Money 2005: Fidelity: Capital gains distribution appears as divide
Hello,
When I receive a capital gains distribution on a mututal fund on my fidelity
account Microsoft money shows this in the account register and in the
Portfolio as dividend.
I do not have this problem with Etrade for example.
Also it seems that Dividends from Fidelity sometimes come in later than the
reinvestment-purchase and this causes Moeny to "add shares" which after the
Dividend is registered leads to a "remove" shares so the total number of
shares is equal with the number on the account. However that leads to
confusion in the Portfolio manager which then does not show the cost basis
correctly any more.
What is wrong and how can I corect that? Is the problem perhaps with
Fidelity?
Thank you! - Kitechick Tag: Money:2005 Tag: 182321
Money 2004 Deluxe ->Money 2005 Standard
Can I simply install 2005 Standard over 2004 Deluxe? I never use the
extra features and the Standard was free. Tag: Money:2005 Tag: 182313
Money 2005 Can Be Updated Externally
I don't know if this will add confusion or be of help to some, but FWIW,
the recent Money 2005 update (not the 2004 to 2005 upgrade) was
downloaded and installed when I visited MoneyCentral.MSN.com, as I
regularly do for news, fyi, etc. on specific investments we hold.
Apparently, the Web pages now share so much code (e.g. ActiveX Controls)
with Money (msmoney.exe) that updating one inherently updates the other.
Of course, I still had to go through the file conversion process the
next time I opened each of our Money files.
For anyone experiencing problems completing the update (software
download and installation, not file conversion) when running Money
(msmoney.exe), this may offer a possible solution.
--
Brent Neville Tag: Money:2005 Tag: 182312
Two Desktop Computers
Hello,
I would like to be able to work on my Money file in two seperate locations,
transferring the file back and forth on CD-R's to keep both synchronized.
Would I need to purchase a second copy of Money 2005 or would the program
allow a second install?
Thanks in advance.
Rick Tag: Money:2005 Tag: 182311
base currency
The currency in Turkey will be changed next year by dividing the existant
currency by 1.000.000. How can I divide the amount of all of my transactions
by 1.000.000 ? Tag: Money:2005 Tag: 182298
Sync Problem MS Money --> PocketPC
Hi,
When MS Money for PocketPC on my new Dell Axim x50v tries
to sync with my Money-file on the desktop PC (MS Money De
Luxe 2004), Active Sync asks for a password. But when I
write the password (plain letters) I use when I open MS Money on the
desktop, Active Sync tells me that it isn't correct!
Strange ... Any clues??
Thanks in advance,
Peter from Sweden Tag: Money:2005 Tag: 182295
Bank Account AND Investment Account
I have had several investment accounts at etrade for some time and been able
to get online updates with no problem. I just added a bank account and am
unable to set up the online services to pick up both the investment accounts
AND the bank account. I can configure to update the bank account ONLY or the
investment accounts ONLY, but NOT BOTH.
When you sign up for online services it asks whether you are setting up a
bank, credit, or investment account. When you select one, you must be
setting a flag because that is it. It will only retrieve the data for that
type of account. Then, once the online services are configured, you cannot
add a different type of account.
Anybody know a workaround? This is a royal pain.
Thanks,
jc Tag: Money:2005 Tag: 182292
Unable to login using passport to MS Money 2005.
I reinstalled my OS. Previously I has Money 2004.
With the new OS, I installed Money 2005 and opened my existing money file. I
always get login failed.
If I create a new money file, my passport works.
Regards,
Xavier Tag: Money:2005 Tag: 182291
Money Manual
It seems to me that there is a lot of functionality in this program that
could be used if one had the knowledge. Is there any book on Microsoft that
covers more than just the basics. For example creating custom reports by
category and comments, or How to get your mortgage payment to match the
amounts of principal and interest the way your bank says it is instead of
MSMoney's calculated split.
Thanks,
Jack Tag: Money:2005 Tag: 182290
Print all accounts contact details and balance summary
Is there a way I can extract and print all my accounts balance and account
contact details.
In Quicken, this was a standard report. I find this useful as I travel a lot
and god forbid but if something were to happen to me, my spouse should know
about my account balances and who to call to manage accounts.
Thanks - Manish Tag: Money:2005 Tag: 182285
Hide securities/investments
On main view, under Investment Summary, there is an investment which hasn't
had any transactions since 2002. Is there anyway I can hide it? Tag: Money:2005 Tag: 182281
Budget report
I have income that is retirement income. The category assigned is recognized
by the monthly reports and they correctly show this as income. My problem is
the budget report. It will not identify and show this category as income
despite a lot of trying. How do I get this to pick up on the budget report?
