Money 2006 bills summary

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- Previous
  - 1
    - Login problem with Money 2006 I just tried logging on my Money 2006 software, but I can't even get in. My microsoft passport network login (email address) and password are good, I can check my email online, and my computer is online as well. What can I do to get back online to start the conversion with my banking that I've read about here as well. Thanks, Tag: Money 2006 bills summary Tag: 225488
  - 2
    - Money 2006 bills summary I am using Money 2006 on a Vista machine. The "Current Balance" and "After Balance" are not displayed on the bills summary page. I also can't record more than one transaction at a time from the bills summary page. Any suggestions? Tag: Money 2006 bills summary Tag: 225487
  - 3
    - Investment Cash Accounts Help: I am a new Money 2007 user and am really confused by the cash account that is associated with my mutual fund account. It has all the buys and sells listed in it but now my total account balance is off by an amount equal to the cash account. Can someone give me a quick tutorial on how to use the cash account in conjunction with the investment account? Much thanks. Tag: Money 2006 bills summary Tag: 225477
  - 4
    - transactions do no show I have been using Royal Bank of Canada tx download services for may years and during my vacations it stopped working for my visa accounts (still working for my chequing accounts) When I dowload the statements the money 2006 tells me that I have 2 statements to read. When I click on the account, the account register window opens and in the upper left corner it says: Download 2007-07-23 at 13:00 Balance= $ corresping to my bank balance Item to review (10) BUT none of the 10 items display in the center part of the window (The last record is date 2007-06-20) I have tried to fix the money file, delete the temporary internet file but nothing works Anyone has a clue how to fix this ??? Tnx Tag: Money 2006 bills summary Tag: 225470
  - 5
    - Money says my bank no longer provides online services for Money? We bought a new laptop in April 2007, and Microsoft Money 2006, standard edition came with it so we decided to switch to use that for our money program. Everything has been fine until a week ago when I tried to update my bank account info- to see cleared transactions etc (from Washington Mutual), it says " this bank for brokerage no longer provides updates to money. You can update this account by typing in transactions" WHAT???? Here is what I have done- ANY help would be GREAT did online help with Gateway (our notebook is gateway) they said to do a system restore to a date when it was working. I did this, no change. emailed washinton mutual, they said it must be a Money problem... Advice? Thanks in advance! -- Ashley Tag: Money 2006 bills summary Tag: 225462
  - 6
    - Microsoft July update to Money 2007 Could someone please tell me (elaborate a bit please) what MS was in fact changing and/or updating in the recent July update to Money 2005, 2006, 2007. When the "attention getter" popped up on my money screen I when into the web site and read everything I could and for the life of me could not find any specific things the did nor any specific detailes about what they were trying to (or did) accomplish. MVP's please weight in on this one ----- thank you!!!! -- Larry D Tag: Money 2006 bills summary Tag: 225461
  - 7
    - historical data I have a few years worth of data in money 2005 on another machine, can I transfer via cd or flash drive? Tag: Money 2006 bills summary Tag: 225460
  - 8
    - State Bank & Trust (Fargo, ND) Hello I would like to suggest that Moeny offer direct online integration with State Bank & Trust Located in Fargo, ND. Microsoft has a development and call center in Fargo so if for no other reason there are several hundred customers / employees that would benefit from the addition of this finacial instituion. Also Quicken offers this direct web-base integration. Currently we have to use the download feature which is a pain and I am seriously thinking of switching to Quicken just to get this functionality. I much prefer using Money and would like to stay with it, but if it doesn't start offer the direct online banking solution for State Bank & Trust in Fargo, ND I will have to go to the dark side and start using Quicken. Could someone provide us with the timeframe for adding new financial institutions to Money's list of supported ones? Thank you -- This posting is provided "AS IS" with no warranties, and confers no rights. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/communities/newsgroups/list/en-us/default.aspx?mid=54f70485-a5b6-45b2-adfb-31422f1ff2d8&dg=microsoft.public.money Tag: Money 2006 bills summary Tag: 225459
  - 9
