Financial Merger

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- Previous
  - 1
    - Balancing Check Book I am trying to balance the checkbook for the 2nd month. However, there is a discrepancy in the starting balance. What it appears to have done is kept the beginning balance from last month and the beginning balance of this month. How do I correct this problem in order that I may proceed with the balancing of this account? I have tried adjusting the starting balance of the account....which doesn't work, just makes matters worse. Any help would be appreciated. The register is in full balance with my bank statement. Just the reconciling beginning balance is messed up. Thanks Tag: Financial Merger Tag: 158450
  - 2
    - Don't want to link I have Money 2000 and I want to start putting it to use. Except I don't want it to link to my accounts. How can I set it up to do this?? Tisa Tag: Financial Merger Tag: 158449
  - 3
    - MS MONEY 2000 I have one file with two accounts. I want to split the two accounts separate files but it appears this cannot be done. Is there a solution? Tag: Financial Merger Tag: 158444
  - 4
    - changing print field locations I have money 2000. Is there a way to adjust the field positions when printing checks. I have hundreds of fan fold wallet sized check blanks that were purchased for Money Counts 8.0 [Parsons Technology]. The one thing I loved about MC 8.0 was being able to adjust what was printed where. Would it help to purchase Money 2004?? THANKS Tag: Financial Merger Tag: 158443
  - 5
    - Converting files How can I convert Money 2003 files to Quicken "QIF" files Tag: Financial Merger Tag: 158442
  - 6
    - Beginning balance in reports shouldn't be there I have a beginning balance in my Reimbursable Expenses accout that I cannot figure out. I report ALL dates, ALL everything and it just shows up as a beginning balance that I can't click on to get detail or find a way to report on. How might I search and find this huge amount that clearly isn't correct. It seems to me that if I report all the beginning balance must be zero. There is no detail with that amount anywhere although it is my House asset beginning balance. Could I have done some sort of weird archive thing a year or so ago and that's where it's coming from? Anyway, I want it gone! I tried to work this through with MS support a while back. We did all sorts of things that didn't work. Salvage. Deleting and recreating my house account (since that number was it's beginning balance). The following was the most telling process. I ran salvage. First time had some broken system records, second time clean. I closed all accounts. Created a new account transaction report for only the reimbursable expenses. No expenses showed, just transfers. There is still a large beginning balance. I changed the category of the report to a random one and the same thing happens. If I remove all accounts from the report I get a zero beginning balance. Slowly adding them in I find as expected that the House account is the culprit. Still, it makes no sense, nor do I know what to do next. Tag: Financial Merger Tag: 158441
  - 7
    - unrealized gain report errors This just started in '04. I'm running Mony 99 Financial Suite v7.0. When I record the sale of a partial lot of stock, the cost column is not updating to reflect the cost accross a smaller number of shares. i.e. - I have 200 shares of xyz at a cost of $10/ea for a total lot cost of $2000. Prior to entering a partial lot sale, the unrealized gain calc is correct. When I enter a partial sale of 50 shares, the cost column remains fixed at $2000 rather than recalculating the cost basis at $1500. The unrealized gain is now calculated at current price - $13.33 ($2000/150 shares) rather than the correct number of $10 per share. I know about selecting lots to min/max gain/loss. That's not the problem here. This is a single lot of 200 shares. Tag: Financial Merger Tag: 158439
  - 8
    - Sum errors in Performance Investments reporting A couple or errors have been introduced into the reporting section of Money 2000 Deluxe. These are summing errors that do not show in any accounts. They corrupt the total value of investments, realized gains/loss and percentage of gains. Is there any way to locate this erroronous data and eliminate it? Tag: Financial Merger Tag: 158438
  - 9
    - money 1999 to 2004 will money 2004 read and/or convert money 1999? Tag: Financial Merger Tag: 158437
  - 10
    - Unrealized Capital Gains Reports This is a new problem. When I sell a partial lot of a given stock, and refresh the "Portfolio Value by Account or Investment" report, the cost column doesn't change to reflect the lower share count. Here is a specific example: Have 200 share of xyz at a cost of $20/share. Prior to selling a partial lot, the report gives the correct unrealized gain information with a total cost of $4,000. When I sell 50 shares, and refresh the report, the cost column stays at $4000 and recalculates the unrealized gain of the remaining 150 share as if the remaining shares were at a cost of $26.66 ($4000/150) instead of a cost of $20???? Whats up??? Tag: Financial Merger Tag: 158436