The frustrating thing is that it shows in the monthly reports. I have
checked and I show this category in my budget definition. Ideas or help? Tag: Money:2005 Tag: 182278
Error Message
I just converted my Internet connection to ASDL. The response in Money
Updates to my first Update Now query was:
"Money encountered an error processing the downloaded file (smrtinet.ini)."
Any thoughts?
Gary Tag: Money:2005 Tag: 182274
DRP Paying Debt Off Too Quickly
This is a multi-part message in MIME format.
------=_NextPart_000_0026_01C4DC73.F2172790
Content-Type: text/plain;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
I am using Money 2004 Deluxe. I currenlty have the Debt Reduction =
Planner set up and have included my loans and mortgage. I specified that =
I want to have my debt paid off by September 2030 (the date my mortgage =
will end). Yet, when the DRP calculates my out-of-debt date, it says it =
will be in 2018. A look at the proposed payment schedule for my debts =
shows that my mortgage payments are going to double in 2009 (when all my =
other debts are paid off).
Why is the DRP doing this? When I added the mortgage to the DRP, Money =
even recommended that I not pay off this debt early as my interest rate =
is lower than my current rate of return on my investments. This early =
payment is then throwing off my Lifetime Planner.
Any ideas on this one?
- Merg
--=20
Today's problems don't worry me,
I haven't solved yesterday's yet.
------=_NextPart_000_0026_01C4DC73.F2172790
Content-Type: text/html;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
<META content=3D"MSHTML 6.00.2900.2523" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD><FONT face=3DArial><FONT size=3D2>
<BODY>
<DIV>I am using Money 2004 Deluxe. I currenlty have the Debt Reduction =
Planner=20
set up and have included my loans and mortgage. I specified that I want =
to have=20
my debt paid off by September 2030 (the date my mortgage will end). Yet, =
when=20
the DRP calculates my out-of-debt date, it says it will be in 2018. A =
look at=20
the proposed payment schedule for my debts shows that my mortgage =
payments are=20
going to double in 2009 (when all my other debts are paid off).</DIV>
<DIV> </DIV>
<DIV>Why is the DRP doing this? When I added the mortgage to the DRP, =
Money even=20
recommended that I not pay off this debt early as my interest rate is =
lower than=20
my current rate of return on my investments. This early payment is then =
throwing=20
off my Lifetime Planner.</DIV>
<DIV> </DIV>
<DIV>Any ideas on this one?</DIV>
<DIV> </DIV>
<DIV> - Merg</DIV>
<DIV> </DIV>
<DIV><BR>-- <BR>Today's problems don't worry me,<BR>I haven't solved =
yesterday's=20
yet.</DIV>
<DIV> </DIV>
<DIV> </DIV></BODY></HTML></FONT></FONT>
------=_NextPart_000_0026_01C4DC73.F2172790-- Tag: Money:2005 Tag: 182265
Money Back-ups
Hi
Can anybody help please ?
I have been using the Microsoft Money program since 1997 and last upgraded
in early 2003.
However as the file is now 12.2Mb I have not been able to back it up onto
floppy discs for some time now.
Does anybody know if there's a way of saving a back-up copy on CD.
Many thanks
Chris Tag: Money:2005 Tag: 182263
MS Money 2005 Delux Edition
I recently purchased Money 2005 Delux, I have been using Money 2000 Standard
addition. When I loaded 2005 it attempted to convert my backup files but
then gave me a message that the file was password protected, or the disk was
write protected neither of which are so. How do I get Money 2005 to
recognize and convert my previous versions files?? Tag: Money:2005 Tag: 182262
Money 2005
I download from TDCanadatrust into Money & it is saved as a OFC file. Money
will not load it. I went to folder options & changed the exchange to OFC but
it still doesn't work. I think this is TD's problem. Any ideas..Thanks Tag: Money:2005 Tag: 182240
How to stop accounts from being uploaded to MSN Money
All,
I am logging in using my passport as I want to be able to download some credit
card accounts thru Yodlee. However, I don't want my checking account and all
it's details to be uploaded to MSN.... is there a way to prevent an account from
being uploaded while still being able to download via Yodlee?
Thanks,
Jay Tag: Money:2005 Tag: 182234
Changing Graphs in MS Money 2005
For some resaon the charts in Money have changed to B&W... hoe do I change
them to color?
--
Victor Swindell
Charleston, SC Tag: Money:2005 Tag: 182231
M05 issue
Okay, I recently downloaded M05 Deluxe and converted my files from M04
Deluxe. Like other folks here on the board, I'm having problems with Money
locking up after the sign on screen. The interesting thing is that this only
happens when I'm online. If I remove my wireless card from my laptop I can
start up Money and access my account with no problem whatsover, but if I am
connected or attempt to connect while Money is open, my CPU usage goes
through the roof and Money locks up faster than my high school girlfriend.
