Income/Expenses will not transfer to tax items

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- Previous
  - 1
    - Payment for Invoice identification Looking in the operating account which receives payment for all paid invoices, I look back on an old deposit and the category says "payment for invoice." I need to find out which invoice it was payment for. How do you do that? Tag: Income/Expenses will not transfer to tax items Tag: 157525
  - 2
    - setting up an escrow account in the mortgage setup My mortgage, as do most, has an escrow payment each month that is included in the payment of principal and interest. I have always following bookkeeping procedure and set this up as an account (not expense category). The money is paid into the account and when taxes, insurance etc is due it is disbursed. In setting up my Home Mortgage I can find no way to do this in Money. The only thing it provides for is setting up a Category and this is not the proper way to handle it. There is no other choice since the drop down list to assign this portion of the payment is only the Categories with no Accounts to chose from. Any help much appreciated. I tried to submit this question by Email to Microsoft Help but could find no address for it anywhere. Does anyone have it? My understanding is that I am entitled to this with the DeLuxe edition. I didn't try by phone since it is a Sunday. Thanks in advance. Tag: Income/Expenses will not transfer to tax items Tag: 157524
  - 3
    - Money '02 Debt Reduction Planner When I use the Money '02 Debt Reduction Planner, it automatically indicates a huge payment for the first month that I have it set up, as opposed to the monthly payments that I indicate. Can someone explain why this happens and how I can change it? Tag: Income/Expenses will not transfer to tax items Tag: 157523
  - 4
    - pocket pc momey ver2.2 I have just purchased a pocket pc hp 1940 running win 2003. I have installed money 2004 in my pc and pocket pc money ver 2.2 in my pda. Everything works fine but I would like to be able to protect money from being open on my pda. I have tried to use the password in money on my pda but it does not seem to work. Help Tag: Income/Expenses will not transfer to tax items Tag: 157522
  - 5
    - Trial Version Last year I signed up for the trial version of Money 2003. The trial version is on another computer that is not connected to the internet and the trial version has expired. I cannot access the information that is in Money 2003 and I need it for tax information. Any suggestions on how I can get the information without having to purchase the Money 2003 software? Tag: Income/Expenses will not transfer to tax items Tag: 157519
  - 6
    - Downgrade? Hello - can you go back to Money Standard from the Small Business version? Thanks Mark Tag: Income/Expenses will not transfer to tax items Tag: 157518
  - 7
    - Equity in Options not appearing in reports??? Sorry, this may be a simple issue but I'm new to Money. I can't figure out why my vested stock option amounts aren't being included in any of Money's reports. The accounts are there in my portfolio, but when I print portfolio value reports they are not included. I've selected "all" accounts but the options acct doesn't even seem to be available.. Any help is appreciated. Tag: Income/Expenses will not transfer to tax items Tag: 157510
  - 8
    - backup to cd In Quicken I backed up to a CD. I am having trouble accessing the disk in Money. Can I only back up to floppies or is this just a problem of improper formatted of the cd? I did a format through the software. Tag: Income/Expenses will not transfer to tax items Tag: 157509
  - 9
    - Updating value of asets in Money Ive been useing Money for some time now,upgrading each year and learning as I go. Id like to update the value of several assets (cars , home , ect) in money totrack their worth. My question is how do I do this? The program asks for a catagory? Which do you suggest? Tag: Income/Expenses will not transfer to tax items Tag: 157505
  - 10
    - un-edit-able entry on investment acount??? MSM2003 on win2K sp4 I had a CD that I closed out (redeem CD) that I put as an entry into the program. The entry before and after I can edit, but clikcing on this single entry produces no reaction whatsoever. Why should an antry not allow me to ope it up for enditing? How do I fix this? starting with - s and running salv.exe produces no changes. Tag: Income/Expenses will not transfer to tax items Tag: 157502
  - 11
    - downloaded transactions dates are changing back to 2003 Here is an example: I made a payment to my credit card account on 01/02/04. The payment posted and Money *correctly* downloaded the transaction, with the proper date, and matched it to the existing transaction in the register. All is good so far. Today, I go to update from online statements and it downloads the same transaction again, but with a 01/02/03 date?!?!? And this isn't the first time this has happened. I checked my CC account online and the transaction is correctly listed with the CC company.... any thoughts? Tag: Income/Expenses will not transfer to tax items Tag: 157501
