Payee uniqueness

TheMSsForum.com: The Microsoft Software Forum

The MSS Forum ‹ Money
- Archive
  - Biz
  - MCSE
  - CRM
  - Drivers
  - Framework
  - ADO
  - ASP
  - Compact
  - Forms
  - Dotnet
  - C#
  - VB
  - FontpageGen
  - Excel
  - WorkSheet
  - Exchange
  - Setup
  - Fox
  - Fontpage
  - ASP
  - IIS
  - Entourage
  - Money
  - Messanger
  - PocketPC
  - Powerpoint
  - Project
  - Publisher
  - Excel
  - VB
  - Security
  - Portal
  - Services
  - SQLServerDev
  - SVCS
  - SQLServer
  - VB
  - VC
  - MFC
  - ExcelGen

- Previous
  - 1
    - A few stock charts/futures to look at A few stock charts/futures to look at Hi everyone, Once again I have blown it sending out my newsletters consistently. Part of it is the strangeness in the market and the other part has been technical difficulties determining my top picks (at least that is the story I am sticking with). I hope you enjoy the list. As always if you have any questions or comments please add them to the news groups here or on our site. CLB : http://stocktruth.com/?stock=nyse&symbol=CLB CTRN : http://stocktruth.com/?stock=nyse&symbol=CTRN BBH : http://stocktruth.com/?stock=nyse&symbol=BBH OMEF : http://stocktruth.com/?stock=nyse&symbol=OMEF BKR : http://stocktruth.com/?stock=nyse&symbol=BKR VPU : http://stocktruth.com/?stock=nyse&symbol=VPU WPC : http://stocktruth.com/?stock=nyse&symbol=WPC WSFS : http://stocktruth.com/?stock=nyse&symbol=WSFS MDCI : http://stocktruth.com/?stock=nyse&symbol=MDCI Super disclaimer: This is an indicator, not a trading system! Do your own research and eat healthy foods! Tag: Payee uniqueness Tag: 213313
  - 2
    - SEP IRA / Keogh Questions SEP IRA / Keogh Questions My friend is in a strange situation.. She has a old SEP IRA plan at Fidelity with a some dollars which she has not contributed to in years. Then she opened a Keogh QRP prof Sharing plan at Schwab a few years ago. Now she wants to contribute to her QRP Prof Sharing...but this time at Vanguard in their index funds She doesn't want to buy the vanguard funds at Schwab because of the transaction fees which could be quite a bit over the years if one trades even every 6 months and contibutes small amounts often. Schwab says their basic adoption plan isn't portable in other words my friend cannot contribute to a vanguard Keogh QRP Profit sharing account using Schawb's plan. Dos any one have any ideas how this can be done. Can she keep the QRP Keogh Profit sharing plan ( at Schwab) dormant for a year or more ? In other words can she not contribute to the QRP Prof Sharing plan this year and instead contribute to a new Vanguard SEP IRA plan ? ( even though she already has an old SEP IRA account at Fidelity)? This way she will not have to deal with the QRP Plan issue. Any pros and cons to such an action ? Basically this year ( and maybe coming years) she wants to fund her retirement dollars at vanguard in their index funds. Pls let me know. Thanks Ava Tag: Payee uniqueness Tag: 213312
  - 3
    - Sharing Money file with Windows Live ID I'm working in a small office environment where we'd like to set up Money for sharing a single data file; BUT I am leary of using Windows Live ID for the sharing setup, simply because I don't want to have any chance of outside (internet) "leaking" of info. Is there any alternate way to share a single data file among 2-3 users? While I'm on the topic, I assume that I need to purchase 2-3 copies of Money to use it in a multi-user environment (I'm using a trial version now.) Thanks Tag: Payee uniqueness Tag: 213310
  - 4
    - Re-mortgage I have been using a loan account to track my mortgage payments. Recently I have re-mortgaged with another provider for a higher amount and I've set another loan account up. I want to be transfer the money into the old account to close it off and transfer the balance into the current account. Money doesn't seem to want to transfer money between loans. So how do I show that the loan is closed and principle paid off? I tried creating a catagory but then money reports a massive outgoing aganist it distorting all the reporting. Tag: Payee uniqueness Tag: 213303
  - 5
    - Quickbooks 2006 to Money 2007? Any conversion tools available? Tag: Payee uniqueness Tag: 213302
  - 6
    - Negative balance error message when trying to add a buy transactio I have an account with 4 funds in it. I went to add 4 buy transactions for end of August (same process I have been using for the past few yeas) for each of the funds. With one of the funds only, (that has over 2000 units in it already), I try adding the buy transaction for 6 units and I get an error message "Adding the sell, remove or redeem shares activity will cause the balance of "account name" held in this investment account to become negative at some point. Please cancel this activity. Why am I getting a sell type error when I am trying to increase the shares via a buy? No problem on the other 3 funds, just this one. Any ideas? Trish Tag: Payee uniqueness Tag: 213297
