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- Previous
  - 1
    - Budget report I have income that is retirement income. The category assigned is recognized by the monthly reports and they correctly show this as income. My problem is the budget report. It will not identify and show this category as income despite a lot of trying. How do I get this to pick up on the budget report? The frustrating thing is that it shows in the monthly reports. I have checked and I show this category in my budget definition. Ideas or help? Tag: Hide securities/investments Tag: 182278
  - 2
    - Error Message I just converted my Internet connection to ASDL. The response in Money Updates to my first Update Now query was: "Money encountered an error processing the downloaded file (smrtinet.ini)." Any thoughts? Gary Tag: Hide securities/investments Tag: 182274
  - 3
    - DRP Paying Debt Off Too Quickly This is a multi-part message in MIME format. ------=_NextPart_000_0026_01C4DC73.F2172790 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable I am using Money 2004 Deluxe. I currenlty have the Debt Reduction = Planner set up and have included my loans and mortgage. I specified that = I want to have my debt paid off by September 2030 (the date my mortgage = will end). Yet, when the DRP calculates my out-of-debt date, it says it = will be in 2018. A look at the proposed payment schedule for my debts = shows that my mortgage payments are going to double in 2009 (when all my = other debts are paid off). Why is the DRP doing this? When I added the mortgage to the DRP, Money = even recommended that I not pay off this debt early as my interest rate = is lower than my current rate of return on my investments. This early = payment is then throwing off my Lifetime Planner. Any ideas on this one? - Merg --=20 Today's problems don't worry me, I haven't solved yesterday's yet. ------=_NextPart_000_0026_01C4DC73.F2172790 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.2900.2523" name=3DGENERATOR> <STYLE></STYLE> </HEAD><FONT face=3DArial><FONT size=3D2> <BODY> <DIV>I am using Money 2004 Deluxe. I currenlty have the Debt Reduction = Planner=20 set up and have included my loans and mortgage. I specified that I want = to have=20 my debt paid off by September 2030 (the date my mortgage will end). Yet, = when=20 the DRP calculates my out-of-debt date, it says it will be in 2018. A = look at=20 the proposed payment schedule for my debts shows that my mortgage = payments are=20 going to double in 2009 (when all my other debts are paid off).</DIV> <DIV> </DIV> <DIV>Why is the DRP doing this? When I added the mortgage to the DRP, = Money even=20 recommended that I not pay off this debt early as my interest rate is = lower than=20 my current rate of return on my investments. This early payment is then = throwing=20 off my Lifetime Planner.</DIV> <DIV> </DIV> <DIV>Any ideas on this one?</DIV> <DIV> </DIV> <DIV>    - Merg</DIV> <DIV> </DIV> <DIV><BR>-- <BR>Today's problems don't worry me,<BR>I haven't solved = yesterday's=20 yet.</DIV> <DIV> </DIV> <DIV> </DIV></BODY></HTML></FONT></FONT> ------=_NextPart_000_0026_01C4DC73.F2172790-- Tag: Hide securities/investments Tag: 182265
  - 4
    - Money Back-ups Hi Can anybody help please ? I have been using the Microsoft Money program since 1997 and last upgraded in early 2003. However as the file is now 12.2Mb I have not been able to back it up onto floppy discs for some time now. Does anybody know if there's a way of saving a back-up copy on CD. Many thanks Chris Tag: Hide securities/investments Tag: 182263
  - 5
    - MS Money 2005 Delux Edition I recently purchased Money 2005 Delux, I have been using Money 2000 Standard addition. When I loaded 2005 it attempted to convert my backup files but then gave me a message that the file was password protected, or the disk was write protected neither of which are so. How do I get Money 2005 to recognize and convert my previous versions files?? Tag: Hide securities/investments Tag: 182262
  - 6
    - Money 2005 I download from TDCanadatrust into Money & it is saved as a OFC file. Money will not load it. I went to folder options & changed the exchange to OFC but it still doesn't work. I think this is TD's problem. Any ideas..Thanks Tag: Hide securities/investments Tag: 182240
  - 7
    - Two Versions 2005 & 2004 A money file created in 2005 Dlx Edition, Can it be read/edit/used in earlier version 2004 ? Tag: Hide securities/investments Tag: 182239
  - 8
