Money 06

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- Previous
  - 1
    - Please Consult Before Posting: Unofficial FAQ Available An unofficial FAQ for this newsgroup is available at http://umpmfaq.info. The source FAQ was last updated Friday, January 13, 2006. You may save yourself and those willing to spend their time helping you both time and hassle by consulting this resource before posting what may already be a FAQ. The unofficial FAQ answers 169 of the most frequently asked questions in this newsgroup. Note that only a limited number of FAQ items have been added or modified for Money 2005--those that are derive from my limited experience with the product and on very high profile items in the newsgroup. Many of these items apply directly to Money 2006. If you are using Money 2005 or 2006 and have a question or if you are considering using Money 2005, please read http://umpmfaq.info/Money2005.htm. As noted at http://umpmfaq.info/Money2006.htm, my limited use of the Money 2006 trial indicates that much of what I wrote a year ago is still applicable to Money 2006. Likewise, a comprehensive archive of this newsgroup is available at http://groups.google.com. Click on Advanced Groups Search; there you should specify newsgroup microsoft.public.money and some search terms you consider appropriate. It is *highly likely* the issue you want help with has been discussed before. In some case you will find it has been discussed **many** times before. If you are reading this group through the Microsoft Community Newsgroups web page interface, you may find the native Usenet newsreader tools handier. Click here to try them: news://msnews.microsoft.com/microsoft.public.money. One last word to the wise: I post this once a week so some people might see it and refrain from posting FAQs. I remember to do this because I also backup my Money data file to several different locations and several different media types once a week. I also assure that these backups do not replace other backups but supplement them in case a problem goes unnoticed for several backup cycles. Occasionally, I also test these backups to make sure they really are. I recommend you do the same as soon as you are done reading this. "Do you have a good backup?" is a frequent first reply to problems posted here. Don't leave yourself in a position where your only answer is "no." It's a lot harder to help people when that is their answer. Tag: Money 06 Tag: 203831
  - 2
    - Handling share conversions I hold an IRA in which, at one time two funds were represented. The IRA management team opted to move, or convert, all the shares from "Fund B" into "Fund A". How is this best handled in Money? Tag: Money 06 Tag: 203827
  - 3
    - 401k Account Missing In Money 2005,I have a 401k account that shows up in my portfolo but on the Account List under Investment Accounts, just the name shows up and no balance. I can't print a report for this account (it will not show up on the list) or include this account in my lifetime planner. When I go into Change account settings, the retirement box is checked, under budget the "Include this account in the budget planner" is checked. The "use this account for budgeted savings goals" is not checked and the system will not let me check it. I have repaired the file just to make sure all the connections are ok in the system and it doesn't fix the problem. Any ideas on how I could fix this? Tag: Money 06 Tag: 203823
  - 4
    - Microsoft money could not update your account... I have been using Money 2006 since mid 2005 with no problems. However, now several of my accounts will not complete internet updates. The Quotes/news and my American Express account update just fine. But my other credit card (MBNA) and bank accounts (WAMU) will not update. I get the following message with no further detail: Your las call encountered an error: 1/21/2006 11:21 AM Microsoft Money could not update your account. Please try to update your accountagain. If the problem continues, contact Customer Support. Do any of you know how to get more info on the error? I haven't had any luck with the support site. Thank you for your time!! Doug Tag: Money 06 Tag: 203807
  - 5
    - Money 2006 Deluxe -PDF report option? Is there still no option to produce a PDF file from reports? It would be a good enhancement to allow sending a report in that format. Tag: Money 06 Tag: 203801
  - 6
    - Auto Assigning Categories 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 06 Tag: 203798
  - 7
