Money Versions

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- Previous
  - 1
    - recurring invoice Is there a way to set up a recurring invoice in Money 2004 small business version. I am trying to setup a yearly invoice for my customers Thanks Tag: Money Versions Tag: 156628
  - 2
    - Dell OEM Version My new Dell has MS Money 2004 on it. What commercial version does this correspond to? It says "standard" but it has Investment & Portfolio capabilities. Thanks. Tag: Money Versions Tag: 156626
  - 3
    - PASSWORD the password i have used for years in money is being rejected. i have plenty of memory. i don't have .net password just standard. the password is simple. i know i am typing it in right. num lock is off so is caps lock. any suggestion? mo3. Tag: Money Versions Tag: 156624
  - 4
    - Sync problems I have a HP-2210 Ipaq runing pc 2003. Activesync 3.7.1 and Microsoft Money standard 2004. When I try to check the box under options in Activesync it tells me that Money is not installed and it is . So it will not let me sync pocket money and desk top money. mab Tag: Money Versions Tag: 156623
  - 5
    - Online Corruption Since Tuesday every time I update my Money 2004 file it becomes corrupt. I have tried everything trying to fix the problem. Below are just a few of the steps: 1. Restore file from backup. 2. Run Salvage to make sure it clean/fixed (says file is ok), delete all files from Internet Explorer 3. Open Money file 4. Browse accounts... all work fine (no transactions to approve) 5. Update file online 6. Once complete , click ok and it takes me to the Account List 7. As soon as Account List updates with the accounts that have transactions that need approved I get an error that requires a restart 8. Salvage file again and fix errors, delete all files from Internet Explorer 9. Open fixed Money file 10. Look at Account Lists, shows number of transactions that need approved 11. Go to account to approve transactions and none there to approve 12. Go back to Account List and account still says there are transactions to approve. What could be going on? Does it have to do with MSN, my bank or what? This is driving me crazy? Tag: Money Versions Tag: 156622
  - 6
    - Account Summary stopped update in Money 2000 In my Investment account, a detail transaction dated 11/26/2003 has a thick underline. Since that date, any new detail transactions will not update Account summary. I download and run Salv.exe 3 times against my data file. They all successfully completed with a log "Warning: broken records in BGT_ITM table". When I open Money again, the same problem is still there. I'd appreciate if anyone can give a help. Steven Tag: Money Versions Tag: 156620
  - 7
    - Quicken Password protected I just got Money 2004 Deluxe, I am trying to import my data from Quicken and the program says there is a password for my quicken account that is required, but I never had a password. No way to get past this. Any ideas? Tag: Money Versions Tag: 156613
  - 8
    - Money 2002 I sold off an investement and am trying to "sell" it down to zero quantity and am getting the following error: "The changes you are making will cause the share balance for 'LargeCap' to become negative at some point. Please arrange your transactions to avoid this." There are 1180.375 shares. It lets me sell 1099.00 but no more?! There are 81.375 left and I can't get rid of that quantity. I tried to remove the quantity by changing the balance directly but it will not record when I click Save and Exit. Any suggestions? Tag: Money Versions Tag: 156610
  - 9
    - investment summary The investment summary on my home page shows investments that have either been sold or are in closed accounts. How do I get rid of them? Tag: Money Versions Tag: 156609
  - 10
    - Money 2004 Upgrade Problem I've been using Money 2003 small business. When I put in Money 2004 Standard it converted my files to 2004. I want the full small business functionality but now cannot open my files in 2003. The error reads: "Money cannot locate '(file name)' or cannot open it, possibly because it is a read-only file or you do not have permission to change it or your disk drive is write protected." I know the file is not read-only and is not open in another program. I also have the permission to change files on my computer. Does anyone have any suggestions for what to do? I'm pretty much stuck now without an accounting program or my files. Thanks and Merry Christmas! Evan. Tag: Money Versions Tag: 156601
  - 11
    - MS Money 2002 Cash Flow When I enter a new checking account as a business account it does not show the cash flow effect on the graph in the transaction window when I enter transactions. If I transfer the account to personal the cash flow shows up. It has the same effect in the cash flow forecast window - the business accounts dont show up - only the personal. The only help message is that closed accounts dont show up which does not seem relevant. Thanks Tag: Money Versions Tag: 156596
  - 12
    - Discount in samll business money I want to create a product or service that is a discount, showing a negative cost. I would like the invoice to read something like this: Item Description QTY Price sws Service writers school 1 $500.00 Discount Association memebership 1 -$100.00 Total $400.00 Any ideas ?????????????????????? Tag: Money Versions Tag: 156595
  - 13
