Importing

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- Previous
  - 1
    - Anyone having troubles with Bank One in Ohio? The online features in M2004 with Bank One accounts in Central Ohio are not working this evening. Anyone else seeing this? -- Aloke ---- to reply by e-mail remove 123 and change invalid to com Tag: Importing Tag: 156581
  - 2
    - Money 2004 causes XP Pro bugs Immediately following installation of Money 2004 on my machine running under Windows XP Pro, and with or without Money 2004 program running, the following Windows bugs occurred: 1) Under >> Start >> Search (When Search is run under the Start button nothing is happening, the Search function no longer works. 2) In Outlook express when I select a Hyperlink (Internet link) from any mail received, Outlook Express application freeze and return to action after 30 seconds, without activating the Internet hyperlink. 3) In Internet Explorer, on some internet pages when a link is selected the computers is terribly slow to go to the selected link. All the above bugs are going away as soon as Money 2004 in uninstalled and reappear as soon as I re-installed Money 2004. Money 2004 do not have to be runnig in order to observe these bugs. Denis Tag: Importing Tag: 156579
  - 3
    - Money 2004 Investments to watch will not download price update. Will download news, update to program but not if want to try and receive up to date fund prices Tag: Importing Tag: 156576
  - 4
    - Downloaded transactions assigned incorrect payee Money 2003 Delux is auto-assigning the wrong payee to transactions that are downloaded from my bank. Money is using the last payee in the list (prior to downloading new transactions) and assigning that payee to all new transactions. Is this some sort of "productivity" feature that I can turn off (I'd prefer to shoot it in the head), or is it a bug or data file corruption? Cheers, Scott Tag: Importing Tag: 156574
  - 5
    - Unable to Get Statements I am able to get statements on one windows xp screen name but not on the other. The working screen name works great asking which account to download to and everything, the other looks like its downloading but never imports the information. I have reinstalled Tag: Importing Tag: 156573
  - 6
    - M02 w/XP in USA; credit card acct balancing, with no new charges We use no internet services, enter each transaction into the account the goods were purchased, splitting the items into catergories as desired. I balance all accounts with the monthly statements. each month an amount is automatically paid to this credit card account that gets no new purchases. How can I get the interest paid to the CC company into the proper catagory. Thanks so much, been wrestling with this for 3 months. Tag: Importing Tag: 156572
  - 7
    - Changing Sign-in Name on Opening Screen I recently changed my Passport account to reflect my new email address. When opening Money 2004, it still fills in my old email address as my sign-in name. In Password Manager, it shows Passport emabled for my new ID correctly (my new email address). How can I get Money to fill that in on the sign-in screen rather than my old ID ? Tag: Importing Tag: 156570
  - 8
    - Features of Money 2004 for Pocket PC Can anyone tell me the list of features that the Pocket PC version of Money that comes with 2004 has? Does it have more than what was in the version that came with Money 2003. That version is limited at best. Is there something along the lines of Ultrasoft Money's version for the Palm? I need to be able to enter paychecks, investments, track investments by account. Thanks. Tag: Importing Tag: 156569
  - 9
    - Net Worth Sorry if this is a repeat, but I got an error message with my last post. In short, my MSMONEY 2000 adds my assets and liabilities instead of subtracting the liabilities to calculate my net worth. So if my assets total $10,000 and my liabilities are $3,000.00, it calculates my net worth as $13,000 instead of $7,000.00. Is this a glich or am I a financial idiot? can this be fix? Tag: Importing Tag: 156566
  - 10
    - Does the New Worth Report have a fault When I calculate my new worth in MS Money 2000 (old version I know) it adds my assets and liabilities instead of subtracting them. For example, if my savings, checking, investments total $10,000.00 and my liabilities total $5000.00, MS Money calculates my net worth as $15,000.00. Shouldn't my net worth be $5,000.00? Shouldn't it subtract my liabilities instead of add them? Please let me know if there is a glich in the software and how I can fix it. Also please let me know if I am financially inept. Thanks, -k Tag: Importing Tag: 156565
