Money 05 Biz - Timesheets?
If I switch from QB to MS Money, I need to input
timesheets for billing. Anyone know if 05 has this
feature? I use 2004 for my personal finance, so I know
my way around Money. But for Business use, I'm still
evaluating. Any help would be appreciated. Tag: NEW! MONEY 2006! Tag: 177756
FYI _ Money 2005 FREE Offers
H&R Block Online Tax Filing Offer: Includes, for any
Microsoft Money Premium or Microsoft Money Small Business
product, one individual U.S. federal tax return per
customer using H&R Block's online tax program from
specified links within Microsoft Money software.
Additional fees apply for state return(s), professional
review, premium programs, preparer-assisted preparation,
and other services. Offer good for Microsoft Money 2005
users only, and is valid only for a 2004 tax year return,
completed by August 15, 2005, or a 2005 tax year return
completed by August 15, 2006. License restrictions apply.
Void where prohibited or restricted by law or regulation.
May not be combined with any other special offer or
discount.
Experian Credit Report and Credit Monitoring Offer:
Includes a free one-time credit report and 12 months free
credit monitoring. Receive e-mail notifications of
important changes to your credit file. You must register
for this offer within 2 years of your acquisition of
Microsoft Money 2005, but in no event later than August
31, 2006. Additional terms and conditions apply-see
http: //msmoney.creditexpert.com/OfferTerms for details.
PayCycle Payroll Service Offer: Includes 12 months of
free PayCycle Money Internet-based payroll service for
Microsoft Money Small Business 2005 users. This offer is
available to new PayCycle payroll customers only and must
be completed by December 2006. At the end of the free 12-
month period, the service fee for PayCycle Money will be
$9.99 per month, plus $0.99 per employee per month for
each employee over 5 employees. This monthly service fee
will be automatically charged to your credit card or
direct debited from your bank account until you cancel.
Upon cancellation, service fees charged for partial
months will not be refunded. Prior or existing PayCycle
Money customers will be charged the same price that
PayCycle charges other PayCycle Money customers
subsequent to the free 12-month period if they continue
as PayCycle Money customers. Microsoft Money Small
Business 2005 users who choose a level of service other
than PayCycle Money (for example, PayCycle Household,
PayCycle Basic, or PayCycle Plus) will pay PayCycle's
standard fees for the level of service selected.
GainsKeeper Service Offer: Includes a free 1-year
subscription to GainsKeeper Suite. At the user's request,
subscriptions may be renewed on or before December 31,
2005 for an additional fee. The free GainsKeeper Suite
offer also includes: (a) 75 trades for users of Microsoft
Money 2005 Standard and Deluxe editions; and (b) 125
trades for users of Microsoft Money 2005 Premium and
Small Business editions. For any trades in excess of the
75 and 125 trade limits, users may purchase additional
trade buckets. Service activation required.
One Year Subscription to Money Magazine
Microsoft Money 2005 Premium and 2005 Small Business
editions include a one (1) year subscription to Money
Magazine when customers complete and return the original
subscription order card from the Microsoft product.
Promotion valid only in the 50 United States and District
of Columbia. Expires September 1, 2005.
Microsoft Money 2005 Deluxe and 2005 Standard editions
include an offer for 6 issues of Money Magazine for $4.99
or 13 issues for $9.99 when customers complete and return
the original subscription card from the Microsoft
product. Promotion valid only in the 50 United States and
District of Columbia. Expires September 1, 2005.
Microsoft Money-All Versions. Tag: NEW! MONEY 2006! Tag: 177755
Another customer, sending M2005 back for refund
Listed below is my letter to MS when I shipped my product back with the 30
DMBG. After reading another excellent post (Subject: Open Letter: I'm
skipping M05) in this group I decided this group was a good place to post it
to help others avoid the same issues and just suggest you skip the 2005
version or wait till MS has fixed the issues.