  - 12
    - Equity Accelerator I pay my mortgage thru equity accelerator every other week. The amount deducted doesn't hit my mortage but once a month. I don't not how connect the deduction with the mortagage without creating double entry Could you help me Thanks, Tag: Income/Expenses will not transfer to tax items Tag: 157500
  - 13
    - Can't Update Fidelity Online Services and Accounts I just upgraded Money 99 with Money 2004 Deluxe, in part because it stopped updating my Fidelity accounts some months ago. I was told then MS no longer supported Money 99 and I should upgrade. Anyway, with the new Money 2004 install, Online Services Manager indicates Fidelity Investments needs to be updated. After going through the motions of updating, the system indicates update for OFX02051 was successful and directs me to read a message from OFX02051 it. That message starts with one of those nerve jarring Windows "you made a mistake" sounds and says "C:\microsoft money\system\bds\USAFidelity Distributors Corporation\Info.htm" cannot be opened. Online Services Manager still shows Fidelity needs to be updates. Attempts to update my Fidelity accounts fail even though accounts with another brokerage are updated. Any suggestions on how to fix? -- Justin Emalius Epox 8KTA3 AMD Duron 850 384 MB generic SDRAM WIN XP Pro SP1 Tag: Income/Expenses will not transfer to tax items Tag: 157496
  - 14
    - Setting up 2 separate users Can anyone tell me how to set up 2 separate users on Microsoft money. My boyfriend and I share our computer but want to keep things separate. I have tried, but when I go to download it won't allow me to specify dates, and usually I download his money into mine. Its so weird. Any help is great. Thanks. Tag: Income/Expenses will not transfer to tax items Tag: 157495
  - 15
    - Upgrade to Deluxe 2004 ? I have Money 2000 on my Computer and it works fine. I have no problems and track 8 different investment accounts. Would I gain anything by going to 2004. According to the web site I see no real advantage in upgrading. Any thoughts, Thanks Tag: Income/Expenses will not transfer to tax items Tag: 157493
  - 16
    - Don't want retirement under investment account category Hi all, I've been trying to add my retirement account in M04. This account is a government plan based on percentage of salary, plus interest. I have no control over it, so I don't want it in the Investment Account section my my Accounts, as it throws off my portfolio. How can I move this account out of that category and what would be the best way to do this? Thanks in advance Tag: Income/Expenses will not transfer to tax items Tag: 157487
  - 17
    - Money Business 2003 V 2004 Hi Have been using business 2k for several years; lots of "closeouts" available on business 2003. I try to upgrade every few years; any real advantage to the 2004 business version over the 2003? Also skeptical of bugs in newest versions; anything to worry about here? Thanks! Lew Best Tag: Income/Expenses will not transfer to tax items Tag: 157483
  - 18
    - Money cannot creare a temporary file in 'C:\Documents and Settings\[USER]\Local Settings\Temp' Hi, I just started to get this kind of error message when I make bakups with my Money 2003 Deluxe: "Money cannot creare a temporary file in 'C:\Documents and Settings\[USER]\Local Settings\Temp'". I checked the folder mentioned and my WinXP user account has the privilges on that folder (as it is supposed to have). How I can solve it? Thank in advance. Di Fresco Marco Tag: Income/Expenses will not transfer to tax items Tag: 157482
  - 19
    - error after clicking accept When I try to accept a downloaded transaction, I get an error that money needs to close because of an error. Any ideas? Tag: Income/Expenses will not transfer to tax items Tag: 157480
  - 20
    - Account discrepancy One of my credit card accounts in Money 2004 has developed a multiple personality disorder. The balance displayed on the account register is $20.31. However, the Debt Reduction Planner shows that the account has an $821 balance; i.e., an $800 discrepancy, with rounding. I just received the most recent statement for the account. When I go to the Balance Account wizard, the 'total amount owed last month' (i.e., the opening balance) is $800 higher than it should be--and $800 higher than the 'total amount owed this month' (i.e., the closing balance). Although I can enter an $800 adjustment, this shouldn't be needed; the account's opening balance (from Spring 2003) is zero and there aren't that many transactions. I balanced fine with the last statement. And as of the closing date of the last statement, the balance is fine. It's a complete mystery. What would cause this? IMO, there is some kind of corruption with this account, at least. Are there any tools that can verify the integrity of an MNY file? Tag: Income/Expenses will not transfer to tax items Tag: 157472
  - 21