  - 11
    - Money for Small Business 2004 Budget When I try to open the Monthly Budget report it stalls in "loading". This only happens on Personal-Monthly Budget. All other reports open immediately. Any ideas? Tag: Financial Merger Tag: 158435
  - 12
    - Transcation cannot be entered When I try to entery a bill transcation I receive the following Message. "this transcation cannot be entered" What is the fixed on this? thanks Tag: Financial Merger Tag: 158433
  - 13
    - Anchoring Check Register Is there any way to "anchor" the check register in Money 2003 so that it is not necessary to CONSTANTLY have to use two scrollbars to put the thing in the position where I want it? This problem is driving me absolutely batty! Tag: Financial Merger Tag: 158428
  - 14
    - checking accounts I have three checking accounts and when I am in one of them and ask to find certain checks the answer comes back from all accounts and I do not understand this. Why not only the account that I am dealing with at the time? Tag: Financial Merger Tag: 158426
  - 15
    - flagging duplicate checks and skipped checks Is there any way to get money to flag duplicate checks and skipped check numbers? I can't find anything about this anywhere. Why wouldn't it do this automatically? I am currently using 2003, maybe they fixed this in 2004. Thanks for any help. I looked through the help stuff and online and then figured I'd try this. Tag: Financial Merger Tag: 158419
  - 16
    - Replicated Transactions I recently upgraded to Money 2004 Standard OEM Edition from MOney 2002 Delux & Business. Everytime I start Money 2004, iit seems to replicate transactions in several accounts. I have not been able to figure out how it picks the accounts or the transactions to replicate. Ii have to void the transactions because it will not let me delete all of them. Some transactions have been replicated 8-10 times. I can delete on of the replicants but after the first one I get a message that states the transaction cannot be entered. This is a real pain is the a##! Is anyone else having this problem? If there a fix? Tag: Financial Merger Tag: 158416
  - 17
    - Reconciling Paid Invoice and Bank Statement (Small Business) To record an invoice payment I follow these steps: 1- I use the "receive payment for invoice" functionality in the A/R screen. This action results in a transaction posted in my bank account. 2- I deposit the check at the bank. 3- I wait for the bank transaction to be electronically transferred into money. My question is: how do I match the electronic transaction with the one generated by money when I received the payment? Money will not let me match the transaction manually and, if I delete it, it is downloaded again the next time. Thanks for your help, Francois Tag: Financial Merger Tag: 158415
  - 18
    - Money 2004 vs. MSN Money Plus I just recently purchased Money2004. Can it be linked to MSN Money Plus? Or are these two seperate programs? Tag: Financial Merger Tag: 158414
  - 19
    - Importing my bank statement online Hi, I have money 2001 and want to start importing my monthly statements, which appears to be easy from my credit union web site. When I click 'import statement' after selecting an .ofx filetype, I get a box that says 'statement loaded successfully; will import into money the next time money is opened'. But, when I open money, nothing happens, I'm not prompted to do anything, and I can't find the file anywhere; it never asks me if I want to save the file to a particular place. Any suggestions? Tag: Financial Merger Tag: 158409
  - 20
    - Archiving I wanted to save about three years of files which I have on Money and I clicked on "Archive" to put them on a cd. Since I did that, I have them on the cd but every time I close Money now, it pops up a message that I have files to copy on the cd. How can I get this to stop????? Thanks Tag: Financial Merger Tag: 158404
  - 21
    - Money 2004 problems with Money 2002 File I recently had my file system get corrupted on me and have had various other problems with my comp so I bought a new Sony that came with Money 2004 Standard. My previous version of Money was 2002. I used another computer and File Scavenger and managed to recover my money file. When I opened it with Money 2004 I typed in my password and it pops up with "Money has encountered a problem and needs to close, sorry for the inconvenience." I thought that maybe it had been corrupted but I opened it in on my laptop in Money 2002 and it works fine. So I am wondering if there is some conversion I need to do. I tried to repair the file in 2004 and it said the version was incorrect. Thanks for any info. Tag: Financial Merger Tag: 158399