    - Balance discprency Hi My money summary page is showing my check account balance at $4000 more than it actually is. When I open the link to the check account the correct balance is displayed. The cash flow forecast is also using the incorrect high balance and as a result it s all out of whack. I've tried both options to repair the money file but it makes no differnce. Any ideas? TIA KIWI Tag: Money 06 Tag: 203795
  - 8
    - Sales Receipt? I have Money 2006 Small Business. After I have received a payment for an invoice, is there a way to print up a receipt to send back to the customer? or perhaps a way to print a PAID invoice? Tag: Money 06 Tag: 203793
  - 9
    - Want bill calendar on desk top How can I get the bill calendar to be available to my desk top? Tag: Money 06 Tag: 203789
  - 10
    - Can't Get Automatic Updates I recently got a new PC with Money 2005, and I'm not able to set it up to automatically update when I open the program. I've read all the "help" advice and also exchanged a few e-mails with the HP (PC manufacturer) support group, but none of the advice fixed the problem. I must be overlooking some aspect of setting up my PC to get the automatic updates - any suggestions? Tag: Money 06 Tag: 203786
  - 11
    - Synching w/ the web I upgraded from 2004 Standard to 2006 Standard on Friday. Since then, I have had nothing but problems. The problems I see include: 1. Taking literally forever for my accounts to synch up...I just get the 'update in progress' message for ever, even when I shut down the pc and restart. 2. If the updates are successful, I get two or three of every transaction, transaactions going back a year or more, mutual fund holdings that were long since disposed of. What I have found through hours and hours of playing around is that these problems only surface when I set up Money to synchronize with MSN's website. If I don't enable that, the updates happen quickly and appear to be accurate. When I do enable that function through the 'access your money data on the web' option things get pretty strange. At this point, I have restored from and old (and good) backup file to at least get me to where I should be. I have disabled the synch up with MSN, I have deleted all of my accounts from MSN. However, I had already done most of this once and it didn't work. I'm desperately trying to figure out how to get this done. I want to be able to look at my data on the web, but only enter it in Money. Help?! Tag: Money 06 Tag: 203782
  - 12
    - Message when Money starts Money is unable to verify your Online sign in. Money will now try to log you in using Work Offline sign in. Some online features, such as background banking, will be unavailable, possibly because of network problems. To use these online features, please close money and try to sign in again later. Why do I get the above message? Is it due to the fact that MS doesn't have one of my financial institutions in its listing of financial institutions. Both of my financial institutions have online statements, but I am unable to upload them to money. I have to input them manually. Tag: Money 06 Tag: 203780
  - 13
    - Troubles Getting Data from Navy Federal Credit Union Is anyone having problems connecting to NFCU? Since upgrading to 2006 several days ago, I have been unable to connect to my bank. I've reinstalled, created new files, created new Passports, all no joy. Tech support tells me CashEdge serves as an intermediary, and that they may be the problem. Any ideas? TIA Tag: Money 06 Tag: 203779
  - 14
    - TOP 15 online business This is the best place to find Top Online and Home Business The best of the best is there. Subscribe to get lattest news Updated daily TOP 15 online business: http://www.spot2biz.com Tag: Money 06 Tag: 203776
  - 15
    - Retirement Setup? I would like to set up my retirement plan on my computer but it will not recognize the company from which I have a retirement plan. Can you update the system so that Guardian Life Insurance Company of America is on the list? Their web page is http://www.guardianretirement.com. Please reply as soon as possible. Thank you. Tag: Money 06 Tag: 203775
  - 16
    - Changing date display format This is fairly simple, but I just can't figure out where to set it. How do I change the default date display format in Money 2003? - Bruce A. Johnson in Hardisty, Alberta, Canada - Bruce@BruceJohnson.ca Tag: Money 06 Tag: 203769
  - 17
