Money 2004

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- Previous
  - 1
    - Payees with Multiple Account Numbers All, I have 2 different payees in my banking website (Bank of America) and I have 2 different account numbers for each payee. That's a total of 4 different account numbers. I need to know how to setup Money 06 correctly so that each bill pay goes to the correct account. Am I seriously going to have to setup different names or hows is this going to work? Regards, Nathan Bell Tag: Money 2004 Tag: 202661
  - 2
    - categorizing a tax refund Hi Everyone, I'm running Microsoft Money 2004 Deluxe Version 12.0 Update 1. I'd like to know how to properly categorize my annual payroll tax refund. I'm guessing it should be entered as I would any regular payment deducted from my wages, but as a negative number. However I'm not sure how this would affect Money's tracking of amounts within the tax year, or if this really matters. I'll appreciate any light shed on this subject. Thanks, .......................Dave Tag: Money 2004 Tag: 202659
  - 3
    - Payee Name Length Max? The Credit Union for which I get online transactions thru Yodlee has extremely long descriptions which exceed the maximum length set in Money (30 chars?). Many of the descriptions are hard to determine where they really came from, and the matching feature in Money 2006 of Payee/Payee Names gets many of them wrong. Example (ATM card used for gasoline): ATM / POS PURCHASE-TERM# 0930033 is all that is seen in Money 2006. The actual description at the Credit Union is much longer than that: ATM / POS PURCHASE-TERM# 09300337 COSTCO GAS #00 1300 EDWARDS FERRY LEE Even then, the city name is truncated off (LEESBURG, VA)! "ACH" transactions are similarly truncated as well and equally useless. Is there anything to allow M06 to expand the max length of the Payee field to something longer? Tag: Money 2004 Tag: 202655
  - 4
    - M04 Bill Becomes Paycheck and Paycheck Disappears when Date is Cha I have been using MS Money since M99 and upgraded to M04 in 2004. A few quirks, but no big problems. Recently two very strange things happened: 1. When I changed the due date on a yearly recurring paycheck (bonus) the transaction disappeared entirely. I loaded a backup file and repeated the action twice with the same result. I finally was able to enter the bonus with the new date by using "Enter in register" and then changing the date. 2. A recurring bill has suddenly changed to a paycheck. I remember some posts about this a few years ago, but I couldn't find them. Are these odd behaviors related? Is my file somehow becoming corrupt? Any recommendations for fixing the file? Should I be doing some kind of periodic maintenance? Thanks! Bill Becker Tag: Money 2004 Tag: 202654
  - 5
    - How to see % change of stock price in portfolio? Is there a report in MS Money 2006 Premium that lets me see the % increase or decrease in stock prices for the different stocks I have in my account? I'm not looking for a dollar value change. I simply want to see: Column A = stock in my portfolio Column B = stock price on 1/1/2005 Column C = stock price on 12/31/2005 Column D = percentage change in stock for the year Thanks, Miles Tag: Money 2004 Tag: 202638
  - 6
    - Reoganization of a Mutual Fund I have Money 2006. I have a mutual fund that was reorganized and was a non-tax event. All the shares were sold from the old fund and reorganized to a new fund with a different share price. I tried everything to capture this exchange, but can't show it accurately as a non-tax event and correct cost basis. Any help would be appreciated. Thanks Tag: Money 2004 Tag: 202625
  - 7
    - Budget: Transfer vs. Payment Money 2005 Deluxe I've set up a budget. Many items have been added as a result of having created a series of bills in "Bills." 1. I have a number of credit card accounts set up in Money. Four out of the five "bills" I've set up show up in the Budget as "Transfers out of Budget Accouts." But one shows up as simply a payment. (FWIW, the "transfers" have an icon next to them with a horizontal bi-directional arrow, and the renegade has an icon with an arrow pointing up.) All payments are made from the same checking account. Why doesn't the fifth item show up as a Transfer Out? Thanks. Ken Tag: Money 2004 Tag: 202624
  - 8
    - Report problem Home & Business 2003 My Profit and Loss statement suddenly stopped figuring in last years beginning inventory and items removed from inventory for personal use. I've spent two days trying different things with the report options but I can't get it to display these two items. Everything worked fine for two years and then suddenly it changed. I didn't knowingly change the way the reports are created. Bob Tag: Money 2004 Tag: 202615
  - 9
    - What the heck is going on? I am thoroughly disappointed my Money trial and I'm only 3 days into it. As some background, I was a longtime Money user who two years ago switched to Quicken (for a variety of reasons). I have a home network that has a router / firewall and Zone Alarm personal firewall. I have had this in place for over 2 years with no problems using any applications. I am secure, understand networks and manage my network myself. I recently tried to upgrade to Quicken 2006 and had nothing but problems in getting connected to the internet in the new version. There are numerous references to this on their own website and elsewhere on the net. Their support personnel noted they are aware of the issues, but that Quicken only supports certain firewalls (wouldn't tell me what the approved list is -- though shouldn't matter as Zone Alarm and NetGear are very widely implemented systems). So, I decided to go back to my good ol' Money thinking the integration with IE and the web would be easier; my thinking was "all my other apps work in this environment, Intuit just screwed up". I downloaded the Money trial and then tried to connect. I wasn't excited to see the requirement for a Passport, but I went along and used mine. Ever since, I am ALWAYS getting the "...sign-in information could not be verified..." error. I then went through their 11-step