Budgets and Credit Cards
I am trying to set up my budget in Money. I have several
credit cards with outstanding balances. I want to set up
my budget to make sure I can afford to make at least the
minimum payments each month. I have each credit card
account set up in Money and my checking account set up.
The payments are showing up under each account fine. The
trouble is I can't figure out how to track these payments
in the budget. The budget appears to be able to track the
intrest paid to the credit cards fine but the principle
portion of the payments does not appear to be accounted
for. Tag: Installing Money Tag: 176415
Any updates on 2005 online services??????
Has anybody got any update on when, and if, Money 2005
will be able to use the online services with yodlee? I
stil get the "unavailable error"
Thanks
DS Tag: Installing Money Tag: 176413
Override downloaded ticker symbol
I download my portfolio from TD Waterhouse which I think uses the CUSIP
symbol to represent options and not the .xxxxx symbol. I have a number of
accounts and often I have the same option in both. Money always asks if
this is the same equity or option as another one, lets me select it from the
list, but it refuses to accept that I want to keep the existing symbol. It
pops up that confusing Yes No Cancel dialog and just goes in circles. Any
way to get around this? I end up getting duplicated transactions, multipls
copies ofthe same equity and have to manually try to fix it all. Tag: Installing Money Tag: 176409
Import Smith Barney Excel.csv data
I would like to import my Smith Barney statements to
MS Money2003 via the SB, Portfolio, Download transactions
method. When I did this, it created an Excel.cvs. When
I went back to MSMoney, I could not figure out how to
import the excel file data. It discusses imports of
Quicken QIF or an OFC file, but does not mention .csv, or
any other .extension choice that SB gave me -that I could
see.
Smith Barney says I can import the Excel file to
Money, but they refuse to tell me how once I have created
the file from their website.
I do not want to use the SB $3monthly automatic method.
Can you please help me?
Sincerely, Howard Tag: Installing Money Tag: 176399
Money 2005---wait awhile
I have upgraded Money several times over the years, and might again from
2004 to 2005. However, I have been REALLY stupid in doing it. I also use
TaxCut every year. If you wait until Tax Cut comes out (late in 2004) you
nearly always get a coupon for a huge discount (or free) Money. The last
couple years, Money 2004 and Money 2003 Standard was "free" with the mail in
thing. Deluxe was something like $20 off.
I am only pointing this out to my fellow Money users, so you don't waste
money unless you HAVE to have the new version right away. Also, never buy
TaxCut from H.R. Block. It's a huge rip-off. Getting the rebate was a pain
(did this twice), delivery was slow and I had to pay shipping. Buy it at
Staples---got there the same day H.R.Block started to ship, was cheaper, had
a rebate and delivery took only as long as the car ride home. The only
advantage of buying direct from H.R. Block was to Henry Block, not to me.
FWIW. Tag: Installing Money Tag: 176396
Help - Adding Online Services
Can anyone help me with the following:
My financial institution now has full online support for
MSMoney. Too bad they're not listed in Money 2004.
Can anyone tell me how to get this set up?
I thought I would just try copying another from
FIPARTNR.INI and editing the web sites, but am not sure
what all the fields represent.
Thanks,
Tom Catyb Tag: Installing Money Tag: 176393
UP GRADE FROM MONEY 99 TO MONEY 2004
DOES ANY ONE KNOWS HOW CAN I CHANGE MI VERSION FROM MONEY
99 (THAT I HAVE) TO MONEY 2004 (THAT I HAVE BUY)
THANK YOU Tag: Installing Money Tag: 176391
Money 2003 -> 2005 Upgrade
When I upgraded to M05 from M03, I thought it was going to be flawless.
Yeah, right. I synched with my banks, and M05 created new accounts. I
tried to use the Merge Accounts "feature", but neither my original account
or the newly created account were in there. I had to remove online services
from both accounts, delete the newly created account, re-add online account
access, and re-synch with the bank. This created another newly created
account, but this time the accounts were listed in the merge account
"feature". What a pain in my ASS! Tag: Installing Money Tag: 176387
MSN Account Info
I originally turned MSN synchronization on. Now, I have selected to turn
off synchronization, and when I try to remove my account information from
MSN, I get a synch error. It won't let me remove my account information
from MSN. ARGH! Tag: Installing Money Tag: 176385
Putnum 401k - GONE!
