Issues with Items not showing on reports

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- Previous
  - 1
    - money express question How can I get money express to update my accounts online? I'm running Money2002. TIA -Megabyte Tag: Issues with Items not showing on reports Tag: 141417
  - 2
    - Refinance Home Could someone tell me how to refinance my home in Money 2002? I have one account with the present loan but when I create the new account with the new bank how do I pay off the old loan?? Any help is appreciated. Tag: Issues with Items not showing on reports Tag: 141416
  - 3
    - *mny still not working I found and copied a file called mymoney0.mny to the JumpDrive, clicked it on. I got a screen asking what I wanted to open it with. Selected Money. It went through the installation questions. Said it would keep a copy of my old version of Money. Went through the conversion, but nothing is there. The file contains approx. 2.1 MB. I also have a My Money Backup d1 and a My Money0 Backup. Tag: Issues with Items not showing on reports Tag: 141411
  - 4
    - Transfer of Data I've used the db1 file. Loaded it to the hard drive, clicked it on from where I stored it and Money begins to 'work' then gets hung up. Must have tried 20 times today. Have also tried restoring from the bak ext. No luck. Is it possible to transfer from 1999 to 2003? Tag: Issues with Items not showing on reports Tag: 141393
  - 5
    - Upgrade from Money 99 to 03 I can't get my backup file into Money 2003 from Money 1999. I transfered all the data to a JumpDrive. It has the ext. bak. I've put it on my C drive and tried to open it from there. I've been on the phone with Compaq for 3 hours and MSFT for 1. No one has been able to help me yet. I've upgraded before it shouldn't be this hard. Thanks Tag: Issues with Items not showing on reports Tag: 141392
  - 6
    - What I'd like to see in Money 2005 I thought that I would just voice a couple of things that I think would make money a even better product. I know its a bit late for Money 2004 now, but something to consider for the 2005 release. Currency rates: At the moment if you want to see the currency rates you have to go into options to list them. Being able to display a customisable list of them as an entry on the home page, or on the portfolio page would be useful. This information is already being synced anyway - likewise - Tourist Rates: Having approximate tourist rates, or tourist rates being offered by a certain provider (Thomas Cook for example here in the UK) and being able to display them on the home page / portfolio. With links to buy current at the rate from the provider and perhaps even Travellers cheques. Premium Bonds: (UK) Proper premium bonds entry in the National Savings section of the Add Investment wizard. Further, the ability to enter the Bond numbers / Holders number into Money and to have it check the bond numbers against the ERNIE information that is available on the National Savings web site. (www.nationalsavings.co.uk) Lottery Numbers: Simple this one. Enter your lottery numbers in a form (for users who play the same numbers) or in a box for random number players and have it check them for you against on-line service results. Endowment Insurance bonus tracking On the Portfolio screen, have a little "Closed" entry appear once the index / Investments market has closed for the day / week. A updated Windows CE based Handheld PC client (in currencies other than US/CAN $ this time please) In the UK edition, if you add the travel icon to the toolbar, the first time you click it, it defaults to Expedia USA, this should default to Expedia.co.uk Thats all I can think of for now. I've submitted these to the 'Wish' Group. Anyone got any other thoughts? Chris Tilley HPC:Factor - http://www.hpcfactor.com/ HPC:Factor SETI Group - http://www.hpcfactor.com/seti/group/ Tag: Issues with Items not showing on reports Tag: 141391
  - 7
    - pocket pc money I purchase a HP IPAQ 2115 and I was trying to download the pocket money pc for pocket pc 2003 and it want let me download. It says it is an error and need to be download on a pocket pc 2002. How do I install the money pocket pc2003 to my new pocket pd? Sincerely, Janet Tag: Issues with Items not showing on reports Tag: 141390
  - 8
    - transferring money 97 to money 00 version 8.0 I need to know if it is possible to transfer data for my older computer and into a newer computer that currently has money 2000 version 8.0. If this is possible please advise me on how to do this.Also, I have opened up a new account and need this data into that acccount. Thank you Sandra Tag: Issues with Items not showing on reports Tag: 141388
  - 9