error correction process (http://support.microsoft.com/kb/891338 -- what a joke) only to have the connection session hanging for the past 15 minutes. What have Intuit and Microsoft decided to do to make this "better"; by adding their own forced network security because of all the people who have no clue what they are doing? That's great -- for them, but those of us who know how to secure our networks should have the option of turning that off. Also, what is with the requirement to be on-line to add a new account? This is just not right ... I feel like I'm trapped in this application hell, brought on by upgrades to 2006 versions. Unless someone gives me some solid information on valid fixes for these issues, I am going back to Quicken 2005. Any help (other than opening up a port as part of a DMZ, or purchasing of more firewall software, or turning off of my existing firewalls) is greatly appreciated. Bummed in Texas Tag: Money 2004 Tag: 202614
  - 10
    - Performance by Investment Account Report This report is skewing the performance of an account as a result of one investment as follows: 1/1/05 - 12,260 shares in the account at a value of $46,465.40. 5/16/05 - Transferred these shares to another account The value at the time of transfer was $40,580.60 The report shows a return for the period (1/1 through 12/31) of ($34,153.40). I can't imagine where it is getting this number. I would think the effect on this acoount would be the loss or gain in investment value at the time it was transferred. Tag: Money 2004 Tag: 202612
  - 11
    - Classifications I'm having a little trouble understanding Classifications in M04. I've browsed through older threads and I think I've got the concept (i.e. why their used and how they relate to categoires/subcategories) but I don't fully understand the specifics of setting them up. I am trying to use Classification(s) for rental property. What I don't understand is the relationship between the various levels. It seems that the levels involved are: Classification: Class: Subclass Is an appropriate use of this feature for my purpose like this? Properties (Classification): Rentals(Class): 123 Maple Street(Subclass) or... Rental Properties (Classification): 123 Maple Street (Class): Rental Income (Subclass) Any help or an explanation of what is different between a "Classification" and a "Class" would be much appreciated. I don't know how to better describe what I'm misunderstanding but I'm sure someone out there knows what I'm talking a/b:) Tag: Money 2004 Tag: 202609
  - 12
    - Money 2006 - Does not work as advertised!!!! I have had Money2006 for over a month and during that time I have been unable to have it download my account information successfully. I have accounts with 2 different institutions, one for savings and checking and the other for investments. Only once did money properly download info from the bank. It correctly downloaded the 2 account numbers and the checking transactions. It did not download any info for the savings account other than its number. As for my investment accounts, I tried to download my accounts from an investment institution. I have 4 accounts there. After the attempted download it displayed 4 accounts without any details except some transactions. No positions or account numbers. I bought this product because I thought I wouldn't have to go the pain of manually transactions. My mistake was not getting around to setting it up until it was too late to return it. argh!!!! Tag: Money 2004 Tag: 202607
  - 13
    - Tracking & updating Multiple Credit Cards from the same bank I know this issue is covered within this discussion group. I have tried the suggestions presented without success. So, I'd like to vent my frustrations with MS Money 2006 Deluxe and beg for mercy. Help! Between my wife and I, we have 4 credit card accounts with one bank. Capital One. I am able to successfully set up 2 of the 4 accounts in MS Money 2006 Deluxe. On one occasion, I set up 3 successfully. When I attempted to set up the 4th credit card account from the same bank, MS Money 2006 Deluxe modified the 3rd credit card account settings with data I was entering for the 4th credit card account. I have not been able to get a 3rd credit card account successfully set up from the same bank since. Frankly, after hours spent over 3 days of trying to make things work, I am really very frustrated. While, I don't know for certain that the issue is with MS Money 2006 Deluxe, or whether it is with Capital One, but because I can only successfully set up 2 of the 4 credit card accounts in MS Money 2006 Deluxe, but I can log into all 4 accounts successfully online from the Capital One website, I'm leaning towards the problem being with MS Money 2006 Deluxe. And, reviewing the way MS Money 2006 Deluxe seems to handle the set up of the credit card accounts when they are multiple credit card accounts from the the same bank- ugghhh! If the problem lies with Capital One, I apologize Microsoft. Further more, it's now 2006, and I don't understand this difficulty or complexity. I've been a computer operator, network technician and administrator for most of my adult life. Setting up numerous online banking functions for the companies I have been employed by, and it's just has not been that difficult a task. Now that I've vented, can someone explain the difficulty or complexity faced by Microsoft when tracking & updating multiple credit cards from the same bank, and if you can do that, is there a real working solution to this problem- an update to MS Money 2006 Deluxe I've missed somewhere? Again, Help? Tag: Money 2004 Tag: 202599
  - 14
    - Available balance? Is there a way to distinguish actual balance from available balance in Money? I may have a large check that doesn't clear for 10 days but there isn't a way to show this to Money. My bank's online banking does show the two balances. Also, the check may clear in stages. 1/2 in 5 days and the rest in 10 days. Using Money Small Business 2004. Thanks, Brett Tag: Money 2004 Tag: 202595
  - 15