I've tried to disable the Passport login, but it'll lock up before I can
accomplish that feat. I've tried when I'm not online, but it won't let it
happen (I guess you have to be online to disable your online password...).
I've run all the repair and salvage files and everything is fine. While
offline, I've gone in and disabled all the online features that I could find,
but it still locks up and is utterly worthless. Definitely not worth the
price if you ask me.
Has anybody else experienced this? And is there any known fix?
Thanks Tag: Money:2005 Tag: 182230
Uploaded Checking acct data - OK; How to populate the Calendar?
Using 2005
Just successfully uploaded all 2004 (YTD) for main checking account.
That said, why does the calender not reflect the payments?
My calendar shows nothing just "Add New"
Is there some steps that I need to do or is the calendar information updated
only if I, step-by-step, pay bills in the system?
TIA
Dennis Tag: Money:2005 Tag: 182229
Accepting Downloaded Transactions
I am using MM05 (w/Nov update) on XP Pro and I have (finally!) been able to
get several of my accounts downloading transactions in a somewhat stable
manner (quite an accomplishment!). One annoying problem that I have is with
transactions are downloaded for my Credit Union Checking/Savings accts (done
via Yodlee). They download correctly and usually match up with my manual
entries so I then ACCEPT the matches in my register.
The problem is that the next time I update those same transactions that I
have accepted ask me to match them all over again. It is like it doesn't
remember that I already matched them! After a couple of days it finally
stops asking for me to match those and the whole process starts again with a
new set of transactions. Is anyone else having this problem? I tried
searching around to see if this has already been discussed but I couldn't
find it.
...just wanted to get as much info as possible before opening another MS
Ticket.
Thanks for your help!
Mark Tag: Money:2005 Tag: 182223
Auto loans show up as credit card accounts
Hello, when I setup my accounts by connecting to my bank, my two car loans
showed up as credit card accounts. I would prefer that they be loan accounts.
Should I just delete the credit accounts and create new loan accounts? Will
this mess up my online updates? Tag: Money:2005 Tag: 182219
HELP....Restore Money 2004 from PPC to Desktop
How can I restore my Money 2004 accounts from my Pocket PC to my Desktop
Money 2004 application. I recently had to rebuild my PC due to a hard drive
failure. ( learned the hard way about backups!) I am hoping to restore files
from my PPC back to newly installed Money 2004 on Desktop.
Any suggestions are greatly appeciated as Microsoft's suggestions don't seem
to work. Tag: Money:2005 Tag: 182218
when will it ever stop
well, this is a problem which is indicative of the many problems with this
program.
Today when updating information in MS Money, I was told that it couldn't
sync with the MSN site and that I should exit MS Money and then come back
in. When I did that, I was told that I had to stop MSN Bill Pay and then I
could sync with the MSN site. I stopped MSN Billpay and then was asked if I
wanted to use the data on MSN Money or my machine. I opted for my machine,
since I had been updating it.
I immediately noticed that I then had to go back to Setup Online Services
and redo my connection with online update for my credit cards and for my
BofA account. I also know that when I do that, MS Money will create new
accounts for me, and then I will have a problem with having duplicate
accounts where one is linked to online updates and the other isn't.
However, I am not even able to get to this point. Instead, when trying to
setup online services for my cc's or for my BofA, I get the following error
message: "Account setup is temporarily unavailable. Please try again later."
Does anyone have any suggestions about how to get these accounts
reconnected?
This is really unacceptable. The program is so full of these problems, that
I've now had to re-enter information over a dozen times. I really want get
MS Money to a place where I won't have to re-enter all of my data once or
twice a week.
Do you think that such a thing will be possible? How could Microsoft release
a program with so many problems?
As an old programmer, I have a lot of patience with computer programs, but
this is getting old, fast.