    - out of memory error message I try to use the "transactions by payee" report report and I get an error message, can't remember what that says, but when I close that window another opens with the error message that it's out of memory and it won't let me close that window or box nor close down the program. Then I do the control/alt/delete and the task manager opens, let's me close the program that way but then I can't close the task manager. HELP! I need that report for our business and I need the task manager to work. The MS Money2002 came installed on my computer and I even installed the program again but it didn't correct the problem. Can I uninstall and then reinstall? Kathy Tag: Issues with Items not showing on reports Tag: 141378
  - 10
    - Reallocating w/ Money 2002 Pretty new to Money Can anyone explain why when I try to reallocate between budget months that it increases/decreases the budgets for that month? e.g. I reallocate $20 from July to June for some category and my total monthly budget for July looks like I have an extra $20 to spend, while June has $20 less. Shouldn't there be no change? Tag: Issues with Items not showing on reports Tag: 141373
  - 11
    - can't restore my back-up I backed-up my files from MS money 2000/windows 98 and installed money 2003/windows XP. When I try to restore the back-up date into money 2003. I get "file is corrupted or is not a .mny file" it is not a .mny file, it is an .mbf file. I can't restore this data and have no other copies. I have tried the repair utilities in the program and the MS money web site. Any ideas?? Tag: Issues with Items not showing on reports Tag: 141370
  - 12
    - Restoring previous version Backups Hi My system had a major crash and needed a new hard drive. Went to install Money 200 on the new drive and my Money 2000 cd must be damaged as it wouldn't install. So I went and bought Money 2003 that installed no problems but it won't allow me to restore my backup Money file from the older version 2000. Can anyone help as I'm really getting desperate and can't seem to locate an old version of Money 2000 to buy to install so that I can recover my data. Any help at all would be greatly appreciated. Thanks Swampy -- Direct access to this group with http://web2news.com http://web2news.com/?microsoft.public.money Tag: Issues with Items not showing on reports Tag: 141364
  - 13
    - Does "Balance this account" EVER work? Every time I try to balance an account, I get the error where I have to close everything down, start up the salv.exe program, and fix the My Money file. Once I start it back up, I can balance the account. Certainly, this is a royal pain. Is there a permanent fix for this? Any assistance would be greatly appreciated DLB Tag: Issues with Items not showing on reports Tag: 141363
  - 14
    - Export to EXCEL Can I export my account list to MS EXCEL so I can edit the transactions, specify the dates etc? Thank you. Tag: Issues with Items not showing on reports Tag: 141355
  - 15
    - print the specific dates of the transaction can I print the specific dates of the transaction in the account list? Tks. Tag: Issues with Items not showing on reports Tag: 141351
  - 16
    - downpayment on hom purchase Does anyone know how to enter a downpayment for a home purchase. I can't seem to figure it out. When I do a transfer from my checking account (where the $ comes from), it actually incrases the value of the home (when it only should include the net value). Thanks in advance for your help, Matt Tag: Issues with Items not showing on reports Tag: 141346
  - 17
    - Ms Money 2000 I have currently installed msmoney2000 on to my computer running XP pro and it needs the CD to run why?? As Administrator it runs find but as a limited user it say that it can not initialize the program and it needs to be re-installed Can Anyone Heeeeeeeeeeeeeeeeeeeeeeellllllllllllllllllppppppppppppppp! !!!!!!!!!!!!!! Tag: Issues with Items not showing on reports Tag: 141345
  - 18
    - reimbursable expenses I'm curious if anyone has used the method in the faq as described at http://www.bollar.org/msmoney/#S4Q3 (method #1 in question #3). Since you are transferring between accounts, you lose the ability to enter categories. How does one track reimbursables by just knowing the payee. I'm in need of a good reimbursable expenses strategy and open to any suggestions. Bob Tag: Issues with Items not showing on reports Tag: 141343
  - 19
    - Manually changing interest Hi, I am entering a loan which started a while ago and has already accrued interest. Money thinks that the interest started today and so its calculated interest is incorrect. I am trying to change the AMOUNT of interest I owe, but any time i make an account adjustment, it adds it to the principal INSTEAD of the interest. I can i fix this? Tag: Issues with Items not showing on reports Tag: 141338
  - 20