  - 7
    - Getting a bank to suppose MS Money Billpay I would like to be able to use MS Money directly to pay my bills. I currently have to logon to my banks website and go into their BillPay service and enter the bills, and then download the entries into MS Money. MS Money nicely downloads statements/etc. from my bank. What features do I need to pester my bank for to be able to use MS Money directly for bill paying. Dennis Tag: Payee uniqueness Tag: 213296
  - 8
    - Here we go again Well, once again CashEdge is not connecting/syncing with Money and MSN Money. I guess I won't run right out to buy Money 2007. Even if the software were an improvement over M06, it cannot be any better than the weakest link in the sync chain. Tag: Payee uniqueness Tag: 213291
  - 9
    - FREE E-BOOK "What I Didn't Learn At School But Wish I Had" "What I Didn't Learn At School But Wish I Had" by Jamie McIntyre... http://www.21stcenturyacademy.com.au/cmd.php?af=394519 Tag: Payee uniqueness Tag: 213290
  - 10
    - Help again... Money 04 Where does the software save the file you are using when the software is turned off>>> My checking account file is being stored >>> on the desktop!!! Is this normal??? Thank You for all help offered.. Jim Andrews Columbus/Phoenix Tag: Payee uniqueness Tag: 213285
  - 11
    - MSN BillPay and Money 2007 Has anyone had any experience with setting up MSN BillPay in Microsoft Money 2007? From Managing Online Services within Money 2007 I signed up for MSN BillPay and have my user name and password to make payments but limited to using the MSN Web Site. When I try to enter this info in Money 2007 to activate MSN billpay online services I get a message saying that I must have "special sign-in information" other than the web based user name/password and points me back to the MSN Web Site for the needed info. My problem is that I cannot find any mention of this special sign-in on any of the MSN Web pages. I called the toll free number at MSN bill pay several times before getting a real person only to find out that no one really knew what I was talking about. Any help would be appreciated. Ron Tag: Payee uniqueness Tag: 213282
  - 12
    - FYI Investment alerts. Money 2007 Deluxe - Trial Version. I'm sure there is an obvious answer to this that I am missing, but it isn't obvious to me. I have set up fyi investment alerts for my securities to show up on my home page. To test it, I set an upper limit of a stock for $60 and updated my stock prices. The stock was about $65 so an advisory message appeared. I also got a message saying that another security hadn't had a price update recently. I set a new upper limit for the first stock to $70 and put in today's price for the second investment (manually, no online quote for it). I then updated my prices again online. The fyi messages still show up, and I can't find any way to get rid of them. What am I missing? Tag: Payee uniqueness Tag: 213273
  - 13
    - TSP in Money 2005 Can someone out there give Step by Step instructions for modifing a 401k plan in Money 2005 to reflect the Gov Thirift Savings Plan. Thanks, Ears Tag: Payee uniqueness Tag: 213271
  - 14
    - Money 2007 Check Writing I have downloaded Money 2007 Trial Version to see if it will work with my Bank. (My Bank will not support Quicken 2005) Hence I'm not currently using online checking. I'm trying to figure out how to enter a non-recurring check to be printed at a future date. Seems like a simple task that is basic to any checking software but I can't find out how to do it in Money 2007. Can anybody point me in the right direction? Thanks Tag: Payee uniqueness Tag: 213264
  - 15
    - Enhancement requests Does anyone know how to file an enhancement request for Money? Tag: Payee uniqueness Tag: 213263
  - 16
    - Money will not update two days ago my Money update will not update anymore. update not update failed any ideas? Tag: Payee uniqueness Tag: 213262
  - 17
    - Money 2007 H&B Invoice Designer Hello All, I am struggling with the Invoice Designer.....it either messes up my logo (too large or too narrow) or when I try to re-dimension anything I completely lose the lay-out. Is there any way to design/edit the invoice templates outside Invoice Designer? Maybe opening with another software? Any help will mostly appreciated. Thanks! Deca Tag: Payee uniqueness Tag: 213258