Thanks,
-Tim
----------------
10/6/2004
Dear Microsoft Money Team:
I purchased Money 2005 Deluxe at Costco a few weeks ago and ended up paying
decent price after rebates. I decided to test the conversion a number of
times using MS Virtual PC 2004 on my desktop. I am sad to say I am giving up
and sending it back for the 30 Day Money Back Guarantee.
A few significant issues that force my return decision:
- Existing MSN Bill Pay account would not work. Ended up canceling
MSN BillPay it after a year's service and moved to my free Wells Fargo
BillPay on the web.
- 3 of my accounts were completely off on the balance. My checking
was $14K in the hole and two VISA cards showed me zero balances. These
issues happened on every conversion, but my Money 04 file works fine. Ran
the Quick and Standard repairs on my Money 04 file, same results.
- I had duplicate accounts in the Account Register that looked like
they came from online downloads. It is one thing to "stop typing"
transactions, but I should (need/must) be in control of what accounts are
created in Money, not MS. (Also, the merge account option did not have any
of these duplicate accounts listed, so that was no help)
- Advertising everywhere.... I paid for a product and did not
expect to have it be ad filled MSN web pages. Funny.. I paid $20 a year for
Hotmail Plus and see no more ads on the Hotmail site, but when I pay $50 for
Money 2005 the ads are everywhere and I can't remove with a button click.
- MS does not clearly state the protections to customers about
using MSN Money website online synch. I never used this feature with 04
since I don't need it, but with 05 I need to use it to get access to some of
the "new" banks that were listed on the MS web site as "available." It was
not make clear on the site that this "new" integration worked only through
the web site. So, OK... maybe I would have decided that I was willing to
synch with MSN Money for a single credit card that was only available on the
web site through 'Yodlee integration' but why would I want my checking,
savings and other credit cards which use Direct-2Way through my other banks
to be uploaded as well? As the owner of the information, I should be able to
decide what is uploaded. The "all or nothing" approach just does not apply
to personal financial information.
- Lastly, I feel like my Money 2004 to 2005 upgrade took almost as
much research, planning and testing as my Exchange 5.5 to 2003 migration.
This is 'personal finance software' and it should/does not need to be this
difficult.
Costco would probably let me return it because I could have explained why I
needed to return it, but Microsoft needs to know how releasing products
before they are ready and tested is just bad business. Who here is going to
trust 2006 when it is released? Will I need to setup a test lab for that
version of the software too?
How come MS can spend 2 years and millions on XP SP2 but don't test or hire
real world users of personal finance users for their release team? Was this
product developed in one of the MS India development center where no one
uses it on a daily basis? Did the MVP's test this and provide feedback? Did
the release team review the feedback and make changes which are how the
process is supposed to work?
I have been a participant in the Money newsgroup for a while and if MS
wanted to know what their customers needed and wanted they really just
needed to read posts. A personal finance package should be flexible enough
for the long time users (I have used Money since M98) as well as brand new
customers and this is not the case. (Example, why pull out a small thing
like OFC from this version and break the product for a large number of
customers? How about waiting another cycle until smaller banks migrate to
OFX?)
I am an MCSE and I work for a long time MS Gold Partner and our software
solutions are based on Microsoft technologies. I spend my entire day working
with various MS technologies. I'm very embarrassed that MS released a
product with this many issues and just cannot personally keep "explaining
away" why these things happen. The MS Money team made serious errors in
judgement and release dates with 05 and users need a patch as soon as
possible.
I would like my $48.99 plus WA sales tax refunded and I'll be sticking with
Money 2004 Deluxe for now.
- Tim Tag: NEW! MONEY 2006! Tag: 177754
Online services - account setup unavailable
I'm trying to set up Bank of America for on-line
activity, and I continue to get "Account setup
unavailable". I'm able to set up other accounts, just
not able to do BOA.
Any ideas?
Thanx in advance... Tag: NEW! MONEY 2006! Tag: 177748
Preffered payee matching on download
This is my first time to this forum and I see that there is a lot going on
here. I realized that this quesiton might have been answered, though I
couldn't find it in my searching.