    - credit card payments I download my cc statement to track expenses. The transfer payment from my bank shows up in many reports, specifically "spending by category" on my home page. How can I eliminate this. It seems to me it is double counting. Tag: Money 2006 bills summary Tag: 225452
  - 10
    - Changing cost basis of reconciled transactions I've been managing a trust in MS Money 2004 and it recently became an estate with the death of the trust's originator. Under U.S. estate law, the cost basis of securities gets stepped up to their respective values at date of death or six months after date of death. The problem I'm facing in MS Money is that if I try to change the cost basis of the securities purchased prior to the date of death that have already been reconciled -- most of the transactions -- the reconciled balances for the account get totally clobbered. What I wish MS had done to handle this situation is allow cost basis to diverge from purchase price -- i.e., by providing two separate data fields, with cost basis defaulting to purchase price under normal circumstances but being modifiable in the case of cost-basis step-up. (Even better would be a software module that would semi-automate this, by changing the cost basis for all transactions for a given security prior to the step-up date, based on the step-up price.) To get to the point, is there anyway I can use Money 2004 to change the cost basis without kaboshing the reconciled balances, and if Money 2004 can't do this, is there affordable software that can and also accurately import Money 2004 data? Thanks... [For email, remove the two x'es in the reply-to address] Tag: Money 2006 bills summary Tag: 225440
  - 11
    - Follow up to july23 manual download query on july 23 asked: After July 19th update bank account institution no longer listed. Followed instuctions for update to work for Money 2007 with this and other accounts other institutions that did not show password text box. Since the one bank was no longer listed tried to manually download statement from using OFX file. File downloaded and text box appeared as usual stating file import complete, but file did not update in account register and no register review shown on money home page. Repeated several times with no success. Other accounts with institution listed by Money work properly and have corrected account registered. After trying all corrections from news group and money support still unable to download usuing OFX but found I can download using QIF format but it is messy since have to limit dates or have whole months worth data to correlate and accept so duplications are eliminated. Is there a work around with new Update so I can use OFX active statement format? Tag: Money 2006 bills summary Tag: 225436
  - 12
    - Carry extra $ over to next month? I'm using Money Deluxe '07 (Advanced Budget) and am new to the software. Let's say my Dining Out budget is $100/mo & I only spent $80. Is there a way to carry the extra $20 over to the following month in the same category (either automatic or manually)? Basically I'm trying to figure out how to keep track of extra money without "losing" it in my bank account. Thanks in advance. Tag: Money 2006 bills summary Tag: 225429
  - 13
    - Money 2002 New Online Setup Disabled? I know I'm using an OLD version but really, it works just fine. Although I can continue to receive automatic downloads for accounts that were already set up I can no longer set up new accounts for Online services. Does anybody know if this feature was disabled by our friends at Microsoft or am I missing something? -- Thank you, Reiner Tag: Money 2006 bills summary Tag: 225426
  - 14
    - Stanford Credit Union (SFCU) and Money Hi there, We've been using online banking with SFCU until the recent upgrade. Now, when I tried to re-setup online services SFCU is no longer listed. What's going on? Thanks! -- Vlada Breiburg Tag: Money 2006 bills summary Tag: 225424
  - 15
    - Money 2006 conflicts with IE7 After installing IE7, Money 2006 launches, I can sign in, but at my first attempt to access my accounts or do anything, I get the following message: We're sorry, but Microsoft Money has experienced an internal error and will have to restart. The error details are: AppName: msmoney.exe AppVer: 15.0.0.513 ModName: autoupdate.dll ModVer: 15.0.0.513 Offset: 00009c84 Microsoft confirmed that the conflict is between Money and IE7. If I uninstall IE7, Money works again but fails if I re-install IE7. NO WAY TO FIX THIS? Michael Tag: Money 2006 bills summary Tag: 225423
  - 16
    - Category totals over time... Good morning... Is there a way within Money 2007 to graph the income or expense in a given category over time? For example, I might want to graph the monthly sums of my Dining Out expense over the past few years. -Ed Tag: Money 2006 bills summary Tag: 225421
  - 17
