Importing from Excel?

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  - 1
    - Thanks! My login is working now. Thanks! Tag: Importing from Excel? Tag: 171691
  - 2
    - Backup Strategy Suggestions If you have not done so, this would be a good time to review your backup strategy. In Tools->Options->Backup I suggest checking x Automatically backup to hard disk on exit x Prompt me before backing up each time* x Make my file small ... Then periodically, perhaps once per month or more, copy your latest backup (named differently from your earlier backups) to a CDR. With XP, this can be a copy and paste operation. Otherwise use the burning software that came with your CDR drive. I suggest use of a USB Flash drive also. They typically act like a big floppy. Even a 32 MB drive is big enough to be useful. Glyn Simpson describes a more sophisticated automated method here: http://www.mvps.org/money/backup.htm * This has two advantages. You can change the file name occasionally. I like to pick a name something like money040728. Then it is easy to change the name to have multiple backups. The .mbf extension is automatic. The other advantage is that you can choose "Don't Back Up, or you change your mind about exiting by simply clicking the X in the upper right of the pop-up box. Tag: Importing from Excel? Tag: 171688
  - 3
    - Can't add new entries. This is a multi-part message in MIME format. ------=_NextPart_000_002B_01C47623.EDA716E0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable All of a sudden my Microsoft office won't let me make any new entries or = change any existing ones. I just get a message "Transaction can not be = entered". What can I do to let me make new entries? ------=_NextPart_000_002B_01C47623.EDA716E0 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 6.00.2800.1400" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV><FONT face=3DArial size=3D2>All of a sudden my Microsoft office = won't let me=20 make any new entries or change any existing ones. I just get a message=20 "Transaction can not be entered". What can I do to let me make new=20 entries?</FONT></DIV></BODY></HTML> ------=_NextPart_000_002B_01C47623.EDA716E0-- Tag: Importing from Excel? Tag: 171685
  - 4
    - Help please. This is a multi-part message in MIME format. ------=_NextPart_000_0008_01C47622.DFEC7DC0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable I am using Microsoft Money Premium for household budgets etc. It was = working fine then all of a sudden it will not let me enter any new = entries or even alter existing entries. I just get a message that says = "This transaction cannot be entered". What can I do or what have I done????? ------=_NextPart_000_0008_01C47622.DFEC7DC0 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 6.00.2800.1400" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV><FONT face=3DArial size=3D2>I am using Microsoft Money Premium for = household=20 budgets etc. It was working fine then all of a sudden it will not let me = enter=20 any new entries or even alter existing entries. I just get a message = that says=20 "This transaction cannot be entered".</FONT></DIV> <DIV><FONT face=3DArial size=3D2>What can I do or what have I=20 done?????</FONT></DIV></BODY></HTML> ------=_NextPart_000_0008_01C47622.DFEC7DC0-- Tag: Importing from Excel? Tag: 171684
  - 5
    - restore problem I never got an answer for this request. Please tell me how to do an update for this problem as I'm not able to do anything in MONEY >-----Original Message----- >In microsoft.public.money, Sam wrote: > >>I was trying to get back into money and it asked me to >>reinstall the money program from the original CD again, >>so i did. now i'm trying to restore the backed up >>infomation from "my documents" folder but when i enter my >>password it does not accept it as a valid password >>anymore. >>please help me. i hope i did not lose all my enteries. >>i'm running money 2002. > >Can you do an internet updates in Money? > >how do i do that? i have a dsl connection > . Tag: Importing from Excel? Tag: 171682
  - 6
    - THANK YOU RUSS Russ and the Money Team - thank you very much for the fix. It worked well and quickly for me. Please, please work with Microsoft to come up with a better system for communicating with its customers in real-time when issues of this or even lesser magnitude arise. The whole frustration with this issue was the small amount of communication and the long lag time between posts. People like to be assured that someone is working on their problem, even hourly, even if there is no progress. We know you are human and appreciate the effort. A little more communication could have gone a long way to alleviate the frustrations. Thanks again. Tag: Importing from Excel? Tag: 171676
  - 7