    - Annual Returns Calculation Money states the following: An annualized percentage return is the annual profit on an investment as a percentage of the amount invested. Money uses the Internal Rate of Return (IRR) formula to calculate the annualized percentage return on each investment. Why does money use IRR when nothing else uses this. Morningstar, CNN Money etc etc etc? The returns shown on my portfolio in money do not equal anything else. Tag: Money 2004 Tag: 202593
  - 16
    - Money 2006 - Payee List My new year's resolution is to clean up my Payee and Catagory list in Money...consolidate catagories, payees, etc. I just went to the Payee List for the first time in awhile and noticed that in addition to picking up the Payee from the Payee field in the check register, the Payee List also picks up on the Memo field in every one of my investment accounts and shows any memo as an actual Payee. Strange, but when I got to that transaction and erase my memo, it stops showing up as a Payee. I don't want to erase all my comments from all my transactions in all my accounts, but it would eliminate a few hundred extra payees from my Payee list. Please comment if you have any suggestions...thanks in advance. Tag: Money 2004 Tag: 202588
  - 17
    - Money 2006 Custom Reports I have created 5 custom "Payee Reports" and have marked them as Favorites. But when I try to make changes to these reports (changing the date range), Money does not allow me to make these custom changes to each report. Rather, it modifies the master "Payee Report" and forces my changes on all custom "Favorite" reports. Hopefully I've explained this well....am I missing something? Seems like it you take the time to create a custom report, save it as a favorite, you should be able to go back and make individual changes. Tag: Money 2004 Tag: 202584
  - 18
    - Money 2006 Deluxe - Forecast Issues Hi, I'm setting up my accounts in the Trial version - just to see how the new software works. One thing seems to not be working - the forecast does not seem to want to bring in any budgeted item and only includes items listed in scheduled bills. This is not particularly helpful in a forecast, although I quite like the result it gives, but it would mean not eating for the rest of the year amongst other things! I have amended all the settings in the "Change Cash Flow Settings" screen to cover all possible permutations as well as those that seem most reasonable! All the documentation and help suggests that the forecast should be able to include all budget items (if you are using Advanced budgets - which I am) or past trends. - The radio button is clearly displayed against "Amounts from my current advanced budget" Can anyone help? Thanks, Rachel. Tag: Money 2004 Tag: 202582
  - 19
    - Connecting with Money Deluxe 2006 I am confused by this issue. My money Deluxe 2006 seems to be online/connected sometimes and then it isnt. I will be able to do everything and then it is as if it is not connected and tells me I need to connect to the internet and when I click yes it doesnt do anything but if I close the program and restart the program then I am connected again. Could someone please help me about this? I need a steady and reliable connection with my money program. Thanks and I would like to wish everyone a Happy New Year & May your dreams come true. Tag: Money 2004 Tag: 202576
  - 20
    - Bank Acct Auto Update without sync to MSN I would like to have my accts auto update without syncing to the MSN website. I would also like to not use the passport password. When I remove the pasport password and create a local password, I no longer am able to auto update from my bank. Do I have to have the MSN passport and web access to do this? If not, how do I do this? I have Money 2005 Deluxe on an Windows XP Pro system. I am creating a new money file so I can wipe clean and try anything new. thanks!! Tag: Money 2004 Tag: 202570
  - 21
    - Joint Accounts? I'm using Money 2006 Standard and have run into an interesting problem. My wife and I are using the same bank (USAA, which we love). Originally, under /my/ account, I created us a Joint Checking Account, and a Joint Savings Account. When I used Money, I connected online to my bank using /my/ account information, and it automatically pulled in all the accounts listed under me at my bank (Joint Checking, Joint Savings, and Single CC). No problems here. My wife recently decided she wanted to start a single checking account for herself. As we already had Joint Accounts, she was already a member. I simply set up her online information, and Money automatically pulled in all of /her/ accounts listed under her name at the bank. /However/, while it successfully pulled in her single checking account, it also pulled in the Joint Checking Account and Joint Savings Account as well. When Money connects to our bank and updates our accounts, it updated the Joint Checking & Savings /twice/ thinking they're different accounts. Because I don't want to throw off all of my expenditure tracking and so forth, I thought I would just delete the accounts. But trying to delete them my only option would be to delete the bank account, which would also require me to /not/ track her personal checking. I tried closing the account in Money, but it /still/ updates the transactions in it, throwing everything off. Thus far I've been having to delete all transactions in the duplicate accounts every time Money downloads account information from my bank. Is there any way to tell Money that these accounts, even though they're listed under two different bank accounts, are the same? Or to get those two, and not the personal account, not to update? Or what should I do? I'm tired of deleting all the transactions in the duplicate accounts, but so far its all I can come up with. Any and all assistance would be greatly appreciated. Tag: Money 2004 Tag: 202564
  - 22
    - Latest version of Money Deluxe 2006 How do I determine if I have the most recent revision of 2006 Deluxe? I've done searches online but don't see a current version number listed anywhere. Thanks! Tag: Money 2004 Tag: 202562
  - 23