    - How to stop accounts from being uploaded to MSN Money All, I am logging in using my passport as I want to be able to download some credit card accounts thru Yodlee. However, I don't want my checking account and all it's details to be uploaded to MSN.... is there a way to prevent an account from being uploaded while still being able to download via Yodlee? Thanks, Jay Tag: Hide securities/investments Tag: 182234
  - 9
    - Changing Graphs in MS Money 2005 For some resaon the charts in Money have changed to B&W... hoe do I change them to color? -- Victor Swindell Charleston, SC Tag: Hide securities/investments Tag: 182231
  - 10
    - M05 issue Okay, I recently downloaded M05 Deluxe and converted my files from M04 Deluxe. Like other folks here on the board, I'm having problems with Money locking up after the sign on screen. The interesting thing is that this only happens when I'm online. If I remove my wireless card from my laptop I can start up Money and access my account with no problem whatsover, but if I am connected or attempt to connect while Money is open, my CPU usage goes through the roof and Money locks up faster than my high school girlfriend. I've tried to disable the Passport login, but it'll lock up before I can accomplish that feat. I've tried when I'm not online, but it won't let it happen (I guess you have to be online to disable your online password...). I've run all the repair and salvage files and everything is fine. While offline, I've gone in and disabled all the online features that I could find, but it still locks up and is utterly worthless. Definitely not worth the price if you ask me. Has anybody else experienced this? And is there any known fix? Thanks Tag: Hide securities/investments Tag: 182230
  - 11
    - Uploaded Checking acct data - OK; How to populate the Calendar? Using 2005 Just successfully uploaded all 2004 (YTD) for main checking account. That said, why does the calender not reflect the payments? My calendar shows nothing just "Add New" Is there some steps that I need to do or is the calendar information updated only if I, step-by-step, pay bills in the system? TIA Dennis Tag: Hide securities/investments Tag: 182229
  - 12
    - Accepting Downloaded Transactions I am using MM05 (w/Nov update) on XP Pro and I have (finally!) been able to get several of my accounts downloading transactions in a somewhat stable manner (quite an accomplishment!). One annoying problem that I have is with transactions are downloaded for my Credit Union Checking/Savings accts (done via Yodlee). They download correctly and usually match up with my manual entries so I then ACCEPT the matches in my register. The problem is that the next time I update those same transactions that I have accepted ask me to match them all over again. It is like it doesn't remember that I already matched them! After a couple of days it finally stops asking for me to match those and the whole process starts again with a new set of transactions. Is anyone else having this problem? I tried searching around to see if this has already been discussed but I couldn't find it. ...just wanted to get as much info as possible before opening another MS Ticket. Thanks for your help! Mark Tag: Hide securities/investments Tag: 182223
  - 13
    - Auto loans show up as credit card accounts Hello, when I setup my accounts by connecting to my bank, my two car loans showed up as credit card accounts. I would prefer that they be loan accounts. Should I just delete the credit accounts and create new loan accounts? Will this mess up my online updates? Tag: Hide securities/investments Tag: 182219
  - 14
    - HELP....Restore Money 2004 from PPC to Desktop How can I restore my Money 2004 accounts from my Pocket PC to my Desktop Money 2004 application. I recently had to rebuild my PC due to a hard drive failure. ( learned the hard way about backups!) I am hoping to restore files from my PPC back to newly installed Money 2004 on Desktop. Any suggestions are greatly appeciated as Microsoft's suggestions don't seem to work. Tag: Hide securities/investments Tag: 182218
  - 15
    - when will it ever stop well, this is a problem which is indicative of the many problems with this program. Today when updating information in MS Money, I was told that it couldn't sync with the MSN site and that I should exit MS Money and then come back in. When I did that, I was told that I had to stop MSN Bill Pay and then I could sync with the MSN site. I stopped MSN Billpay and then was asked if I wanted to use the data on MSN Money or my machine. I opted for my machine, since I had been updating it. I immediately noticed that I then had to go back to Setup Online Services and redo my connection with online update for my credit cards and for my BofA account. I also know that when I do that, MS Money will create