--
Cheers,
Tom G. Tag: Money:2005 Tag: 182212
using money 2005 from two different user accounts
Hi,
I just upgraded to Money Deluxe 2005. My computer is using the Microsoft XP
SP2 operating system. My wife and I have user accounts on the computer
customized to our preferences and we would like to be able to use Money from
either user login. I installede using My login and configured Money. Then
later when using her login to open money it started with the screen as if it
were a new install totally seperate from the one I had previously done. Is
there a way around this, where when she opens money all the changes made
under my user name would be there, or vice versa? Tag: Money:2005 Tag: 182210
Money 2002 Synchronization Issue
I'm having trouble finding any information on how to get around the
synchronization issue that I'm having with Money 2002. When I try to sync it
up with moneycentral, I get a message that I need to find the solution at MSN
moneycentral, and that it needs a file in order to be able to sync up with
moneycentral. I have looked and have not found any answers on moneycentral or
anywhere else. Does anybody have any ideas? Tag: Money:2005 Tag: 182209
Password Requests
I lost all my money records after a computer crash. I have reconstructed my
details and have backed my money to floppy disc. I have an older version of
money on a second computer in my home and when I tried to load the back up to
this computer, I was asked for a password. I have not used password in money
at any stage so what is the password that is being requested?
I don't want to have another disaster with money, so all help will be
gratefully received. Tag: Money:2005 Tag: 182201
How much initial price history?
I've recently rebuilt my money file to resolve sync problems. When each
investment was added, the price updates were limited to 6 months of history
data it seems. This prevents the ROI calculations from working properly
because I have buys much earlier. For instance, one investment was purchased
7 years earlier with no transactions since. The only history is the price of
the buy and the last 6 months.
Is there any way to download more price history, say at least 1 - 3 years. Tag: Money:2005 Tag: 182200
msmoney 5.0
Hi,
I did read earlier postings and do realise you're all gonna dislike this
question ;-)
About 6 years ago I bought a PC .. it was pre-installed with msmoney 5.0
A few weeks ago I bought a new PC ... I managed to relocate all needed
programs and files ... except msmoney 5.0 !!!!!
I already found out .. it's not possible to relocate this program ... but
because my husband is dyslectic, and capable to work with this prog. I'm
having a urge to retain ( and being capable to proceed) msmoney 5.0
Is there anyone who can tell me how to get it ??
With lots of excuses
Yas ;-) Tag: Money:2005 Tag: 182197
Money 2002 Sys Pk: Error 1606
I need some help.
When starting Money 2002 I get an error message with a window title of
"Microsoft Money 2002 System Pack". The error message is "Error 1606. Could
not access network location (a box that indicates an unprintable
character):."
The error interrupts the Windows Installer. After "X"ing out of the error
(twice).
Money opens again "Error 1606. Could not access network location (a box that
indicates an unprintable character):." Occurs. After "X"ing out of the
error (twice) I can do some work in Money but the error pops up when I am
moving around.
I have done a number of things but have not been able to clear the problem:
1) I tried to un-install Money 2002 and Money 2002 System Pack. Money 2002
un-installed. Money 2002 System Pack would not un-install. The same error
message would appear. After "X"ing through them I would get a "Fatal Error"
and the un-install program would abort.
2) I removed the Money 2002 and Money 2002 Service Pack from the register. I
could still not un-install the Money 2002 Service Pack.
3) I tried to re-install Money 2002 from the CD. The same error message
appeared.
4) I rolled back the system to September 5, 2004, the earliest date I could,
and it did not correct the problem, However, I am not sure that it was
working in September.
System: Gateway P4 1.8GHz
Memory: 750 MB
OS: XP Home with SP2
Thank you in advance Tag: Money:2005 Tag: 182196
Money 2004 shows more cash in Portfolio and Acocunt Views than in the Cash Account Itself
I transferred some money to my brokerage account from checking.
Everything was OK initially, but since I downloaded from the broker:
the cash balance in the cash account is correct but
the cash balance for the same account, as displayed in the "Portfolio"
and "Account List" and "What I have" reports, is higher than the
balance in the cash account by the amount of the funds I transferred.
Anyone know how to fix it? Deleting all the recent transactions and
re-entering them did not work, nor did changing the opening balance by
a penny and changing it back, nor did -repair.
Ted Kulinski
Remove N.O.S.P.A.M. from my address to send mail. Tag: Money:2005 Tag: 182190
Updating 2004 FI list?
In know my bank is supported by Money (1stBank) both from talking to them and
checking the Money website. When I go to set up the online services in Money
2004, it's not listed! Any way to update 2004 or make it work? Thanks.
--
Thanks,
Andrew Tag: Money:2005 Tag: 182181
downloaded transactions - automatically filling in wrong payee
When I download my bank statements, Money is automatically filling in the
payee for every transaction. It is, of course, the wrong payee in most cases.
How do I stop this from happening?
Thanks,
Angie Clark Tag: Money:2005 Tag: 182169
Microsoft Money Singapore Version
Hi, I have seen some of the previous versions of Money for Singapore's tax
and finance purposes. Can anyone tell me if Microsoft Money 2005 has a
Singapore (English) version? If not, what is the latest version that
supports Singapore tax and finance requirements?