    - How To Earn Money? Do you want to know secrets of earning HIGH!!!! Get FINANCIAL FREEDOM by PROPER PLANNING!! Earn Money, Learn FINANCE, SAVINGS, INVESTMENT and EARNING BASICS for FREE! Learn About Retirement Planning, Life Insurance, Mutual Funds, Personal Finance Planning, Income Tax Norms, Medical Insurance, Saving Habits, Fixed Deposits, FMPs, Gold ETF, Do's & Don'ts of Investing, Earn Money for Free, Learn how To win in Stock Market, How To File Income tax Return, How to Claim Tax Refunds and MUCH MORE!! Just Login: www.AIMoney.blogspot.com and be a FINANCE guru. Happy Learning & Earning. Tag: Money 2006 bills summary Tag: 225420
  - 18
    - Money Update=Time for Quicken Wow... What a mess -- it's not nice to mess with customers financial records. A disruption like this drives customers away, in droves. There is a light at the end of the tunnel -- it's Quicken. The recent update prompted me to give it a try, and it's actually quite nice -- much better than a few versions back when I tried it. Love the way it 'direct-connects' to my B of A (CA) checking account; complete with integrated billpay. With Money, it just downloads transactions, apparently via Yodlee. Money doesn't integrate with B of A billpay either, which is actually CheckFree, same as MSN Billpay. Quicken's not perfect though, it has those same interruptions with non-direct transaction downloading that we've all become so familiar with using Money. They don't use Yodlee, but something called Express Web Connect -- it goes down sometimes. My B of A Direct-Connect just keeps on ticking though, regardless of the Express Web Connect outages. An added bonus: Pocket Quicken for Windows Mobile devices; both Pocket PC's and the just-released Smartphone version. The latter works like a charm on my T-Mobile Dash -- it's great to have mobility back with my financial software -- could never understand why Microsoft took this away... Your mileage may vary, but for me this recent update is turning out to be a good thing ;) Tag: Money 2006 bills summary Tag: 225419
  - 19
    - Money shuts down immediately when Etrade online update When I start online update for an Etrade account (investment) for quotes and statements MSMoney 2007 immediately shows the window "Update in progress" and shuts down with an option to send an error message to Microsoft. Only once ago (July 24), it has functioned normally, so the login information must be correct. When I open MSM again it says: "Your account information is being updated, which may take a few minutes..." Thanks in advance for any help. WB Tag: Money 2006 bills summary Tag: 225418
  - 20
    - WM5/Mny2006 Account Register Data Input I'm using Money2006 on WM5/VGA, work fine in portrait mode until a trial version of Lingvosoft Dict, was installed, the Input field width & dropdown menu boxes under ACCOUNT REGISTER was slightly enlarged and got pushed off the right screen, now the dropdown button can only be accessed by setting the ppc in landscape mode, appreciate if anyone could provide info how to correct this problem. btw, I've uninstall and trial-ware and reinstalled money2006. TIA CZX Tag: Money 2006 bills summary Tag: 225417
  - 21
    - Money shuts down immediately when Etrade online update When I start online update for an Etrade account (investment) for quotes and statements MSMoney 2007 immediately shows the window "Update in progress" and shuts down with an option to send an error message to Microsoft. Only once ago, it has functioned normally, so the login information must be correct. Thanks in advance for any help. WB Tag: Money 2006 bills summary Tag: 225416
  - 22
    - Skipping A-pay bug Has anyone discovered a cause/fix for the skipping a-pay bug? For those of you not familiar with it, the symptoms are: - A monthly apay is setup in bills and deposits (First payment Jan 07) - After the first payment (on Jan 07) the next payment in bills and deposits shows the next due date two months out (Mar 07) - A month after the first payment, the bank actually process the second monthly payment as scheduled (on Feb 07) - The next payment now shows FOUR months out (Jun 07) Somehow B&D gets confused and appears to "double book" both its entry and the banks downloaded entry, although only one payment is made each month. The good news is that payments go out monthly as expected - i.e. the bank's systems don't have a problem. The bad news is that the "cash flow" screen is completely hosed, as it skips numerous payments that will actually occur. Any info appreciated! Carlos Tag: Money 2006 bills summary Tag: 225411
  - 23
    - An MS Money to Quicken Conversion Tool as well as some advice for those making the switch (at <a href="http:// lifehacker.com/software/quicken/quicken-tip--how-to-import-your- microsoft-money-file-to-quicken-248973.php">Lifehacker</a>). Haven't made the leap yet, but if this post-server-update lack of Banking updates continues, it seems likely. Tag: Money 2006 bills summary Tag: 225409