  - 11
    - Reading Statement - Reconcilation process I started using Money 2000 and can now download statement from my bank (Barclays). The problem is that for most transactions I have to go and manually set the category and/or subcategory because Payee name is dowloadded with a reference number. Is there a way to make Money recognise the Payee and set the category automatically regardless same Payee variancies? Thanks a bunch! Dren Tag: Importing Tag: 156562
  - 12
    - Money product feature replies from Microsoft I am trying to determine if I want to buy MS Money and convert from Quicken. I have been unable to locate any Microsoft URL or email address for feature information. All I find is support links which want to charge for product I already own. Is there a pre-sales site or email address in which Microsoft will respond to product feature questions? Thanks, MP Tag: Importing Tag: 156557
  - 13
    - I don't like being required to have a Passport to use "Background Banking" Is there some way to do "Bacground Banking" without a Passport? How about removing this requirement for this feature (BUG), like in previous versions of Money? I don't trust Microsoft using a Passport to save all my passwords online and out of my control. I don't like or trust Passport at all. I see no need to have to require me to use a Passport when this feature worked just fine in previous versions without it. I am able to manually update Money by clicking the "Internet Update/Update Now" option, but it was nice to have this done automatically when I opened MsMoney. If Microsoft continues in this fashion and requires Passport for even more features to work, then I will either have to go back to a previous version of Money, which doesn't expire, or switch to another program like Quicken, Emma, GnuCash, jGnash or QHacc. Thanks, Etienne66 Tag: Importing Tag: 156556
  - 14
    - Can I control the time of Internet updates? I have certain of my credit cards to update once a day, and I noticed it seems to do that right around midnight. I suspect one of the cards has their systems doing something then, as the update for that one always fails. But when I do another update in the morning or any other time, it succeeds. So I was wondering if I could change it to do the update at a time other than midnight, but it doesn't seem to give me that ability? thanks Tag: Importing Tag: 156554
  - 15
    - money 2004 internet update error I have upgraded to money 2004 recently and an error "Money encountered an error processing the downloaded file smrtinet.ini" is very persistent. I have searched the registry, deleted temp files and searched both internet and groups but have encountered only one mention for which there was no reply. Thanks for any help. Tag: Importing Tag: 156546
  - 16
    - Convert Is it possible to convert a Money file created in the USA version to that of the UK version? Thanks in advance Tag: Importing Tag: 156544
  - 17
    - Quicken 99 conversion I installed Money 04 and converted a Quicken 99 file with no problem. I have two other files that I've tried to convert after the first with no luck. Is there a limit to the number of files that can be converted? Tag: Importing Tag: 156543
  - 18
    - need help with budget in Money 2002 I am having a problem with the budget tool in Money 2002. When I set up a savings goal it won't let me put all my extra income into the savings goal. It says I don't have enough. For example if my income is $5000 per month and my expenses are $3000 per month I should have $2000 per month to spend or save. If I make a goal of $18000 per year savings it says I don't have enough and that I only have enough to save $12000. I don't understand. Can anyone help? Thanks. Tag: Importing Tag: 156539
  - 19
    - Money 2004 Standard vs. Deluxe I have been using the Deluxe Trial Version but want to purchase the Standard version. Are the versions compatible so I can import MYMONEY.MNY? Tag: Importing Tag: 156537
  - 20
    - Enter new transaction - how to make "Next Check Number" automatic? I enter all of my credit card receipts into an account. I always use "Assign Next Check Number" so I can keep track of them. Is there any way to get MS Money to automatically assign this number each time, rather than have me click and change the option each time? (Did that make sense?) Tag: Importing Tag: 156536
  - 21
    - earn money online HERE IS AN GREAT ARTICLE ON earning money online you can find it at http://sudhirmangla.netfirms.com/webres/earnmoney.htm It tell you the rear story about all this Tag: Importing Tag: 156535