    - Problem importing statement I've imported my bank statements before, but now it imports it just fine and I see the number of transactions I need to review. Then, almost instantly, I get a message that there was a problem saving the file...then the imported statement disappears. I receive the message that I'll need to save the file, but the imported file isn't a choice to "rename" it. That's when I receive the "problem" message. I need to get this working ASAP, or I'll have to give up and go back to manually keeping my checkbook. HELP! Tag: Importing from Excel? Tag: 171674
  - 8
    - HERE IS THE FIX Since so many are missing this, I thought I'd do everyone a favor and repost it with caps in the subject. It was easy to miss before. This was posted by Russ Paul-Jones. ---------------------------------------------------------------------------- -- Redmond, July 18, 2004, 22:00 PDT I'm sorry that this post is so late, and I know that folks are frustrated with the lack of communication. We have been on the verge of good news all afternoon (and evening), and it is here. I'm happy to announce that we have published a solution to the sign-in problem. Users that have been unable to use the passwords or work with their files offline should follow the directions at: http://sync.money.msn.com/help/pss/w1.asp I know that there are additional questions, which I have answered below. Q1: What happened with our passwords? A1: On Monday, one of our servers was updated and inadvertently pointed to the wrong location to verify authentication. The authentication process worked perfectly - we caused the problem by looking in the wrong server location. This mistake only affected Money services. (If you think of your login information as a key, and our servers as a lock, then we changed the lock on the safe, and the old key wouldn't work anymore. There is no way for the user [or anybody else] to create working login information. The good news is that nobody could open the local file because of this mistake at any time; your information is still protected.) We corrected the "wrong server location" problem Tuesday morning, and users who did not login between late Monday afternoon and Tuesday morning should be able to use their files normally. Those who were affected may continue to be affected, however, since Money downloaded some of the garbled information from our servers. (Basically, we made a copy of the lock on your local file. Why did we do this? Because when you change the lock yourself, you don't want the old key to continue working on your local file. You also wouldn't want there to be an easy way for somebody on your machine to ignore the change in the locks. Of course, we will look at this scenario to see if we could solve it without decreasing security in the future.) This situation has not caused any violation of our users' privacy, and our online services have continued to be available. Q2: How does the fix work? A2: We have carefully recreated the incorrect environment of Monday evening and a Web page to access it. The web page will allow affected users to login with their current information and recover the lock information that has locked them out. This will allow them to unlock their file. It is important to note that users who changed their password should use their new password, and that no user will be able to access the lock information for another user. Again, this solution does not violate our users' privacy. We are using your login information to restore the lock to your unique key. Users who have been unable to access their local files should open a web browser to http://sync.money.msn.com/help/pss/w1.asp and follow the directions on that page. Q3: Why did it take so long? A3: We have addressed the problem in stages. Our first efforts were to restore the correct configuration of our servers, while preserving the state they were in for investigation. Then, we started a careful investigation of the impact on users. Naturally, we are very careful when dealing with users' login information and follow strict procedures to protect their privacy. We have identified three different states that users' files can be in, and we worked on fixes for all of them. We realize that it was important that the fix be thorough. At all times we were working as directly and hard as possible at getting a solution out to the affected users as soon as possible. Q4: What if I still can't access my file? A4: You should send email to mnyngsup@microsoft.com. Q5: Was this Passport's fault? A5: No. Passport was working correctly, and always did work for access to our online services, such as MSN Bill Pay. The issue relates to Money's server interactions with local Money files. Q6: Why does Money use Passport for the local file? A6: We use Passport for a number of web services at Microsoft, including financial web services that we offer through Microsoft Money. Since the local file can access these services, the file needs to be protected as well. For ease of use, we use the same system, Passport, to protect access to the local file. Users that do not use the web services do not have to use Passport for the local file. -Russ Paul-Jones MSN Money Tag: Importing from Excel? Tag: 171673