I purchased M05 so I could download transactions from my Putnum 401k
account. Now, I see that Putnum 401K is not supported anymore. This is a
bunch of GARBAGE! Tag: Installing Money Tag: 176384
MS Money XML Report Format
Does anyone know where I can find a formal description of the XML report
format Microsoft Money uses when you save a report as XML? I am thinking
of an XML Schema or DTD, but a textual description would be good (or
possibly even better) as well.
I have had a look at a few examples from my own Money file and it
doesn't look too complex. But as I want to parse these files in my own
program, I would like to understand all the possible permutations and
combinations which could be produced under a whole range of
circumstances. I've googled the net to death but to no avail.
Thanks in advance for any pointers!
Colin Smale Tag: Installing Money Tag: 176383
Initial REaction to 2005
Yuck. Ok, it isn't that bad though I cannot find a thing yet. It made me
change my password to my bank before it would update (download in 2005
speak) and wouldn't update Morgan Keegan last night. This morning it
wouldn't update Morgan Keegan or Fidelity. And it scares you to death with
rows and rows of error messages though it seems just not to connect. It
updates faster and maybe doesn't try as many times. I don't know. I went
to my other computer where I kept Money 2004 and Morgan Keegan updated just
fine. Tag: Installing Money Tag: 176382
Money 2005 won't let me pay my credit card bill
I have my credit card setup as an account in Money 2005 as well as my bank
account which is linked to msn bill pay. When I attempt make an online
payment to my credit card company Money insists on transferring funds
between accounts and will not let me submit a payment request via msn bill
pay. This is new to 2005 since I have done this transaction numerous times
using Money 2004 before "upgrading" to Money 2005.
Pierre Aterianus Tag: Installing Money Tag: 176379
SP2 Issue on Sharing a Money 2005 File
One of the features I was interesting in with Money 2005
was the ability to share the file with another .NET
Passport. I can't make this work. First Microsoft
Technical support confirmed that having Windows XP SP2
installed causes a problem - I would just get the
rotating arrow and no box to enter the 2nd .NET
Passport. I then installed Money on 2 different machines
with Windows XP SP1, and tried again, even starting with
a brand new Money file and new .NET Passports. I was
able to go further, but after inputing the 2nd .NET
Passport, then being asked to sign in, I got that same
stupid rotating arrow that never went away, no timeout,
no cancel button. I have given up and have gone back to
Money 2004 because there is not enough in Money 2005
considering what I give up. I would think Microsoft
would be embarrased to release a new product that has an
issue with SP2, AFTER SP2 was released.
Has anyone been sucessful to use this new feature in
Money 2005? Tag: Installing Money Tag: 176370
Money 2005 in German
Hello
The last version in German ist the Money 2000
Please translate the Money 2005 in German !! Tag: Installing Money Tag: 176369
Why the large YLPGSCAT.DAT?
I'm trying to set up a backup regime on my PC (W2K) and so am having a
look at files on my system.
I have MS Money 2003 installed and it has created a file "C:\Documents
and Settings\All Users\Application
Data\Microsoft\Money\11.0\Webcache\ylpgscat.dat" that takes up 11MB.
Why is it there? I don't know if there is a requirement for Webcaching
that requires me to have this file.
Is there a list (anywhere) that contains file listings saying what a
file is and giving information on whether it is useful or not?
Wouldn't it be a great idea if we could pool our resources and
experiences and produce a document of that sort? (idealistic, I
know... but I'm relatively new to this game).
Anyone with any ideas? Tag: Installing Money Tag: 176366
Money 2001 Std vs 2004 or 2005
Hi,
I'm considering upgrading from Money 2001 Std. to either 2004 or 2005
and interested in your experience/opinions. Is mostly to keep my
software current as Money 2001 is robust enough for my needs, though
I worry that eventually the banks will only accept software that is
just a couple of years old.