  - 22
    - Clearing History I had Money 2002 installed on my computer and used it for a while. I would like to start fresh with it at this time. Is there a way to delete the history and start over? Please advise. Tag: Financial Merger Tag: 158397
  - 23
    - Assign a Tax Category to a Transfer How do I assign a tax category to a TRANSFER transaction within Money? Specifically, my paycheck is set-up as a split transaction with tax withholding properly assigned to various categories. However, my 401K contribution is actually a TRANSFER to another account and should be reflected as a reduction against my taxable salary. But, this (transfer) contribution is not showing up in any of my tax reports. Tag: Financial Merger Tag: 158395
  - 24
    - Posting Cash Transactions to my Checking Account I often give my doctors cash as my copayment or pay for my prescriptions with cash, etc. At year-end, when I itemize my tax deductions, these transactions are not included. Is there any way to record these transactions as a "memo" item that is recorded but does not effect the balance or is looking to be reconciled. Thanks, Tony C Tag: Financial Merger Tag: 158394
  - 25
    - Money 2004 and Money Pocket PC I just purchased a pocket pc with a 2003 operating system...and the Money Pocket Pc appears only to be compatible with 2002 operating systems.... Has anyone found a product that will sync directly (or easily) with Money 2004? Thanks Tag: Financial Merger Tag: 158393
- Next
  - 1
    - Worthless Budgeting I am absolutely sick of the Money budget. I have wasted a number of family weekends trying to get it to work. They certainly did not do their homework on this one. Sure there are some cool bells and whistles but they missed the foundation of money management software BUDGETING! A few issues: 1) You can't set budget amounts for budget groups? ex. The budget group food has to subcatagories, Groceries and Dining Out. I want to set an overall budget amount fot food (which is not possible in Money Budget) but track my expenses for Dining Out and Groceries. This also applies to Vacations, Misc. and any other Budget Group that you want to set a budget amount for but could care less (for budgeting purposes) which category the money will be spent. 2) Money has categories set up under Residence for "Mortgage Payment" and under Auto for "Car Payment". This works great unless, of course, you set up your house and car loan as liability and asset accounts (as you should to manage your loans, worth, and account balances). In this case, Money auto assigns these to special categories which are auto assigned to a debt catagory in the budget. Thus you can not budget for them under residence and auto budget groups. To make it right, Microsoft should redesign the budget to work in a real world then offer an update free to download. Sorry if I seem frustrated but I have been working on this for a year to no avail. The fine folks at support did call me back with a work around (which I have not been able to make work). But I don't want a work around I want a program that works. Tag: Financial Merger Tag: 158392
  - 2
    - Money 95 Can Money 95 be loaded and work properly with Windows XP? Tag: Financial Merger Tag: 158388
  - 3
    - Money 2004 and Computer Slow Down Help!!! I purchased and loaded MONEY 2004 Deluxe this weekend and put it on my Windows 98SE w/512mb ram machine (Dell Pentium III) and now my whole computer runs like molasses!!! Anyone have any idea what is going on? I suspect it is a conspiracy to force people like me into a hardware upgrade. In addition, the program often "hangs" for no apparent reason. I run the machine on a home network with a router and I use Norton Antivirus, but I've shut those things down before I use the program due to the numerous warnings I've read on this and other sites.....PLEASE HELP!!! Tag: Financial Merger Tag: 158387
  - 4
    - Re-installation I had been a user of Quicken for ten years and decided to try MS-Money. I downloaded the 2004 deluxe trial version and was very pleased with the product so I licensed the trial version through the MS site. I now would like to change the computer that I use for running this program. Since I never really had a full installation version, how do I re-install this program? I installed the trial version on the new computer and then did a backup restore from my MS-Money backup file. This just made the 60-day trial version expire. I have the Microsoft Money 2004 Activation Key # that was given to me when I licensed the product online, but found no place to use this number when re-installing the program. I would appreciate some feedback. Sincerely, emejake Tag: Financial Merger Tag: 158386
  - 5
