NetBank / Money Setup

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- Previous
  - 1
    - Unassigning category from payee Money 2004 Deluxe: I've read in other threads that you can't assign a default category to a payee. What, then, can you do when Money continually assigns the same wrong sub-category to a particular payee in downloaded transactions? I have repeatedly corrected the error in the register transaction forms, but Money refuses to get a clue. On the other hand, Money 2000 had it right, with the same file (prior to converting to Money 2004,) and Money 2004 has been very successful at applying the payee's alias -- so it's not completely incapable of learning. Any ideas would be appreciated. Tag: NetBank / Money Setup Tag: 163657
  - 2
    - Incentive Stock Options I used MSFT Money for while and had an account with Incentive Stock Options that I "synced" with MSN Money's Portfolio. That resulted in an account showing the Stock Option purchases. Now I have been granted another ISO and want it to show up in the MSN portfolio. The problem is I have converted from Money to Quicken and there does not appear to be a way to directly enter Incentive Stock Options into the MSN Portfolio -- Only Stock and Option contracts (Puts for example). I know this is the Money Software newsgroup, but I was hoping someone might be able to help me. Thank you and have a nice day. TWOcybers@earthlinkDOTnet replace the letters TWO with the number Atlanta, GA USA SPAM has driven me to Spoof my email, sorry Gordon Atlanta, GA Tag: NetBank / Money Setup Tag: 163654
  - 3
    - Beware M04 bug (probably M03 as well) In the transaction list in Category (or Classification, for that matter) Details, voided transactions still have their original amounts added into the total shown at the bottom of the box Total for the Category/Classification. I'd open a support case, but. Tag: NetBank / Money Setup Tag: 163645
  - 4
    - money 2004 won't sync After re installing both money pc and desktop I can't get money to sync anymore. lost all files on the pocket pc. please help? Activesync doesn't let me use the money settings it's grayed out all other programs sync fine. -- John Tag: NetBank / Money Setup Tag: 163638
  - 5
    - reconciling in 2004 When I reconcil a checkbook in 2004 the reconciling window does not show the credits and debits summary as it did in the previous versions. Is this the way it is suppose to look? Tag: NetBank / Money Setup Tag: 163637
  - 6
    - Home equity LOC - there has to be a better way I'm getting tired of how Money handles my equity LOC. I have it set up as a credit card type account, which is really the source of the problem, but Money doesn't really provide an alternative that I'm aware of. First of all, it considers it equivalent to credit card debt for the purposes of reporting, planning for savings goals, etc. And the Tax planner has a nasty bug in which it refuses to pull in transactions I have in the LOC even though I have them categorized as Loan:Mortgage Interest. Anyone found a workaround for these issues? I thought about possibly changing it to a bone fide loan account, but seems like it could be problematic too. Any ideas? Tag: NetBank / Money Setup Tag: 163634
  - 7
    - Sorting Subcategories in Money 2004 My wife is using Money 2004 for a variety of accounts and a perplexing problem has come up -- we cannot seem to find a way to re-sort report subcategories. The sub-subcategories have a little arrown next to them that changes sort order, but we cannot seem to find a way to re-alphabetize the subcategories themselves. There is no little arrow, and the report gallery and customization tabs don't seem to have a command for this either. Any help would be appreciated. Thanks. Rich Phillips Tag: NetBank / Money Setup Tag: 163631
  - 8
    - Best Practice I don't want to enter in each purchase I have so at the end of the month I download my bank statements from Citizens and import them which is fine but then I run in to a problem with my scheduled bills because money wont recognize the payment. Anyone else do this? Some pointers on making this work smoothly? Thank you, Justin Tag: NetBank / Money Setup Tag: 163630
  - 9
    - New 401k account? I just switched jobs, and have yet to decide what to do with my old 401k . Is there an advantage to creating a new, separate 401k in Money for my new employer? At first I was just planning on using the same account I have now, but if there are any pitfalls to this approach, I'd like to know now rather than later. Tag: NetBank / Money Setup Tag: 163629
  - 10
    - MOney 2004 Crashes on startup- msofd.dll problem My Money 2004 was working fine till this evening. As I was using it, it crashed and now won't start up. Crashes each time. Problem says with msofd.dll. First crash was with msisam10.dll. I don't see any repair topics on these items. Do I reinstall and hope it starts working? Thanks Tag: NetBank / Money Setup Tag: 163628