    - Epay transactions Greetings: I would like a clarification as to the method of payment for an Epay transaction. When I set up the transaction a notation appears that states the payment will be to the address provided. Question: Does that mean that the payment will be sent by mail or will it be made electronically? Tag: Issues with Items not showing on reports Tag: 141337
  - 21
    - Just started! Project Cash Flow http://www.projectcashflow.com/index2.php?siteId=1288 Tag: Issues with Items not showing on reports Tag: 141335
  - 22
    - Trouble downloading statements Hello, When I click the 'download to Money' icon on my bank's website (also on my master card website) it isn't actually downloading to my computer. I've been using money for almost a year, and have never had trouble with this before... any suggestions?? Thanks! Tag: Issues with Items not showing on reports Tag: 141334
  - 23
    - Money 2004 - Equity Option Problems If anyone has any -Positive- experience with Money 2004 and Equity Options, please post them. I figure that either: - Microsoft doesn't have anyone on their Money team with any experience trading options? - They're targeting Money for Joe Sixpack, who is more concerned with paying the minimum payment on his Visa bill at the last possible minute via epay. Here are my main issues: 1. Money 2003 can't import buy/sell transactions for Equity Options. (Equity transactions from my Vanguard and Scottrade accounts are imported just fine.) You can MANUALLY enter Equity Option transactions, however. I buy/sell a couple of these every week, and probably spend at least an hour a week reconciling which Options have: - Expired - Repurchased - Sold - Sold with an in-the-money covered call 2. Money 2003 can't recognize when an out-of-the-money Equity Option has expired. Money keeps it in your account forever, unless you find it and then MANUALLY enter an "Expire" transaction for the old option. Money also uses the last trade as the value, so your account balance is wrong until you enter the Expire transaction. 3. Money 2003 can't link your investment in the stock to your profits/losses on the options. Last year, one of my stocks was up around 10%, but I made +50% by owning the stock and trading the covered calls. (Yes, I certainly lost money on others.) I've been keeping these figures in my homegrown Excel spreadsheet. It would be nice if Microsoft could figure some of this stuff out! Please post any work-arounds or responses. Thanks! Tag: Issues with Items not showing on reports Tag: 141328
  - 24
    - Converting M99.mny to M2003.mny..... ....I receive this error: "Money cannot open this file because it was created by an incompatible version". My Money 99 is an italian version; I downloaded trial version of M2003 (M11USWEB.exe) and I installed it in a separated folder, anyway M03 changed my files in my original folder and I had to reinstall Money 99 to fix up all. I think the two programs speak a different language... I should like to know if it will be possible to use my M99.mny file with next Money 2004 and if this, or Money 2003, will be available also in italian version (I noted that Italy is not in the list of international site of Money). Thank you. Tag: Issues with Items not showing on reports Tag: 141325
  - 25
    - odd behavior with bill pay to Discover Card This doesn't happen with other bill pays (through Bank One, which uses Checkfree behind the scenes). When I schedule an e-pay say for July 31, the transaction is immediately marked with "E". Obviously, nothing happens to my Checking account register at the bank until July 31. Eventually when July 31 rolls around, when the transaction shows up in my bank, then that statement when downloaded into Money 2003, adds another line to the account register, throwing off all the balances. Q: Why is this e-pay to this party getting marked with "E" when I schedule the payment and not when the payment clears the bank? -- Aloke --- to reply by e-mail remove 123 and change invalid to com Tag: Issues with Items not showing on reports Tag: 141323
- Next
  - 1
    - archive how do I access an achived file that I burned to a CDR? it says that it may be a write protected file, or a read only file. any suggestions? vj Tag: Issues with Items not showing on reports Tag: 141321
  - 2
    - restoring an archived file from a burned cd I archived a file by burning it to a cd. Now it says it can't access the file possible because it is a write protected file or a read only file. I have about 4 years of data on that file, and do not wish for it to be completely lost. Any suggestions? Tag: Issues with Items not showing on reports Tag: 141318
  - 3
    - How can I tell if someone tried to open my MSMoney? Does MS Money log invalid local password attemps? Thx! Tag: Issues with Items not showing on reports Tag: 141314