    - Recurring Investment Transactions In Money 2004, is it possible to schedule investment transactions like dividends or interest to be automatically entered, like every 3 months, 1 month, etc? Thanks. Tag: Money Versions Tag: 156590
  - 14
    - Importing All of a sudden I can't import from my Credit Union account into Money 2004 Deluxe. When I hit the download button on my CU site a too quick to see error message flashes. My CU says I need the Service Pack 1. I have it & it doesn't help. Does any body no a way I can import CSV file into Money? Tag: Money Versions Tag: 156588
  - 15
    - Anyone having troubles with Bank One in Ohio? The online features in M2004 with Bank One accounts in Central Ohio are not working this evening. Anyone else seeing this? -- Aloke ---- to reply by e-mail remove 123 and change invalid to com Tag: Money Versions Tag: 156581
  - 16
    - Money 2004 causes XP Pro bugs Immediately following installation of Money 2004 on my machine running under Windows XP Pro, and with or without Money 2004 program running, the following Windows bugs occurred: 1) Under >> Start >> Search (When Search is run under the Start button nothing is happening, the Search function no longer works. 2) In Outlook express when I select a Hyperlink (Internet link) from any mail received, Outlook Express application freeze and return to action after 30 seconds, without activating the Internet hyperlink. 3) In Internet Explorer, on some internet pages when a link is selected the computers is terribly slow to go to the selected link. All the above bugs are going away as soon as Money 2004 in uninstalled and reappear as soon as I re-installed Money 2004. Money 2004 do not have to be runnig in order to observe these bugs. Denis Tag: Money Versions Tag: 156579
  - 17
    - Money 2004 Investments to watch will not download price update. Will download news, update to program but not if want to try and receive up to date fund prices Tag: Money Versions Tag: 156576
  - 18
    - Downloaded transactions assigned incorrect payee Money 2003 Delux is auto-assigning the wrong payee to transactions that are downloaded from my bank. Money is using the last payee in the list (prior to downloading new transactions) and assigning that payee to all new transactions. Is this some sort of "productivity" feature that I can turn off (I'd prefer to shoot it in the head), or is it a bug or data file corruption? Cheers, Scott Tag: Money Versions Tag: 156574
  - 19
    - Unable to Get Statements I am able to get statements on one windows xp screen name but not on the other. The working screen name works great asking which account to download to and everything, the other looks like its downloading but never imports the information. I have reinstalled Tag: Money Versions Tag: 156573
  - 20
    - M02 w/XP in USA; credit card acct balancing, with no new charges We use no internet services, enter each transaction into the account the goods were purchased, splitting the items into catergories as desired. I balance all accounts with the monthly statements. each month an amount is automatically paid to this credit card account that gets no new purchases. How can I get the interest paid to the CC company into the proper catagory. Thanks so much, been wrestling with this for 3 months. Tag: Money Versions Tag: 156572
  - 21
    - Changing Sign-in Name on Opening Screen I recently changed my Passport account to reflect my new email address. When opening Money 2004, it still fills in my old email address as my sign-in name. In Password Manager, it shows Passport emabled for my new ID correctly (my new email address). How can I get Money to fill that in on the sign-in screen rather than my old ID ? Tag: Money Versions Tag: 156570
  - 22
    - Features of Money 2004 for Pocket PC Can anyone tell me the list of features that the Pocket PC version of Money that comes with 2004 has? Does it have more than what was in the version that came with Money 2003. That version is limited at best. Is there something along the lines of Ultrasoft Money's version for the Palm? I need to be able to enter paychecks, investments, track investments by account. Thanks. Tag: Money Versions Tag: 156569
  - 23
    - Net Worth Sorry if this is a repeat, but I got an error message with my last post. In short, my MSMONEY 2000 adds my assets and liabilities instead of subtracting the liabilities to calculate my net worth. So if my assets total $10,000 and my liabilities are $3,000.00, it calculates my net worth as $13,000 instead of $7,000.00. Is this a glich or am I a financial idiot? can this be fix? Tag: Money Versions Tag: 156566
  - 24
    - Does the New Worth Report have a fault When I calculate my new worth in MS Money 2000 (old version I know) it adds my assets and liabilities instead of subtracting them. For example, if my savings, checking, investments total $10,000.00 and my liabilities total $5000.00, MS Money calculates my net worth as $15,000.00. Shouldn't my net worth be $5,000.00? Shouldn't it subtract my liabilities instead of add them? Please let me know if there is a glich in the software and how I can fix it. Also please let me know if I am financially inept. Thanks, -k Tag: Money Versions Tag: 156565
  - 25
    - Reading Statement - Reconcilation process I started using Money 2000 and can now download statement from my bank (Barclays). The problem is that for most transactions I have to go and manually set the category and/or subcategory because Payee name is dowloadded with a reference number. Is there a way to make Money recognise the Payee and set the category automatically regardless same Payee variancies? Thanks a bunch! Dren Tag: Money Versions Tag: 156562