  - 11
    - Cannot open the money program I have been using Microsoft money for about 2 years. I got it pre-installed on my win XP Os via the Microsoft works suite 2003 that was also pre-installed for me. Now when I click to open the program, I get the following error message: "Cannot display the End User License Agreement which must be displayed and accepted before you can use the application. To display the agreement, reinstall the application" I cannot understand what has suddenly gone wrong to cause this problem. I have run the EULA fix but to no avail. Re-installing is a problem as I do not have the stand-alone money program CD. I have an emachine restore CD. Do I have to manually change some registry settings? My two years of financial organisation is locked up and I am not a happy man. What is Microsoft up to? Please help. Many thanks in advance. Tag: NetBank / Money Setup Tag: 163627
  - 12
    - Printing I just had to rebuild the system on my computer. Since then I can't print from Money. I get the following message Line: 35 Char: 3 Error: Object doesn't support this property or method: 'Data.RefreshLinked' Code: 0 URL: file://C:\\Documents and Settings\All users.WINDOWS\Application Data\Microsoft\Money\Invoice\\tmp1.html Do you want to continue running scrips on this Page? Yes or no No matter whether I hit yes or no nothing prints. Tag: NetBank / Money Setup Tag: 163626
  - 13
    - erroneous roi calculations What causes this? I have a mutual fund for which the 3 month and ytd calc is obviously wrong. During this period I transferred the shares from one broker to another. I used the "transfer out" command to move the shares from one broker account in my pertfolio to the other. Did this cause the miscalculation? The overall calc for all the years I've held this fund and for the 1 & 4 week periods appears correct. Tag: NetBank / Money Setup Tag: 163615
  - 14
    - Restoring backup...password? Didn't have one to begin with I'm trying to restore a backup file that I'd emailed myself...trying to get the info from home, to my computer at work.. Anyway, when I try to restore the backup file, I'm prompted for a password...The original money file did not have a password. Hence I can't get past the password prompt and the process fails at this point I'm using MMoney 2001 at work, not sure at home, could this be a problem Any help is appreciated... Tag: NetBank / Money Setup Tag: 163613
  - 15
    - Upgrade from Money 97 to 2004 and additional ? I have been operating in Money 97 since the beginning of time. I have recently obtained Money 2004, and wished to ask the user group of any issues prior to upgrading to the latest edition. They are both Standard editions, as it is used for personal home use. I appreciate any assistance offered to avoid pitfalls. Secondly, I have discovered that I have incorrectly accounted for a Loan/Overdraft protection account that effects multiple accounts. Is there a way to make holistic changes vs. individual line items in either edition? I have been unable to find this tool, and have nearly 250+ entries over the course of time, and was looking for an easy way to correct my errors. Finally, on this same account, it appears to have a running total of all tranactions. Rather than have a current balance for advances then payments on the account, it has a running total vs. balance. How can I correct this situation. Again, thank you for assistance. JT jthompson@interlinguainc.com Tag: NetBank / Money Setup Tag: 163609
  - 16
    - Money 2003 - Got an error on on-line transfer After pressing ok on error message which suggested I resend the transaction later as bank is unable to process; I pressed cancel. However the transaction is now in italics in both the debited account and the credited account with an electronic 'icon' on the credit account list. I cannot delete either transaction / nor can I send it again. Also the original transactions with current trigger dates are still in my Bill & deposits. Help! Thank you Tag: NetBank / Money Setup Tag: 163607
  - 17
    - I can not see payee list in "pay to" drop menu. Hi, I am using Money 2004 Standard for my church. Suddenly, I can not see a payee list in "pay to" drop down menu when I am writing a check. I used to be able to pick a certain payee in drop down menu in "pay to". Now all I see is "blank". Does anybody have an idea to fix this problem? Thanks for your help. Tag: NetBank / Money Setup Tag: 163597
  - 18
    - Any Reason to Upgrade? Hi all, I've just started using Microsoft Money to manage my finances, and I'm using Money 2001 (which came on my computer). Is there any real reason to update to the 2004 version? Are there any useful features that I should really be using? Thanks! Tag: NetBank / Money Setup Tag: 163593