  - 4
    - Money HOW TO TURN $6 INTO $6,000!!!!!! READING THIS COULD CHANGE YOUR LIFE! I found this on a bulletin board and decided to try it. A little while back, I was browsing through newsgroups, just like you are now,and came across an article similar to this that said you could make thousands of dollars within weeks with only an initial investment of $6.00! So I thought, SURE, this must be a scam,but I was curious, so I kept reading. Anyway, it said that you send $1.00 to each of the 6 names and address stated in the article. You then place your own name and address in the bottom of the list at #6, and post the article in at least 200 newsgroups.(There are thousands) No catch, that was it. So after thinking it over, and talking to a few friends, I thought about trying it. I figured: what have I got to lose except 6 stamps and $6.00, right? Then I invested the measly $6.00. Well GUESS WHAT!!... within 7 days, I started getting money in the mail! I was shocked! I figured it would end soon, but the money just kept coming in. In my first week, I made about $25.00. By the end of the second week I had made a total of over $1,000.00! In the third week I had over $10,000.00 and it's still growing. This is now my fourth week and I have made a total of just over $42,000.00 and it's still coming in rapidly. It's certainly worth $6.00, and 6 stamps, I have spent more than that on the lottery!! Let me tell you how this works and most importantly, why it works....Also, make sure you print a copy of this article NOW, so you can get the information off of it as you need it. I promise you that if you follow the directions exactly, that you will start making more money than you thought possible by doing something so easy! Suggestion: Read this entire message carefully! (print it out or download it.) Follow the simple directions and watch the money come in! It's easy. It's legal. And, your investment is only $6.00 (Plus postage) IMPORTANT: This is not a rip-off; it is not indecent; it is not illegal; and it is virtually no risk - it really works!!!! If all of the following instructions are adhered to, you will receive extraordinary dividends. PLEASE NOTE: Please follow these directions EXACTLY, and $50,000 or more can be yours in 20 to 60 days. This program remains successful because of the honesty and integrity of the participants. Please continue its success by carefully adhering to the instructions. You will now become part of the Mail Order business. In this business your product is not solid and tangible, it's a service. You are in the business of developing Mailing Lists. Many large corporations are happy to pay big bucks for quality lists. However, the money made from the mailing lists is secondary to the income which is made from people like you and me asking to be included in that list. Here are the 4 easy steps to success: STEP 1: Get 6 separate pieces of paper and write the following on each piece of paper;PLEASE PUT ME ON YOUR MAILING LIST. Now get 6 US $1.00 bills and place ONE inside EACH of the 6 pieces of paper so the bill will not be seen through the envelope (to prevent thievery). Next, place one paper in each of the 6 envelopes and seal them. You should now have 6 sealed envelopes, each with a piece of paper stating the above phrase, your name and address, and a $1.00 bill. What you are doing is creating a service. THIS IS ABSOLUTELY LEGAL! You are requesting a legitimate service and you are paying for it! Like most of us I was a little skeptical and a little worried about the legal aspects of it all. So I checked it out with the U.S. Post Office (1-800-725-2161) and they confirmed that it is indeed legal! Mail the 6 envelopes to the following addresses: #1) Leo Chernavsky 189 Leland Farm Rd. Ashland, MA 01721 #2) Skazka 159 Concord Street Framingham, MA 01701 #3) Boris Vaserman 246 Captain Eames Cir. Ashland, MA 01721 #4) Elena Tsiprin 13210 NE 10th Pl Bellevue, WA 98005 #5) Isabelle Vaserman 5531 Lakemont Blvd, SE#203 Bellevue, WA 98006 #6) Patrina Lewis 118 RidgewoodAve Newark, NJ 07108 STEP 2: Now take the #1 name off the list that you see above, move the other names up (6 becomes 5, 5 becomes 4, etc...) and add YOUR Name as number 6 on the list. STEP 3: Change anything you need to, but try to keep this article as close to original as possible. Now, post your amended article to at least 200 newsgroups. (I think there are close to 24,000 groups) All you need is 200, but remember, the more you post, the more money you make! This is perfectly legal! If you have any doubts, refer to Title 18 Sec. 1302 & 1341 of the Postal lottery laws. Keep a copy of these steps for yourself and, whenever you need money, you can use it again, and again. PLEASE REMEMBER that this program remains successful because of the honesty and