  - 18
    - Help!!! Can't find backup I always back up my Money acount to my thumb drive... I screwed up and had to wipe clean and reload windows I then reloaded money 04. Now how do I restore from the backup??? Thank You for all help offered... Jim Tag: Payee uniqueness Tag: 213257
  - 19
    - Keeping Accounts Seperate in Reports I have Money 2001. I want to set-up an account for my mother's checking account which I now manage, but not have her income/expenses mixed in with mine when I look at various reports such as budget, spending etc. I had set-up my parent's joint account before my father died and it always mixed their information in with mine. Can I do this with Money 2001? How about newer versions? How? Tag: Payee uniqueness Tag: 213252
  - 20
    - Money 2007 - Where is the memo field? I downloaded the trial for Money 2007 Essentials. I used Money 2002 for a long time and I plan on purchasing 2007. However, I cannot find any memo field for entering transactions. I cannot believe they would have taken out the ability to write a memo about each transaction you enter. It seems so necessary. I understand they still have category, but I need to write a small reminder or note about each transaction. I looked in the help for "memo" and found nothing. Please help me by letting me know if the memo is in fact gone, or I am missing it. Thank you. I can't figure out how to ask Microsoft about product features either. Tag: Payee uniqueness Tag: 213247
  - 21
    - background banking and register Hi Using MSM 2006 with background banking. Using advanced register. When d/l transactions all accounts shows up fine, except credit cards, it shows on account list but never in register. Anybody can help here? TIA Tag: Payee uniqueness Tag: 213243
  - 22
    - I want to start a software business. I am an MCA, with 1 Year experience in ERP Software Development, I wish to start a business, but i have no capital. Can i quit my job and start my own business? Is there any way to start a business without capital, or is there any way to earn capital? Tag: Payee uniqueness Tag: 213236
  - 23
    - restoring MS MONEY from external hard drive I've lost my MS Money 2004 disk and need to rebuild my pc so we bought an external hard drive (since we needed to save other important stuff anyways). I just want to make sure - do I still need the disk to load MS Money back on the computer's hard drive? we're supposed to have all this done this saturday and I'm really nervous. ANY HELP IS APPRECIATED!!! Tag: Payee uniqueness Tag: 213223
  - 24
    - I found a tickets site I found a tickets site http://allticket.yourfreewebspace.com/ we can find and buy all tickets,fun! Tag: Payee uniqueness Tag: 213218
  - 25
    - Online account updates I am using the Money Deluxe 2007 trial and I have my account set up so that it is supposed to automatically download account updates every day. I have never had it download updates. I always have to manually download them by clicking Update Now. Is this a limitation of the trial version? Tag: Payee uniqueness Tag: 213214
- Next
  - 1
    - Net worth over time report is blank Upgraded from 2002 to 2007 and this report no longer works. It will show the date range I specify but with no data. The Net Worth report (no graph) works for both past and present dates, but not the Over Time graph I already reset the report settings and deleted all my favorites. I created a new test.mny file and the report works fine so there is something wrong with my data. I have already tried both repair options, quick and standard. Any ideas? Tag: Payee uniqueness Tag: 213198
  - 2
    - BACKUPS When I back up my Money 2006 (internally or to a CD) does that backup info include the Portfolio Manager data as well or does the Portfolio Manager info require a seperate backup? Thanks. Tag: Payee uniqueness Tag: 213193
  - 3
    - Banks Droping Money Direct Connect Feature I have had a couple of banks that I have done business with stop supporting the direct bill pay from within Microsoft Money. In looking for a bank to support this feature I have had at least one (Wachovia) say they do offer that feature but are now no longer signing up new customers for that service. As you all know it is a waste of time to enter the bills on a web site and then do it again in MS Money. Who still offers this service (I am in Texas and prefer a local bank but am willing to do something online if that is what it takes). The other thing I wonder is why are certain banks no longer offering this feature? Wonder if it is a MS shakedown that they banks are resisting? -Thanks Tag: Payee uniqueness Tag: 213189