  - 9
    - I'm angry @ money2004 - balance screwed up Hello, This is the second time Money 2004 has crashed on my windows XP system. I did a fresh install of XP and applied all patches & SP1. Money crashed and my file is now showing incorrect balances in the account list. I tried the salv.exe program and it reported no problems. I had one backup, and money must have written over it, because it too is bad. I switched from Quicken and now regret it. If I cannot resolve this issue, I am dumping Money. Sorry to vent, but I really do like the program, but am gun shy now. Frank Tag: Importing from Excel? Tag: 171671
  - 10
    - Debt planner GET STARTED button does nothing (Money 2004 deluxe) I'm using Money 2004 deluxe. When I access the Debt Reduction Planner, the "Get Started" button is shown and enabled. However when I click it, nothing happens. No error message, no next page - nothing. Please advise. Thanks! Tag: Importing from Excel? Tag: 171669
  - 11
    - Small Business 2004 Invoice question When producing an invoice or estimate, I would like to add a line item called "Courtesy Discount" and have a negative number like "($300.00)" appear on the invoice and deducted from the total. Is there a way to add a special line item such as this? Thanks PS - thanks for the password fix! - whew.. Tag: Importing from Excel? Tag: 171667
  - 12
    - money 2004 glitch I suffered from the same problem when I tried to open up my ms money file with net login. I found that if I opened the file without net login, closed the file back up and then reopened, I gained access and my file online was updated. Just an observation. Tag: Importing from Excel? Tag: 171661
  - 13
    - thanks redmond used the fix and it worked fine tell everyone who workd on it thank you bob Tag: Importing from Excel? Tag: 171659
  - 14
    - The solution Hello. I'm not sure why, but when I click on the postings telling me that a solution is just a click away, nothing happens. I'm so close to balancing my checkbook, but so far. Please, MVPs, can one of you re-post the instructions so that maybe I can get the new posting open? Or, even better, e-mail it? The e-mail is dana_merle@hotmail.com. Thanks a bunch!!! Tag: Importing from Excel? Tag: 171658
  - 15
    - MS Money 2004 I've been dealing with MS Support and found this out on my own, do they know and not telling me or even support is slow to be involved. I'm not happy. Tag: Importing from Excel? Tag: 171652
  - 16
    - PC World Story http://www.pcworld.com/news/article/0,aid,117173,00.asp Tag: Importing from Excel? Tag: 171648
  - 17
    - Tomorrow! Tomorrow! Tomorrow! This is when M$ says a fix will be posted. When is Tomorrow! Tomorrow! Tomorrow! As you say a fix was posted in the UK today. Isn't that Tomorrow! Tomorrow! Tomorrow! in Redmond. Can't they even fathom the concept of geography and time. Oh, maybe those files are secured by Passport also. Tag: Importing from Excel? Tag: 171643
  - 18
    - Sign In Solution Worked The fix worked. Many thanks to those who worked long, late hours on this. There were some intermediate questions you get asked during the process, such as, "Do you also want to clear your online banking passwords" (I said "No", and that seemed to work ok.) It might be helpful to provide a bit more detail of what to expect, and guidance on how to answer the questions. Also, perhaps Microsoft needs to rethink the architecture of how Passport interacts with Money. Maybe like a secondary password that would allow at least local access in case Passport gets garbled again. Tag: Importing from Excel? Tag: 171642
  - 19
    - PASSWORD Issue I cannot get into my Money file. I have been effected by the problem this week. It appears to have wiped out my passwords. After I managed to resolve the NET.PASWORD issue Money 2004 then asked for the file password (it was protected but was never asked for). I can no longer get in as the password I thouhgt it was is not valid. I may have not remembered the password. Now I cannot get my money information. I have tried system restore and a previous back up but they all want the passworrd. I have tried what i think it was but no luck. Can anybody HELP Tag: Importing from Excel? Tag: 171638
  - 20
    - I can access my files but there's a problem I was able to access my money file and restore my backup from the 26th which was the last day I was able to access it. Everything is fine except for one strange thing. All of my balances for all of my accounts are about $628,743,688,565,700.00. Everywhere that a balance is shown in the program it has a number that is almost the same, within $100.00. When I click on the Account List icon, next to subtotal for my bank accounts and credit accounts it displays: ##err##. How the heck do I fix this? All of the information in each account is correct for deposits and withdrawals, but's it's kind of nice to know my balances. I have a backup from 1 or 2 weeks ago I can use, but don't want to lose everything since that backup. Any help on fixing these screwy balances would be apprecciated. Tag: Importing from Excel? Tag: 171633
