MSN Money Portfolio (web) & Helpful Info)

First, is this the right forum to discuss issues or questions about using the
MSN Money Portfolio web application?

If so, I've had a problem restoring a backup following the purchase of a new
pc. Several but not all former dividend/interest entries are shown "in the
red". I have tried to change them but they change back after I close the
program. Also, the changes don't appear to effect the balances...but I am not
absolutely sure. I am loathe to take on all of the work to check it out if it
isn't necessary. Help with this program is scant. Does anyone have a helpful
suggestion?

Secondly, the new pc came with a copy of Money 2004. Sadly I spent hours
trying to figure out why I could not import or restore my mny files from the
web or my back-up CD. After searching the KB articles many times I accidently
found the answer.... The web version of Money is 2005 (duh) and the files are
not backwards convertable to a previous version, my Money 2004. I do not have
a qif file to import from either. Does anyone know a work around this?

I welcome any comments or suggestions!
TIA
--
CBarnes

via_newsgroup
Tue Feb 22 13:13:21 CST 2005

In microsoft.public.money, CBarnes wrote:

>First, is this the right forum to discuss issues or questions about using the
>MSN Money Portfolio web application?

That would be microsoft.public.moneycentral. The number of people
responding to MSN Money posts there is low.

>
>If so, I've had a problem restoring a backup following the purchase of a new
>pc. Several but not all former dividend/interest entries are shown "in the
>red". I have tried to change them but they change back after I close the
>program. Also, the changes don't appear to effect the balances...but I am not
>absolutely sure. I am loathe to take on all of the work to check it out if it
>isn't necessary. Help with this program is scant. Does anyone have a helpful
>suggestion?

You could try copying over the "my portfolio.mny" file which is
probably in your "My Documents" folder.

>
>Secondly, the new pc came with a copy of Money 2004. Sadly I spent hours
>trying to figure out why I could not import or restore my mny files from the
>web or my back-up CD. After searching the KB articles many times I accidently
>found the answer.... The web version of Money is 2005 (duh) and the files are
>not backwards convertable to a previous version, my Money 2004. I do not have
>a qif file to import from either. Does anyone know a work around this?

Consider Microsoft Money 2005. There is a Free 90 day trial for
Deluxe. http://www.microsoft.com/money/freetrial_info.mspx
If past patterns hold, Money 2006 would be out in about September.



>
>I welcome any comments or suggestions!
>TIA

cbarnes
Tue Feb 22 13:59:04 CST 2005

Odd, I came to this site because I thought that I read a post there
(Central)referring someone to this site.

Yes, I have restored a previous backup from my docs file too. It looks fine
at first and on my next boot some of the transactions show "in the red"
again. Grrrr!

Thanks again!

"Cal Learner-- MVP" wrote:

> In microsoft.public.money, CBarnes wrote:
>
> >First, is this the right forum to discuss issues or questions about using the
> >MSN Money Portfolio web application?
>
> That would be microsoft.public.moneycentral. The number of people
> responding to MSN Money posts there is low.
>
> >
> >If so, I've had a problem restoring a backup following the purchase of a new
> >pc. Several but not all former dividend/interest entries are shown "in the
> >red". I have tried to change them but they change back after I close the
> >program. Also, the changes don't appear to effect the balances...but I am not
> >absolutely sure. I am loathe to take on all of the work to check it out if it
> >isn't necessary. Help with this program is scant. Does anyone have a helpful
> >suggestion?
>
> You could try copying over the "my portfolio.mny" file which is
> probably in your "My Documents" folder.
>
> >
> >Secondly, the new pc came with a copy of Money 2004. Sadly I spent hours
> >trying to figure out why I could not import or restore my mny files from the
> >web or my back-up CD. After searching the KB articles many times I accidently
> >found the answer.... The web version of Money is 2005 (duh) and the files are
> >not backwards convertable to a previous version, my Money 2004. I do not have
> >a qif file to import from either. Does anyone know a work around this?
>
> Consider Microsoft Money 2005. There is a Free 90 day trial for
> Deluxe. http://www.microsoft.com/money/freetrial_info.mspx
> If past patterns hold, Money 2006 would be out in about September.
>
>
>
> >
> >I welcome any comments or suggestions!
> >TIA
>
>

A
Tue Feb 22 14:12:15 CST 2005

CBarnes,

I had the same problems. I had 29 years of investment history on one
stock where it took all but one dividend and made them negative values.
It would actually change reconciled transactions in my investment
register and in the case of 2004 my checking account register. I
stopped syncing Money data with moneycentral and now now only work with
Money offline. Funny thing - I no longer have the dividend problem

I was also tired of ALL Yodlee accounts losing the login every few
days - when the login works just fine on the Yodlee website.

cbarnes
Tue Feb 22 14:43:08 CST 2005

Thanks for the reply AJ. I only use the MSN Portfolio. I manually imput 4
yrs. of transactions on 40 stocks etc. I don't sync with anything. I would
like to use the Money 2004 that came on my new pc. but can't because of
backwards compatability of mny files. I will not redo all of the data entry
to use it or buy 2005.
If I can't resolve my "in the red" transactions on the web application I
don't see how it would help if I was using any version of Money. I am still
in the process of looking at former backups.....

"A J Gladson" wrote:

> CBarnes,
>
> I had the same problems. I had 29 years of investment history on one
> stock where it took all but one dividend and made them negative values.
> It would actually change reconciled transactions in my investment
> register and in the case of 2004 my checking account register. I
> stopped syncing Money data with moneycentral and now now only work with
> Money offline. Funny thing - I no longer have the dividend problem
>
> I was also tired of ALL Yodlee accounts losing the login every few
> days - when the login works just fine on the Yodlee website.
>
>

via_newsgroup
Tue Feb 22 14:50:56 CST 2005

In microsoft.public.money, CBarnes wrote:

>Odd, I came to this site because I thought that I read a post there
>(Central)referring someone to this site.

That was a person asking about Microsoft Money.