Interested in any major improvements to newer versions and especially
in any drawbacks having to do with removal or replacement of features.
About the only bad behavior I encounter in Money 2001 is when it
labels transactions imported on bank statements after previous
transactions having nothing to do with the current one. For
instance... If I charge record a check for $60 and make it payable to
Bank #1, Money sometimes labels a whole bunch of transactions the same
way. Doesn't even have to be similar names or amounts. Sometimes its
just too "intuitive" for its own good. Is minor annoyance, but still
out there.
One major concern I have about newer versions is "too much security".
Let me explain:
I am running multiple copies of my WIN XP Pro OS on multiple hard
drives within the same computer. These are perfectly legal clones of
the OS on the first hard drive and its just one of those redundancy
(or paranoia) things I tend to do. I normally install applications to
anything but "C" drive, but of course they still place lines in the
Windows registry.
When I installed Money 2001 I encountered a situation where the
program generated a unique license or ID number for each installation,
thereby interfering with my system or method of installing from or
onto each operating system partition, but having all of the OS's share
one instance of the application's files (i.e. Winxp 1 on disk 0 and
Winxp 2 on disk 1 which are both "C" partitions, actually used the
Money Installation on a logical drive "E" for instance). I found a
work around and exported the registry branch for Money 2001 from one
XP OS's partition and imported to both of the others after logging
onto them. It worked and I have had no operational problems since.
However....Does anyone use a setup at least remotely similar to mine,
and if so, were you able to access Money from the first OS Partition
on which you installed it after having added it to another OS
Partition within your system? If I'm not able to install Money on each
partition as described above, I may as well stick with old version.
Thanks for any ideas/input/feedback.
Larry Tag: Installing Money Tag: 176364
Unable to retrieve back up from USB drive
I had my money 2003 backup file on a USB drive. Had to
reformat the hard drive and re-install money. Now I am
unable to restore my data from the USB drive. After
opening Money, attempting to restore from back up, i get
the error, "cannot locate C:\documents and settings\my
documents\my money or cannot open it, possibly because it
is a read only file or you do not have permission to
change it or your disk drive is write protected." any
ideas why it will not allow me to do this? Also received
the same error message when attempting to restore from a
CD.
Matt Tag: Installing Money Tag: 176354
Re-Install Money 2005
I installed Money 2005 Deluxe on my PC (via download); now
I want to install it on my laptop; how I can download file
again? Tag: Installing Money Tag: 176353
Dissapointed with new version
Other than making their app seem pretty I can't believe
the small business version falls so short in the simplest
ways.
Recurring Invoices should be something they should have
added by now since it would make my life easier every
month come billing time and the invoice designer does nto
work!!!!!!!!!!!!
That is just for starters but get those 2 to work and I
will be a happy man, if not it looks like it is time for
me to look somewhere else for a better app. Tag: Installing Money Tag: 176343
Money 2004
I am attempting to re-install Microsoft Money 2004 Deluxe
on my computer and I keep getting this error message:
"Your system is not properly configured to install Money
2004. Log in as default and try to install again." I
have had this running on my computer previously with no
problems. Tag: Installing Money Tag: 176341
Money Deluxe 2004 trial upgrade problems
I downloaded the trial for deluxe a couple of months ago
and recently, through money, upgraded to the real version
for $42.50. They gave me a number which i stupidly didn't
write down. Then something downloaded onto my computer and
the "trial version" seemed to go away. The very next day I
go to it and it says "trial version" again. My questions
are:
1. Will i be sent a cd of money in the mail soon?
2. Do i need to use that number to do something with the
program to make it better again?
3. Can i ever be sent that number again?
PLEASE somebody HELP ME, Please! I dont want to be screwed
out of my 42 bucks Tag: Installing Money Tag: 176337
List of stocks/investments in 2005
In my previous version of money I was able to get to a list of investments.