  - 22
    - setting up for online services The banks that are already in the Money database on setup appear to be from the same country which makes me think I can change my default country to Australia so that my bank is likely to show up as I already use its extensive online services. Does anyone have any ideas on this? Tag: Importing Tag: 156534
  - 23
    - Petty (and unnecessary) Money annoyances Adding an index to watch is unnecessarily hard. Worse, why the fixed list?!?!?!? So if I want to add one that's not in that list, I effectively have to waste one of those by renaming it and changing its symbol? To what end? Why not just let me add one?!? You can't add an investment without associating it with an account and, unless you put it in the watch account, you have no choice but to create the investment with a buy or with shares. Why? Why not just let me define one? Maybe I'll buy it next week. And I guess I never really appreciated how incredibly tenacious Money is not only about a symbol for a deleted investment--even if it has NO transaction activity associated with it--but about the name as well. You not only have to delete the symbol, but you have to mangle the name and, I'm guessing, you'll still be carrying this utterly useless data with the data file 10 years from now. Why, oh why????? Tag: Importing Tag: 156527
  - 24
    - installation of money 2004 when i try and install money 2004 I get the error message that money setup has detected my McAfee VirusScan and this program may interfere with money setup. Should I just ignore this message and install anyway or is there some fix i need to do?? Tag: Importing Tag: 156524
  - 25
    - Can I set my own reminders in MSMoney 2004? I want to do some things like: Weekly, update the prices of some mutual funds that have no online access Every other week, download credit card transactions file from a credit card without online access. I can't seem to figure out a way for MSMoney to remind me to do this - is it possible? Thanks! Tag: Importing Tag: 156523
- Next
  - 1
    - How to enter and track an ESPP I have not been able to figure out how to track and ESPP where the following information will be captured Grant Date Purchase Date Purchase Price Discount Can this information be tracked in Money 2004? I am trying to track a ESPP (Employee Stock Purchase Plan) NOT a ESOP (Employee Stock Option Plan). Tag: Importing Tag: 156522
  - 2
    - Catagory: Credit Card Payment or Transfer ? Money 2004: Should a scheduled payment to a credit card be entered as a: New Bill --> Catagory: Credit Card Payment : <account name> or New Transfer --> Catagory: Transfer : <account name> or Do these both do the same thing? Thanks, Don Tag: Importing Tag: 156519
  - 3
    - investments I have life insurance policies (not universal life) The values go every year up If I put them as 'investment income, long term' it goes in the cash portion If I put 'no cash' the gains are not added to the original value Tag: Importing Tag: 156516
  - 4
    - How to download more than 6 months of stock price history I was curious how I can download more than 6 months of price history on a stock. That way my reports actually make sense (when looking back 1 year) Thanks Tag: Importing Tag: 156515
  - 5
    - Portfolio & Checking Account I am using my MS Money as my investing porfolio manager. This worked great until I started buying and selling. My portfolio is linked to my checking account and everytime I buy or sell a stock the money goes into or out of my checking account. My question is how do I make my portfolio so that it is indepent of my checking account. I don't care if I have to make up a seperate account I just cannot have it use my personal chekcing account, it makes reconciling a nightmare. Thanks...Brad Tag: Importing Tag: 156514
  - 6
    - Online stock/fund price update erratic in Money 2002 In the past this function worked OK. Recently, after adding some stocks to the portfolio, I have to go into "Choose stocks to update", uncheck all the other existing stocks, check the new stocks and then do an online update. When I start adding the old stocks back, it will update some, but not all. I am forced to do this unchecking and checking multiple times to get an update done. Any suggestions? Tag: Importing Tag: 156512
  - 7
    - Spin Offs Is there are reasonable way (or work around) to getting recording: 1) a spin off (i.e. Merck spins off Medco) 2) an exchange of some shares (but not all) I want to be able to track purchase/base cost of these investments. Thanks much, Sherman Tag: Importing Tag: 156510