integrity of the participants and by their carefully adhering to the directions. Look at it this way. If you are of integrity, the program will continue and the money that so many others have received will come your way. NOTE: You may want to retain every name and address sent to you, either on a computer or hard copy and keep the notes people send you. This VERIFIES that you are truly providing a service. (Also, it might be a good idea to wrap the $1 bill in dark paper to reduce the risk of mail theft.) So, as each post is downloaded and the directions carefully followed, six members will be reimbursed for their participation as a List Developer with one dollar each. Your name will move up the list geometrically so that when your name reaches the #1 position you will be receiving thousands of dollars in CASH!!! What an opportunity for only $6.00 ($1.00 for each of the first six people listed above) Send it now, add your own name to the list and you're in business! ---DIRECTIONS ----- FOR HOW TO POST TO NEWSGROUPS------------ Step 1) You do not need to re-type this entire letter to do your own posting. Simply put your cursor at the beginning of this letter and drag your cursor to the bottom of this document, and select 'copy' from the edit menu. This will copy the entire letter into the computer's memory. Step 2) Open a blank 'notepad' file and place your cursor at the top of the blank page. From the 'edit' menu select 'paste'. This will paste a copy of the letter into notepad so that you can add your name to the list. Step 3) Save your new notepad file as a .txt file. If you want to do your postings in different settings, you'll always have this file to go back to. Step 4) Use Netscape or Internet explorer and try searching for various newsgroups (on-line forums, message boards, chat sites, discussions.) Step 5) Visit these message boards and post this article as a new message by highlighting the text of this letter and selecting paste from the edit menu. Fill in the Subject, this will be the header that everyone sees as they scroll through the list of postings in a particular group, click the post message button. You're done with your first one! Congratulations...THAT'S IT! All you have to do is jump to different newsgroups and post away, after you get the hang of it, it will take about 30 seconds for each newsgroup! **REMEMBER, THE MORE NEWSGROUPS YOU POST IN, THE MORE MONEY YOU WILL MAKE!! BUT YOU HAVE TO POST A MINIMUM OF 200** That's it! You will begin receiving money from around the world within days! You may eventually want to rent a P.O.Box due to the large amount of mail you will receive. If you wish to stay anonymous, you can invent a name to use, as long as the postman will deliver it. **JUST MAKE SURE ALL THE ADDRESSES ARE CORRECT.** Now the WHY part: Out of 200 postings, say I receive only 5 replies (a very low example). So then I made $5.00 with my name at #6 on the letter. Now, each of the 5 persons who just sent me $1.00 make the MINIMUM 200 postings, each with my name at #5 and only 5 persons respond to each of the original 5, that is another $25.00 for me, now those 25 each make 200 MINIMUM posts with my name at #4 and only 5 replies each, I will bring in an additional $125.00! Now, those 125 persons turn around and post the MINIMUM 200 with my name at #3 and only receive 5 replies each, I will make an additional $626.00! OK, now here is the fun part, each of those 625 persons post a MINIMUM 200 letters with my name at #2 and they each only receive 5 replies, that just made me $3,125.00!!! Those 3,125 persons will all deliver this message to 200 newsgroups with my name at #1 and if still 5 persons per 200 newsgroups react I will receive $15,625,00! With an original investment of only $6.00! AMAZING! When your name is no longer on the list, you just take the latest posting in the newsgroups, and send out another $6.00 to names on the list, putting your name at number 6 again. And start posting again. The thing to remember is: do you realize that thousands of people all over the world are joining the internet and reading these articles everyday?, JUST LIKE YOU are now!! So, can you afford $6.00 and see if it really works?? I think so... People have said, what if the plan is played out and no one sends you the money? So what! What are the chances of that happening when there are tons of new honest users and new honest people who are joining the internet and newsgroups everyday and are willing to give it a try? Estimates are at 20,000 to 50,000 new users, every day, with thousands of those joining the actual internet. Remember: play FAIRLY and HONESTLY and this will really work. Tag: Issues with Items not showing on reports Tag: 141313
  - 5