I could scroll around through the dropdown at the top of the window and then
make changes, delete them, etc. Has this feature been taken away? How can
I delete an investment that I can't get to? Tag: Installing Money Tag: 176336
Microsoft Money Deluxe 2005
My bank isn't listed when I set up an account, but I once
got to a screen that was going to allow me to acess my
bank through money. I didn't have the time to set up the
connection at that time and for the life of me I cannot
find it again. Does anyone know how I can get there
again?
My bank does support online banking and I am able to
access my bank account info through thier website just
finr, but I would like to import that info into money.
Please help Tag: Installing Money Tag: 176327
Money Advertisement Icons
After performing an "Internet Update" MS Money places two
icons on my desktop. They are for "Bank One" and "$50
Bonus - ING Direct". I have deleted them but every time
I do an internet update they are replaced. This just
started happening last week. Any ideas on how to fix
would be appreciated.
Thanks,
John Tag: Installing Money Tag: 176326
2005 New Features?
So I've had 2005 Deluxe for a few days now and I can't find any new features
that an "average" person would use. Can we start a list of cool, neat, or
timesaving new features that people have found? Tag: Installing Money Tag: 176323
Printing checks...
Is there any way to get Money 2005 to print the account
number stored for the Payee on a check without always
having to type it into the memo field? Tag: Installing Money Tag: 176322
Money 2005 Calendar
Is there any way to pring out the bill calendar? Quicken
allowed you to do this and it was one of the more awesome
features in Quicken. Tag: Installing Money Tag: 176321
Who writes this crap anyway?
I want to know if any of the developers use this program to manage anything
more than their allowance? Tag: Installing Money Tag: 176320
Way to import xls/csv files to money bank accounts
Hi
I am interested in knowing if there is anyway to import
csv/sxls files into microsoft money? I have recently
started using MS money. I was keeping all my historical
data in an xls file directly downloaded from financial
institution.
Thanks Tag: Installing Money Tag: 176303
Money 2005 Customers Feel Short Changed
Looks like the voice's in this newsgroup are soon to be heard loud and clear
in Redmond now.
http://www.betanews.com/article/1096259696 Tag: Installing Money Tag: 176302
Massive Random Upgrade Corruption in Money 2005
In going from Money 2004 to 2005 I am getting random corruption. I have
done the upgrade multiple times and get different results each time. There
are three main problems that I have been able to identify already.
1. Opening Balances on accounts reset to 0.
2. Upcoming bills duplicated up to 10 times.
3. Categories duplicated up to 5 times.
All 3 problems can be time consumingly repaired manually. However I have a
fear of the problems I don't see. Also it really scares me that it changes
everytime I do the upgrade. I have been using Money since '97 and have had
little problems with online downloads and logins. This is by far the worst
problem I have had yet, what happened with this product? Tag: Installing Money Tag: 176301
just broke down and bought it...
Alright--with all of the craziness going on here, I
decided to buy 2005 deluxe.
I may get shot for this: but, I like it. Everything
converted just fine.
A couple of points:
1. I ran the Standard Error Checker on the .mny file to
ensure it was clean.
2. I made a backup copy (and another just in case!)
3. I installed 2005; however, I created a new .mny file
FIRST instead of letting it do the conversion without
doing the updates.
4. I let the updates download and install; then, I
converted the file.
LASTLY: When I downloaded my c/c accounts I did get a
DUPLICATE. WHY? It is the OTHER credit card in my
wife's name. All I did was "close" the account and it
went away.
Good luck folks. Tag: Installing Money Tag: 176300
Any news from the Sync front?
Hi everybody.
Did somebody have any success in getting the Bill Pay and
sync function to work? As for me, I was with Support on
chat for hours and also submitted some issues, they don't
even know what's going on. It didn't even look like they
are aware of the problem. Thay repeatedly told me that
this is way it is.
I hope we will get this thing done pretty soon.
Greetings.
Steffen Tag: Installing Money Tag: 176297
Money crashing
Hi,
All of a sudden when I close money 99 I get a fatal
exception OE 0177:BFF2DE73. I have uninstalled the program
and reinstalled and still have the problem.....Any ideas?