  - 19
    - account view when your on an account page there is the register, a transaction form that can be toggled on and off and then there is a cash flow forecast with upcoming bills and deposits...... i would rather have more of the account register available to view rather than the cash flow forecast which i can access from the menu..is there a way to do this Tag: NetBank / Money Setup Tag: 163591
  - 20
    - account view when your on an account page there is the register, a transaction form that can be toggled on and off and then there is a cash flow forecast with upcoming bills and deposits...... i would rather have more of the account register available to view rather than the cash flow forecast which i can access from the toolbar is there a way to extend the view of the register and get rid of the cash flow stuff Tag: NetBank / Money Setup Tag: 163590
  - 21
    - Cannot uninstall trial version of Money A few weeks ago I downloaded the trial version of Money to see if I would prefer it to Quicken. I gave Money the edge and decided to buy Money 2004 but I didn't want to download it. I put the CD in the computer and it gave me a message that Money was already installed on my computer and I needed to uninstall before it would load - no options. But there is no uninstall program on my downloaded trial version. Did I waste my Money!?!? Tag: NetBank / Money Setup Tag: 163588
  - 22
    - Online Services Can someone tell me whether, or how often I must renew Money, in order to use online services such as updating mutual fund prices? I am thinking of switching from Quicken, because they are starting to require me to upgrade in order to keep the online services. Does Money have the same requirement? Thank you. Tag: NetBank / Money Setup Tag: 163587
  - 23
    - cost basis/avg cost per share I've got 2 accounts (mutual funds) set up under a single financial institution. In Portfolio, using Valuations view, Money calculates the cost basis for both accounts. In Holdings view, it only provides cost basis for one account, while displaying other details for both. Also, in the Investment Performance section at the bottom of the Portfolio screen, the commentary says the average weighted cost for one of the funds is $0. I would like an average cost per share calculation for both funds. I can easily calculate this if I have reliable cost basis info for both funds, but what's this $0 about? Thanks for any input as I try to figure out how to use this software. David Tag: NetBank / Money Setup Tag: 163580
  - 24
    - Wrong days attached to date In Money 2003 when we went into march as february was a short month my calender was suddenly ahead of me. Eg. It now states that today March 1st is a thursday when I know its only monday. How can I fix it???? Tag: NetBank / Money Setup Tag: 163577
  - 25
    - Payee list drop down disappeared MONEY 2003 DLX My payee drop down list disappeared on Money 2003 Deluxe!!! When I make an entry in the transaction form and start typing a payee, it no longer drops down and shows all payees, except for maybe 10. When I type the name of the payee, it autocompletes as it should, but I don't see the list!!! Tag: NetBank / Money Setup Tag: 163576
- Next
  - 1
    - Pay to drop down list dissappearance I have Money 2002 and have lost the pay to drop down list. Any help would be appreciated. Thanks, Dave Tag: NetBank / Money Setup Tag: 163573
  - 2
    - Pay to drop down list on money 2002 I lost my pay to drop down list today. Is it because it is Feb 29th? Thanks in advance Dave Tag: NetBank / Money Setup Tag: 163572
  - 3
    - Debt Reduction Plan not in Cash Flow Forecast I have recently set up a Debt Reduction Plan to pay off credit card debt. The amount shows up correctly in my budget, under the Special>Debt category, but is not recognized in the Cash Flow forecast. My checking account balance continues to go up, when it should be charged for the monthly Debt Reduction amount. My other budgeted items are all appearing in the "Transactions during Selected Time period" box and they are being removed from my checking account balance. I have checked that the Cash Flow forecast is using "Budgeted Amounts" and it is displaying the Necessary and Discretionary items. I have been unable to find any articles relating to this, and I noticed that nobody has given an answer to this in the past. any help is appreciated. Please respond here or to iguanita@cox.net Tag: NetBank / Money Setup Tag: 163571
  - 4
    - Splitting bills on Credit Cards (restaurant, etc) I have the common situation where myself and some friends would go out to dinner. Normally we cannot split the bill, so one of us uses our credit card, and the others pay their share in cash to the payer. How should this be represented within Money 2004, using a Credit Card account & a Cash account. Thanks, Nige Tag: NetBank / Money Setup Tag: 163569