When I have Money download files from my bank, the info from the bank is put
into the memo field. It normally shows up like this:
POS 0929 0927 265197 10224 COORS BYPASSNW ALBUQUERQUE NM
Now I was hoping that Money could match on the string in the middle:
10224 COORS BYPASSNW
because I know that this is "Walmart"
I tried to set it up in preferred payee names, but I can't get it to work.
Has any one succesfully done this and have any pointers. It there a wildcard
in this match so I can say *10224 COORS BYPASSNW* and have is get that?
Thanks,
--Peter Tag: NEW! MONEY 2006! Tag: 177744
Money 2005 Account number displays as xxxxx
I have just upgraded from Money 2004 STD (Australia). All
my account numbers in the 'accounts list' dialog box
display mainly as 'xxxxx. My account numbers are
alphnumeric. They are correct when I open the individual
accounts. Does anyone have a work around or know of a fix
for this bug? Rgds - Pete Tag: NEW! MONEY 2006! Tag: 177739
2005: Update Retirement Account working OK for others?
Every month I use the somewhat tedious Update Retirement Account wizard to
enter the month's 401(k) transactions. Since upgrading to Money 2005, I get
an error at the end of the process when I click the Finish button: "Your
information is being saved. If the problem persists..." When I click OK,
none of my data is saved.
Anyone else having the same problem? I've tried everything...work offline,
delete the online data, recreate the online data, etc. Thanks!
-Doug Tag: NEW! MONEY 2006! Tag: 177733
Reinstall Money 2003
Trying to reinstall Money 2003 after my hard disk was
wiped out. During installation I get this message: Error
1310. Error writing to file C:\ProgramFiles\Microsoft
Money\Media\AVHelp\ACT01.WAV
Help! Rick Tag: NEW! MONEY 2006! Tag: 177732
MS Money 2005 Install
I purchased MS Money from Microsofts web site, Installed
without a problem, Once it completes all updates and asks
to restart money, I come up with the trial version. any
ideas? Tag: NEW! MONEY 2006! Tag: 177731
MSN Money Sync
Money 2005 is unable to sync with MSN Money and as a
result I cannot update my bank information, yet I am able
to update all information on moneycentral.com
I cannot update my Money 2005 file or snyc with the
updated information on the money servers.
The error message says that updates are temporarily
unavailable. Tag: NEW! MONEY 2006! Tag: 177727
Net passport password failure for Money 2001
I've had to reinstall Money 2001 on a new hard-drive, and
I'm no longer able to access my file as it will not accept
my password which was my Hotmail NET Passport password.
There seems to be some companies claiming that they can
crack Money passwords for $50US, but I'm doubtful. Any
advice? Tag: NEW! MONEY 2006! Tag: 177725
Money 2004 no more Credit Expert Experian full credit reports
2004 has 1 year free credit reports, 1 every month. Now I
am only able to get credit SCORE not the full report as
in past and I know I have not used for 1 year. What
happened? Tag: NEW! MONEY 2006! Tag: 177724
Editing Downloaded Paychecks Having Splits
What is the easiest way to edit already downloaded
paycheck direct deposits in Money 2004? I have many
downloaded and the category autopopulation feature has
split them all according to one old incorrect paycheck.
I don't see this kind of advanced functionality in the
find and replace tool which looks like it will only allow
me to replace a single category and not splits. Can the
find and replace be used
We have two different direct deposit paychecks coming in
every week both with the same payee named "Payroll
Deposit" but going into two different accounts. It looks
like money is using one paycheck and its splits for both
paychecks even though they are in 2 different accounts
and are 2 different paychecks/employers. Is there any way
to get Money to treat these separately?