  - 4
    - 2007 Sales I've been here in this group about this time every year when the new version of Money comes out. Relative to previous years, this newsgroup seems deathly quiet on the subject of 2007, especially considering the big budget design change. Either it's not selling, has few bugs, or it's being received with a big yawn. Bruce. Tag: Payee uniqueness Tag: 213188
  - 5
    - HELP My Inventory has disappeared - how can I find it again ? Dear Readers Now you see it - now you don't !! I have been using Money for over 1 year and all of a sudden my home inventory has disappeared. The box is still checked to include in the net worth summary, but it no longer appears in the report? My Money version is Version 14.0.120.1105 ( a UK version, perhaps?) I've spent a lot of time to develop all the accounts only to loose the inventory at the last hurdle...please help Tag: Payee uniqueness Tag: 213172
  - 6
    - Portfolio Manager won't show daily change of value for mutual funds I am still using Money Premium 2006. I would like to know if the following problem (feature?) is observed by other folks, either in M2006 or M2007. The Portfolio Manager has columns "Change" and "TotChng." The former is the change in price, per share, of a security for one day. The latter is, roughly speaking, "Change" multiplied by the number of shares held. I don't remember which of these columns is visible by default. I have chosen to view create of these columns in the "custom" view of my Portfolio Manager. My problem is that for mutual funds, the value reported in the "TotChng" column is always blank. Not zero, just a blank space. Thank you in advance for any observations (or fixes!) for this problem. -- David Arnstein arnstein+usenet@pobox.com Tag: Payee uniqueness Tag: 213171
  - 7
    - Re-creating loan payments after "nuking-the-bills" Hi, I've read many threads about this "nuke-the-bills" process, and since I suffered poor performance issues since several versions ago, I decided to give it a try. I used M2007 trial version, and performance has increased considerably!! Start up time is much shorter, and normal operations run also faster. But I have an issue... The lifetime planner section is duplicating the loan payments. I could not find the way to re-create the loan payment bills, so I created them as new bills. When I did, and I set the category as "loan payment : xxx act", it recognized it very nicely! Number of remaining payments, split of principal + interests showing as "calculated values"... it looked too good to be true! Well, it seems that those bills are now part of my "living expenses" in the lifetime planner, although they are also included in the loans&debt section. I am letting the lifetime planner to get the living expenses from my budget, and I would like to leave it like that. I wonder if it is so because of the way I re-created the loan payments... For those of you that have gone through the process... What is the best way to re-create loan payments after "nuking-the-bills"? THANKS! Jose Tag: Payee uniqueness Tag: 213169
  - 8
    - How do I change my business name in Money 2007? I installed Money 2007 and initially put in a business name that I'm trying to change now. I click on Business, and I go to Account settings and I change the name there. This changes it everywhere except for on the invoices that I print. The template's placeholder for <<company name>> is still putting what I had originally put in there. Where do I change this!? Any information would be greatly appreciated. Thanks! Tag: Payee uniqueness Tag: 213164
  - 9
    - Microsoft Money Fiz o download da versÃ£o Trial do Money De Luxe 2007 e estou imputando dados hÃ¡ cerca de 1 mÃªs. JÃ¡ gastei bastante tempo. Hoje quis comprar o software para continuar a usÃ¡-lo. O site nÃ£o me deixa comprar, provavelmente pelo fato de eu nÃ£o ter um endereÃ§o nos EEUU. O que fazer? NÃ£o posso perder os dados jÃ¡ imputados. Roberto de Barros Couto dero@globo.com Tag: Payee uniqueness Tag: 213162
  - 10
    - Program updates If MS downloads a Money 2007 update, i.e. bug fixes, will the program notify me of the download? Bruce. Tag: Payee uniqueness Tag: 213152
  - 11
    - vooka allright now here is a community way to earn some cash. vooka technologys is offering a free sign up for anyone and everyone right now. what you do is refer somebody and that starts a community. each person in your community will be worth $1 each month after the launch of the official site in september (next month) so sign up with my reffer id #44585 (then it keeps this honest) and start your own community. http://getyourposition.com/getpositioned.php?idReferrer=44585 Tag: Payee uniqueness Tag: 213150