  - 21
    - Frustrating problem with adding funds .... Hi I have a very strange problem. I am testing the trial version of Money 2004 and it works great with my job computer (win XP Pro). When i tried it with my home coputer (Win XP Home) i have got a strange problem. When I add investments "Managed funds" and make transactions like "buy" and "add shares" I can only enter quantity and price with whole numbers, like 1, 2, 25, 43 and so on. I can not enter quantity and price with decimals. For example when i enter a price of 8,20 Money changes that to 82. When I enter a price of 43,24 (43 dollars and 24 cent)Money 2004 change that to 4,324 but treats it like 4 thousand 3 hundred 24 dollars. So the total value that Money sums to is should be 8,20 x 43,24 = 354 dollars 568 cent Instead I get 82 x 4,324 = 354.568,00 dollars( I am rich !!!!!) I have no problem with this at my my job computer. How can I solve this issue ?? / Ola Tag: Importing from Excel? Tag: 171632
  - 22
    - budget and investments Buying funds etc. is treated as an expense from the budget point of view, since investment accounts are out of budget. I don't think it is correct. How do you manage this? If I save $1000 this month and decide to buy a shares etc. the budget planner tells me that my expenses are to high... how can I tell to it that this is NOT an expense? Thank you!! Tag: Importing from Excel? Tag: 171631
  - 23
    - Money 2005 release date When is Money 2005 going to be released? Is there a web page yet that describes any new features or fixes? Some have said "Aug 1st" which is tomorrow, you'd think there would be some advance notice? Tag: Importing from Excel? Tag: 171629
  - 24
    - How to print market averages I use MS Money online to print out a list of my stocks every day. I'd like to print the DOW, Nasdeq and S&P at the bottom of the page so I don't have to do it manually. Does anyone know how to do this? Thank you. Sincerely, Bob. Tag: Importing from Excel? Tag: 171621
  - 25
    - Sign in solution is availble Redmond, July 18, 2004, 22:00 PDT I'm sorry that this post is so late, and I know that folks are frustrated with the lack of communication. We have been on the verge of good news all afternoon (and evening), and it is here. I'm happy to announce that we have published a solution to the sign-in problem. Users that have been unable to use the passwords or work with their files offline should follow the directions at: http://sync.money.msn.com/help/pss/w1.asp I know that there are additional questions, which I have answered below. Q1: What happened with our passwords? A1: On Monday, one of our servers was updated and inadvertently pointed to the wrong location to verify authentication. The authentication process worked perfectly - we caused the problem by looking in the wrong server location. This mistake only affected Money services. (If you think of your login information as a key, and our servers as a lock, then we changed the lock on the safe, and the old key wouldn't work anymore. There is no way for the user [or anybody else] to create working login information. The good news is that nobody could open the local file because of this mistake at any time; your information is still protected.) We corrected the "wrong server location" problem Tuesday morning, and users who did not login between late Monday afternoon and Tuesday morning should be able to use their files normally. Those who were affected may continue to be affected, however, since Money downloaded some of the garbled information from our servers. (Basically, we made a copy of the lock on your local file. Why did we do this? Because when you change the lock yourself, you don't want the old key to continue working on your local file. You also wouldn't want there to be an easy way for somebody on your machine to ignore the change in the locks. Of course, we will look at this scenario to see if we could solve it without decreasing security in the future.) This situation has not caused any violation of our users' privacy, and our online services have continued to be available. Q2: How does the fix work? A2: We have carefully recreated the incorrect environment of Monday evening and a Web page to access it. The web page will allow affected users to login with their current information and recover the lock information that has locked them out. This will allow them to unlock their file. It is important to note that users who changed their password should use their new password, and that no user will be able to access the lock information for another user. Again, this solution does not violate our users' privacy. We are using your login information