    - Lifetime Planner absurd figures The college expense estimator tells me room and board for an undergrad at UF (here in Gainesville) costs $273/year, and Out-of-State tuition (which I would not have to pay) costs -$714 (yes, that's a negative sign). Obviously I have to ignore that and enter my own value, but can someone else replicate it in M06 Deluxe? There should be some reduction in food expenses at home when my kid leaves, but there is little or no change in my housing expenses (hot water?) and the college room costs are cash out of pocket. TIA -- Chris Cowles Gainesville, FL Tag: Money 2004 Tag: 202561
  - 24
    - GST Tax Forms for New Zealand Hi there, I have recently prchased Money 2005 Standard, ans the box has big claims about it being able to track GST on purchases etc. That all seems to be working well, except I cannot get the GST information out of it at all. How do I setup my tax forms to give me the totals that I need for my GST return? Thanks in advance Jerome Brown Tag: Money 2004 Tag: 202559
  - 25
    - M2004 / How to get an investment report by year Is there any way to get a report that gives your subtotals by year of investment transactions? I am interested in seeing running totals by year of the number of shares I have purchased. I can't see how to do this. Tag: Money 2004 Tag: 202551
- Next
  - 1
    - Auto Assign Category for downloaded transactions (turn off) Question: Is there a way to turn off the auto assignment of categories for downloaded transactions in Money 2006? We shop at Walmart, Costco, etc. where we purchase many different goods. We split most of these transactions into multiple categories. Money remembers the last split we have made and automatically assigns that split/category to the next dowloaded transaction from that store. I would rather assign cateogories myself and remove the "smart" feature of money. I would appreciate any input or suggestions. Doug Tag: Money 2004 Tag: 202549
  - 2
    - Transfer "Account Tools" Categories to Budget ; PID I've set up elaborate expense categories/subcategories in the Banking tab under Account Tools/Categories & Payees. Is there a way to import this category structure automatically into a new advanced budget? I bought Money 2006/Deluxe at Walmart. When I tried to use the online support, they asked for a product ident. number, but when I went to Help/About MS Money, there was nothing but a serial number, which didn't work. Any ideas? Thanxalot! -- Rich Rosenberg Tag: Money 2004 Tag: 202548
  - 3
    - money 2006 stadard hanging I just downloaded the 2006 standard upgrade and when I start the application it says "please wait while 2006 checks for new software updates, this may take several minutes" that's as far as it goes and it gets stuck and I have to reboot my computer to get out of the program. Tag: Money 2004 Tag: 202543
  - 4
    - Can Money Deluxe 2006 Read Money Premium File Can Money Deluxe 2006 read/write a Money Premium 2006 file? Thanks. Bob Mc. Tag: Money 2004 Tag: 202540
  - 5
    - Money 2006 upgrade/MSN Billpay I upgraded from Money 2003 Deluxe to Money 2006 Deluxe. I used to make epayments out of the register for an account "A". After the Upgrade, I had a new account "B" which was now associated as my MSN Billpay account. Account "A" is no longer assoicated with Billpay and I can't make epays from the register. I can't merge duplicate accounts. These 2 account don't show up in the list. I can't find a way to associate my existing account with billpay. Any ideas? Thanks in advance for any help you can provide. --John Tag: Money 2004 Tag: 202539
  - 6
    - Archiving Confusion I recently upgrade to Money 2006 from 2004. My primary data file is full and I'm wanting to archive 2004 and 2005 respectively into two separate files leaving me with virtually an empty file for 2006. Everything seems to work fine EXCEPT for Checking Account transactions that involve my mortgage and payroll transactions. For some reason during the archive process, transactions with the 2004 date that should be archived are remaining in the primary file. If subsequently deleted, they alter the Mortgage account as if the payment was never made. The same is true if I delete the payroll deposits - it wipes out the related 401K contributions from my investment account. Is this normal? Is there any way to not alter the historical balances of investments and loans but to eliminate the driving transactions? Thanks, Joe Tag: Money 2004 Tag: 202538
  - 7
    - Problems with Money 2006 and MSN billpay Money version: Small business I'm finding it tough to navigate how to correctly link Money and MSN bill pay service (which I have been using for 3 years). This becomes a problem when I have to make modifications or have to troubleshoot a problem. I just want a transparent way to designate my bill pay account IN ONE PLACE and make both Money and the Bill pay service recognize and synchronize this. Some changes I have made lately have left me out of sync: #1: Under my accounts, there is an 'MSN Bill Pay Checking' account. I never added this account although its been there a while. Why is it there and how did it get there? Just by synchronizing with bill pay? This account balance is always $0. #2: My main checking account was confused (bank error) and it was just too much trouble trying to balance all the erronous transactions, so I decided to delete it and reimport it a) I deleted the account out of MSN bill pay (moneycentral website) and after some trouble (I had to mail in a blank check), readded it b)Money refused to let me delete it as it was my main bill pay acocunt - it only allowed me to 'close' it. Even after I deleted the account out of the bill pay service at moneycentral (see a) c) I reimported the account successfully, but Money still obvioulsy remembers the old instance (it calls it account #2). d) Now when I try to pay my bills from Money, it does not show me my checking account, only the bill pay checking account in #1. Since I'm not sure if this is a real account, I have resorted to paying bill from outside Money on the moneycentral website. Anyone care to help unravel this gordian seeming knot I've tied myself into? Tag: Money 2004 Tag: 202536
  - 8