Thank you for your help! Tag: NEW! MONEY 2006! Tag: 177717
Can't complete 2005 Money load
I just bought MS Money 2005 Deluxe and have tried to load
it several times. It almost completes and gives an error
message that it can't load some components. I have turned
off anti-virus software...any clues??? Tag: NEW! MONEY 2006! Tag: 177716
Associating Category with Payee
I am downloading transactions into Money Deluxe 2003 from
my credit card company and when I "edit" and accept them,
I would like to have a specific category specifically be
tied to the payee but this does not happen
automatically. How to solve this? Tag: NEW! MONEY 2006! Tag: 177712
closing account
I have MS Money 2003. I'm recording my mortgage payments, but I recently
sold the house. Is there a simple way of "zero" out the account without
marking the account "closed." By marking the account "closed," MS Money is
recognizing the mortgage account as debt. MS Money 2003 still calculate the
mortgage under "Loans and Liabilities."
Any ideas? Tag: NEW! MONEY 2006! Tag: 177709
Statement download problems - update
OK I figured out how to save my file and then import it.
But I'd still like to simply open the file from my bank
and have my file updated without having to first save it
to my computer. Tag: NEW! MONEY 2006! Tag: 177704
Statement download problems
Ever since I have ran the GDI Plus scanner tool (I had
already installed XP SP2) Money 03 will not download my
statements properly.
I can save them to my computer, but previously I had been
opening them when queried, and the updates were then
automatically made to my file. But now nothing happens -
including not getting the "your file has successfully
been updated" message.
Can this be fixed? Is there some new security setting?
OR, can someone give me the instructions for saving the
download, and then getting Money to update my file from
that.
hanks. Tag: NEW! MONEY 2006! Tag: 177703
Credit Expert service doesn't work!
I bought MS Money 2005 Deluxe yesterday and I at the
Credit Services page, the Join In link doesn't work! It
seems like it's a bug and it is not sending the correct
link to the browser. Additionally, it seems like the
Credit Expert website is not supporting correctly Money
because it is displaying an error page if I try to
workaround the software problem by accessing the
http://msmoney.creditexpert.com website. I call Credit
Expert and they didn't help me and they claimed the
promotion with them had been reedemed and they cannot
provide the one year subscription to the credit monitoring
service.
This is the only place I could find to repor this
annomally, I hope somebody from Microsoft resolve the
issue ASAP.
Thanks,
Joe Tag: NEW! MONEY 2006! Tag: 177702
Deposit Slips
Can you use laser deposit slips with Money? If so, how do
you print them? When I ordered them DELUXE said they were
compatible with MS Money. Tag: NEW! MONEY 2006! Tag: 177701
MSN Bill Pay
There seems to be a problem settings up e-bills for my
credit cards(which both qualify -discover providian)
I have successfully set up other e-bills with various
utilities.
The problem is that when I click on the link to sign up
for e-bills for the credit card, the form from another e-
bill comes up(another e-bill that was successfully signed
up for)
Has anyone had similar problems? Tag: NEW! MONEY 2006! Tag: 177698
old e-mail keeps appearing in sign-in box
I recently changed my e-mail address. I've entered the
new one in the sign-in page, but every time I open Money,
the old one is there. I checked the connections and it
shows the new e-mail as default. How can I purge the old
one from the sign-in box? Tag: NEW! MONEY 2006! Tag: 177693
exporting the portfolio view
I am using Money 2004 Deluxe. I am looking at a standard view under
Portfolio, where all my investment accounts and individual investments
under each account are all listed. I know I can print this view out,
but rather than that, I like to export that into Excel. I was looking
at the export function, but that seems to only do accounts one at a
time. I would like to have the entire view exported to Excel.
Suggestion? Tag: NEW! MONEY 2006! Tag: 177690
Options: can't exercise
Hi
maybe it's me but I have a certain amount of options that
vested end of last month and I've exercised and sold
them. Now all the numbers in money seem to have been set
up properly (at least that's what it looks like). But no
matter what number I enter I get the following error
message: You do not have enough vested shares available
to complete this transaction. Please enter a different
quantity of shares.
As I said playing with the numbers - though it doesn't
reflect reality - does not make a difference ... :-(
many thanks for any help Tag: NEW! MONEY 2006! Tag: 177688
Savings reflection in Budget
Hi Folks!