to restore the lock to your unique key. Users who have been unable to access their local files should open a web browser to http://sync.money.msn.com/help/pss/w1.asp and follow the directions on that page. Q3: Why did it take so long? A3: We have addressed the problem in stages. Our first efforts were to restore the correct configuration of our servers, while preserving the state they were in for investigation. Then, we started a careful investigation of the impact on users. Naturally, we are very careful when dealing with users' login information and follow strict procedures to protect their privacy. We have identified three different states that users' files can be in, and we worked on fixes for all of them. We realize that it was important that the fix be thorough. At all times we were working as directly and hard as possible at getting a solution out to the affected users as soon as possible. Q4: What if I still can't access my file? A4: You should send email to mnyngsup@microsoft.com. Q5: Was this Passport's fault? A5: No. Passport was working correctly, and always did work for access to our online services, such as MSN Bill Pay. The issue relates to Money's server interactions with local Money files. Q6: Why does Money use Passport for the local file? A6: We use Passport for a number of web services at Microsoft, including financial web services that we offer through Microsoft Money. Since the local file can access these services, the file needs to be protected as well. For ease of use, we use the same system, Passport, to protect access to the local file. Users that do not use the web services do not have to use Passport for the local file. -Russ Paul-Jones MSN Money Tag: Importing from Excel? Tag: 171620
- Next
  - 1
    - Passport problem also affect Money 2002. I use Money 2002 and have been unable to access the file properly since Monday. Fortunately I didn't encrypt my file, so I was able to open it off-line. Tag: Importing from Excel? Tag: 171618
  - 2
    - Money '04 lock out I'm surprised by the tone of many of these posts--it's as if people are empathetic with MSFT on this Money fiasco. There is no doubt here; MSFT really screwed up on multiple counts, the first not telling us exactly what is going on. How many of you spent hours trying to logon, search the MSFT knowledge database for a solution, call up their service center, etc? For instance, why don't they have a bulletin on their Money support site explaining what is going on?? They don't want to publicize this issue? At the expense of all of thier customers that are trying to figure out what's going on?? That is quite poor customer support--inexcusable. I'm just pissed that I ever signed up for the useless .net passport thing in the first place-- I can't wait to disable this feature as soon as I can access my Money file....which will be when???????? Midday tomorrow? We'll see.... Tag: Importing from Excel? Tag: 171617
  - 3
    - Changing Type of Account Can anyone help me with the following? I have couple of CD (Certificates of Deposit) with a bank. I added them to Money 2004 Deluxe. I added some by mistake with the type Bank Account. I want to change them to Investments. Do you know how to change the type of account once it is created? Thanks, -Nitin Tag: Importing from Excel? Tag: 171610
  - 4
    - Budgets Hi, How do you completely delete a budget? I started a new budget (deleting the old one) and the old one still exists in graphs. I found i wasn't happy with how the budget worked with multiple accounts so i don't want to have one at all now. Thank you in advance, Tim. (money2004) Tag: Importing from Excel? Tag: 171608
  - 5
    - News Story ON ZD Net Ziff Davis Net has run a story on this problem as well: http://zdnet.com.com/2100-1104_2-5289896.html? tag=zdfd.newsfeed Tag: Importing from Excel? Tag: 171605
  - 6
    - Money is Having PASSWORD Problems. Several Money users have not been able to access they Money data since early this week. Microsoft is working on a solution, They will post here when they have it! Thanks Tag: Importing from Excel? Tag: 171603
  - 7
    - My password don't work on my MS Money 2004 Business edition Hi everyone, I am panicing.My Microsoft Money Small Business Edition password is not working. Somehow my password changed. All my business data and personal financial data is on there and i don't know what to do. About two days my password does not work. I did not change anything. I wanted to print an invoice and it wouldn't allow me to. It would not allow me to go further without a password. Is there a solution to this problem or I am just doomed. Tag: Importing from Excel? Tag: 171593
  - 8
    - Hiding cash I just started using Microsoft Money and I quickly set up a budget. I would like to hide cash in my checking account so that it doesn't show up in my balance, and I can save it towards next month's bills. Does anybody know how to do this? Tag: Importing from Excel? Tag: 171592
