Interesting Support / Warranty Information On Money & Quicken
http://www.microsoft.com/money/info/comparison.asp
http://support.microsoft.com/default.aspx?scid=fh;en-us;prodoffer18&sd=GN
I was just looking through that comparison chart and noticed that Microsoft
Money 2004 Deluxe, Premium, & Small Business versions come with 3 years of
unlimited support and 3 years of online services. The Standard version
comes with only 1 year of unlimited support and 2 years of online services.
On converting Quicken files the footnote says this...
"The Converter Wizard for Quicken® in the U.S. version of Microsoft Money
2004 Premium will convert files from Quicken U.S. versions 4, 5, 6, 7, 8, 9,
10, Quicken 2002, and Quicken 2003."
http://www.intuit.com/support/quicken/2004/options/winindex.html?product=..%
2F2004%2Foptions%2Fwinindex.html&submit=Go
This is the only link on the Quicken webpage I can find about support
options. Apparently, there is no unlimited support and it costs $1.95 /
minute!!! That is f'ing crazy! I am not a Quicken user yet, but it would
seem to me they could at least match the same length of support as Microsoft
does on similar products.
I will stick with Money.
BTJustice Tag: Palm Program for Money Tag: 163672
Money 2003 cannot start
Would someone know what it means when every attempt
to start Money 03 starts with an error box saying
"Runtime Error!"
"abnormal program termination" .
Constantly uninstalling then reinstalling hasn't helped.
Even SYSTEM RESTORE hasn't helped. System is HP a350n
with Win XP. thanks. let me know if you need more
information Tag: Palm Program for Money Tag: 163671
401(k) Headaches - Beginner Advice Needed
Okay, I'm in the process of learning the whole process of managing
accounts with Money... up until now haven't had to do anything with a
401(k) plan. In my infinite lack of wisdom in this area, I have no idea
how to set this thing up in Money 2004's 401(k) manager or confirm that
it is in fact properly set up.
I've successfully got the 401(k) account put into Money, and I have set
up the last several paychecks' 401(k) contributions section to go to,
for example, "My 401(k) Plan (Contributions)". Does this number
typically also include the amount that my employer contributes also?
I'm looking at my first statement which I received 12/31/03... and the
numbers from my own Contributions and the "New Contributions" seciton
are close, but not quite: Money 2004 says $269.86; the statement says
$252.52 (note that this is before the Net Market Change of $7.16). Why
the $17 difference? Is there a discrepancy other than maybe an
incorrectly entered number in my paychecks?
Also, how do I know what to enter for my investments for this account
when trying to enter information from a statement? I see that the
company is not listed as being one of Money's online banking accounts,
but is there a way to download information for the individual
investments? Even if I can't download information for them, I have no
idea how to classify them... Bond, CD or U.S. Savings Bond, Equity or
Index Option, Money Market, Mutual Fund, or Stock. Money presents me
these choices but the name of the investment isn't always clear on what
it is:
SA12Gov'tCpBd
SA21Balanced
SA49Amer GrIn
SA35FidVIPCon
SA58FidVIPGro
SA17MedCapEq
SA56DelSmCpVl
Although I do have some longer descriptions of the name, that still
leaves me not knowing how to classify it in Money, or knowing how to
confirm my numbers are right. Any suggested reading or advice would be
greatly appreciated.
Thanks,
Ken Tag: Palm Program for Money Tag: 163669
Bills, Accounts and Budget
I have opened checking accounts and credit card accts on
money. When I pay a credit card via Bills and Deposits,
it enters it on both accounts but not in the budget, if I
pay it through the checking account it will then appear in
the budget but not on the credit card account..even those
categories and subcategories are the same. What am I doing
wrong?? If I do it the second way I found I can manually
enter it on the credit card account but need to exclude
from budget or it doubles...which is double the work
entering. Tag: Palm Program for Money Tag: 163664
Enter paycheck
How do I enter in a paycheck with two direct deposits into
separate bank accounts? If I enter one of them as a
transfer to a bank account under the Deductions after
Taxes in details, it then shows up under my bank acct. as
Pay To: my employer. Any help is greatly appreciated. Tag: Palm Program for Money Tag: 163660
Downloaded transactions not in register
Has anyone had this problem? My downloaded transactions
are no longer showing up in my register. Money says I
have 10 items for review, but I can't seem to review them.
Any ideas??
Thanks,
Mike Tag: Palm Program for Money Tag: 163659
NetBank / Money Setup
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. Tag: Palm Program for Money Tag: 163658
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: Palm Program for Money Tag: 163657
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: Palm Program for Money Tag: 163654
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: Palm Program for Money Tag: 163645
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: Palm Program for Money Tag: 163638
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: Palm Program for Money Tag: 163637
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: Palm Program for Money Tag: 163634
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: Palm Program for Money Tag: 163631
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: Palm Program for Money Tag: 163630
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: Palm Program for Money Tag: 163629
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: Palm Program for Money Tag: 163628
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: Palm Program for Money Tag: 163627
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: Palm Program for Money Tag: 163626
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: Palm Program for Money Tag: 163615
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: Palm Program for Money Tag: 163613
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: Palm Program for Money Tag: 163609
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: Palm Program for Money Tag: 163607
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: Palm Program for Money Tag: 163597
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: Palm Program for Money Tag: 163593
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: Palm Program for Money Tag: 163591
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: Palm Program for Money Tag: 163590
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: Palm Program for Money Tag: 163588
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: Palm Program for Money Tag: 163587
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: Palm Program for Money Tag: 163580
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: Palm Program for Money Tag: 163577
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: Palm Program for Money Tag: 163576
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: Palm Program for Money Tag: 163573
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: Palm Program for Money Tag: 163572
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: Palm Program for Money Tag: 163571
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: Palm Program for Money Tag: 163569
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: Palm Program for Money Tag: 163562
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: Palm Program for Money Tag: 163560
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: Palm Program for Money Tag: 163559
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: Palm Program for Money Tag: 163557
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: Palm Program for Money Tag: 163554
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: Palm Program for Money Tag: 163551
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: Palm Program for Money Tag: 163550
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: Palm Program for Money Tag: 163543
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: Palm Program for Money Tag: 163535
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: Palm Program for Money Tag: 163533
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: Palm Program for Money Tag: 163531
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: Palm Program for Money Tag: 163525
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: Palm Program for Money Tag: 163524
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: Palm Program for Money Tag: 163523
Does anyone have a recommendation for the best Palm
program to sync with Money?