I have an automatic transfer setup in Money 2004 to take
out a set amount of money from another account once a
week. I want to know how to set this up in the Budget
feature so that it will reflect the amount? In other
words, how do I have the Budget feature reflect the amount
of money I have left to spend after taking in
consideration of my transfer.
Thank you.
- Lawrence Tag: NEW! MONEY 2006! Tag: 177684
Category and subcategory in different cells
There is any solution for this problem in money 2005 ?
in all previous version this option was possible
thanks Tag: NEW! MONEY 2006! Tag: 177672
Bank reconciliation report
My earlier version of MM didn't have the ability to print
out a bank reconciliation after balancing my account. So,
I purchased MM 2005 hoping it had that ability. Seems it
doesn't. Anyone know if it's a feature or not; or how can
I print out a reconciliation report (like I do with
QuickBooks). Thanks. Tag: NEW! MONEY 2006! Tag: 177671
My bank account shows deposits as expenses
When I download my bank information (from Washington
Mutual) it catagorizes everything (even my paychecks) as
an expense. Tag: NEW! MONEY 2006! Tag: 177670
Automatic return from bank
How can I stop Money2004 from returning immedately after manually
downloading transactions. It doesn't give time to log off from my bank.
WK
--
---
Outgoing mail is certified Virus Free.
Checked by AVG anti-virus system (http://www.grisoft.com).
Version: 6.0.773 / Virus Database: 520 - Release Date: 05/10/2004 Tag: NEW! MONEY 2006! Tag: 177657
Got a call from MSFT
I had a trouble ticket opened, and someone from Product
Development" called to get some feedback on the product.
Should I "let him have it"? Never had MSFT call before,
so I think they are getting the message that 05 is a POS. Tag: NEW! MONEY 2006! Tag: 177652
Tax Withholding Estimator
I just have a quick question. Assuming that I have entered
all the tax information in Money 2004 correctly, is the
the Tax estimator generally pretty accurate in determing
how much withholding I should use? I'm curious as to
where Money gets it's information. Is it current
information based on 2004 tax year or 2003?
Thank you.
Lawrence Tag: NEW! MONEY 2006! Tag: 177648
Credits, Refunds and Rebates
Hello,
I would like to have an accout that keeps tracks of the various refunds,
credits and rebates that I accumulate over time.
Does any one currently have an Idea for these kinds of transactions?. Like a
accounts reciveable or something.
Thanks, Tag: NEW! MONEY 2006! Tag: 177643
Syncing bills between Money '05 and MSN Money
I've setup Money 2005 to sync with MSN Money. Now all of my bills show up
on my MSN Money home page. I've been waiting for this a long time. When I
go to the Bills To-Do List, however, I can't make payments. The top of the
page says, "to setup up a bill to be paid online, click Set up to pay
online. If you have already paid a bill and want to remove the reminder,
click bill paid." There is no "Set up to pay online" item to click or a
"Bill paid" item to click. When I go to the payment center, I can't even
see my bill list. What am I missing?
What I want to do is go to the bill list, select a bill and click something
that pays the bill, updates my bill list and records the payment in the
correct account. Is this possible? Tag: NEW! MONEY 2006! Tag: 177641
setting up existing home equity loan
I have a home equity loan with a credit union but I am not
sure how to setup an existing loan account with the Money
2005? I went to credit union website but couldn't find any
download info to Money 2005.
Thank you Tag: NEW! MONEY 2006! Tag: 177640
Credit Card Payments/Transfers in Money 2005?
I use Money 2005 Premium and I have a problem
I transfer from Checkings to Savings month end
Money treats this as an expense transaction -" Credit Card
Payments/Transfers"
Even in the savings account this is trated as a "Credit Card
Payments/Transfers". I can add a new categ but ideally i dont want
this to go into an expense or income...
Either this is broken or I am doing this incorrectly
Can anyone in this forum help
I dont want the transaction from C to S be considered as an expense Tag: NEW! MONEY 2006! Tag: 177638
Cannot restore a backup file from MS money 2004 deluxe
I have tried opening and restoring the file, nothing
happens. I've uninstalled and reinstalled with no
success!!!