    - How to separate reports I have two accounts in money, one personal and one for my condo association. When I do reports it comhines both accounts. How do I separate them? Also when entering transactions all the payees are there for both accounts. When I turn this over to a new treasurer I don't want them to have access to my personal files. Does anyone know how to do this? Tag: Issues with Items not showing on reports Tag: 141310
  - 6
    - Metavante (M&I) abandons billpaying in MS Money I have been using Metavante for billing paying in MS Money 2000. They just sent out a letter notifying users that they are terminating their MS Money services as of the end of July 2003. What other options work with Money 2000? Any preferences? Tag: Issues with Items not showing on reports Tag: 141306
  - 7
    - Out-of-state checks holding period Hello: It's not about Money program but rather about the money itself. I wrote a check to a foreign company. The funds were drawn from my account, but didn't arrive at the recipient's bank. I called Bank One, and they said there's 15 days' holding period for all out-of-state checks, according to federal regulations. I wonder, who keeps the money and, naturally, the interest - is it Bank One (unlikely), or the Fed (most likely)? as I recall, this must be a new development, at least such a long term. Vadim Tag: Issues with Items not showing on reports Tag: 141304
  - 8
    - Managing Inventory I have Money2002, Deluxe & Business. How do I track and manage inventory for a small business with this program? Tag: Issues with Items not showing on reports Tag: 141302
  - 9
    - Multi-Currency Account I have an investment account which has both U.S. and Cdn stocks. Is it better to have 1 account to hold both the U.S. and Cdn stocks or 1 account for each currency. Terry Tag: Issues with Items not showing on reports Tag: 141301
  - 10
    - Money and PocketPC 2002 I am currently using Money 2003 (French version) on my laptop and would like to synchronize with Money PocketPC 2002 (English Version). As-of-today, it does not seem that both versions are compatible (why?). Any solutions for me??? Thanks in advance for your help. Mario Tag: Issues with Items not showing on reports Tag: 141299
  - 11
    - TD Waterhouse duplicating transactions In OFX downloads, the transaction ID <FITID> is supposed to be the same for a given transaction if you download it again. That way Money realizes that a transaction has already been downloaded. Additionally, the file should not include transactions dated before the <DTSTART> date. Failure to do this is not bad if the <FITID> has been maintained. However TD Waterhouse has been, for the last week approximately, been missing on both counts. As a consequence the transactions for the last two months have been trying to duplicate in the downloads. This is tricky to work around. The <FITID> for a given transaction are not limited to a single change but seem to be different each time I have checked. My suggestion is to make sure you have a good backup file before downloading so you can restore the backup if you don't like the download. There are other possible workarounds that vary according to the version of Money you have. And those of you who keep overwriting the same backup file should consider mending your ways! Have more than one fairly recent backup file. That is not specific to TD Waterhouse, but is important to all. Tag: Issues with Items not showing on reports Tag: 141295
  - 12
    - Loan is broken in Money 2k3 I'm trying to get money to recalculate the p&i on past payments. It says it will, but does nothing. The problem is that the first 6 payments look normal, the next 2 registers too high an interest payment, the next 3 register NO interest payments, the next registers a HUGE increase in principal (it's supposed to go DOWN!!!), and the last registers a small increase in principal. Every time I go back to the loan details and try to reconfirm the settings (6.75%, 30yr fixed), it says there are 13 payments to update, but does not touch any of them. Tag: Issues with Items not showing on reports Tag: 141294
  - 13
    - Loan not working correctly- again =( I just realized that my loan information was set up incorrectly, and Im not sure how to fix it. Okay, like I said in my post, I am trying to create a loan which is accruing interest NOW, BUT i dont have to make payments until 05. However, when I try setting up the loan, it doesnt calculate interest now. It just has it at the principal amount and does not start caclulating interest until 2005. Secondly, I have a question about making the payments. I would like to start making payments on my loan now. When I tried to do so under "incorrect" loan account", it won't let me make payments until Nov. '05. Any suggestions to resolve these two problems? Any help would be appreciated! Tag: Issues with Items not showing on reports Tag: 141286