    - www.officemax.com -------------------------------------- have you seen the weekly ad for www.officemax.com here in dallas texas we have .................... --taxcut standard for 9.99 after rebate (box label) --money 2004 standard free after rebate (box label) --norton antivirus upgrade free after rebate --norton antispam upgrade free after rebate --norton internet security upgrade free after rebate --------------------------------------------------- Tag: Income/Expenses will not transfer to tax items Tag: 157470
  - 22
    - Unable to re-install Money Deluxe 2004 I recently had to reformat my hard drive. My version of Money 2004 was a downloaded trial which I later purchased. After re-installing MM2004 I could not access the program because it "appeared" that the trial period had expired. I checked the email that was sent after the purchase and it only provided an Activation Code. I called Microsoft who after an hour admitted defeat and nformed me that the would send me a "real" installable version CD with a product key. Does anyone know of another way around this until I get this CD in the mail? Tag: Income/Expenses will not transfer to tax items Tag: 157466
  - 23
    - Notes missing in 2004 I just upgraded to 2004 and seemed to have lost the notes area on the homepage - anyone know where that went, if I can get that info back (I had dollar figures I need and can't remember). Adele Tag: Income/Expenses will not transfer to tax items Tag: 157462
  - 24
    - downloaded bank statements do not appear in account register I have Money 2003 and when I download my bank transactions they import but when I try to review the statement the screen goes to the account register but nothing appears. I have deleted my temp internet files and still nothing happens. Is there a fix out there? Do I need to reinstall? I would not like to lose my money info. Tag: Income/Expenses will not transfer to tax items Tag: 157461
  - 25
    - International Version I can't find any details of information about the international version. Anyone? Tim Koltek tkoltek@homail.com Tag: Income/Expenses will not transfer to tax items Tag: 157458
- Next
  - 1
    - Strange Happenings I just upgraded to windows xp and reinstalled Money 2000. Now, whenever I open money, I get a message under header msmoney.exe : "There is no disk in the drive. Please insert a disk in drive e". (e is my dvd/cd drive). I simply click on cancel and the program continues on. The warning, and my having to clear it, occurs for every page change in money. This problem does not occur if there is a disk in the drive and it seems any old disk will do. Thanks for your help. Tag: Income/Expenses will not transfer to tax items Tag: 157456
  - 2
    - 401k deposits I have three mutual funds that comprise my retirement portfolio. Each fund gets an automatic deposit every two weeks. I can't figure out how to set my funds up for recurring deposits. I can do it under "contributions" for the retirement portfolio as a whole, but I can't add a specific dollar amount every two weeks to each fund. Can any help. Thank you. Tag: Income/Expenses will not transfer to tax items Tag: 157454
  - 3
    - Tracking mortgage escrow accout Has anyone setup an account to track the impound/escrow account used to pay taxes, insurance in Money. I can create the account, but I am unable to change the mortgage payment to transfer money into this account rather than just show an expense for insurance and taxes. Regards, Tom Tag: Income/Expenses will not transfer to tax items Tag: 157449
  - 4
    - Please Consult Before Posting: Unofficial FAQ Available An unofficial FAQ for this newsgroup is available at http://www.bollar.org/msmoney. The source FAQ was last updated Wednesday, December 31, 2003, though the web version may not have this version posted immediately. 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. 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 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: Income/Expenses will not transfer to tax items Tag: 157448
  - 5
    - Runtime Error Please help. It's driving me mad. Installed Money 2004 however get runtime error message. C:\PROGRAM FILES\MICROSOFT MONEY\SYSTEM\MSMONEY.EXE Abnormal program termination. Have followed instructions on Knowledge Base number 305254 with out any luck. Running XP Home Edition ( all updates), Anyone able to help me? Regards Dave Tag: Income/Expenses will not transfer to tax items Tag: 157433
  - 6
    - transferring money 99 files to money 2001 Hello, I just bought a new computer with XP and Money 2001. Currently, all of my financial information is in my Money 99 files on my old computer. I saved my money 99 files to a cd and tried to open them in my new money 2001, and I received this message: "Money cannot locate 'E:Msmoney' or cannot open it possibly because it is a read-only file or your disk drive is write protected. If you have chosen the correct file and it cannot be accessed, you will need to open your most recent backup file." What does this mean? All that I want to do is transfer all of my financial information from my old computer with Money 99 to my new computer with XP and Money 2001. How do I do this? Thank you for any help you can provide. Murphy Tag: Income/Expenses will not transfer to tax items Tag: 157432