Has this happened to anyone before?? If so, did you
correct the problem? How??
Thanks,
Mike Tag: NEW! MONEY 2006! Tag: 177635
Money 2005 will not load
Hi, I have just purchased a useless piece of software, Money 2005.
I am upgrading from 2001, in order that I can use it on my Pocket PC.
It will not load, it has removed 2001 and on completion of loading 2005, an
error message tells me to load again, I do and again and again.
I am running XP Home, all programs have been closed down before loading M
2005.
After some time I managed to log onto the UK support page, Money 2005 does
not exist!!! It is not listed.
It asked me for the PID and told me how to get it by running the program,
useless information if the program will not load.
Nothing in txt or pdf files to help me!
Very bad support, I expect the program was rushed out before the support was
ready.
Can someone explain how I can get the program to load or get my cash back,
purchased through Amazon UK.
Peter
cleife@mercuryin.es
PS In the event that I will be able to gfet it to run somehow, will it work
on my Pocket PC, there is a Pocket PC 2004 prgram, but no 2005? Tag: NEW! MONEY 2006! Tag: 177633
want to remove money 2002 and money system pack
After XP update got a dialog "error 1606 could not access
network location" Money 2002.
I put in disc etc. Still get thisbox numerous times at
start up. ]
I don't use Money and removed it in control panel.
I also have Money 2002 system pack listed. Cant remove.
Tried to reload Money and get same error 1606.
It's driving me crazy, I jsut want to fully remove Money
and it's service pack! I appreciate any ideas. Tag: NEW! MONEY 2006! Tag: 177629
MS Money Not Recognizing New Printer as Default
I have installed a new HP Printer. MS Money that I am
using is not picking it up as the new default printer and
therefore unable to print reports. Any help out there? Tag: NEW! MONEY 2006! Tag: 177627
Open Letter: I'm skipping M05
After running a copy of M05 Deluxe on my laptop and doing parallel data
entry in M04 on my desktop and M05 on the laptop since the 17th of
September, I have decided to exercise the 30DMBG and skip M05.
Here's my "brief statement" for the product returns folks:
---------------
Money 2005 provides no significant new features of use to me, increases
dependency on the Internet needlessly and surreptitiously, introduces new
defects, fixes few of the old defects, includes several annoying arbitrary
changes, modifies my data file silently, and appears to be a vehicle
tailored more to deliver advertising than to provide a useful tool for
financial management to users. It is only the second Money upgrade I have
ever passed on.
---------------
In the tradition of a Donald Rumsfeld press conference, I offer some
associated Q and A:
What does this mean for your UFAQ? I will continue to support versions of
Money prior to M05 and will, as time and energy permit, update answers where
appropriate for M05 differences. I will also likely add a dedicated page
with my thoughts on M05 and a disclaimer that the UFAQ may be of limited
utility to M05 users. Several Q&A will be added to a new category "Complaint
Department: Money 2005". I will also change my submissions policy for
M05-specific questions: I will carry only very limited M05-specific content.
I see no reason to subsidize the Money product group. By all means, open
those support cases. They deserve it.
What annoys you the most about M05? Microsoft appears to be abandoning any
pretense of supporting the users who just wants to manage their finances
without all of the network dependency. That narrowly beat out my tremendous
dislike of the latest dumbing-down of the UI: more busy-ness, more needless
mingling of user interface metaphors, the nightmare that used to be
Tools|Options, the XXXX1234 account number stupidity in Account List, the
random walk of what click opens a browser and what opens web content in
Money and so on. Oh, and the stupid thing can't even display its relatively
useless on-line help without being, well, on-line. That'd probably be in
third place.
But you don't use most of the network stuff, so what if it's there? Some of
it can't be avoided. Money updates the quotes every time I start it even
though I've set the setting telling it not to. On-line help really is. After
two weeks I had generally learned how to avoid all of the intermingled MSN
content and the ads, but not entirely.