Thanks in advance Tag: Money:2005 Tag: 182166
Using two Money files
Getting ready to upgrade to Money 2005 and have about 6 years of data in
Money 2002. I want to start a brand new Money 2005 file starting any day of
this month but want to be able to access the old large file.
Do I install Money 2005 with the old file in place or do I start the new
file after uninstalling Money 2002? How can I access both files?
I also plan to synchronize the new M2005 file with Pocket PC. Tag: Money:2005 Tag: 182162
Should I Upgrade from 2000 to 2004 so I can use Pocket Money?
I currently use MS Money 2000 standard with no problems. I also have an
iPaq 1945 that I'd like to use Pocket Money with, but can't since I'm using
2000 on the desktop. I have a paid copy of 2004 standard (came with new
PC). Is it worth upgrading (converting the .mny file, having my bank
'upgrade' my profile to use online banking, etc.) to 2004 just so I can use
Pocket Money and sync with my iPaq, which has Windows Mobile 2003? Any
opinions? Is Pocket Money + desktop Money worth the hassle? Or, is Quicken
+ Pocket Quicken a better combination? I'd really like to be able to add
transactions on the road and have them automatically entered in my desktop
financial manager.
Thanks in advance.
SJL Tag: Money:2005 Tag: 182159
money://@surf.mar@
What is "money://@surf.mar@" and why does Money 2005 insist on adding it to
my IE Local Intranet Zone during each launch?
(Internet control panel -> Security -> Local Intranet -> Sites -> Advanced)
if you want to verify -- while money is running.
Is this some sneaky method to allow all of their marketing/spyware to pass
unharmed through firewalls or security software, by masking as "local
intranet" site?
Please if anyone can comment... I am concerned that this is a security risk. Tag: Money:2005 Tag: 182158
Payee name field too small
When downloading transactions from my PNC Bank account, all check card
purchases appear as, "CHECK CARD PURCHASE XXXXXXXX1583". Obviously the
purchase amount appears as well however, unless I go to the banks website and
pull up my statement, there is no way for me to know who the actual Payee is.
Is there a way to make Money 2005 IGNORE these first 32 characters when
reading the downloaded transactions? That way I would be able to set up a
more efficient and accurate Payee list & Rules Manager without having to go
to the web and look up each individual transaction. Tag: Money:2005 Tag: 182156
Windows XP SP2 Money Prep
Are there any known Money update requirements before installing Windows XP
SP2? I am running Money 2004 Std. Tag: Money:2005 Tag: 182149
Categories and Sub-Categories
In Money 2004, when inputing a transaction, I was able to tab/view thourgh a
category and sub-category box with ease. I was able to set it up via tools,
now in 2005, I can not. Does anyone know how to change the view in the
account registor so I can view both Category and sub category when inputing
transaction so I don't have to deal with the drop down menu?
For better clarity, it inputting Payto, Category, split, Job expenses and
meno. Tag: Money:2005 Tag: 182144
Transfer from Business acoutn does not show up in Tax reports?
Hello everyone,
I am having a bit of trouble with how to handle transfers from my business
account.
I transfer money from my business account into my personal account to pay
myself.
The problem is since I cannot assign a category to a transfer my P and L and
Tax reports show the money is still in the business.
Is there a way to do this?
Thank you in advance.
Kevin Tag: Money:2005 Tag: 182140
export money to quickbooks?
hi,
pardon me if this question is not right for this newsgroup.
i just started using Money with my new computer, and see that it downloads
my bank and credit card OFX files effortlessly, and even tries to balance
the account. But...i have to get those transactions into quickbooks, cuz
that's what my accounting firm uses. the export option only produces a QIF
file, which my quickbooks pro 2002 does not import.
so, what are my options? any pointers?
thanks!
fred Tag: Money:2005 Tag: 182138
Current Transactions don't show.
Hi there,
We are currently testing Money 2005 and love the automatic updates.
Everything works fine but the downloaded transactions are not current. We
have a current balance but the latest transaction to download is from 11/22.
We don't have any filters set and when we go to the website there are
certainly far more current transactions recorded online so I am not sure why
Money is not updating those. Any help is appreciated.
We use Windows xp Home, Money 2005 Trial. Tag: Money:2005 Tag: 182135
I recently had to reinstall Money 2005. When I did so I can no longer open
my mny file nor my backup file. Any suggestions?
-Mark
"Rich Roddey" <nospam@msn.com> wrote in message
news:ud2j3sU3EHA.2788@TK2MSFTNGP15.phx.gbl...
> I recently had to reinstall Money 2005. When I did so I can no longer open
> my mny file nor my backup file. Any suggestions?
>
> --
> Rich
>
>