  - 7
    - Bug with Money 2004 and Balance Pop-up I have had a problem a couple of times when I try to balance an account. I enter the Ending Balance and Interest and the next button will not work. I cancel try again, same thing. It is a hit and miss thing. Sometimes closing money will work or a reboot will work. Has this been reported or is there a work-around? I upgraded from 2002 and it seems like there is a lot of little bugs like this every where. The Refresh after printing checks it a little heavy on the resource and flickers quite a bit. Chris Tag: Income/Expenses will not transfer to tax items Tag: 157430
  - 8
    - GM Card any one know why the GM credit card is not listed in the account menu? thank Tag: Income/Expenses will not transfer to tax items Tag: 157429
  - 9
    - Closing out old year Happy new year to all! I am a newcommer to MS Money 2003 and I need to know how to close out the year and begin a new year. I have searched through the help function and I can find nothing regarding this topic. Is the program designed to continue adding data year after year in the same db file? I appreciate any help on this topic. Tag: Income/Expenses will not transfer to tax items Tag: 157428
  - 10
    - MS Money 2000 and 2004 download formats question Please help. I just started using Money 2000, and found that the "Memo" and "Payee" information is entered into the wrong fields. I saw the free trial offer of Money 2004 and thought I'd try it and see if the newer version did it correctly, but it didn't. I really like the products, but not if I have to manually correct every single entry. Is there a way to change which fields downloaded data is entered in? Thank you very much Hugh Tag: Income/Expenses will not transfer to tax items Tag: 157424
  - 11
    - Beginning a new year Happy new year to all! I am a newcommer to MS Money 2003 and I need to know how to close out the year and begin a new year. I have searched through the help function and I can find nothing regarding this topic. Is the program designed to continue adding data year after year in the same db file? I appreciate any help on this topic. Tag: Income/Expenses will not transfer to tax items Tag: 157423
  - 12
    - Investment Price History I am trying to view my entire price history for an investment and Money will only show me the last year. How do I change the dates to show all of my price history entries? Tag: Income/Expenses will not transfer to tax items Tag: 157422
  - 13
    - EL DOLAR DE LA REVOLUCION Aquí está la oportunidad que le pondrá en el dinero en 3 días. Su tan nuevo que solamente 22 personas han aumentado. Los primeros 100 recibirán un benz de Mercedes cuando 50000 personas alistan. Los primer 1000 miembros consiguen a dinero 100% garantía trasera. Ensamblé 0n 01-03-2004 y he hecho que mi dinero se mueva hacia atrás y ya esta en mi beneficio. Son así que confidente usted hará el dinero que las primeras 1000 personas pueden conseguir su dinero detrás en la primera basura de 15 days.Entre más pronto vaya a mi sitio le ayudaré: http:// www.dollarrevolution.com?1282 http:// www.dollarrevolution.com?1282 Tag: Income/Expenses will not transfer to tax items Tag: 157417
  - 14
    - Error - You have no transactions for the item you selected When generating reports it shows for some categories a $ amount but when clicking on it to see the transaction it can't find any. I already ran the salvage program to fix any error in the file but it's still happening. Any solutions. I'm using Money 2003. Axel Tag: Income/Expenses will not transfer to tax items Tag: 157415
  - 15
    - Can you use Money Data backup with other Mocrosoft Program? I "lost" my desktop with Money and data on it. I have my Money data back up on a 3.5 disk too. Is there any way to open/use the 3.5 disk on a different machine with Excel or Word? (do not have Money on different machine)??? Plan on reinstalling and using Money when it's fixed. For now, just need to get at data. Tag: Income/Expenses will not transfer to tax items Tag: 157413
  - 16
    - new transactions match on old, cleared transactions Is there any way to stop the attempted match of new downloaded bank transaction against old, cleared transactions? This happens constantly and makes no sense - if a transaction is marked as 'C', it shouldn't be matched against a new transaction. I don't want to have to manually 'unmatch' each of these, but I also don't want to turn off matching altogether since I do want new transactions to match against un-cleared transactions when appropriate. Help? Thanks. Tag: Income/Expenses will not transfer to tax items Tag: 157412
  - 17
    - Money 2000 My hard drive crash, but before it happened I saved all my files. I had Money 2000 on a floppy disc. I an not able to retore my information. I try and open the file, the program states that it needs to restore, and when it trys to open the the file, I receive an error message that it the file is read only. I have changed the attributes, but still it will not open with my information. What do I need to do to restore my money information?? Tag: Income/Expenses will not transfer to tax items Tag: 157411