  - 9
    - If I ever get my file open and probably even if I don't. ----------- Title Converting Microsoft Money data to Quicken=20 KB ID#: 6137=20 Categories: File Management/Conversion=20 =20 Question: How do I convert Microsoft=AE Money data to=20 Quicken?=20 =20 Answer: To learn more about specific aspects of=20 converting your data using the Data Converter 2004,=20 please click any of the following links to skip to that=20 particular section:=20 Converting data from Microsoft Money versions prior to=20 2003 Converting data to Quicken versions prior to 2004 Items that can be converted from Microsoft=AE Money 2003 to=20 Quicken 2004 Items that cannot be converted Converting your data Reconciling the Microsoft Money transactions converted to=20 Quicken=20 Converting data from Microsoft Money versions prior to=20 2003: The Data Converter 2004 was designed to convert data=20 files from Money 2003. However, it may also work with=20 other versions of Money. If your version of Money can=20 copy .XML files to your desktop, then the Data Converter=20 2004 will likely convert your data.=20 Converting data to Quicken versions prior to 2004:=20 The Data Converter 2004 was built exclusively for Quicken=20 2004. You can download Quicken 2004 at our Web site. =20 Items that can be converted from Money 2003 to Quicken=20 2004:=20 Bank transactions (including split transactions)=20 Investment transactions=20 Category List=20 Items that cannot be converted:=20 Memorized Transaction list=20 Online account activation information=20 Budgets=20 Classes=20 Planner data=20 Loan accounts=20 Unvested employee stock option grants (ESOGs)=20 Exchange-traded options=20 Reconciliation state of your transactions=20 Accounts that do not contain any transactions=20 To convert your data:=20 Create an Account Transactions report in Microsoft Money=20 for your standard transactions and an Investment=20 Transactions report for your investment transactions.=20 Import the reports into Quicken, and then add some=20 information to help you take advantage of several Quicken=20 features.=20 Start converting:=20 Make sure both Quicken 2004 and Microsoft Money 2003 are=20 installed on the same computer as the Data Converter=20 2004.=20 In the Data Converter 2004 dialog, click the Launch MS=20 Money button. Create an Account Transactions report:=20 From the Money Reports menu, choose Reports Gallery.=20 In the Pick a report or chart list on the right, select=20 Account Transactions.=20 At the bottom of the window, click the Go to Report/Chart=20 button.=20 In the Accounts field at the bottom of the window, select=20 All Accounts.=20 In the Date Range field at the bottom of the window,=20 select All Dates.=20 Choose Customize in the Common Tasks list on the left.=20 On the Rows & Columns tab, within the Include fields=20 area, select the Memo, Account, Cleared status, and=20 Category checkboxes.=20 In the Subtotal by field, select Accounts.=20 Select the Show splits checkbox, and then click OK.=20 In the Other Tasks list on the left, select Send To menu,=20 and then Desktop. This step may take some time, depending=20 on the size of your data file.=20 Click OK when the transfer is complete. Create an Investment Transactions Report: Note: Complete this step only if you have investment=20 transactions to convert. From the Money Reports menu, choose Reports Gallery.=20 Select Investments in the list on the left.=20 In the Pick a report or chart list on the right, select=20 Investment Transactions.=20 At the bottom of the window, click the Go to Report/Chart=20 button.=20 In the Accounts field at the bottom of the window, select=20 All Accounts.=20 In the Date Range field at the bottom of the window,=20 select All Dates.=20 Choose Customize in the Common Tasks list on the left.=20 On the Rows & Columns tab, within the Include fields=20 area, select the Memo, Account, Transfer account, Cleared=20 status, and Category checkboxes.=20 In the Group by field, select Investment Types, and then=20 click OK.=20 In the Other Tasks list on the left, select Send To menu,=20 and then Desktop. This step may take some time, depending=20 on the size of your data file.=20 Click OK when the transfer is complete. To import the Money 2003 data into Quicken 2004:=20 Exit Microsoft Money.=20 In the Data Converter 2004 dialog, click the Import into=20 Quicken button. Quicken launches and displays your=20 converted data when the import is complete.=20 Review your transactions for accuracy.=20 (Optional) See Next Steps for helpful tips and=20 information. Since the Quicken Data Converter 2004 does not retain the=20 reconcile state of your accounts when converting Money=20 2003 data to Quicken 2004, you may want to reconcile the=20 converted data before adding new data. For information on=20 reconciling:=20 From the Quicken Help menu, choose Contents. Click the Index tab, and then type reconciling, accounts. You can start using Quicken at this point. =20 Tag: Importing from Excel? Tag: 171589