new accounts for me, and then I will have a problem with having duplicate accounts where one is linked to online updates and the other isn't. However, I am not even able to get to this point. Instead, when trying to setup online services for my cc's or for my BofA, I get the following error message: "Account setup is temporarily unavailable. Please try again later." Does anyone have any suggestions about how to get these accounts reconnected? This is really unacceptable. The program is so full of these problems, that I've now had to re-enter information over a dozen times. I really want get MS Money to a place where I won't have to re-enter all of my data once or twice a week. Do you think that such a thing will be possible? How could Microsoft release a program with so many problems? As an old programmer, I have a lot of patience with computer programs, but this is getting old, fast. -- Cheers, Tom G. Tag: Hide securities/investments Tag: 182212
  - 16
    - using money 2005 from two different user accounts Hi, I just upgraded to Money Deluxe 2005. My computer is using the Microsoft XP SP2 operating system. My wife and I have user accounts on the computer customized to our preferences and we would like to be able to use Money from either user login. I installede using My login and configured Money. Then later when using her login to open money it started with the screen as if it were a new install totally seperate from the one I had previously done. Is there a way around this, where when she opens money all the changes made under my user name would be there, or vice versa? Tag: Hide securities/investments Tag: 182210
  - 17
    - Money 2002 Synchronization Issue I'm having trouble finding any information on how to get around the synchronization issue that I'm having with Money 2002. When I try to sync it up with moneycentral, I get a message that I need to find the solution at MSN moneycentral, and that it needs a file in order to be able to sync up with moneycentral. I have looked and have not found any answers on moneycentral or anywhere else. Does anybody have any ideas? Tag: Hide securities/investments Tag: 182209
  - 18
    - Stop using Passport logon I want to stop using Passport logon, but do not no how to stop. Tag: Hide securities/investments Tag: 182204
  - 19
    - Password Requests I lost all my money records after a computer crash. I have reconstructed my details and have backed my money to floppy disc. I have an older version of money on a second computer in my home and when I tried to load the back up to this computer, I was asked for a password. I have not used password in money at any stage so what is the password that is being requested? I don't want to have another disaster with money, so all help will be gratefully received. Tag: Hide securities/investments Tag: 182201
  - 20
    - How much initial price history? I've recently rebuilt my money file to resolve sync problems. When each investment was added, the price updates were limited to 6 months of history data it seems. This prevents the ROI calculations from working properly because I have buys much earlier. For instance, one investment was purchased 7 years earlier with no transactions since. The only history is the price of the buy and the last 6 months. Is there any way to download more price history, say at least 1 - 3 years. Tag: Hide securities/investments Tag: 182200
  - 21
    - msmoney 5.0 Hi, I did read earlier postings and do realise you're all gonna dislike this question ;-) About 6 years ago I bought a PC .. it was pre-installed with msmoney 5.0 A few weeks ago I bought a new PC ... I managed to relocate all needed programs and files ... except msmoney 5.0 !!!!! I already found out .. it's not possible to relocate this program ... but because my husband is dyslectic, and capable to work with this prog. I'm having a urge to retain ( and being capable to proceed) msmoney 5.0 Is there anyone who can tell me how to get it ?? With lots of excuses Yas ;-) Tag: Hide securities/investments Tag: 182197
  - 22