- Next
  - 1
    - Money product feature replies from Microsoft I am trying to determine if I want to buy MS Money and convert from Quicken. I have been unable to locate any Microsoft URL or email address for feature information. All I find is support links which want to charge for product I already own. Is there a pre-sales site or email address in which Microsoft will respond to product feature questions? Thanks, MP Tag: Money Versions Tag: 156557
  - 2
    - I don't like being required to have a Passport to use "Background Banking" Is there some way to do "Bacground Banking" without a Passport? How about removing this requirement for this feature (BUG), like in previous versions of Money? I don't trust Microsoft using a Passport to save all my passwords online and out of my control. I don't like or trust Passport at all. I see no need to have to require me to use a Passport when this feature worked just fine in previous versions without it. I am able to manually update Money by clicking the "Internet Update/Update Now" option, but it was nice to have this done automatically when I opened MsMoney. If Microsoft continues in this fashion and requires Passport for even more features to work, then I will either have to go back to a previous version of Money, which doesn't expire, or switch to another program like Quicken, Emma, GnuCash, jGnash or QHacc. Thanks, Etienne66 Tag: Money Versions Tag: 156556
  - 3
    - Can I control the time of Internet updates? I have certain of my credit cards to update once a day, and I noticed it seems to do that right around midnight. I suspect one of the cards has their systems doing something then, as the update for that one always fails. But when I do another update in the morning or any other time, it succeeds. So I was wondering if I could change it to do the update at a time other than midnight, but it doesn't seem to give me that ability? thanks Tag: Money Versions Tag: 156554
  - 4
    - money 2004 internet update error I have upgraded to money 2004 recently and an error "Money encountered an error processing the downloaded file smrtinet.ini" is very persistent. I have searched the registry, deleted temp files and searched both internet and groups but have encountered only one mention for which there was no reply. Thanks for any help. Tag: Money Versions Tag: 156546
  - 5
    - Convert Is it possible to convert a Money file created in the USA version to that of the UK version? Thanks in advance Tag: Money Versions Tag: 156544
  - 6
    - Quicken 99 conversion I installed Money 04 and converted a Quicken 99 file with no problem. I have two other files that I've tried to convert after the first with no luck. Is there a limit to the number of files that can be converted? Tag: Money Versions Tag: 156543
  - 7
    - need help with budget in Money 2002 I am having a problem with the budget tool in Money 2002. When I set up a savings goal it won't let me put all my extra income into the savings goal. It says I don't have enough. For example if my income is $5000 per month and my expenses are $3000 per month I should have $2000 per month to spend or save. If I make a goal of $18000 per year savings it says I don't have enough and that I only have enough to save $12000. I don't understand. Can anyone help? Thanks. Tag: Money Versions Tag: 156539
  - 8
    - Money 2004 Standard vs. Deluxe I have been using the Deluxe Trial Version but want to purchase the Standard version. Are the versions compatible so I can import MYMONEY.MNY? Tag: Money Versions Tag: 156537
  - 9
    - Enter new transaction - how to make "Next Check Number" automatic? I enter all of my credit card receipts into an account. I always use "Assign Next Check Number" so I can keep track of them. Is there any way to get MS Money to automatically assign this number each time, rather than have me click and change the option each time? (Did that make sense?) Tag: Money Versions Tag: 156536
  - 10
    - earn money online HERE IS AN GREAT ARTICLE ON earning money online you can find it at http://sudhirmangla.netfirms.com/webres/earnmoney.htm It tell you the rear story about all this Tag: Money Versions Tag: 156535
  - 11
    - setting up for online services The banks that are already in the Money database on setup appear to be from the same country which makes me think I can change my default country to Australia so that my bank is likely to show up as I already use its extensive online services. Does anyone have any ideas on this? Tag: Money Versions Tag: 156534
  - 12
    - Petty (and unnecessary) Money annoyances Adding an index to watch is unnecessarily hard. Worse, why the fixed list?!?!?!? So if I want to add one that's not in that list, I effectively have to waste one of those by renaming it and changing its symbol? To what end? Why not just let me add one?!? You can't add an investment without associating it with an account and, unless you put it in the watch account, you have no choice but to create the investment with a buy or with shares. Why? Why not just let me define one? Maybe I'll buy it next week. And I guess I never really appreciated how incredibly tenacious Money is not only about a symbol for a deleted investment--even if it has NO transaction activity associated with it--but about the name as well. You not only have to delete the symbol, but you have to mangle the name and, I'm guessing, you'll still be carrying this utterly useless data with the data file 10 years from now. Why, oh why????? Tag: Money Versions Tag: 156527