  - 10
    - PASSPORT PROBLEM FROM A NON-USER I am sorry to read about all the problems users are having with interfacing to Money. I remember a few years ago when passport was first offered on Money. It took quite awhile to get them to stop bothering me to sign up. Since I use AOL I didn't want another email and I certainly didn't want everything interfaceing with my personal financial data on the internet. Since I had no need to have my Money data anywhere but on my home computer I stayed away, and I sure am glad I did. I get everything I want from Money by using the software without all the automatic uploads and downloads. I decide when I want a stock update and that's about the only thing I download on a regular basis. I manually input my data. No big deal and I know it is right, not conflicting with my bank's database. The product is great for me. I've used it for almost 9 years now. Lots and lots of great history there and fortunately I am able to control what I get. I back-up the (now) 3 disks every week. Sure I have a CD Rom, but I got a 3 1/2 disk drive on my new Dell computer just for Money. I wish all you passport users a quick fix to your problem. Sometimes simpler is better. Steve Tag: Importing from Excel? Tag: 171586
  - 11
    - ## OMG I CAN'T GET INTO MONEY!!! ### HELP!! SOMEBODY!! I KEEP GETTING SOME ERROR WHENEVER I TRY TO OPEN MONEY!! I HAVE *NO* BACKUPS OF ANY KIND. THE ERROR MESSAGE SAYS SOMETHING ABOUT THE SIGN-IN NAME NOT BEING ASSOCIATED WITH MY DATA. ########## HELP!!!! ########## Tag: Importing from Excel? Tag: 171576
  - 12
    - T-BILLS I just started buying some T-BILLS directed from the treasury. I'm not worried about updating the prices of them, but I've been unable to get them to post properly. I open up my "Treasury investment" nothing seems to work. Does anyone know of any place where there is step- by-step instructions for setting up T-Bill purchases? Thanks. Tag: Importing from Excel? Tag: 171574
  - 13
    - The sign-in name you entered is not associated with this file I have been using money 2004 deluxe for some time and now I get a message that says "The sign-in name you entered is not associated with this file". I am using the same sign-in name I've always been using. The backup file doesn't work either. Any suggestions that doesn't involve loosing everything? Tag: Importing from Excel? Tag: 171568
  - 14
    - Anyone going to switch to Quicken? Fortunately I do not have the Passport problem. Somehow I turned off the Passport option sometime ago. Dumb luck. But the situation for those of you who have the problem is terrible and inexcusable. Assuming the problem gets corrected in the next 24 hours will any of you switch to Quicken? Can Quicken convert Money files? I do not use Money bill pay---I use Schwabs. I do download daily my various account balances however. I have been using Money ever since it came out. Good luck. Tag: Importing from Excel? Tag: 171564
  - 15
    - Exporting to Quicken Is Quicken able to convert MS Money files into usable data, and if so, does anyone know if the Money file would be accessible, given current circumstances surrounding Passport/Sign-in malfunctions? Tag: Importing from Excel? Tag: 171561
  - 16
    - schedule payment report is there anywhere I can print a report that shows all the bills/transations I have schedule to pay and what account they go to . Tag: Importing from Excel? Tag: 171560
  - 17
    - 401k contributions problem I am a recent college grad and just started tracking my money from my new job with MS money. I have a 401k account, which I set up to download from the internet its current worth. However, when I enter my paycheck, I enter the amount that is removed from it each paycheck period to go into my 401k as contributions. The problem is that money adds the contributions separately than the downloaded worth, so effectively it lists that I have twice as much in my 401k than I actually do. Any way to have the contributions deducted from the paycheck entry (for tracking purposes) go into my 401k as regular contributions and then be verified when the online statement gets downloaded instead of it getting added to it? Thanks... Tag: Importing from Excel? Tag: 171559
  - 18
    - Bi-weekly vs Monthly Budgets Recently, I started getting paid every 2nd week, instead of once per month. My budget was set up on a monthly basis, and worked well. Now, I want to change to a bi- weekly budget because of the income change. For example, groceries was $500 per month, but now I am setting it up as $500 every 4 weeks. This means that my budget period will not always start at the beginning of the month, which seems to mess up the 'Review you current budget status' page. For example, my new budget period was to start July 29th, so I should have $500 available for groceries. However, the budget status shows that the groceries I bought today put me over the budgeted limit for the month of July because it takes the $500 amount, multiplies by 13 periods, then divides by 12 to get a monthly average. Long story, but is there a way to tell MS Money to start new budgets every 4 weeks? I have Money 2003 Canadian Ed. Thanks Tag: Importing from Excel? Tag: 171557