    - Money 2002 Sys Pk: Error 1606 I need some help. When starting Money 2002 I get an error message with a window title of "Microsoft Money 2002 System Pack". The error message is "Error 1606. Could not access network location (a box that indicates an unprintable character):." The error interrupts the Windows Installer. After "X"ing out of the error (twice). Money opens again "Error 1606. Could not access network location (a box that indicates an unprintable character):." Occurs. After "X"ing out of the error (twice) I can do some work in Money but the error pops up when I am moving around. I have done a number of things but have not been able to clear the problem: 1) I tried to un-install Money 2002 and Money 2002 System Pack. Money 2002 un-installed. Money 2002 System Pack would not un-install. The same error message would appear. After "X"ing through them I would get a "Fatal Error" and the un-install program would abort. 2) I removed the Money 2002 and Money 2002 Service Pack from the register. I could still not un-install the Money 2002 Service Pack. 3) I tried to re-install Money 2002 from the CD. The same error message appeared. 4) I rolled back the system to September 5, 2004, the earliest date I could, and it did not correct the problem, However, I am not sure that it was working in September. System: Gateway P4 1.8GHz Memory: 750 MB OS: XP Home with SP2 Thank you in advance Tag: Hide securities/investments Tag: 182196
  - 23
    - Money 2004 shows more cash in Portfolio and Acocunt Views than in the Cash Account Itself I transferred some money to my brokerage account from checking. Everything was OK initially, but since I downloaded from the broker: the cash balance in the cash account is correct but the cash balance for the same account, as displayed in the "Portfolio" and "Account List" and "What I have" reports, is higher than the balance in the cash account by the amount of the funds I transferred. Anyone know how to fix it? Deleting all the recent transactions and re-entering them did not work, nor did changing the opening balance by a penny and changing it back, nor did -repair. Ted Kulinski Remove N.O.S.P.A.M. from my address to send mail. Tag: Hide securities/investments Tag: 182190
  - 24
    - Updating 2004 FI list? In know my bank is supported by Money (1stBank) both from talking to them and checking the Money website. When I go to set up the online services in Money 2004, it's not listed! Any way to update 2004 or make it work? Thanks. -- Thanks, Andrew Tag: Hide securities/investments Tag: 182181
  - 25
    - Convert OFC to OFX? Does anyone know how to convert my OFC file import to a OFX file import? -- Thanks, Andrew Tag: Hide securities/investments Tag: 182180
- Next
  - 1
    - downloaded transactions - automatically filling in wrong payee When I download my bank statements, Money is automatically filling in the payee for every transaction. It is, of course, the wrong payee in most cases. How do I stop this from happening? Thanks, Angie Clark Tag: Hide securities/investments Tag: 182169
  - 2
    - Microsoft Money Singapore Version Hi, I have seen some of the previous versions of Money for Singapore's tax and finance purposes. Can anyone tell me if Microsoft Money 2005 has a Singapore (English) version? If not, what is the latest version that supports Singapore tax and finance requirements? Thanks in advance Tag: Hide securities/investments Tag: 182166
  - 3
    - Using two Money files Getting ready to upgrade to Money 2005 and have about 6 years of data in Money 2002. I want to start a brand new Money 2005 file starting any day of this month but want to be able to access the old large file. Do I install Money 2005 with the old file in place or do I start the new file after uninstalling Money 2002? How can I access both files? I also plan to synchronize the new M2005 file with Pocket PC. Tag: Hide securities/investments Tag: 182162
  - 4
    - Should I Upgrade from 2000 to 2004 so I can use Pocket Money? I currently use MS Money 2000 standard with no problems. I also have an iPaq 1945 that I'd like to use Pocket Money with, but can't since I'm using 2000 on the desktop. I have a paid copy of 2004 standard (came with new PC). Is it worth upgrading (converting the .mny file, having my bank 'upgrade' my profile to use online banking, etc.) to 2004 just so I can use Pocket Money and sync with my iPaq, which has Windows Mobile 2003? Any opinions? Is Pocket Money + desktop Money worth the hassle? Or, is Quicken + Pocket Quicken a better combination? I'd really like to be able to add transactions on the road and have them automatically entered in my desktop financial manager. Thanks in advance. SJL Tag: Hide securities/investments Tag: 182159
  - 5
    - money://@surf.mar@ What is "money://@surf.mar@" and why does Money 2005 insist on adding it to my IE Local Intranet Zone during each launch? (Internet control panel -> Security -> Local Intranet -> Sites -> Advanced) if you want to verify -- while money is running. Is this some sneaky method to allow all of their marketing/spyware to pass unharmed through firewalls or security software, by masking as "local intranet" site? Please if anyone can comment... I am concerned that this is a security risk. Tag: Hide securities/investments Tag: 182158