Assuming Money continues on this trend, what will you do going forward?
Well, I've thought about that a lot. Conversion to Quicken is one
possibility, but I didn't start using Money because I thought Quicken was a
better product. By all accounts, Quicken has its own share of issues and
lots of what's annoying about M05 is just Microsoft chasing Quicken down the
sewer pipe. I guess the worst case is that I'm stuck on M04 for quite some
time to come. What's the worst thing about that? Well, it's not like I'll
miss out on any bug fixes, that's for sure. At some point, the quotes will
stop. I suppose I can put them in by hand.
Seriously, there must be something you liked about M05, wasn't there? They
did fix the tax estimator mangled display problem finally. Beyond that,
three week later, I'm hard pressed to identify anything I found improved for
my use. That would be merely annoying were it not for the tremendous number
of things about it that I find distasteful. I had hopes for the spending
average feature cited in the marketing blurbs--until I finally found what it
was they were talking about. I was nice not having to type in a product key
when installing. They finally removed the creepy "Billy Bob and MaryJo
Moneyuser's Home Page" stuff.
Surely they must have incorporated something off your wish list? Nope. Not a
thing.
What were the annoying arbitrary changes you didn't like? #1 is removing the
dual category list option. #2 is the way they changed the 401k Account
Update to factor in post-dated transactions already in the register. I was
also very annoyed that M05 upgrade elected to mangle my pre-existing
categories. That's the first time a Money upgrade has ever done that. It was
easy enough to undo, but why should I have to? Though it doesn't affect my
use, I thought the addition of Credit Card Payments/Transfer as an Expense
category just to confuse the meaning and use of the existing Credit Card
Payment and Transfer Special Categories was brain-damaged at best. New users
have enough trouble understanding the existing ones--so Microsoft added the
new one to further confuse them? What were they thinking?
What would you recommend to people considering an upgrade to M05? Unless the
most important thing to you is consolidating the view of your on-line
accounts or adding on-line access to institutions not previously accessible
from Money that Yodlee knows how to break into, I'd recommend skipping it.
For an experienced user, it just doesn't add anything else and it adds what
it does at considerable cost in a further burdened UI, removal of other
features, and on-line dependence for things as basic as access to
on-line--now literally--help.
Can you recommend M05 to new users? No. M05 tries hard to convince them to
do things against their interest. It is trying to hasten transition to a
business model where their data is not theirs alone and the whole reason for
the product is to vector advertising and marketing to them. Things like the
"file sharing" that isn't just seem to have been developed, marketed, and
presented in ways to mask the dependence on MSN Internet servers and the
extent to which Microsoft is asking you to trust them with your data. It
foists a model where Microsoft, MSN, the banks and Yodlee control how you
manage your finances far more than you do. (I refer to things like the
all-or-nothing connectivity model, the enforced deletion of existing data
just to sync up, the whole duplicate account mess and so on.) This is a
complete reversal from the original Money product. Maybe it is a model that
has its place for some users--virtually all of whom haven't adopted Money or
Quicken already. But Microsoft shouldn't be trying to hide their intentions
and they should offer an alternate model for people who don't buy into their
vision. Yes, the alternate model is still there, more or less. No, they
aren't making it accessible and they are trying very hard to make is appear
that there really is no other way to use the product than their new way. If
all a user wants is to "Stop typing!" and have "The effortless way" to
manage their personal finances, they'd be better off to just skip worrying
about it entirely.
Isn't this just a protest vote? There is some component of that. I'll admit
it. But I'm not interested in personal financial management just so
Microsoft can better target marketing in my direction. Nor, I dare say, are
most other users. If we just roll over and take this, that's what we're
headed for: just being targets for marketing, not software customers. I'm
also not interested in using some future version of Money that is nothing
more than a minimal value add, completely web-based, sold by subscription
model, MSN-oriented skin on something like Yodlee. More clearly than ever
before, that's where Microsoft wants to go.