  - 24
    - Money updates- manage online services I have gotten to the step of re-setting up my accounts after the updates but have not been able to actually set them up. I have tried for 3 days at different times and to no avail. Is there a tip out there or is anyone else having this problem? Tag: Money 2006 bills summary Tag: 225408
  - 25
    - Account setup is temporarily unavailable. Please try again later. Is anyone esle getting this message? Help? Tag: Money 2006 bills summary Tag: 225404
- Next
  - 1
    - Money shuts down when adding an investment account I'm trying to add an investment account through Wells Fargo Investment LLC. When I select the bank and add my user name and password it tells me my password needs to be eight charecters. Which is not true since I log on and my password is less than eight. So, try to set it up manully under "My bank brokerage is not listed" choose retirement account and name it and hit OK and Money shuts down automatically. Tried it severak times and it does the same... Tag: Money 2006 bills summary Tag: 225403
  - 2
    - ALERT: Top Secret: Pass it on: ALERT: Top Secret: Pass it on: The Federal Reserve System that has nothing to do with the Federal [Coverment,] These International Banksters are devaluing our dollar down to pay off the [NATIONAL-DEBT.] A debt none of us made !!! WE MUST RESIST TYRANNY !!! Our $20.00 bill is only worth $5.00 !!! We are not asking you to believe US. But we double dare you to prove US wrong. Fuck You ! I will BANKRUPT all SHEEP !!! http://url.rottenpumpkin.com?i=816 Sons of Liberty Militia Tag: Money 2006 bills summary Tag: 225402
  - 3
    - Report Total Broker Commissions for year Hi: I can't seem to figure out how to get a report on my investments with a broker how much I paid them in commissions for the year. I entered the commission with each buy or sell transaction from the confirmation statement from the broker so I know the data is there. -- Betty Tag: Money 2006 bills summary Tag: 225400
  - 4
    - Account in cdn but recivables in us My recivables account is in us and my bank is in cdn. I want my recivables to be in canadian so i can revive pmts for my invoices, But i dont know how to change it. I have set base currency at cdn but it wont change the recivables info -- Crash Tag: Money 2006 bills summary Tag: 225397
  - 5
    - Cash transactions I set up a new investment account and the transactions like buys, sells and dividends are not be recorded in the Cash Transaction section of that account. The Track Cash Transactions check box is selected in the Account Settings section. Help is appreciated. Tag: Money 2006 bills summary Tag: 225391
  - 6
    - Renew Online Services without Upgrading to Money2007? Been using Money 2004. Installed Money2007 and was quite disappointed with it, to the point I uninstalled it. My Online Services from 2004 are due to expire shortly....Is there some way to keep Online services going without upgrading to Money2007? tnx. Tag: Money 2006 bills summary Tag: 225389
  - 7
    - Control Money importing and updating When I first ran Money after install, I found it has already made an account - with a name that I recognise as one I use (e.g. in my attempts at Excel budgets). Where does Money look for and import such data? How do I stop it from rifling through my documents? Also, how do I tell it to only update from the internet with my permission? (Program updates as well as exchange rates, accounts, investments, etc.) Tag: Money 2006 bills summary Tag: 225384
  - 8
    - Money Shuts down immediately after open Hi, I am currently using Money 2004. Money was working fine up until last night. The only change I have done is backup up all my files (Money files included) to an external hard drive. At this time I noticed a Money file with a .lrd extension that was on my backup drive but not on my main drive (so I deleted it, would appear to be a mistake!!). Now if I open my .mbf file, Money opens, asks me to restore, asks for my password for my file (which I enter), and then opens with my data for the briefest of time and then the program shuts down, does not freeze, just disappears. If I then try to open the newly created .mny file it does the same thing, asks for my password (which I enter), Money then opens with my data for the briefest of time and then the program shuts down. I have tried opening Money and creating a new file. Then from within Money open and either restore or repair the old files, but I get the same result or it will open and just freeze. Help. Tag: Money 2006 bills summary Tag: 225377
  - 9