  - 14
    - One more loan question =) Hi, I am trying to pay a loan off EARLY; I plan on making sporadic payments of different amounts. There is interest accruing on the account, but I am not scheduled to make any payments until 2005. I have successfully entered the loan into Money (thanks Bonnie) using the official repayment date (Nov. 2005), but when I try and make a payment to the loan, Money says that I can not do so until 2005. How can I change this so I can make payments of irregular amounts (whatever I can afford for the month) now? Tag: Issues with Items not showing on reports Tag: 141274
  - 15
    - Scheduled Bills Occasionally when I download my bank statement and edit all of the transactions to match my scheduled bills & deposits, some are not recognized. Most of the time when there is a transaction that is a scheduled bill/deposit, it will prompt me to verify if it is one of the scheduled items. However, sometimes it doesn't prompt me and an overdue bill will sit as unpaid accumulating days past due. Is there a way to get scheduled bill to recognize the appropriate transaction without using the skip this occurrence function? Or does it not hurt anything to just use the skip this occurrence function? Thanks in advance for your help. Tag: Issues with Items not showing on reports Tag: 141270
  - 16
    - Suggestions / Help Hi: I would like some advice on setting up the budget and accounts in Money 2003. I have been using excel for years to do our finances but would like to switch to Money 2003. I believe the problems I am having are not unique. I am open to suggestions for improving the workflow. Any help would be appreciated. Here is some background information: * A primary checking account. * A primary savings account * An ING account * Two credit cards * Mortgage * CarLoan * One 401(k) * Two Roth-IRAs I have a fairly detailed budget. All of the monthly bills are on autopay and are deducted automatically from the checking account or charged automatically on one of the credit cards. Here are the problems I am having and some of my suggestions: * I would like to set up the bills as recurring but not have them show up in the budget. (I would like to use my own budget). Currently if I make anything recurring, it gets is own budget entry and I have two budget items for everything and I am not able to delete the ones the Money created from the budget unless I also cancel the recurring/bill feature for them. * For the items/bills that are not due every month, (car insurance (A), real-estate taxes (B), home-insurance (C), car-maintenance etc.) I divide them into 12 and transfer a monthly amount to the savings: (A+B+C..)/12. Whenever a particular item is due, I transfer the amount back to the checking account and pay the bill. How should I set this up? A separate account for each of these items where I "transfer" to each of these accounts monthly and "transfer" back when they are due? My goals for this: o know at a glance how much I have saved for each purpose o be reminded when they are due o easy reconcilliation when they get deducted from my checking/credit account or transferred to/from the savings account. * At the end of every month, I would like to: o Make up for the shortfall in some budget items with excesses in other categories and then if something is remaining in a category, roll some of it over to the next month i.e. say I have a food budget to 200 and I spent only 150 and I know there are guests coming in next month, I would like to roll over the excess 30 to the next month food budget and use 20 to make up for the extra I spent on movies. Or put it in long term savings if I choose to. If there is a deficit, I would like to roll the deficit over so that next month's budget is less. The default behavior would be to just roll the balance or deficit over to the same category automatically. o bills that fall around the end of the month get cashed the next month but I would like to somehow tell Money that they are for previous month without changing the transaction date. * I would like to set up the home and car as assets with loans attached to them and have recurring bills but use my own budget categories for them. * How do I categorize things that I know are temporary, e.g. $20 that I loan to someone this month but get it back next month or I pay $50 for something which has a $40 coming back in 8 weeks as mail in rebate. * How do I reconcile the credit-card payment which show up on both in the checking account and in the credit card statement? * How do I resolve budget items that span two major categories e.g. car insurance. Does it go under insurance or under automobile? (Ideally I would like it to be both but not duplicated). I guess my suggestion is to allow