temporarily unavailable. Please try again later." My Internet connection is
confirmed ok.
Any suggestions? (happy to provide additional info)
Thanks! Tag: Encryption in Money 2004 Tag: 219245
Ability to categorize transfer in budget
Currently in the budget you are not able to categorize planned transfers in
and out of budget account. It lumps all of them into one category. These
should be categorized just like any other expense/income.
Specifically related to extra principle payments on a morgage. These are
clasified in the same group as transfers out of budget and there is not an
accurate representation of the transfers in reporting.
----------------
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=568c6749-8b29-45a0-9d4f-15b6ce7ccc45&dg=microsoft.public.money Tag: Encryption in Money 2004 Tag: 219244
IRA's and 401(k)'s
There is not way to change accounts from 401(k) to Roth 401(k) [which is not
even an option and has been out for a couple years] or to change an IRA to a
Roth IRA without creating a new account. There would need to be away to
track pre roth amount and post roth amount.
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http://www.microsoft.com/communities/newsgroups/list/en-us/default.aspx?mid=f25751df-7bcd-45fc-8dbb-1fde5342eafa&dg=microsoft.public.money Tag: Encryption in Money 2004 Tag: 219242
Bug
Bug:
1) trying to edit lifetime planner, editing contributions for an existing
investment cause money to close. Tag: Encryption in Money 2004 Tag: 219241
Enter Key instead of tab
Where in Money 2006 can I allow use of the enter key to move around instead
of using the tab key. It allowed that in money 2001 does it in 2006?
Thanks Tag: Encryption in Money 2004 Tag: 219236
Moving a money file from 2006 to 2005
I have both 2005 and 2006 running on seperate machines. I prefer 2005 and
want to move my file from 2006 to 2005 and get seem to restore it in 2005.
Any suggestions??
--
MSK Tag: Encryption in Money 2004 Tag: 219228
Turn off Auto Portfolio Update
I have MS Money 2006...please would someone tell me how I can turn off auto
updating of the portfolio? I know most people want this service, but I only
want my portfolio prices updates when I'm ready. Tag: Encryption in Money 2004 Tag: 219226
Transfers between accounts for Esentials Budget in MM 2007 Deluxe
How can I add a Txfr between accounts into my Essentials Budget in MM 2007
Deluxe? I only have my Checking account in my Budget Accounts list. The
only Txfr option on the Pic List I have is "Txfr to to Deleted Acct."
Thanks,
Van Baird Tag: Encryption in Money 2004 Tag: 219219
Attach receipts to a transaction in Money 07?
I know this is probably a stretch but has anyone found a way to attach
scanned receipts to transactions in Money07? If you can't attach them in
Money has anyone found an easy yet organized way to do this? I'm tired of my
paper receipts piling up.
Thanks in advance! Tag: Encryption in Money 2004 Tag: 219211
M07: How to delete old listings in Manage Online Services?
Hi,
I recently cancelled my MSN Bill Pay service so I could use my bank's free
bill pay. When I go to Manage Online Services in M07, MSN Bill Pay is still
listed under Online Service Providers/Bill Payment Providers, and under the
To Do column, it says "Set up online services". I also have another
obsolete lisitng on the same page under Bank or Brokerage, a bank I no
longer use, with the same admonition to "Set up online services". I can't
seem to find a way to delete these old listings. Does anyone know how?
Thanks in advance,
Nick Tag: Encryption in Money 2004 Tag: 219207
Can't update credit card after SP2
I have Money 2007 Premier and XP SP2.
Before updating Money, I could pull info from two Capital One accounts. Now,
both fail, usually with no info other than suggestions to try again or
contact customer service. However, on the last try, one account was reported
as having trouble at the 'bank'. I found a somewhat relevant article in
on-line help but can't get back to it. It did mention repairing the file; I
tried this and it reported no errors in the file.
Thanks for any suggestions.
John Tag: Encryption in Money 2004 Tag: 219206
Cannot log into Money 2005?
I've been using Money 2005 Deluxe for a few years now and haven't experienced
any major problems until now. As everyone knows, you cannot do any online
banking, regardless of whether you use Microsoft's bill payment service, your
banks, or whatever, without having a Passport account and signing in. Well, I
can no longer sign in. I can only log into my file by signing in offline.
This just started this morning. Upon attempting to sign in I almost
immediately get an error that says "Your sign-in information could not be
verified. Go online or select the Work offline check box, and then reenter
your sign-in information." This allows me to access my accounts and enter
checks and look at balances but I can't update my information or pay bills
online which is how I pay 80% of my bills. This is a major issue for me
currently and I have no idea what has caused it or how to fix it. My Internet
access is up. I can check email and surf the web with no problems whatsoever.