    - Can Paypal,StormPay,PayDirect, and or Ikobo accounts be sync'ed or downloaded in Any advise on how to keep track or download electronic accounts of the sort into noney 2004 Tag: Financial Merger Tag: 158385
  - 6
    - Problem with entering data in Pocket PC version of Money 2004 Dear all, When I synchronize my Pocket PC with my PC, all the data I had entered on the Pocket PC version of the Money 2004 disappeared on both PC and Pocket PC. Can anybody tell me what 's that problem and how to avoid. Thank you very much. -Kien Bui Tag: Financial Merger Tag: 158384
  - 7
    - sign in name Due to my busy schedule I have not worked with my investment/checking account files in Money 2002 since June 2003. Now when I try to open my files I receive an error message that my sign in name does not exist. I have sent numerous e-mails to Microsoft support and am told that after three months of inactivity the file sign in name is invalid. How can I open my files and retrieve my data? Support says I must start a new file and re-enter the data. If I must do this it won't be on Money software. Help Tag: Financial Merger Tag: 158383
  - 8
    - Budget Just Plain Worthless It is amazing that after years of creating Money, now '04 they cannot create a program that will just be consistent with budget numbers. I have reinstalled all data from scratch, recreated budgets, tried most of everything. However, after budget numbers are set then the reports show totally different numbers as being set for the budget. There is no explanation as to why. That is just incredible for Microsoft, otherwise I like it over Quicken, but still inexcusable. Tag: Financial Merger Tag: 158381
  - 9
    - categorize multiple transactions to the same Payee at once? I have a year's worth of transactions from my bank, credit cards, etc and I'm looking for the simplest way to categorize them. I thought I could sort by Payee and select all of the same payees and categorize them at once but it seems like I can only categorize one payee at a time? Please tell me there's an easier way.... Tag: Financial Merger Tag: 158378
  - 10
    - categorize multiple transactions at once? I have a years worth of transactions from my bank, credit cards, etc and I'm looking for the simplest way to categorize them. I thought I could sort by Payee and select all of the same payee's and categorize them at once but it seems like I can only categorize one payee at a time? Please tell me there's an easier way.... Tag: Financial Merger Tag: 158377
  - 11
    - money 2004 inporting money 2000 I cant get my money 2004 to import my 2000 files Tag: Financial Merger Tag: 158375
  - 12
    - can't see transactions - new install I just 'installed' Money tonite, and went through the entire setup. I downloaded the transactions for the last 3 months from my bank - and Money says there are 101 items to review - but not one shows up in the transaction list I see Mark's problem tonite, too... can these be related? I really wanted to get this going this week.... but without the transactions, I'm not sure how. Thanks in advance for prompt response - it will mean less gray hairs :) Tag: Financial Merger Tag: 158374
  - 13
    - can't see downloaded transactions I have been downloading financial transactions directly from my bank just fine until this weekend. After the download, Money shut down. When I restarted, it showed on my checking account that I had 20 items to review, but I couldn't find them in my ledger. When I tried to download the same data from the bank's Web site and them import them into Money the same thing happened: Money crashed. Repairing the Money file does not solve the problem. Any clues what the problem might be? Thanks, Mark Tag: Financial Merger Tag: 158371
  - 14
    - No permission to save in directory when trying to save a backup copy to cd of my file with money 2003 like i've always done, it tells me its an illegal file name or the disk is write protected. when I browse to the latest backup on the disk it tells me i don't have permission to save in this directory, see the administrator. I am the only user on this pc. i get the same thing if I try to copy any files to any cd on this drive using the file explorer. but I can write music files to this drive using other software, and I can save to the c: drive ok. this used to work fine but suddenly now it doesn't. Please help me... Tag: Financial Merger Tag: 158368
  - 15
    - What Happened? Did MS do a backup restore of this forum and lose several days worth of messages? The latest message I see on this board is Jan 9 at 5:29 PST. Tag: Financial Merger Tag: 158366
  - 16
    - Changing Mortgage Start Date Hey everyone - I recently tried to enter in my mortgage loan information into Money 2002 but it won't allow me to have a start date prior to the first of this year. I purchased the home in the summer of 2003 but I can't figure out how to change the start date to then. Money tells me that the start date must be 1/1/04 or later... anybody have any ideas? Thanks. Tag: Financial Merger Tag: 158358