overlapping categories. * Although I anticipate all my transactions to be downloaded from statements, it would be nice to have a way of entering transactions without having to choose the account first. For me accounts are secondary, it is "what" and "how much" that is important. When I start Money, I would like to see a summary of recent transactions (sorted by date) with the account name in the last column. Then I should be able just append a new transaction manually to that list choosing the account the last from a popup menu (after entering date, category, payee, amount etc). This way one can grab a bunch of accumulated receipts and enter them easily without jumping around among accounts. Thanks. --rks. Tag: Issues with Items not showing on reports Tag: 141267
  - 17
    - Weighted Average Price I have a stock in my portfolio that keeps reporting that the value has changed 'x' percent based on a weighted average cost of $0.00. I have only two transactions (buys) for this stock and the price has been input correctly for both transactions. Is there something I am missing to get the weighted average price to calculate correctly? The percent change is being calculated correctly based on what the weighted average cost should be, but as I mentioned the reported weighted average is $0.00. All other stocks in my portfolio have their averages calculated and reported correctly so I can't figure out what could be causing this. I have WinXP Pro SP1 and Money 2003. Thanks in advance for any suggestions. Tag: Issues with Items not showing on reports Tag: 141265
  - 18
    - Unbudgeted expense report I'm looking for a way to easily show/print a report of all unbudgeted expense transactions? When showing the Monthly Budget report, there is one line item for "Other Expenses". I can display those transactions by double-clicking on that line item. But can I print them somehow? Is there a way to do this Money 2002 Deluxe? -Stephen Tag: Issues with Items not showing on reports Tag: 141264
  - 19
    - download stock portfolio prices downloading my stock portfolio on money 2003 takes an average of 4 minutes to download and up to 10 minutes sometimes on my old money 2001 it never took over 2 minutes. what can i do to speed up the downloads Tag: Issues with Items not showing on reports Tag: 141258
  - 20
    - transfer money program to a new computer i need to transfer money 2003 to a new computer using xp my old computer uses millenium can i just copy it? Tag: Issues with Items not showing on reports Tag: 141256
  - 21
    - Cannot sync multiple accounts at one bank. Right now there is a limitation in Money ( I have 2003) where I cannot sync multiple online access accounts to the same bank. Example: I have three different checking accounts at Bank One, yet MSM2003 will only sync with one of them. For ther other two I have to download and import the transactions. Each account has a different userid and password. Does anybody know if there are plans to fix this in the future? Tag: Issues with Items not showing on reports Tag: 141253
  - 22
    - Access to web page for OFX Driver for Money 98 When a file is downloaded from my financial Inst. in the ofx format money 98 says need a file update and askes you to launch your browser to the following web page http://www.microsoft.com/money/ofx This page however is never available for viewing. I have yet to be able to access this page to gain access to the driver needed to fix money 98 to import the ofx files. Any suggestions??? Tag: Issues with Items not showing on reports Tag: 141245
  - 23
    - corrupt Money file Please help After a shutdown of my PC due to a power supply blackout, (and I was working in Money 2003), when I restarted the PC and Money I got the message money has detected that you did not close the file "mbf4373" before exiting Neither the money file or the backup kept in hard disk can be restored.(as the pop us say are corrupt) Does anybody know the message and is there a solution? Kind regards Elias Tag: Issues with Items not showing on reports Tag: 141239
  - 24
    - btp e money 2003 premesso che sono un pò scarso... come s'inserisce il codice di un btp per effettuare l'aggiornamento automatico del valore dello stesso grazie Tag: Issues with Items not showing on reports Tag: 141238
  - 25
    - M2004 Deluxe or Premier I noticed that money 2004 is going to have a deluxe and a premier version. What is the difference between the two?? Tag: Issues with Items not showing on reports Tag: 141231

I need help with Money 2003 Deluxe. Some of my items are
not showing on reports. I have gone into some items and
changed the PAY TO and that works, but I'm not sure why I
should have to do that and what items I'm not seeing in
reports.

Thanks,
Todd

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