Money is the only application having any problems. Has anyone else ever
experienced anything like this or have any idea how to fix it? Thanks in
advance.
Sincerely,
- Byron Followell Tag: Encryption in Money 2004 Tag: 219205
Money 2007 Won't Install on Windows 2000??
What's the story, Microsoft?
Hard to believe that Money 2007 won't install on Windows 2000!
2000 is still supported by Microsoft, yet their new Money version
rejects it.
I'm not buying XP, just to run Money. 2000 works fine for me on
several machines for all of my computing needs.
I'm going to run Money 2006, and start testing a move to Quicken.
Open source or Linux money software still has a way to go, so that's
out. If not, I'd probably be gone from Money, and Windows as well!
I can't imagine what feature that XP has relative to 2000 that is so
critical as to make Microsoft abandon a significant part of the Money
user base. Then again, responsiveness to customer need has never been
a big part of Money support. Tag: Encryption in Money 2004 Tag: 219204
Can't update from 5/3 Bank
When I update, all my accounts will automatically download transactions
except those at 5/3 Bank. I can manually download, but when I update from
within Money 2006 I get error message:
"OFXHTPP500"
It used to update OK. Any ideas? Tag: Encryption in Money 2004 Tag: 219201
Don't Get Money 2007
I have worked 18 days trying to get this to work. Every time I fix one
problem another occurs. I am still not able to use M07. I have searched all
of the support site and have done everything. I now give up. Microsoft want
to charge me more money for help. Forget this. They have put out a faulty
product. If you don't believe me, read all the posts here of others having
problems. I am going to delete this program and go back to Quicken.
Thanks but no thanks microsoft Tag: Encryption in Money 2004 Tag: 219193
How do you treat a 401k rebalance?
When you rebalance shares in your 401K, how do you input the transacation?
Do you use the "add shares" and "remove shares" or the "buy" and "sell" If
you use the buy and sell transactions, it triggers "realized" gaines or
losses. If you use the "add share" or remove share transaction, the "Return
YTD" becomes way off.
d Tag: Encryption in Money 2004 Tag: 219183
plan compare
My company 401K now offers a Roth IRA option.
I will not move any existing funds into the Roth, but I want to
determine if I should put payments into the Roth or traditional
option.
I tried to use MS Money compare funds to do this and the result was
identical. First I had all future money go into the Roth and compared
it to future money going into the traditonal 401K.
It seems there should be a difference becuse the tax liablity is
different. Dos Money take tax liability into account in the Lifetime
planner?
Bob Tag: Encryption in Money 2004 Tag: 219179
H&B 2007 Time Items on Invoice -- need Date
Is there any way to get the date of a time entry onto an invoice in H&B 2007?
The date is not listed in available columns in the Invoice Designer.
Seems like a rather fundamental requirement as invoices don't make a whole
lot of sense without the date the service was performed. Tag: Encryption in Money 2004 Tag: 219177
Amortizing Mortgage Incorrectly
Hello,
Money 2005. I have a mortgage entered in Money which is about two years old.
Somewhere along the way (mid 2006), it began to amortize incorrectly. When I
check my monthly statement from the mortgage company, the principal and
interest allocations were different. I went back with my statements and
started to manually reallocate the payments. The first was off by some
amount I cant remember (not more than $.50 or so). When I adjusted the first
one, I received the following message:
In the [Mortgage Company Name] loan account, there are loan payments
following the one you are changing. Do you want Money to recalculate the
principal and interest distribution for these payments?
I told it Yes thinking that it would begin amortizing correctly. It did not
work. The next month I opened was off by $.01. To correct, I had to add $.01
to the principal and subtract the same from the interest. Again, I received
the message, and again said yes. I then opened the following payments, all
of which were off by the $.01. I manually adjusted each time, and chose yes
when I received the message. Obviously there is something wrong with the way
its amortizing. I know it probably seems trivial to worry about the one
cent, but I would just like it to be accurate.
Any ideas on how I can make it work correctly from here on out? I appreciate
the help.
Chris Tag: Encryption in Money 2004 Tag: 219170
register transction size
I was trying to enter a transaction into money and accidently changed
the size of the boxes that the transactions are stored in. I went from
being able to view four or five transactions to being able to view one.
Dose anyone know how to fix this?
Thanks Tag: Encryption in Money 2004 Tag: 219157
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http://www.intelefone.net/presentations/index.asp?username=RTLDist&target=retail Tag: Encryption in Money 2004 Tag: 219145
Does Money encrypt the data file in money 2004? If not can I use the
encryption in XP to encrypt the money data folder and have XP decrypt it
when money opens it?