    - Old Fund data appearing in Home Page Reports I am running Microsoft Money 2004 Standard Edition. I have two accounts, both of which have one mutual fund in the account. Both accounts have a zero balance. Fund #1 no longer shows up in the "Pick Quotes to Download", the "Money Home Page Investment Summary" and the "Money Home Page Best and Worst Performers". Fund#1 behavior is what I would expect and what I want. Fund #2 does show up in the "Pick Quotes to Download", the "Money Home Page Investment Summary" and the "Money Home Page Best and Worst Performers". For Fund#2, I have deselected the fund in the "Pick Quotes to Download" and the quote is no longer downloaded. Fund#2 shows up in the "Money Home Page Investment Summary"and "Money Home Page Best and Worst Performers" using the quote of the last day that was downloaded. Needless to say, the Home Page reports are not accurate, since other funds are using a quote from today's date and Fund#2 is using a quote from an old date. It does not matter where I have the account for Fund#2 in an open or closed status, the result is the same. Does anyone have any ideas on how I can get Fund#2 to act like Fund#1. Tag: Money 06 Tag: 203764
  - 18
    - Short Sell and Cover Short transactions on the same date Has anyone successfully entered a Short Sell transaction AND a Cover Short transaction for the same shares on the same date? Whenever I try to do this, Money complains that the share balance will become positive because it is trying to put the Cover Short transaction ahead of the Short Sell transaction. I suppose this is because Cover Short is alphabetically before Short Sell, but I am not sure. I have had this problem in all versions upto 2005. Seems pretty stupid but, of course, this is not the only thing stupid about MS Money. Tag: Money 06 Tag: 203763
  - 19
    - How to change my fax number I am using small business edition of money 2005 and i wanted to change my fax number on the invoice. I forgot how to do that. Can someone show me how to change information about your company in money small business edition 2005? Tag: Money 06 Tag: 203759
  - 20
    - Deleting Files Was treasurer for an organization; term has ended; want to delete that file entirely; can find no way to do it. I would appreciate any help in that area. TY -- HerbFry Tag: Money 06 Tag: 203750
  - 21
    - Recording a consolidation fund transaction in a mutual fund. How do you record the transaction when you have mutual funds that combine (a consolidation) I have a Scudder IRA and last year they closed one of my funds and merged it with another fund. I have the number of shares transferred and the price per share but I don't know how to record this. The options given for investment transactions doesn't seem to cover this? Can anyone help? Tag: Money 06 Tag: 203749
  - 22
    - "is it the one-time scheduled payment?" problem Hello! I'm using Microsoft Money 2006 Deluxe and i've the following problem: When i'm trying to enter new transaction to a account than MM6 constantly ask about "is it the one-time scheduled payment?"... As I understand MM6 match scheduled transactions with entered, but it always give me this dialog (independ from manually entered amount). How can I disable this matching so that MM6 do not popup this dialog? Tag: Money 06 Tag: 203744
  - 23
    - remove file from most recent files listing How do you remove the listing of a money file from the recent used files list? It is confusing for the person to see the file listed there when it has been deleted intentionally because it is no longer used. Tag: Money 06 Tag: 203743
  - 24
    - WOW foreclosures MILLION DOLLAR homes --_NextPart_00009751-000022BE-007AFEA4-1635 Content-Type: text/plain Content-Transfer-Encoding: 7bit WOW I just found this site www.a1yes.com/foreclosures about making a MILLION DOLLARS with Property the guy made a MILLION DOLLARS in 3 months www.a1yes.com/foreclosures I just have to join to learn how he did it --_NextPart_00009751-000022BE-007AFEA4-1635-- Tag: Money 06 Tag: 203742
  - 25
    - WOW how DVDs can make you a MILLION DOLLARS --_NextPart_00009751-00002297-0075C8D9-6006 Content-Type: text/plain Content-Transfer-Encoding: 7bit WOW I just found this site www.a1yes.com/dvds about making a MILLION DOLLARS with HOW TO DVDs the guy made a MILLION DOLLARS in 6 months www.a1yes.com/dvds I just have to get the 11 dvds to learn how he did it --_NextPart_00009751-00002297-0075C8D9-6006-- Tag: Money 06 Tag: 203741
- Next
  - 1
    - Microsoft Money has experienced an internal error When I restore a backup file from money 99 to money2005 I get this error: "Microsoft Money has experienced an internal error and will have to restart" I have tried everything I know and that is why I am here. Tag: Money 06 Tag: 203735