  - 8
    - Wrong dates in LAST PAID column?? When viewing my 'Manage scheduled bills and deposits' the 'Last Paid' column does not always reflect the last payment date, it sometimes shows the one before last. I can double click an item and the message in the pop-up box accurately reflects the last payment date. Does anybody know an easy way to make that 'Last Paid' column reflect the actual last payment? THANKS!! Tag: Importing Tag: 156509
  - 9
    - Balancing credit cards...really any accounts I notice this whenever I balance my accounts, particularly the credit card accounts. Whenever I get done reconciling I am prompted to adjust the beginning balance for equal amounts positive and negative. Why is that? I could see having to do this one time, but I don't understand why it is every single time without fail. I've looked at the help files in my Money 2002 Standard and just don't see a whole lot that is useful. During the month, I may write and record payments to the credit card before the statement comes (expense reimbursement management). I do this by recording them as transfers from one account to another...don't know if this has anything to do with it or not. Tag: Importing Tag: 156508
  - 10
    - Money 2000 isn't importing downloads from citicards.com Hello. Usually (every month), when I balance my credit card, I download my statement from citibank. However, when I tried to do this today, the download seemed to happen, but Money never reacted. Is there a way to do this importation manually? Thanks. Todd Tag: Importing Tag: 156507
  - 11
    - Follow-Up Notes I recently upgraded from Money 2002 to Money 2004. After I upgraded, I realized that Money 2004 no supports the ability to track Follow-Up Notes (Moneyside?). I was using the follow-up notes to store my user-ids and passwords. Now they are in limbo somewhere. Any suggestions how I can at least retrieve the old follow-up notes? Tag: Importing Tag: 156501
  - 12
    - Forgot Password I forgot my password and didn't have it written down, does anyone have any suggestions? Tried back-up file but it was backed up while protected and won't restore without password. Tag: Importing Tag: 156499
  - 13
    - Can I make Money Multiuser Hi I have a site that I support that uses MS Money 2000. I know that they had the scenario that they could open a money file at the same time on a few PCs. They have purchased 5 licences. Money was reinstalled on one PC and now when you try to open the file when it is open on another PC money will say that the file is corrupted and can't be fixed. I am not that familiar with Money. Is there a way to make it multiuser. Many thanks for any help. Dave Tag: Importing Tag: 156492
  - 14
    - Any Slower and I'll Fall Asleep I've been working in Money 2002 for several years. It's getting slower and slower. 10 - 20 seconds of the "hourglass" to record a payment? 30 seconds to accept a new downloaded transaction? Some entries take over 60 seconds! I might as well go back to the pencil and checkbook method! I have 851 MHz with 30 GB hard drive. I defrag once a month... It doesn't help. The most recent defrag exercise tells me I have almost 50% of the hard drive still available. I recently added 256MB to the original 128MB of RAM...no improvement. I have archived all but the last three months of records...no improvement. This can't be normal! Every other program runs fine on this computer. Am I missing something? Tag: Importing Tag: 156491
  - 15
    - M2003 Deluxe hangs up when try to access Tax reports/estimator I am running 2003 Deluxe and for some reason it gets stuck (won't respond) when I try to get into Tax reports, tax estimator, tax return line manager, or other tax-related items. Any suggestions (serious ones only) on how to get this to work? Tag: Importing Tag: 156487
  - 16
    - New PC Trial Version--Have 2004 Dlx Retail I have a new PC with a trial version of Money 2004 Basic. I purchased a retail version of Deluxe 2004. Should I Remove the trial version, then install the Deluxe? Seems correct, but couldn't find the answer on the MS website. Thanks in advance. Tag: Importing Tag: 156481
  - 17
    - Money 98 to 2004 I have a similar problem to Heath 12/22. I am trying to transfer files from Money 98 to Money 2004. Successfully did the small file, but the large (compressed) file gives the error message of: "Money can not locate c:\( . . . )\my documents\ my money or can not open it, possibly because it is read only, or you have no permission to change it, or drive is write protected." Tag: Importing Tag: 156480