  - 6
    - Payee name field too small When downloading transactions from my PNC Bank account, all check card purchases appear as, "CHECK CARD PURCHASE XXXXXXXX1583". Obviously the purchase amount appears as well however, unless I go to the banks website and pull up my statement, there is no way for me to know who the actual Payee is. Is there a way to make Money 2005 IGNORE these first 32 characters when reading the downloaded transactions? That way I would be able to set up a more efficient and accurate Payee list & Rules Manager without having to go to the web and look up each individual transaction. Tag: Hide securities/investments Tag: 182156
  - 7
    - stock market Are there any stock market newsgroups? thanks ,Milt Tag: Hide securities/investments Tag: 182153
  - 8
    - Windows XP SP2 Money Prep Are there any known Money update requirements before installing Windows XP SP2? I am running Money 2004 Std. Tag: Hide securities/investments Tag: 182149
  - 9
    - Categories and Sub-Categories In Money 2004, when inputing a transaction, I was able to tab/view thourgh a category and sub-category box with ease. I was able to set it up via tools, now in 2005, I can not. Does anyone know how to change the view in the account registor so I can view both Category and sub category when inputing transaction so I don't have to deal with the drop down menu? For better clarity, it inputting Payto, Category, split, Job expenses and meno. Tag: Hide securities/investments Tag: 182144
  - 10
    - Transfer from Business acoutn does not show up in Tax reports? Hello everyone, I am having a bit of trouble with how to handle transfers from my business account. I transfer money from my business account into my personal account to pay myself. The problem is since I cannot assign a category to a transfer my P and L and Tax reports show the money is still in the business. Is there a way to do this? Thank you in advance. Kevin Tag: Hide securities/investments Tag: 182140
  - 11
    - export money to quickbooks? hi, pardon me if this question is not right for this newsgroup. i just started using Money with my new computer, and see that it downloads my bank and credit card OFX files effortlessly, and even tries to balance the account. But...i have to get those transactions into quickbooks, cuz that's what my accounting firm uses. the export option only produces a QIF file, which my quickbooks pro 2002 does not import. so, what are my options? any pointers? thanks! fred Tag: Hide securities/investments Tag: 182138
  - 12
    - Current Transactions don't show. Hi there, We are currently testing Money 2005 and love the automatic updates. Everything works fine but the downloaded transactions are not current. We have a current balance but the latest transaction to download is from 11/22. We don't have any filters set and when we go to the website there are certainly far more current transactions recorded online so I am not sure why Money is not updating those. Any help is appreciated. We use Windows xp Home, Money 2005 Trial. Tag: Hide securities/investments Tag: 182135
  - 13
    - Cannot syncronize accounts in different currencies on my pocket Hello, I often need to manage accounts in different base currencies but it seems that accounts different from base currency, do no appear on pocket pc 2005. I am using money 2005 on my desktop and recently downloaded pocket money 2005 to my ipaq. This seems to be a serious limitation. any suggestions? Thanks Tag: Hide securities/investments Tag: 182132
  - 14
    - Account Loses Retirement Status This is a multi-part message in MIME format. ------=_NextPart_000_0024_01C4DA80.0B725D90 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable I am using MS$2004 Deluxe. I previously posted an issue about my = retirement accounts not being seen in the Lifetime Planner or the 401k = manager. I seem to have stumbled into some additional information = regarding this, but it still does not clear up the issue for me. If I = now create a new retirement account, it will show up in the Lifetime = Planner. However, if I update the account to be in my Watch List or a = Favorite Account, it will disappear from the 401k Manager and the = Lifetime Planner. Once it disappears, I cannot get it back. Has anyone = encountered this issue with Money? - The Merg --=20 Today's problems don't worry me, I haven't solved yesterday's yet. ------=_NextPart_000_0024_01C4DA80.0B725D90 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.2900.2523" name=3DGENERATOR> <STYLE></STYLE> </HEAD><FONT face=3DArial><FONT size=3D2> <BODY> <DIV>I am using MS$2004 Deluxe. I previously posted an issue about my = retirement=20 accounts not being seen in the Lifetime Planner or the 401k manager. I = seem to=20 have stumbled into some additional information regarding this, but it = still does=20 not clear up the issue for me. If I now create a new retirement account, = it will=20 show up in the Lifetime Planner. However, if I update the account to be = in my=20 Watch List or a Favorite Account, it will disappear from the 401k = Manager and=20 the Lifetime Planner. Once it disappears, I cannot get it back. Has = anyone=20 encountered this issue with Money?