  - 17
    - Convert from Quicken 2004 Premier I've been a Quicken user for over 10 years and Quicken 2004 Premier is driving me batty with all of its bugs and assorted problems. I'd like to switch to Money 2004 Deluxe and was wondering if the Money conversion process would work on my Q2004 Premier data file? If not, is there any other way to transfer my 10 years of financial data? Tag: Financial Merger Tag: 158352
  - 18
    - money2002 Trying to download financial information from my bank into Money 2002. It appears the download is working but the files do not show up anywhere. Any help? Tag: Financial Merger Tag: 158351
  - 19
    - How to regain password? I've always had Money Deluxe/Business 2002 save my password. I've recently formatted my HD and now Money won't take the password I believe is correct. How do I get access to my data file? Thanks, Brett Tag: Financial Merger Tag: 158350
  - 20
    - Can't convert Quicken 2001 files I am installing the new Money 2004. The CD instructions could not convert my Qicken Files and I can not proceed. Is this because Money 2004 does not convert Quicken 2001. I tried to get help through the Microsoft online support but can not find the product ID number. the list of product numbers does not list Money 2004. Help I can not load my new program. Lou Tag: Financial Merger Tag: 158349
  - 21
    - Money 2004 Personnel and Businees Hi, Can anyone tell me please what happened to money personnel and business 2003 & 2004. Has microsoft pulled the plug on it? I need to know as I rely on it for my business and decide whether to change to quicken or not. thank you for you help lucky star Tag: Financial Merger Tag: 158347
  - 22
    - Cannot download two separate accts from one bank I have an account and my wife has another at the same bank. we have separate Member IDs and PINs. Now I followed the instructions in Money that says to just rename the bank to something that identifies hers and mine. Well I did that. But when I try to logon and download her statements it says to verify user info and password. I verified all that with the bank, they say it's correct. Does Money send my real name and check if I'm on that account or what? Tag: Financial Merger Tag: 158345
  - 23
    - Money 2004 Problem Reports in 2004: 1. different from previous money version. 2. Double spaces on some report didn't on previous version 3. Transfers via category causes the entrt to disappear for awhile then it reappears. ? ? Why is it that Microsoft messes up the good features when they release new versions. 4. be CAREFUL using online HELP they are confused about Money 2004. 5. If anyone knows of any fixs for 2004 let me know -- PLEASE Tag: Financial Merger Tag: 158341
  - 24
    - Transfer out of budget In Money 2003, I have an item showing actual $0, budgeted $67.00 in a category "transfers out of budget accounts". This category only shows when I look at reports - when I go to categories to try and delete it, it doesn't show up. This is only budgeted in one month (Jan). I know what category this needs to be in, but I have looked everywhere and cannot backtrack and find this entry so I can change it. Any ideas on how to fix it, and how in the heck did it get there in the first place? Thanks Tag: Financial Merger Tag: 158340
  - 25
    - Money 2004 de plus en plus lent ! J'ai archiv=E9, rien n'y fait : Money est de plus en plus=20 lent. Il est vrai que j'ai passablement de cat=E9gories et de=20 tiers, mais quand m=EAme. Parfois, en saisie d'une =E9criture, je dois attendre une=20 minute pour que la ligne soit valid=E9e. Qualqu'un peut-'il m'aider ? Merci d'avance. Tag: Financial Merger Tag: 158338

I can not get past an error message of "Money can only
record a merger if you purchased this stock before
today. If you....." The stock was purchased in 2000 and
a purchase date was entered. How can I get my stocks to
merge as the old one does not exsist anymore and I want
the stock value to be accurate.

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Re: Financial Merger by via_newsgroup

via_newsgroup
Mon Jan 12 20:07:23 CST 2004

In microsoft.public.money, Diana wrote:

>I can not get past an error message of "Money can only
>record a merger if you purchased this stock before
>today. If you....." The stock was purchased in 2000 and
>a purchase date was entered. How can I get my stocks to
>merge as the old one does not exsist anymore and I want
>the stock value to be accurate.

One way to handle this is to do an appropriate split, and change the
Name and Symbol in the investment Details.

You need to enter the split as a pair of integers 1...65535. Post
the ratio you are trying to achieve to get suitable number.s

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