  - 18
    - Debt reduction planner Debt reduction planner continually shows a payoff date of 2/24/2004 no matter what scenarios I place in the date to payoff, or monthly $, allocation. Can anyone solve this for me? Tag: Importing Tag: 156477
  - 19
    - Surplus income In my Lifetime Planner, the outcome says that I will be saving 10% of my yearly surplus income. Is there a way to set this to a different amount? say 12% or even 0% (spend all excess income). Or is Microsoft going to just assume that everyone should save 10% of their excess income? Gary Tag: Importing Tag: 156471
  - 20
    - Bug in Capital Gains Estimator (Money 2004)? I've sold shares this year that resulted in a Long-term gain of (for example) $5,000 with a potential Fed. tax obligation of $750. I wanted to use the Capital Gains Estimator to see the over-all effect of selling shares from another investment at a loss. Inputting a proposed sale of shares which would produce a loss of $10,000 SHOULD result in a net loss of $5,000 and zero tax obligation (shouldn't it?). The Cap Gains Estimator, however, (correctly) shows a final loss of $5,000, but still indicates the $750 tax obligation. This seems to also be the case with the calculations for State cap gains tax. Am I missing something? Has this been discussed previously? (A search didn't pull anything up.) Tag: Importing Tag: 156467
  - 21
    - Double Counting Transaction from Credit Card and Bank Account Would appreciate some thoughts. Seems to me that since I have my credit card and bank account downloaded to Money I am double counting transactions. Example: I spend $5 on credit card at Grocery Store. I log that into MONEY accordingly. Then I pay from my bank account $5 to credit card company. When it comes to logging it into bank record, seems as though I am double counting expense. Any thoughts on how to get around this? Thank you in advance. Tag: Importing Tag: 156466
  - 22
    - Coversion from Quicken I am considering changing from using Quicken and turning to Money. How good is the conversion capability of Money? Is it a rather seamless and efficient operation? Quicken has problems even doing an Export/Import to a new file in their program. It is by way of a rather antiqated file known as a Qif file that has been left behind by the changes in the new versions. Any help much appreciated. It will help me out with my decision to switch. If Money's conversion is as bad as Quickens I would just be making trouble for myself. Thanks. Bill Saxon Tag: Importing Tag: 156462
  - 23
    - Converting from Quicken 2004 Is Money able to convert 2004 Quicken Files to Microsoft Money Files? I downloaded the trial version of Money and it converts all my accounts with no transactions in them. They are all zero. Tag: Importing Tag: 156461
  - 24
    - downloading files from online accounts to Money I have tried several times to download statements from my online credit card account to Money version 2002, without success. I was able to download 2 different statements, but unable to download another 2. Can anyone help me troubleshoot this problem? Thank you Tag: Importing Tag: 156460
  - 25
    - cannot open money w/o auto reinstall i installed money 2004 from a network resource that i now no longer have access to. the program has worked fine for months, however now when i open money for some unknown reason it immediately and automatically tries to reinstall (or reconfigure?) money from the network resource i originally installed from. because i do not have access to this network resource, i cannot open money at all. why would it try to reinstall after months of use? i've had no other problems with the computer. what can i do? Tag: Importing Tag: 156459

All of a sudden I can't import from my Credit Union
account into Money 2004 Deluxe. When I hit the download
button on my CU site a too quick to see error message
flashes. My CU says I need the Service Pack 1. I have it
& it doesn't help. Does any body no a way I can import
CSV file into Money?

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Re: Importing by via_newsgroup

via_newsgroup
Fri Dec 26 15:49:03 CST 2003

In microsoft.public.money, JohnD wrote:

>All of a sudden I can't import from my Credit Union
>account into Money 2004 Deluxe. When I hit the download
>button on my CU site a too quick to see error message
>flashes. My CU says I need the Service Pack 1. I have it
>& it doesn't help. Does any body no a way I can import
>CSV file into Money?

http://www.bollar.org/msmoney/#Q9

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