    - Money Banking Services Update. I am trying to follow the instructions to update the banking services for Money 2007 When I get to the page where I should "Cancel Online Services" if I try to click the OK button...nothing happens. It's as if it's not available. I've tried closing and opening the program. I've tried rebooting. What the h** is going on? Has anyone else had this problem? what else am i supposed to do? Unistall and reintall it? Will that actually stop the services? Tag: Money 2006 bills summary Tag: 225371
  - 10
    - Online Services Update I have not been able to get Money 2007 (with XP Pro) to download my credit card information from Pentagon Federal Credit Union for years. Now that the system has been upgraded I still have the same problem. I went onto MSN and was able to download reset all information and the download to MSN did work. When I try in Money I continually get the message that the account is being updated and I should try again later. Does anyone have any suggestions? -- Neil Tag: Money 2006 bills summary Tag: 225369
  - 11
    - Web Browsing on my Ameritrade Really like the Money 2007 interface, tightly integrating the browser is a great way to integrate all the other online accounts and services. I've set up all my financial browser links and don't even bother opening the browser when I'm checking potential investments. Direct access to my bank server is so much better than the old download method. Ahead of its time IMHO. Couple of observations/ questions If anyone know someone connected with the software, I'd like to pass along a suggestion to see easier access to web favorites. Right now its a 3 click process to access a web link, it would be nice to have more direct access. There is another problem, when I visit my ameritrade account and try to start (what I believe to be) a java application (for stock streaming). The java window opens and prompts me to re-enter my ameritrade account name and password. Opon doing this it simply re-directs me to the home page of the account and never starts the streamer. I've tried turning off all pop-up blockers to no avail. Is there some browser setting or is there a way to make it a trusted site to avoid this problem? TIA, Brian Tag: Money 2006 bills summary Tag: 225366
  - 12
    - AT&T acquistion of BellSouth I own stock in AT&T and BellSouth and have each account entered including several years of reinvested dividends. I'm using Money 2003. How do I record the AT&T acquisition of BellSouth? I tried entering it as a merger, and this yielded the correct amount of BellSouth shares but did not combine the accounts. Thanks! Tag: Money 2006 bills summary Tag: 225361
  - 13
    - Problems after Online Banking Update After the recent online banking update, I am unable to use several of my accounts with online banking. As instructed after the update, I disabled online services to several accounts and then tried to set them up again. Alas, but many accounts that used to be available are now gone! My primary bank accounts (at Bank of America Military Bank), as well as Dell Financial Services, and Best Buy don't even show up anymore! I can't re-enable online services to these accounts because they no longer appear in the institution list during setup. Is MS Money working on the issue, or did they just arbitrarily stop offering online services with several major institutions? Does anyone have any suggestions? Can I revert to the earlier, pre-upgraded online services where all my accounts integrated just fine? Any assistance would be greatly appreciated. Thanks, SNAFU42 Tag: Money 2006 bills summary Tag: 225358
  - 14
    - DO NOT DO UPDATE IF YOU USE BESTBUY OR DELL!!!! Once you do the update those banks dont show up as available for linking and auto downloads. If anyone knows how to fix this let me know. Bryan Tag: Money 2006 bills summary Tag: 225353
  - 15
    - Bank of America Bill Payment Dates Hey guys, I have been using BOA for bill payments through Money for a while. A few months ago my payments started showing up in my register up to one week earlier in dates and dont fix untill the payment posts on the day I actually set it up to pay. This is annoying becouse my money register is never accurate becouse of this. Anyone know now to make it so when I schedule EPAYments they show the correct date in the register????? Thanks, Bryan Tag: Money 2006 bills summary Tag: 225352
  - 16
    - Merging Accounts limited to JUST ONE MONTH? As requested - I changed my ONLINE account set-up for MONEY 2006 as per your online instructions - thank you. I turned OFF my account. Then re-setup and re-downloaded the current data. After doing this, without any warning, I learn mid merge that my re-downloaded account and my previous updated account will only be merged for the beginning of JULY. (the current month) YIKES! I had a years worth of data there. What do I do? Am I now to have 2 separate checking account records for this year, pre JULY and post JULY, or is there a way I can "import" my other data?. Thank you for your help, DRIX -- "Hu is the President of China." Tag: Money 2006 bills summary Tag: 225349