  - 5
    - Can't see payees in the pay to drop down list I have used money since 2000. I'm having a problem seeing the drop down list in the pay to area of the form in my money 2003 program. It was working fine until I changed my windows theme, and used a theme from themesxp.org. I've changed back to the original theme, and even uninstalled the money program and reinstalled. Am i missing something. The payees have never gone away before. Thanks in advance Tag: NetBank / Money Setup Tag: 163562
  - 6
    - Tracking Escrow I write a check every month for mortgage. There are three parts - Principal, Interest and Escrow. I want to maintain a seperate escrow account so that I can track expnses in that account seperatly. It seems that I cannot add Transfer to: Escrow Account type of transaction in loan payment catageroies. How do I do this? Thanks Peter Tag: NetBank / Money Setup Tag: 163560
  - 7
    - Changing Banks I've just changed banks and I'm wondering what would be the process for a new account? Should I just close the old and open a new one or amend the old one? Thank you in advance for you help Richard Tag: NetBank / Money Setup Tag: 163559
  - 8
    - Handling Roommates in MS Money? Hi all Does Microsoft Money allow you to adjust your budget planning for a roommate? It seems that I can either include all my cash outlays and include all the money he pays me (in which case my budget isn't really accurate, at least in terms of the percentage for each category), or I can omit him altogether and cut all my apartment-related outlays in half, in which case I can't track them all very well Is there any other solution? Tag: NetBank / Money Setup Tag: 163557
  - 9
    - drop down menu I seem to be experiencing the same problem as a few other people. On Saturday, Money was working fine, however today when I went to update things the payee's were missing from the drop down menu. If someone could advise me as to how to correct this I would certainly appreciate it. Thanks, Deborah Tag: NetBank / Money Setup Tag: 163554
  - 10
    - Attaching receipt to a transaction Has anybody figured how to attach a scanned receipt to a Transaction in an account? This is an old feature in Quicken that is no longer supported. Tag: NetBank / Money Setup Tag: 163551
  - 11
    - Selling my house I have sold my house and want to close the "house" account. In doing so, I want to pay off my mortgage, line of credit and trnasfer to excess to my banking accounts. However, when I try to create a transaction where I decrease the value of the account by my sales price, with splitting it between the three above mentioned areas, I do not see the mortgage account in the drop-down menu. Is there another way to make this transaction, or is there something wrong with the program? Thanks, Steve Tag: NetBank / Money Setup Tag: 163550
  - 12
    - M2000 QUESTION Hello, I was wondering how to create a new money file for 2004 and still keep all of the accounts, payees, scheduled debits and credits etc that I have in my 2003 file? Is this worth doing or is it better in the long run to keep everything in one file for tracking/reporting purposes for trends in spending etc? Thanks for your time, AndrewC Tag: NetBank / Money Setup Tag: 163543
  - 13
    - Only one biweeekly deposit seen by budget setup Hope someone can help me out here. I get paid biweekly and that's how I have it set up in Money 2002 and I don't have any problems with it. I recently tried to set up a budget and my salary appears under income and it is listed as occurring biweekly but it only used one of the deposits to calculate my total monthly income. Can anyone tell me why it's ignoring one of my biweekly deposits? If I get the details on my salary, it shows the correct monthly amount (approx twice one pay check). At first I thought it was because at the time I was doing this, I had only received one pay check that month so I waited and tried again after my second check had arrived but no dice, it still showed my income to be equivalent to only one of the biweekly deposits. I tried to add a second salary deposit but it wouldn't let me which it shouldn't, but I was desperate. One thought just came to me, I don't have my salary entered automatically, I have it setup in "Pay or Record Bills and Deposits" but I enter it manually. Could this be the reason? Thx Fred Tag: NetBank / Money Setup Tag: 163535
  - 14
    - Missing drop down payee's Read the reply about resetting my computer to March 1 to solve this probelm and it DID fix the problem. The bug appears to have not caused any permanent damage. Tag: NetBank / Money Setup Tag: 163533
  - 15