  - 13
    - installation of money 2004 when i try and install money 2004 I get the error message that money setup has detected my McAfee VirusScan and this program may interfere with money setup. Should I just ignore this message and install anyway or is there some fix i need to do?? Tag: Money Versions Tag: 156524
  - 14
    - Can I set my own reminders in MSMoney 2004? I want to do some things like: Weekly, update the prices of some mutual funds that have no online access Every other week, download credit card transactions file from a credit card without online access. I can't seem to figure out a way for MSMoney to remind me to do this - is it possible? Thanks! Tag: Money Versions Tag: 156523
  - 15
    - How to enter and track an ESPP I have not been able to figure out how to track and ESPP where the following information will be captured Grant Date Purchase Date Purchase Price Discount Can this information be tracked in Money 2004? I am trying to track a ESPP (Employee Stock Purchase Plan) NOT a ESOP (Employee Stock Option Plan). Tag: Money Versions Tag: 156522
  - 16
    - Catagory: Credit Card Payment or Transfer ? Money 2004: Should a scheduled payment to a credit card be entered as a: New Bill --> Catagory: Credit Card Payment : <account name> or New Transfer --> Catagory: Transfer : <account name> or Do these both do the same thing? Thanks, Don Tag: Money Versions Tag: 156519
  - 17
    - investments I have life insurance policies (not universal life) The values go every year up If I put them as 'investment income, long term' it goes in the cash portion If I put 'no cash' the gains are not added to the original value Tag: Money Versions Tag: 156516
  - 18
    - How to download more than 6 months of stock price history I was curious how I can download more than 6 months of price history on a stock. That way my reports actually make sense (when looking back 1 year) Thanks Tag: Money Versions Tag: 156515
  - 19
    - Portfolio & Checking Account I am using my MS Money as my investing porfolio manager. This worked great until I started buying and selling. My portfolio is linked to my checking account and everytime I buy or sell a stock the money goes into or out of my checking account. My question is how do I make my portfolio so that it is indepent of my checking account. I don't care if I have to make up a seperate account I just cannot have it use my personal chekcing account, it makes reconciling a nightmare. Thanks...Brad Tag: Money Versions Tag: 156514
  - 20
    - Online stock/fund price update erratic in Money 2002 In the past this function worked OK. Recently, after adding some stocks to the portfolio, I have to go into "Choose stocks to update", uncheck all the other existing stocks, check the new stocks and then do an online update. When I start adding the old stocks back, it will update some, but not all. I am forced to do this unchecking and checking multiple times to get an update done. Any suggestions? Tag: Money Versions Tag: 156512
  - 21
    - Spin Offs Is there are reasonable way (or work around) to getting recording: 1) a spin off (i.e. Merck spins off Medco) 2) an exchange of some shares (but not all) I want to be able to track purchase/base cost of these investments. Thanks much, Sherman Tag: Money Versions Tag: 156510
  - 22
    - Wrong dates in LAST PAID column?? When viewing my 'Manage scheduled bills and deposits' the 'Last Paid' column does not always reflect the last payment date, it sometimes shows the one before last. I can double click an item and the message in the pop-up box accurately reflects the last payment date. Does anybody know an easy way to make that 'Last Paid' column reflect the actual last payment? THANKS!! Tag: Money Versions Tag: 156509
  - 23
    - Balancing credit cards...really any accounts I notice this whenever I balance my accounts, particularly the credit card accounts. Whenever I get done reconciling I am prompted to adjust the beginning balance for equal amounts positive and negative. Why is that? I could see having to do this one time, but I don't understand why it is every single time without fail. I've looked at the help files in my Money 2002 Standard and just don't see a whole lot that is useful. During the month, I may write and record payments to the credit card before the statement comes (expense reimbursement management). I do this by recording them as transfers from one account to another...don't know if this has anything to do with it or not. Tag: Money Versions Tag: 156508
  - 24
    - Money 2000 isn't importing downloads from citicards.com Hello. Usually (every month), when I balance my credit card, I download my statement from citibank. However, when I tried to do this today, the download seemed to happen, but Money never reacted. Is there a way to do this importation manually? Thanks. Todd Tag: Money Versions Tag: 156507
  - 25
    - Follow-Up Notes I recently upgraded from Money 2002 to Money 2004. After I upgraded, I realized that Money 2004 no supports the ability to track Follow-Up Notes (Moneyside?). I was using the follow-up notes to store my user-ids and passwords. Now they are in limbo somewhere. Any suggestions how I can at least retrieve the old follow-up notes? Tag: Money Versions Tag: 156501