    - Problems with Money 2006 and MSN billpay Money version: Small business I'm finding it tough to navigate how to correctly link Money and MSN bill pay service (which I have been using for 3 years). This becomes a problem when I have to make modifications or have to troubleshoot a problem. I just want a transparent way to designate my bill pay account IN ONE PLACE and make both Money and the Bill pay service recognize and synchronize this. Some changes I have made lately have left me out of sync: #1: Under my accounts, there is an 'MSN Bill Pay Checking' account. I never added this account although its been there a while. Why is it there and how did it get there? Just by synchronizing with bill pay? This account balance is always $0. #2: My main checking account was confused (bank error) and it was just too much trouble trying to balance all the erronous transactions, so I decided to delete it and reimport it a) I deleted the account out of MSN bill pay (moneycentral website) and after some trouble (I had to mail in a blank check), readded it b)Money refused to let me delete it as it was my main bill pay acocunt - it only allowed me to 'close' it. Even after I deleted the account out of the bill pay service at moneycentral (see a) c) I reimported the account successfully, but Money still obvioulsy remembers the old instance (it calls it account #2). d) Now when I try to pay my bills from Money, it does not show me my checking account, only the bill pay checking account in #1. Since I'm not sure if this is a real account, I have resorted to paying bill from outside Money on the moneycentral website. Anyone care to help unravel this gordian seeming knot I've tied myself into? Tag: Money 2004 Tag: 202535
  - 9
    - Buying in margin -- Money is overstating the assets in my account When I buy stocks in margin, Money mistates the amount I have in my account as a total of my assets. For example, let's say I have $50,000 cash, and then buy $70,000 worth of stocks. After the transaction, Money says that I have $70,000 worth of stocks. However, this by itself overstates my value. It should be: $70,000 stocks -$20,000 margin account Does anyone know how to correct this? Thanks much! Tag: Money 2004 Tag: 202534
  - 10
    - Problem with a closed account I have been using MS Money 2004 for the past couple of years, mostly as a glorifed check register, but also the debt reduction planner feature. Starting with this new year I've decieded that I want to set up a budget in Money and have been trying to do so this morning but I'm having a problem with an auto loan that I paid off four months early this past month. The problem is that even though this loan is paid off, with a zero balance, and has been "closed", the original scheduled payment of $475 still shows in the monthly debt reduction portion of the budget that Money sets up for me when I use the autofill feature. I have tried everything that I can think of to remove this closed loan from my monthly budget but can not seem to figure it out. Can anyone here offer a suggestion? Thanks in advance and Happy New Year! Tag: Money 2004 Tag: 202533
  - 11
    - M2005 Portfolio Every time I access my portfolio Money does an update and them puts me at the bottom of the portfolio. It does this even though I was just in the portfolio a minute ago. It gets to be aggravating after a while. It didn't always do this. How do I stop it? Thanks, Lou Tag: Money 2004 Tag: 202529
  - 12
    - Change an Investment Type in Money 2006? In Money 2006 there does not appear to be any way to indicate the investment type of a new investment or change it after it is created. On MSN Money the investment (symbol FVL) is listed as a stock, but it is a closed-end fund. I need to record the year-end capital gains distributions, but since Money thinks it's a stock, I can't do that. The only transaction types that are allowed are Dividend and Other Income. How do I record both Short-Term and Long-Term capital gains? How can I change the investment type to Mutual Fund (or some other type that is more accurate)? Thanks, Scuba Geek Tag: Money 2004 Tag: 202527
  - 13
    - Move the *.mny file I have been using money since Money 2001. When I installed Money 2006, I discovered part of Money 2001 was still their and that is where my *.mny file is stored. How do I move my *.mny file to get it into the Money 2006 folder, and still have money be able to find it. I almost lost it when I first deleted Money 2001, and had to retreve it from the Recyle bin. Thanks, -- Jared3 Tag: Money 2004 Tag: 202521
  - 14
    - creating a DAILY Line Chart Hi, I'd like to have / create a line chart that traces my net worth over time, on a DAILY basis. Know how? Tag: Money 2004 Tag: 202516
  - 15
    - Home page I'm running MNY 06 SB on an XP machine. I've set my home page to show revenues for the month, money 06 sb always shows $0.00 but when i click on it, it will take me to the profit and loss statement which has the current revenues. I'm wondering why it will not show on the home page. thanks in advance Tag: Money 2004 Tag: 202515
  - 16
    - 2006 pull-down windows hangs I recently installed Money 2006 on an IBM Aptiva 2163 running Windows 98 SE. I have had problems with pull-down windows from day 1. Not all - for example, within an account register I can pull down the window for "debit" and "next check number", but many other windows will not open to allow me to select an option for 20 minutes or more. I see the "not responding" when I open the Task Manager, but eventually, 20 minutes or so, the pull-down window will open. Each additional click on a pull-down menu, except for those which are not a problem, results again in a 20 minute delay. I also tried updating my accounts within MSN Money. The message said this could take anywhere from 30 seconds to 2 minutes. I have a cable connection so it should have been fast, but again this update took a very long time before I cancelled it. Any ideas, I'm out of them. I have done quick and standard repairs, reinstalled Money 2006, all to no avail. Is this a Windows 98 SE problem? -- Julius Tag: Money 2004 Tag: 202513
  - 17