  - 17
    - Manual statement download after banking update After July 19th update bank account institution no longer listed. Followed instuctions for update to work for Money 2007 with this and other accounts other institutions that did not show password text box. Since the one bank was no longer listed tried to manually download statement from using OFX file. File downloaded and text box appeared as usual stating file import complete, but file did not update in account register and no register review shown on money home page. Repeated several times with no success. Other accounts with institution listed by Money work properly and have corrected account registered. Tag: Money 2006 bills summary Tag: 225345
  - 18
    - Banking Services update sucks I am have trouble with this update. I get a message after Select a bank or brokerage Account setup is temporarily unavailable. Please try again later. And this link that I found dosen't work http://www.microsoft.com/Money/OnlineServices/Update_Instructions/default.mspx this is what I get, we're sorry, the page you requested could not be found. Is this being worked on. Thanks CB Tag: Money 2006 bills summary Tag: 225343
  - 19
    - Changes Keep Getting Lost After the recent Microsoft Money upgrades, I am having so many problems I am considering no longer using the program. I have made numerous changes to transcations and my changes keep reverting back when I reopen Money 2007. Also when I open Money 2007, My Excel 2007 crashes. This happens on my Vista Home Premium machine and on my XP Profession unit. I can only guess that this "upgrade" Microsoft recently made is severly flawed. Tag: Money 2006 bills summary Tag: 225338
  - 20
    - UPDATE UNAVAILABLE I've been updating my US Bank and WAMU checkiing and savings accounts for over 2 months now. Just last week, I started getting an error message: "Update Unavailable." When I click to get more information, I get a message saying that my banks no longer support synching with Money!!!! Has anyone had this experience? Tag: Money 2006 bills summary Tag: 225337
  - 21
    - SunTrust Auto-Download Not Working after Banking Upgrade I have been automatically downloading transactions from SunTrust since I installed MS$ 2007 Deluxe last year. I have done this without having to signup (for a fee of 5.95/month) with SunTrust for MS$ support. AFter the MS Banking Upgrade, I had to re-establish my SunTrust account with MS$. But, now I'm told (by MS$) that I don't have a SunTrust on-line account. Any thoughts? Anyone? Tag: Money 2006 bills summary Tag: 225331
  - 22
    - Money 2007 and Treo 700wx I see that Microsoft in their infinite wisdom discontinued our ability to have Pocket Money. Looking for a suitable replacement. Anyone care to share what they are using and how they like/dislike it? Thanks Tag: Money 2006 bills summary Tag: 225328
  - 23
    - Deposits and debits I seem to get both a deposit and a debit in my ING checking account for bill payments. When I go to MSN money, I see the same problem. So it is either in the 3rd party service that MSN uses or it is in MSN part of money that gets the bank updates. Tag: Money 2006 bills summary Tag: 225327
  - 24
    - Money 2007 on XP and Vista I have money 2007 on my XP computer and puchashed a latop with Vista. Insalled Money 2007 on Vista. I canot retore a backp file from money Xp to Money Vista. It wants to restore it into a difernt path address. It tells me path not valid. Xp puts it in program files and Vista wants to put it in documents. Can I change these paths and how do I do this Fank Tag: Money 2006 bills summary Tag: 225321
  - 25
    - Which credit card gives the best rewards ? Which credit card gives the best rewards ? I have had a Capital One (US) visa card for many years. I always pay my visa bill on time. I am fed up of them. In the last 2 months they have stopped 6 transactions. When I call them they claim they suspected a fraudulent person was using the card. Even though I have always used my card to pay companies like State Farm...their computers flagged it as fraud. I cannot depend on them. They will probably not be there when I really need them. They are too unreliable for me. Anyway, I want a new credit card ? Can any one recommend a credit card that offers real good benefits like free airline miles, money back etc. and good customer service ? Thanks Ayesha Hill Tag: Money 2006 bills summary Tag: 225320

I am using Microsoft Money on a Vista machine. The "Current Balance" and
"After Balance" are not displayed on the bills summary page. I also can't
record more than one transaction at a time from the bills summary page. Any
suggestions?

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