Thanks,
Bill Tag: Installing Money Tag: 176296
Backing up Money File to CD
Hello. I have been trying to figure out how to backup my
family financial file in Money to a CD-RW. I can't seem
to find the way to select the CD drive. Money only offers
backup to a floppy drive. Does anyone know how to do this?
Thanks for any help you can give.
Burt Tag: Installing Money Tag: 176292
No Home or Car View under Choose a view
In the help they talk about a home and car view under
choose a view on the money home page , there is no
options like this. How do I get money to display these
options? Tag: Installing Money Tag: 176287
Money 2005 Small Business - Custom Invoices gone after upgrade from 2k4?
I upgraded from Money 2k4 Small Business (SB) to Money 2k5
SB last week - and my custom invoice is gone! I've seen
some other posts on this but nothing definitive (yes,
I'ver searched first; TechNet too.)
Fortunately, I said a copy of the invoices to a .INV file
(when I had the portrait/landscape fiasco in 2k4). SO, I
go into Money Invoice Designer and import it. Comes in
fine, and I see my invoice - but when I save it an exit,
the invoice STILL isn't there.
In Money, I tried to import the .INV file, and I get an
error saying it can't import items made before 2002 - wtf?
Do we have a definitive answer on this? I use Money SB to
actually BILL my clients and I can't without my invoice.
Well, I suppose I *can* using a generic/default
invoice...but c'mon, how professional is THAT going to
look?
Hans
OneNetworkTech Consulting
http://www.OneNetworkTech.com
"Harness the power of ONE." Tag: Installing Money Tag: 176286
Payment Method
How can I add a new payment method..
I want to be able to create a payment method of ONLINE,
when making online payments.. Tag: Installing Money Tag: 176282
What is Yodlee?
Hi folks,
I've been hearing a lot about Yodlee (e.g., Microsoft and
other board users). In any case, I checked out the web
site and signed up. Couple of questions:
1. What's the hitch? Completely free?
2. If my bills aren't available directly, what do you do?
3. Can you use it in conjunction with MSFT Money?
Thanks in advance,
JS Tag: Installing Money Tag: 176276
Unable to set-up on-line accounts
Just in case others are having this problem. I purchased
MS 2005 Deluxe two weeks ago and just installed this past
weekend. Totally frustrated. I was unable to setup on-
line accounts so that I can download by banking
information. I kept getting error message "unable to
process try again later" . I called Microsoft support and
they indicated that this is a known bug and there will be
an update either today or tomorrow (9/28).
I hope the update is available today otherwise the
software is totally useless to me.
P.S. I;ve been a quicken user for the past 10 years. Tag: Installing Money Tag: 176273
Home inventory import from Quicken
Anybody know how to import Quicken QHI Home Inventory
files into Money. I finally switched after Quicken no
longer did anything new. This is one area Microsoft did
get better at, but I really do not want to type all that
info in again. Tag: Installing Money Tag: 176271
Money 2005 Small Biz Edition
I am having a problem with the small biz edition of Money
2005. I am not that familiar with the product so hopefully
this will be an easy fix, but according to all the
Microsfot directions, I am doing everything correctly.
I want to create a custom invoice for my company, so I
used the invoice designer and saved it to where ever it
defaults to. OnceI did that, I put all the appropriate
customer info in, and created the invoice. I went to print
it, and it did not have my custom invoice as a selection
possibility, nor was there an option to locate the
template. If I do a step by step according to the
directions according to Microsofts directions, I am doing
everything correctly.
Is there something I might be missing or have forgotten to
do?
Any help in this matter would be greatly appreciated.
Many Thanks!
Mike Tag: Installing Money Tag: 176265
When I try to install Money on my computer, I keep getting
a message that says "Please install from SETUP.EXE not
MONEY.MSI." Please help! This is so frustrating.
>When I try to install Money on my computer, I keep getting
>a message that says "Please install from SETUP.EXE not
>MONEY.MSI." Please help! This is so frustrating.
On your CD try doubleclicking on Setup.exe (or Setup if you do not
see Setup.exe).