    - Mismatching of downloads with manual data I suppose there might be "no answer". But just wondering if anyone has an idea why... I manually enter my checks when written (so that the payees are properly recording in my ledger. If I don't money always records the same payee to downloaded checks, the one in the last ledger entry for a numbered check). Then when I download (via qif file), Money (2005) matches the downloads with the manual entries. And I've never seen it err before. However today it decided that the match for a manually entered numbered check (not yet cashed in reality), dated 12/22/05 , was a cash withdrawal, from a teller, made on 12/30/05, for the same amount. I Didn't catch it immediately and accepted the match, and so I had to delete that transaction. Then when I imported the same file, it still did not recognize it properly, but assigned it as an unnumbered check, with a payee matching the most recent one before that for a numbered check. (It always does this payee silliness, which is why I took to manually entering check #s so it wouldn't do so. Any ideas what happened, or should I just chalked it up to the vagaries of qif files? TIA Jim Tag: Money 2004 Tag: 202512
  - 18
    - [Un]Happy New Year. Using Money'04. Finished half of year end transactions last evening. This morning I can't add anything using "portfolio changes" i.e. reinvest divids, etc. Tried completely uninstalling and reinstall from CD. Tried a second file, and previous backups. Still same results. Upon trying to "add new transaction' the info box ALWAYS comes up "Edit Transaction" referring to a previous one. This is true for any stock, bond, MF, etc. No error messages. Anyone know if there's a 2006 jinx?? Thanks Tag: Money 2004 Tag: 202507
  - 19
    - User Manual for Pocket Money ??? I got Pocket Money from handmark for the palm pilot. Problem is, that, it does not come with a manual on how to use the software. Does anyone in this forum know where I can get a manual ? .. Tag: Money 2004 Tag: 202505
  - 20
    - PAYPAL MAGIC TURN $5 INTO $15,000 IN ONLY 30 DAYS...HERES HOW! This is a Money Scheme and Not, I repeat... This is Not a Scam!!! You have most likely seen or heard about this project on TV programs such as 20/20 and Oprah, or you may have read about it in the Wall Street Journal. If not, here it is below - revealed to you in step-by-step detail. This program is by no means new. It has been in existence in many forms for at least a decade. But in the early days, it required a lot more time and effort, as well as an investment of a few hundred dollars. However thanks to PayPal and the Internet, the investment is now virtually ZERO! And what's more, the entire process is FASTER, EASIER, and MORE LUCRATIVE than it has EVER been! Below is the email sent to me: How to Turn $5 into $15,000 in 30 Days with PayPal I WAS SHOCKED WHEN I SAW HOW MUCH MONEY CAME FLOODING INTO MY PAYPAL ACCOUNT I turned $5 into $14,706 within the first 30 days of operating the business plan that I am about to reveal to you free of charge. If you decide to take action on the following instructions, I will GUARANTEE that you will enjoy a similar return! STILL NEED PROOF? Here are just 3 testimonials from the countless individuals who decided to invest nothing more than $5 and half an hour of their time to participate in this program: "What an amazing plan! I followed your instructions just 3 weeks ago, and although I haven't made 15 grand yet, I'm already up to $9,135. I'm absolutely gob smacked." -Pam Whittemore , Ohio "Well, what can I say?... THANK YOU SO MUCH! I sent 40 e-mail's out like you said and then I just forgot about the whole thing. To be honest, I didn't really think anything would come of it. But when I checked my paypal account a week later, there was over $5,000 in After 30 days I now have over $11,000 to spend! I can't thank you enough!"-Juan Tovar, NY,NY "I was shocked when I saw how much money came flooding into my paypal account. Within 3 weeks my account balance has ballooned to $12,449. At first I thought there had been some sort of error with my account!" -Richard Barrie , Boulder,CO The only things you will need are: An email address. A Business PayPal account with at least $5 deposited in it, and just 15 to 30 minutes of your time. This program takes just half an hour to set up. After that, there is absolutely no work whatsoever to do on your part. You have absolutely NOTHING to lose, and there is NO LIMIT to the amount of income you can generate from this one single business program. Let's get started, just follow the instructions exactly as set out below and then prepare yourself for a HUGE influx of cash over the next 30 days! Here's what you need to do. . . REQUIREMENTS [THESE INSTRUCTIONS MUST BE FOLLOWED VERBATUM FOR THIS TO WORK] #1) an email address #2) a Premier or Business PayPal account Now follow the steps: 1-4 STEP #1 - Setting up your FREE PayPal Account It's extremely safe and very easy to set up a FREE PayPal account! Copy and paste this to the address bar https://www.paypal.com (notice the secure "https" within the link) Be sure to sign up for a free PREMIER or BUSINESS account (and not just a PERSONAL account) otherwise you won't be able to receive credit card payments from other people. STEP #2 - Sending PayPal money "It is an undeniable law of the universe that we must first give in order to receive." Now all you have to do is send $5.00 by way of PayPal to each of the six email addresses listed below. After setting up your free paypal account and confirming or verifying YOUR ACCOUNT AND putting (five Dollars) $5.00 into your Paypal Account use the Account tab on Paypal to send $5.00 to the first of the names above. List then move the top one and place yours in the #5 spot on the list of names #1-#5. Remember your name becomes #5. Make sure the subject of the payment says... *PLEASE PUT ME ON YOUR EMAIL LIST* (this keeps the program 100% legal.. so please don't forget!) Note: (If you do not see the full email address for the 5 members, just hit reply to this email and they will show up.) (Just in case you still haven't opened your PayPal account yet, use this link to open one in your name), https://www.paypal.com 1.ieo88@yahoo.com 2.nprventure@yahoo.com 3.lovaboyxvii@yahoo.com 4.lsirca@verizon.net 5.wordmaster@comcast.net Remember, all of this is ABSOLUTELY LEGAL! You are creating a service! A Business... An Email List Service Business If you have any doubts, please refer to Title 18 Sec. 1302 & 1241 of the United States Postal laws. STEP #3 - Adding Your Email Address After you send your five $1.00 payments, it's your turn to add your email address to the list! Take the #1) email off the list that you see above, move the other addresses up one (5 becomes 4 & 4 becomes 3, etc) then put YOUR email address (the one used in your PayPal account) as #5) on the list. **MAKE SURE THE EMAIL YOU SUPPLY IS EXACTLY AS IT APPEARS IN YOUR PAYPAL ACCOUNT.