  - 2
    - Bill Summary Balance Has Microsoft fixed the bill summary balance feature in Money 2006 yet? Or does anyone know if they are even planning to? I purchased 2006 but won't use it since this feature was removed, curious of Microsoft's position on the matter. Tag: Money 06 Tag: 203734
  - 3
    - Sector Weightings How can I see Sector Weightings in my Portfolio? By means in which sector my investments are done.Like Retail,Defence,Auto,etc I have Money 2006 Pre Tag: Money 06 Tag: 203733
  - 4
    - 401(k) Manager Calculations I've been using the 401(k) Manager to update my portfolio with my quarterly statement (since Money 2002 Deluxe). A real annoyance, still around in Money 2006 Deluxe, is the rounding off, causing discrepancies. After inputting the statement date and statement total, you update Quantities and Prices below and Money calculates the Market Value. Quantity, Price and Market Value are all updateable fields. If I enter the Quantity on my statement, rounded to three decimal positions, the Market value is frequently off a few cents. What I must do is manually calculate (Market Value/Price) to get the Quantity to more than three decimal positions, then input all this information so Money can calculate the Market Value. Since we can type in the field called â??Market Valueâ??, couldnâ??t Microsoft provide a â??backwards calculationâ?? for us? Example, Iâ??d like to type in Price and Market Value and let Money calculate the Quantity for me, and update the field beyond three decimal points. Any suggestions? Is there something I missed that does this? Thanks, Frank Tag: Money 06 Tag: 203724
  - 5
    - Money Data Can you access the Microsoft Money data with a report writer like Crystal Reports or Microsoft Access to create customized reports? Tag: Money 06 Tag: 203719
  - 6
    - 'Balancing' 401k fund through quarterly statement I have an employer 401K that cannot be updated via auto-update (i.e. their mutual fund offerings are internal and do not have a 'real' stock ticker symbol). In previous versions of Money (previous to 2006) there was an option that was called something like 'Balance 401k' or 'Enter 401k statement' or something like that - this was used to enter the prices from your quarterly (or whatever) statement into money so it would at least have somewhat correct prices. However, I know longer see this option anywhere in my investment portfolio menus... So how does one now enter this information from their quarterly statement into Money? Thanks in advance. Tom -- Tag: Money 06 Tag: 203717
  - 7
    - Accept Stock Sell Transfer in Checking Account I recently sold some stock and as part of the transaction, Money asked me what account the proceeds were transferring too. I chose my checking account and all seemed fine. The problem is that when I downloaded my checking data from my bank, the transaction matched, but Money won't allow me to accept the transaction. Even after reconciling my last statement, Money shows me "Item to review" and clicking the Accept button (or right clicking and choosing accept) has no effect. Any ideas? TIA, Patrick Tag: Money 06 Tag: 203716
  - 8
    - Budget question - Money 2006 Canadian All, I have a question. I am struggling setting up the budget for my income. Problem is that we get salary increases in Mid year, and Money 2006 is reporting the paychecks trough the year (it will be nice, but) Any idea how to setup the budget when Paycheck 1 is till may, and Paycheck 2 starts in June? I tried putting end payment for the paycheck 1 and starting second one next month, but it didn't work. It was still reporting 2 incomes. AJ Tag: Money 06 Tag: 203708
  - 9
    - Microsoft Responds As I stated in a previous post, I'm not able to use the auto-update feature to down load Bank of America account info. I sent an email to Ms Support regarding this and received the following: "Based on the current research, I would like to let you know that Bank of America (California) implemented a new security feature named "SiteKey", which requires us to identify an image besides entering the log-on information. Thus, the account information cannot be downloaded from the financial ins titution into Microsoft Money 2006. Recently, we have received a few feedbacks from several customers pertaining to this issue. After collecting the relevant information, we have immediately reported the issue to our Product Group for further investigation. Microsoft and Yodlee, one of our partners, are working closely with the finan cial institution and making every effort to resolve the issue as soon as possible. Your continuous patience and understanding are highly appreciated. At this time, I suggest we visit the financial institution's website, manually download the statement files to the local hard drive, and import them into Microsoft Money 2006. " It sure would have been nice if Ms would have posted this so folks don't spend a lot time trying to fix something that they can't. Steve Tag: Money 06 Tag: 203706