Will this protest be effective? In the short haul, maybe a little. In the
long haul, probably not. Tag: NEW! MONEY 2006! Tag: 177626
contact management
Why does Money only uses the WAB address book from OE
instead of at least having an option to use the Office
Outlook contacts instead? I would imagine that at least
the Money "Small Business" or Home and Business version
would do that. Is it possible and I am missing something?
I am not looking for a "work around" like exporting the
contacts from Outlook to a CSV file or any like that. I
am looking for "integration" between Money and Office
Outlook. Tag: NEW! MONEY 2006! Tag: 177625
Deposits being entered as payment?
When money updates my checking account information
automatically (or if i do a manual update to retrieve
current checking account info) it enters ALL of the
transactions as PAYMENTS. Even the deposits! This of
course throws my balance way out of whack. I manually
change the payments to deposits but I shouldn't have to
do this.
Does anyone know why my deposits are not being recognized
as such by Money 2005 and are instead showing up as
payments?
Thanks. Tag: NEW! MONEY 2006! Tag: 177624
Wrong Payee on downloaded statement
I've researched this topic in this group and this topic seems to come
up frequently. Most solutions talk about matching the wrong
transaction. My problem is subtly different. When I click "change" on
the suspect transaction, MS claims that this transaction is unmatched.
The funny thing is, the payee listed in the register ("Billy") is
different than the payee shown on the "change" screen (the screen you
go to when you select "change.") On the "change" screen, MS claims
that this transaction (payee is "Bob") is not matched!! I then click
cancel and the payee on the register is back to "Billy" Why is MS
changing the payee on a transaction that is unmatched? Please advise.
Thanks,
Dave Tag: NEW! MONEY 2006! Tag: 177615
Money 2005 sinks downunder
I have just retro-fitted back to Money 2004 after
purchasing and installing Money 2005, which turned out to
be a terrible product.
My first issue is that the conversion process from 2004
to 2005 format failed to convert 17 "payslip"
transactions (out of several thousand), which took me
hours to reconcile. These transactions just ceased to
exist in 2005, so I had to uninstall it, re-install 2004,
export all account transactions, from accounts that
didn't balance, into CSV files. Uninstall 2004, re-
install 2005 and extract the same accounts, then spend
the next few hours sorting through them.
Tonight I have downloaded my bank transactions from the
ANZ bank, only to find the OFC file is no longer
supported in Money 2005! My bank doesn't provide OFX
files, so my options are to no longer download and
reconcile transaction or return to Money 2004.
I have been a long, long term Money user - dating back to
1991 with Money 1.0 (which I brought back from the USA
with me) and have experienced the product short comings
over the years when new versions were released. Despite
there having been several set backs along the way, I have
always attempted to remain current and adjust to the new
version. Until now, the product split in 2000 was
probably the most annoying, from then on only the lowest
level, "Standard" product being available in the
Australian market.
Although I have to say, this is worse! For anyone that
downloads transactions, this product ceases to be a
viable home accounting package.
There are also a number of cosmetic issues with this
version. The prefix of AU$ in front of every number is
pathetic! Being driven to a US site for share info pages
which don't default to the AU: share prefix is also crazy
and the dysfunctional attempt to use .NET profiles to
hold portfolio details for internet accessibility, when
the service isn't available is just another frustration.
Unless there is a 2005 SP1 released to address these
fundamentals, then I have to say you have let Quicken
beat you. I certainly am very dissapointed to say I'll
be switching in the very near future and only because you
leave me no choice.
Until then, I have gone back to Money 2004. Tag: NEW! MONEY 2006! Tag: 177613
msn Bill Pay
What's going on with the site? Mine still shows payments from 9/27 as
scheduled. It appears to be locked up and manual update seems to have no
effect. Are others seeing this?
Pierre Aterianus Tag: NEW! MONEY 2006! Tag: 177611
Your version number
I'm using the 2005 Deluxe trial version and my version is
14.0.10.910. Is this the same thing everyone else has? Tag: NEW! MONEY 2006! Tag: 177610