** STEP #4 - Copy Message to 200 Newgroups, message boards,etc...... The Pure Joy of Receiving PayPal Money! You are now ready to post your copy of this message, to at least 200 newsgroups, message boards, etc. (I think there are close to 32,000 groups) All you need is 200, but remember, the more you post, the more money you make - as well as everyone else on the list! In this situation your job is to let as many people see this letter as possible. So they will make you and me rich!!!! You can even start posting the moment your email is confirmed. Payments will still appear in your PayPal account even while your bank account is being confirmed. HOW TO POST TO NEWSGROUPS & MESSAGE BOARDS 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 your computer's temporary 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 email to the list. Or copy to a Word Document. and Place in the email upon completion. Step #3) Save your new Notepad file as a .txt file. If you want to do your postings in different sittings, 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, bulletin boards, chat sites, discussions, discussion groups, online communities, etc. EXAMPLE: go to any search engine like yahoo.com, google.com, altavista.com, excite.com - then search with subjects like? millionaire message board? or money making message board? or opportunity message board? or money making discussions? or business bulletin board? or money making forum? etc. You will find thousands & thousands of message boards. Click them one by one then you will find the option to post a new message. 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 thru 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 AND/OR MESSAGE BOARDS 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 within days! **JUST MAKE SURE THE EMAIL YOU SUPPLY IS EXACTLY AS IT APPEARS ON PAYPAL.** Explanation of why it works so well: $$$$$ 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 email at #5 on the letter. Now, each of the 5 persons who just sent me $1.00 make the MINIMUM 200 postings, each with my email 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 email 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 email at #3 and only receive 5 replies each, I will make an additional $625.00! OK, now here is the fun part, each of those 625 persons post a MINIMUM 200 letters with my email at #2 and they 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 email at #1 and if still 5 persons per 200 newsgroups react I will receive $15,625.00! With an original investment of only $5.00! AMAZING!! When your email is no longer on the list, you just take latest posting in the newsgroups, and send out another $5.00 to emails on the list, putting your email at number 5 again. And start posting again. The thing to remember is, 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 $5.00?? 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 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 everyday, with thousands of those joining the actual Internet. Remember, play FAIRLY and HONESTLY and this will work. This really isn't another one of those crazy scams! As long as people FOLLOW THROUGH with sending out $5.00, it works! With warm wishes, bless you and your loved ones, https://www.paypal.com Tag: Money 2004 Tag: 202501
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    - Bill Summary How to print the bill summary listing alphabetically? After clicking on the Payee header, the listing is displayed alphabetically, but will only print based on the next due date. Any help would be appreciated. -- NET Tag: Money 2004 Tag: 202500
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    - Here again, Gone again Recently upgraded to 2006 Deluxe. Have doing the upgrade each year for a number of years. One of the 'features' I like is when viewing upcoming bills on the Bills Summary screen you can highlight <ctrl-select> what bills you want to pay and see a running balance at the bottom of the screen. This was there in 2003, gone in 2004 (everyone complained), back again in 2005 and now seems to be gone again in 2006. Am I missing something or is it time to start complaining again??? Thanks, Bill Tag: Money 2004 Tag: 202499
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    - Mutual fund exchange of shares I have a number of investments in one account. Within that account, I want to show an exchange of shares from one mutual fund to another, i.e., Value Line A to Value Line B. Does Money 2005 provide a mechanism for recording this exchange? I do not see a transaction for "exchange" in the activity drop down box. How do I handle this? Thanks to anyone who can help. Tag: Money 2004 Tag: 202493
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    - How to automate payee to a certain category Just downloaded 6 months of credit card charges. None of them imported a category. How can I automate say the 13 Shell Oil purchases in the register to have the same category like "gasoline" or at least have gasoline in the category when it is edited in the register? Tag: Money 2004 Tag: 202492
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    - money small business uses Ifg "small business' is used, does one have the ability to set up a home and business account (section) and thus use one program for both? -- mafac Tag: Money 2004 Tag: 202490