  - 10
    - Money 2006 and CapitalOne Card I have two capital one cards. I added one to the online update feature and its working good. When I try to add a second card I always get an error saying that the card cannot be added because it already exists, and that if it has been deleted to wait a day and then try again. I have tries for almost a month now and I get the same message. What could I do to fix this problem? Tag: Money 06 Tag: 203701
  - 11
    - Cash flow problem My cash flow feature on Money 2002 just quit working, for no apparent reason. I've tried setting all of the usual things, but nothing is working. Any ideas? -- dave Tag: Money 06 Tag: 203700
  - 12
    - Cash Flow Problem I have been a Money 2002 user since July 2005 and love the cash flow feature. Last week, the cash flow feature quit working. When I launch a cash flow review, nothing happens. Nothing bad happens that I know about. All the other features of Money 2002 work fine. Any ideas on what the problem is with the cash flow feature. -- dave Tag: Money 06 Tag: 203699
  - 13
    - Can't remove hidden transaction I have a hidden transaction (i.e., shows up in Reports but not in the Account Register) that I cannot remove. It's preventing me from balancing an account. I've followed steps 1 and 2 in http://support.microsoft.com/default.aspx?scid=kb;en-us;838713&Product=mny, to no avail. When I see the transaction in Reports, the amount cannot be changed and it cannot be voided. Any tips on how to delete or void this transaction? Thanks, Larry Engel Tag: Money 06 Tag: 203693
  - 14
    - Budgeted expense missing from report Using Money 2004 Std. Hi all. Budget is created. When 'review your current budget status' is run, expenses that have been budgeted are missing. For example: $50 budgeted for Bills:Cable. Report indicates that for December $50 has been spent (actual) on Bills:Cable, but $0 has been budgeted, so there is a difference of $50.. This happens on a few items and then not on others. Any ideas? Thanks for all you do. Tag: Money 06 Tag: 203692
  - 15
    - Download stock and mutual funds from Brazilian quotes Hi, guys ! I would like to hear from you whether it is possible for me to configure money to automatically download stocks and mutual funds from the Brazilian stocks market (BOVESPA). I have allready searched in various sites and FAQs, but did not find any answer to this. Only a restricted groups of countries are listed on Money Central website, and Brazil is not one of those, so this makes me think that perhaps it is not easily integrated into the default onlineservices of Money (2006, my version). But, as such need is rather universal, perhaps someone may have alread established a way to update online, via webservices or directly into the .mny file. Updating everyday manually is too much hardwork for those who have more than a couple of stocks and mutual funds. Many thanks in advance, FÃ¡bio Tag: Money 06 Tag: 203691
  - 16
    - Money 2006 Why is Money 2006 so slow? When I navigate, the next window takes a long time to show. Money 2004 was never this slow. Is there a program gitch? Tag: Money 06 Tag: 203690
  - 17
    - Get Paid To Play Games Get paid to play free online strategy games ! visit http://gptp.bravehost.com for more information Tag: Money 06 Tag: 203689
  - 18
    - RBC Royal Bank I'm using Money 2006 (v15.0.80.513) and I can't seem to find Royal Bank as an available Financial Institution that supports Money 2006. How do I add RBC to do the auto updates? Tag: Money 06 Tag: 203685
  - 19
    - Online Updates through Yodlee Here we go again!! It has been 3 days since any of my accounts that use Yodlee interface have updated successfully. Anyone else having this issue? Money 2005 .... I really don't have the time to spend again with Microsoft Support to try to get this resolved. The norm has been to pretty much destroy my system in the course of proving to Microsoft that the issue is on their end, not my computer system environment. Dependency on Microsoft maintaining their interface to Yodlee is a joke. Interestingly, I can log on to my Yodlee Oncenter account and all of my accounts have current information. Why can't Microsoft hold up their end of the interface?? Okay, enough ranting..... anyone else currently experiencing this? Tag: Money 06 Tag: 203681