Is it possible to run say the Uk and the USA version of Money 2003 on the
same computer and OS at the same time, assuming that each version has it's
own data?

Thansk in advance.

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Re: Money Versions by Bob

Bob
Fri Dec 26 02:02:28 CST 2003

Yes with great care. You will need to install the two versions into
different directories and you absolutely must not run the two versions
simultaneously. You will also need to watch which file you are opening as
Money "remembers" the last one used. You can make this easier by creating
two desktop shortcuts with the correct paths and in the Target fields add
the full path to the respective Money file at the end after the .exe with
the path in quotes. So the target becomes "C:\Program Files\Microsoft
Money\System\msmoney.exe" "C:\Program Files\Microsoft Money\bob.mny".

--
Regards
Bob Peel,
Microsoft MVP - Money

Hints/Tips
http://support.microsoft.com/default.aspx?scid=fh;EN-GB;mny
UK Wishes/Suggestions
mnyukwsh@microsoft.com

"Crispy" <nowayspammers@hotmail.com> wrote in message
news:uW9%23M03yDHA.1396@TK2MSFTNGP10.phx.gbl...
> Is it possible to run say the Uk and the USA version of Money 2003 on the
> same computer and OS at the same time, assuming that each version has it's
> own data?
>
> Thansk in advance.
>
>

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