</DIV> <DIV> </DIV> <DIV>    - The Merg</DIV> <DIV><BR>-- <BR>Today's problems don't worry me,<BR>I haven't solved = yesterday's=20 yet.</DIV> <DIV> </DIV> <DIV> </DIV></BODY></HTML></FONT></FONT> ------=_NextPart_000_0024_01C4DA80.0B725D90-- Tag: Hide securities/investments Tag: 182127
  - 15
    - backing up to a CD-RW When i attempt to backup to a CD-RW, I am instructed that I do not have administartor's privlidges to do so. I have Windows XP, and I am the administrator and only active account. I have double-checked and I am listed as the computer's administrator. Is this a "Money" administrator, or computer administrator? Tag: Hide securities/investments Tag: 182124
  - 16
    - Make money fast!!! Watch my movie and make money today!! www.pptsys.biz/braydon --- MAF Anti-Spam ID: 20040911183558L8k5UcR8 Tag: Hide securities/investments Tag: 182123
  - 17
    - Remove old stock transactions I have Money and Business 2002. I want to remove old, ancient stock transactions. How can I remove them in bulk instead of one - by -one (that will take years)? Tag: Hide securities/investments Tag: 182121
  - 18
    - Please Consult Before Posting: Unofficial FAQ Available An unofficial FAQ for this newsgroup is available at http://umpmfaq.info. The source FAQ was last updated Saturday, December 4, 2004. You may save yourself and those willing to spend their time helping you both time and hassle by consulting this resource before posting what may already be a FAQ. The unofficial FAQ answers 159 of the most frequently asked questions in this newsgroup. Note that only a limited number of FAQ items have been added or modified for Money 2005--those that are derive from my limited experience with the product and on very high profile items in the newsgroup. If you are using Money 2005 and have a question or if you are considering using Money 2005, please read http://umpmfaq.info/Money2005.htm. Likewise, a comprehensive archive of this newsgroup is available at http://groups.google.com. Click on Advanced Groups Search; there you should specify newsgroup microsoft.public.money and some search terms you consider appropriate. It is *highly likely* the issue you want help with has been discussed before. In some case you will find it has been discussed **many** times before. If you are reading this group through the Microsoft Community Newsgroups web page interface, you may find the native Usenet newsreader tools handier. Click here to try them: news://msnews.microsoft.com/microsoft.public.money. One last word to the wise: I post this once a week so some people might see it and refrain from posting FAQs. I remember to do this because I also backup my Money data file to several different locations and several different media types once a week. I also assure that these backups do not replace other backups but supplement them in case a problem goes unnoticed for several backup cycles. Occasionally, I also test these backups to make sure they really are. I recommend you do the same as soon as you are done reading this. "Do you have a good backup?" is a frequent first reply to problems posted here. Don't leave yourself in a position where your only answer is "no." It's a lot harder to help people when that is their answer. Tag: Hide securities/investments Tag: 182116
  - 19
    - Can't find Account forcasting in Money 2005 Standard One of the main features that caused me to switch to Money several years ago was the ability to forcast accounts. I have always purchased Money Standard and it has always been there. How do I get to that option in Money 2005 Standard? I have looked but the interface has drastically changed and help doesn't work (gives me a page not found). Tag: Hide securities/investments Tag: 182114
  - 20