  - 18
    - Online Update seems to fail In my Portfolio section, I choose to "Update Stocks Online," and although the screen seems to go through its usual machinations of calling and completing the contact, the updates do not occur. My last update was 12/6; I've been able to update critical prices online by clicking through to the stock reports, and then entering prices manually. To my knowledge, no new software or protection was put onto my computer; no changes in settings that I'm aware of; I've not changed ISP; rebooted repeatedly; about out of the usual "largely computer illiterate" options, and still can't locate the problem. Any suggestions, anyone? Tag: Income/Expenses will not transfer to tax items Tag: 157406
  - 19
    - Why upgrade Money 03 to 04? Being a software developer I have no problem with upgrading, but I'm having a problem upgrading from Money 2003 to 2004. Namely I see no changes or improvements to the software. Is there anyone that could give a viable reason to upgrade from Money 03 to 04? Tag: Income/Expenses will not transfer to tax items Tag: 157405
  - 20
    - Imports from Quicken2004 show zero balances in MM2004 I was hoping that when I import Quicken 2004 files to Microsoft Money 2004 all my prior entries (since 1996)in Quicken would appear in MS Money. The accounts all imported correctly but they all show $0.00 balances. Probably I am not doing something correctly. Any help will be greatly appreciated. Thank you for your kind attention. Tag: Income/Expenses will not transfer to tax items Tag: 157404
  - 21
    - Account balance discrepancies I have noticed that of 7 investment accounts after I Get Online Statements 3 of the 7 accounts show different amounts between Bank Balance and Local Balance. 1 is as little as $20, but the other 2 are in the $1000's... I can do adjustments to the cash account to get that to agree, but how is it possible to do that with the investment account itself? I am sure it probably has to so with splits or reorgs..There way to many transactions in one of the accounts to even try to look thru it and see what it could be. SO I felt it would be better to just make an adjustment and put a note in for that. This is Money 2004 Deluxe and the online statements are all from Schwab. thank you Tag: Income/Expenses will not transfer to tax items Tag: 157400
  - 22
    - cant download info from my bank in money 2004 i can connect to my bank and i can download the info but the report does not show up in money, how do i fix this. Tag: Income/Expenses will not transfer to tax items Tag: 157399
  - 23
    - "Medical Savings Accounts" All, Any pitfalls or tricks to tracking medical or childcare savings accounts (pretax accounts)? Should I just create new accounts, call them savings accounts and transfer pretax dollars from each paycheck into them, and then transfer dollars from the accounts to my checking accounts as expenses are reimbursed? Ben. Tag: Income/Expenses will not transfer to tax items Tag: 157395
  - 24
    - Billpay and Brokerage Account I registered for MSN (Checkfree) Billpay and registered my core cash account of my Fidelity Brokerage Account. However, when completing set-up from within MS-Money, this core cash account is not one of the available bank accounts from which I can initiate payments. I have successfully used Checkfree and this Fidelity Cash Account in the past but Money 2004 doesn't seem to allow me to complete the set-up with this account. Have others faced this issue? Tag: Income/Expenses will not transfer to tax items Tag: 157393
  - 25
    - GM Card and Direct Services (2-Way) I'm trying to setup online services for a GM credit card in M03. Has anyone done this successfully, for Direct Services (2-Way)? GM/(Household Bank)'s helpful tech support say they support Direct Services (2-Way), they even verified this a second time. Unfortunately, Money doesn?t have them in their list of financial institutions. After pointing tech support to the list on Money's website, they acknowledged that 'Household Bank ... does not seem to be currently listed'. They suggested I contact Money Support directly to address this. Strangely, though, in M03, I see an entry for Household Credit Services (even more strange, though, this entry is not on the Money web site). So, I selected this, but got a message "No online services available for Household Credit Services". I'm suspicious this is a case of GM Card/Household Bank actually working with Direct Services (2-Way), but for some unknown reason Microsoft removed them from the financial institution list. Any suggestions? Tag: Income/Expenses will not transfer to tax items Tag: 157391

I have identified all taxable categories and entered the
form and line item that they relate to. Yet none of the
data is transfering as "taxable items even when I identify
the specific item and click add. I upgraded to Money
Deluxe around March of last year. All other data
transferred OK.

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