  - 20
    - Bank of America (Ca) Anyone using Boa Ca with Money 2006 ? If so, can you use the auto-update feature ? I continuely get update unsuccessful. It was working fine until recently. Todays change in the Portfolio manager is been blank last couple days. % change seems to be working though. Lastly, getting sign in error intermitently during program start,have to shut down and restart program. Things seem to be going "south" Trying to figure out if it's my file or not. Thanks Steve Tag: Money 06 Tag: 203680
  - 21
    - Symbol Updating Only Every Few Days (if at all) Using Money 2006, and have a symbol "VLO" that is only updating every few days. This stock was a duplicate (downloaded transaction created a new version of the same stock - my fault not clicking correct choice when asked). I've removed the symbol from the stock entry that was downloaded, renamed this entry to something bogus, deleting this renamed stock "from all accounts", then added the symbol back to the original VLO stock that I've been tracking for years. Now the stock just says "unch" in the portfolio view, and the price history is only updated 4 times in last month or so. All other stocks in the portfolio are updating normally. Any ideas? I've tried removing the symbol, restarting Money, adding symbol back, renaming the stock (currently it is "Valero Energy Corp.") Thanks in advance. Tag: Money 06 Tag: 203672
  - 22
    - Fit to Page When you print a report how can you tell MS Money to fit it to the size of the paper and then have it save this seting for that or all reports ? ThanK You Tag: Money 06 Tag: 203671
  - 23
    - advisor fyi Since weeks ago, the advisor fyi window that shows when i sell a mutual fond and show tax implications, is not showing, any ideas?? Tag: Money 06 Tag: 203669
  - 24
    - Duplication of transactions and splits When I close Money 2005 & open it back up- many of my transactions have been duplicated and the split categories are all broken out into separate transactions. For example, if I take $100 out of the ATM & them use the split function to show $20 food, $30 entertainment, and $50 clothing- the next time I open up money, I will have 2 or 3 $100 ATM transactions & separate transaction lines for all the split categories. Further, when I try to delete the transactions, many times I get the error message that they cannot be deleted. Most are manual transaction- some are downloaded. It's SO frustrating, can anyone help? Tag: Money 06 Tag: 203668
  - 25
    - Upgrade from Money 2004 to Money 2006 problems I downloaded Money 2006 and because the Money 2004 was such a mess, I decided to start from scratch. I started a new file and manually entered all of my investment positions in three accounts at a brokerage on 1/16/2006. Now my new setup has hundreds of transactions dating back to 2004 that it wants to add to my new, manually set up file. I only want transactions from 1/16/2006 forward to go into my file. How do I keepe the old transactions from messing up my new file. For example, there are buys and sell of stock, dividend, stock splits. I don't want any of these to download. Thanks Tag: Money 06 Tag: 203666

Hi,

I installed Money 06. Now when I click the icon to start Money 06 nothing
happens (at least I do not see visbile sign of any program starting ). I go
to the Task manager and I do not see Money 06 in the application tab, However
I do see msmoney.exe in the process tab. When I try clicking the icon again I
get message box "Ms Money" already running.

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Re: Money 06 by via_newsgroup

via_newsgroup
Sat Jan 28 10:09:34 CST 2006

In microsoft.public.money, Suhas wrote:

>Hi,
>
>I installed Money 06. Now when I click the icon to start Money 06 nothing
>happens (at least I do not see visbile sign of any program starting ). I go
>to the Task manager and I do not see Money 06 in the application tab, However
>I do see msmoney.exe in the process tab. When I try clicking the icon again I
>get message box "Ms Money" already running.

If you reboot the computer, and start Money, what happens?

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