    - MSN Bill Pay account after upgrade to Money 2005 (Merge accounts) I upgraded from Money 2004 to Money 2005, converting my 04 file that had MSN Bill Pay set up as being associated with my checking account. After the upgrade and conversion, I had an extra separate account for MSN Bill Pay in addition to my checking account. The MS support pages give instructions to merge the duplicates accounts, but on attempting this, Money said I had no duplicate accounts to merge. I have read on this forum that others have had this same or similar problems, so I thought I'd share my findings. It turns out that you have to install Money 2005 AND perform the online updates that get invoked on starting Money 05 for the first time BEFORE you convert your 04 file to 05. If you run 05 for the first time and let it open your 04 file, the conversion is done before the online updates. I reinstalled 05 and ran it with a new file, allowing the updates to be installed, then re-ran 05 with my 04 file. I suppose that as long as the updates have installed, then you could just reopen your backed-up 04 file and have it converted again. BTW, MS telephone tech support was very helpful and knew exactly what the issue was as soon as I described my problem. I wonder why they don't have this problem in the Money KB? Tag: Hide securities/investments Tag: 182108
  - 21
    - Performance - Big files after archiveing? I'm using Win98 and MSmoney 2003. In order to achieve a little better performance I archived the MS file. Performance did improve a little. However, the file was 24,660KB before the archive and after the archive it is still over 20,000KB. And I archived up to the present date. The File did not get much smaller! My question: what makes the file so big? I assume that the size is proportional to the number of accounts and length of the account name. But there must be something else as there is no transactions data in the File! Comments appreciated. Tag: Hide securities/investments Tag: 182103
  - 22
    - Bank account in Money not current I bought and installed Money 2550 Deluxe this week, and am having problems with my checking account being up to date. The first isue is that I choose to display 3 months of transactions for my Citibank checking account. Well, it is only showing transactions since the date I installed. Not too helpful if I want to do some analysis of several months so I can start a budget. Is there something I'm not doing correctly? The second issue, which is most important to me, is that after updaing my accounts, Money is not showing the most current transactions. Today is dec. 4, and Citibank online shows me that there are 3 transactions today. Money is only showing transactions up through Dec. 3, and even then it's not showing every transaction from Dec. 3. Again, is there something I'm doing wrong? I have had Money update my accounts 3 times, and the latest transactions still aren't showing. Please advise! Tag: Hide securities/investments Tag: 182101
  - 23
    - csv files into MS Money? My Smith Barney account downloads as csv files. How does one import these into MS Money? I do not wish to use Passport. Thanks. -- Jeff Stevens Email address deliberately false to avoid spam jeff@stevens.com Tag: Hide securities/investments Tag: 182100
  - 24
    - QIF file - what are the "Cleared Status" codes? MS Money 2003 Have been looking at .qif files and specifically at "Cleared Status." Am I correct that: "X" = unreconciled "*" = cleared Are there any other codes that I should be aware of? TIA Dennis Tag: Hide securities/investments Tag: 182095
  - 25
    - Credit card payments When making a credit card payment I understand that the only expense noted is with the individual credit card expense line item. The transfer of funds to the checking account to pay the bill and the actual check to pay the credit card balance are noted as Special transactions and are not considered income or expense. Is this correct? On the reports the transfers are shown as both a transfer in (income) and a transfer out (expense) from budget categories. Is this correct; if so, is there any way to not show these on the budget reports as they are purely internal transfers? Tag: Hide securities/investments Tag: 182086

On main view, under Investment Summary, there is an investment which hasn't
had any transactions since 2002. Is there anyway I can hide it?

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RE: Hide securities/investments by shortnold1

shortnold1
Thu Dec 23 14:21:01 CST 2004

Hi Peter,
Click Reports>reports gallery>investments>portfolio value by investment
account>customize>investment tab. Remove the check from in front of any
investment you want to hide. That should take care of your problem.
shortnold1@hotmail.com

"Peter DeSimone" wrote:

> On main view, under Investment Summary, there is an investment which hasn't
> had any transactions since 2002. Is there anyway I can hide it?
>

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