I'm still using Money 2004 and to be honest haven't used it in a while. I've
got everything updated now except I can't get my Discover Card transactions
to download. I don't get any kind of error either. Does anyone have any
suggestions?
Thanks!
Amy

Re: Money 2004 by Lou

Lou
Tue Jan 03 04:27:33 CST 2006

Check the obvious first:
Can you log in manually to the Discover site?

Is Discover set up for online updates in Money

Are your user ID and password correct in Money?

Lou
"AmyJo" <AmyJo@discussions.microsoft.com> wrote in message
news:D38DE677-F01B-4648-A9FF-AD4877AA1F75@microsoft.com...
> I'm still using Money 2004 and to be honest haven't used it in a while.
> I've
> got everything updated now except I can't get my Discover Card
> transactions
> to download. I don't get any kind of error either. Does anyone have any
> suggestions?
> Thanks!
> Amy

Re: Money 2004 by AmyJo

AmyJo
Tue Jan 03 06:29:02 CST 2006

Yes to all.

"Lou Venema" wrote:

> Check the obvious first:
> Can you log in manually to the Discover site?
>
> Is Discover set up for online updates in Money
>
> Are your user ID and password correct in Money?
>
> Lou
> "AmyJo" <AmyJo@discussions.microsoft.com> wrote in message
> news:D38DE677-F01B-4648-A9FF-AD4877AA1F75@microsoft.com...
> > I'm still using Money 2004 and to be honest haven't used it in a while.
> > I've
> > got everything updated now except I can't get my Discover Card
> > transactions
> > to download. I don't get any kind of error either. Does anyone have any
> > suggestions?
> > Thanks!
> > Amy
>
>
>

Re: Money 2004 by Chris

Chris
Tue Jan 03 06:57:37 CST 2006

"AmyJo" <AmyJo@discussions.microsoft.com> wrote in message
news:C90C133C-C58D-42A6-ACB4-FFFFC039A6E5@microsoft.com...
> Yes to all.
>
> "Lou Venema" wrote:
>
>> Check the obvious first:
>> Can you log in manually to the Discover site?
>>
>> Is Discover set up for online updates in Money
>>
>> Are your user ID and password correct in Money?

I occasionally have connection failures to Discover, but it's because
they're doing maintenance or something. It usually recovers on its own. That
said, disable online banking for Discover, quit Money, then restart and
re-enable. If anything has changed in the authentication requirements, that
should become obvious in the process.
--
Chris Cowles
Gainesville, FL