  - 19
    - Any news? With everything that has been posted about the issue I just want to make sure that there isn't an update that I missed. Is the problem fixed yet? Thx. Tag: Importing from Excel? Tag: 171554
  - 20
    - Problem with automatic downloading Anyone notice that certain accounts (i.e., Ameritrade) take forever to download when you login and use the automatic downloading? But if you manually download from all accounts, it takes no time at all. Any solutions/reasons for this? Tag: Importing from Excel? Tag: 171548
  - 21
    - Automatic downloading without a login name Anyone know if there is a way to log in and use the automatic download features (for bills, stocks, etc.) without having to set up a .Net account? I do not care that it will be unsecure locally. Tag: Importing from Excel? Tag: 171547
  - 22
    - possible cause of the sign on problem I am very concerned that the information we are being given from Microsoft may not be entirely true. After 3 days of this product not working, I am becoming very skeptical and believe there may be a bigger problem than what Microsoft is leading on. I have become nervous that the potential problem might lie in the Money and the Money Services not being Y2k compliant. Does anyone else suspect this? If it were just a simple data problem as we have been led to believe, would microsoft not have fixed it in 3 days. I think some major rewriting of the code is being completed to fix the flaw in the software. Let me know if I am on the wrong path, I am just really nervous and upset about not being able to get to my financial data. I am having trouble sleeping and eating with the thought of all my data being gone forever. I have several accounts with hundreds of dollars and cents that I need to access. Someone please calm me down. Is there hope?! Alex Tag: Importing from Excel? Tag: 171546
  - 23
    - Request for MVPs Guys/gals, We all know its not your fault, and we appreciate you. You have access to sources inside M$ that we can not get to. Is there any possibility that you can get an estimate of when this log on issue with Money 2004 and Passport will be resolved. I, for one, am getting a little tired of being patient with M$. Tag: Importing from Excel? Tag: 171545
  - 24
    - restore problem 2 hi, I was trying to get back into money and it asked me to reinstall the money program from the original CD again, so i did. now i'm trying to restore the backed up infomation from "my documents" folder but when i enter my password it does not accept it as a valid password anymore. please help me. i hope i did not lose all my enteries. i'm running money 2002. thank you sam i did not get any respond to the previous request Tag: Importing from Excel? Tag: 171543
  - 25
    - restore problem hi, I was trying to get back into money and it asked me to reinstall the money program from the original CD again, so i did. now i'm trying to restore the backed up infomation from "my documents" folder but when i enter my password it does not accept it as a valid password anymore. please help me. i hope i did not lose all my enteries. i'm running money 2002. thank you sam Tag: Importing from Excel? Tag: 171541

I have a simple home-brew system on an Excel worksheet,
and I want to convert it to Microsoft Money. There are
about 200-300 transactions in my Excel worksheet.

Is there a way to import these transactions into Money?

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Re: Importing from Excel? by via_newsgroup

via_newsgroup
Fri Jul 30 11:54:57 CDT 2004

In microsoft.public.money, Lou Sander wrote:

>I have a simple home-brew system on an Excel worksheet,
>and I want to convert it to Microsoft Money. There are
>about 200-300 transactions in my Excel worksheet.
>
>Is there a way to import these transactions into Money?

See http://xl2qif.chez.tiscali.fr/xl2qif_en.php

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Re: Importing from Excel? by Bob

Bob
Fri Jul 30 11:58:14 CDT 2004

Have a look at http://umpmfaq.info/faqdb.php?q=8

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default.aspx?scid=fh;EN-GB;mny.
For wishes or suggestions see
http://register.microsoft.com/mswish/suggestion.asp
or for UK wishes http://www.microsoft.com/uk/support/money/feedback

"Lou Sander" <anonymous@discussions.microsoft.com> wrote in message
news:753701c47654$bcf63900$a301280a@phx.gbl...
>I have a simple home-brew system on an Excel worksheet,
> and I want to convert it to Microsoft Money. There are
> about 200-300 transactions in my Excel worksheet.
>
> Is there a way to import these transactions into Money?

Top