    - MS Money 2004 Debt Reduction I've been experiencing weird things with debt reduction. I'm simply trying to enter in a credit card account and have it tell me when I'll have it paid off if I pay "this much" money a month towards it. The numbers it gives me through are not right at all. For instance, at the beginning I add in a credit card account that has a balance of $1,057 at an interest rate of 10.9%. I tell it I want to be out of debt by 05/18/04 with zero one time payments and this is what I get... "With payments averaging $5.00 and an extra payemtn of $0 you will be out of debt by Mar 18, 2004. With this plan, you will save $0 in interest charges over the minimum payment plan, and a $100.00 purchase will cost you approximately $100.95." This is obvsiously not correct. No way I'm paying that off in 3 months with $5.00 payments. So then let's say I change it to say that I'm going to pay $400.00/mo, so when will I be out of debt. Then it stays on Mar, 18 for some reason and gives exact numbers as to what I'll end up paying..."a 100.00 purchase will cost 100.95." What's going on with this? Why won't it give me accurate information??? Any info would be greatly appreciated. thanks! Tag: NetBank / Money Setup Tag: 163531
  - 16
    - redoing mortgage payments I've just recently started using an automatic withdrawal schedule for my mortgage payment, with a biweekly frequency. How do I record the payments properly so that the interest and principal portions are reflected properly in the split (fortunately, I don't have to worry about escrow). Thanks, Lance Marrano Tag: NetBank / Money Setup Tag: 163525
  - 17
    - money 04 I installed money 2004 went to online quotes to update. then received the error: "money was unable to complete operation. there is a problem with your money installation. plaese reinstall money from your original product disks." well I did and still same message. thanks for your help. Tag: NetBank / Money Setup Tag: 163524
  - 18
    - Tax Line Manager shows incorrect salary and tax projections Hi - The Tax Line Manager shows the correct Year to Date Salary amount but for some reason, the Projected Total for 2004 is way off. When I drill down to the projection details, it includes my projected quarterly bonus but not the regular salary (taxable income) amounts for the rest of the year. Same issue with the W-2 tax categories - the projection includes the taxes for the quarterly bonus but not the regular salary. I am using Money 2003, would appreciate any help.... thanks Tag: NetBank / Money Setup Tag: 163523
  - 19
    - Thank you for Payee List problem solved So simple but how to know such a thing that a leap year would mess with a drop down list. I guess it has to do with the fact that money only lists payees that you have used in the last 2 years and since this day hasn't occured for 4 years the program is functioning properly, just a bit frustrating though. Tag: NetBank / Money Setup Tag: 163521
  - 20
    - Problem in Money 2003 Deluxe and Business I want to change my company's street and e-mail addresses that appear on every invoice. I don't want to modify the template. How can I do this? Howard Tag: NetBank / Money Setup Tag: 163520
  - 21
    - Small business version There appears to be a Schedule C bug in MS Money 2004 Small Business. If you run a tax report to display Schedule C transactions, and you have selected the CASH (rather than accrual) method, Money will still list open - unpaid - invoices as revenue. Open invoices should not show as revenue on the cash method. I will report this to MSFT. Tag: NetBank / Money Setup Tag: 163519
  - 22
    - Payee List Drop-down Box Empty Feb 29, 2004? READ THIS Many people have posted a leap year bug where the payee drop-down list is empty. Many people have posted the workaround: wait until tomorrow, or set your computer clock to March 1. Change it back later. Tag: NetBank / Money Setup Tag: 163518
  - 23
    - Payee List Gone I have Money 2002 and the payee list disappeared on my accounts as described by others on this board. My husband experienced it as well on his computer. We had never had this happen before. Tag: NetBank / Money Setup Tag: 163517
  - 24
    - Payee List Lost When entering a payee in a transaction, the dropdown list somehow got lost. How can I get it back again? It shows some of the payees but not the entire list that used to be there. Thanks! Tag: NetBank / Money Setup Tag: 163511
  - 25
    - drop down payee box is empty The drop down box for payees in the register suddenly is empty. I do not understand what happened. The box is checked in the option, editing box. Tim Kavulla Tag: NetBank / Money Setup Tag: 163508

I've seen in some older posts that there have been problems connecting
to NetBank via MS Money... I'm having the same problem, and so far,
NetBank support has been no help. Has anyone out there found a
solution to this problem yet?

Thanks.

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