  - 12
    - not updating quotes for ticker QQQQ? For the past six weeks, at least, using Money 2004 I have to manually go in each day and add the closing price for the NASDAQ 100 Trust (symbol = QQQQ). Is there a reason the program won't pick up the daily quote on this holding? The bad pricing gives me an erroneous portfolio value each day. Not a good thing. hwyhiker The Woodlands, TX Tag: Payee uniqueness Tag: 213147
  - 13
    - Money 2007: Online Updates I have recently switched from Money 2005 UK to 2007 US. Glyn Simpson pointed me to a solution to a planner problem, and since then all has been well. However, (a) last week my Passport/Windows Live userid/password stopped working for a few hours (but worked fine on MSN, Hotmail, etc.) and then (b) online updates of prices and exchange rates stopped working. The Passport problem has disappeared, but the prices/exchange rate problem remains. However, I am able to successfully update my US bank accounts and the MSN Money My Account updates are also working. The message for Quotes, News, and Exchange Rates simply says that I am unable to connect to the quotes server. Using that server via the Excel MSN Money Quotes Add-In works fine. Any hints? Thank you. Richard I Morris Jr Tag: Payee uniqueness Tag: 213146
  - 14
    - Money Canada I see that Money Essentials 2007 will not accept previous money data files. I saw in a previous posting that there will not be a seperate Canadian version of any of the Money 2007 versions. It says on the MS site that Money Deluxe 2007 will not open Canadian Money data files. I have 15 years of investment data recorded in my Money data file. Am I going to be hung out to dry? Tag: Payee uniqueness Tag: 213143
  - 15
    - Preferred import file format I am working with a trial version of Money 2007, testing some file import options. I've discovered, via this newsgroup and other sources, that Money has some limitations in how it imports categories and subcategories. I believe I saw that Money can import both .qif and .ofx files. Does an .ofx file import offer more options for importing category and subcategory data? Tag: Payee uniqueness Tag: 213142
  - 16
    - How to unmatch transaction I accidentally accepted a matching that money 2006 suggested. I want to unmatch this and match this to the propper one that just came in. How do I do this? -- Howard Swope [hswopeATtrafficDOTcom] Software Engineer Media Development Traffic.com [http://www.traffic.com] Tag: Payee uniqueness Tag: 213140
  - 17
    - Invitation to join BankXp forums Dear members, The forum is a better place to gather and distribute useful information on respective topics. It is an important place where in the users will discuss on their respective topics, and furthermore, it is free for the users to join and discuss. Our company's website, http://www.bankxp.com, is a member driven forum which focuses on providing useful information for the visitors; it is the fastest growing banking community on the internet which discusses on range of topics like insurance, different types of loan, funds, etc, it also engage the users to discuss on issues related to finance, pensions , investment or savings and general stuff like application procedures for any type of loan, different types of credit cards, interest rates, stock market index etc,. It provides the members with latest news from the banking world. It is a forum where in the users can discuss their financial problems. I request the members of this group to register in BankXp forum and discuss on various banking and financial topics and invite other users to discuss. In order for this forum to be successful the members' feedback is appreciated. --------------------------------------------------------------------------------------------- Mohammed Aijaz Ali Moin http://www.bankxp.com Tag: Payee uniqueness Tag: 213136
  - 18
    - Invitation to join BankXp forums Dear members The forum is a better place to gather and distribute useful information on respective topics. It is an important place where in the users will discuss on their respective topics, and furthermore, it is free for the users to join and discuss. Our company's website, http://www.bankxp.com, is a member driven forum which focuses on providing useful information for the visitors; it is the fastest growing banking community on the internet which discusses on range of topics like insurance, different types of loan, funds, etc, it also engage the users to discuss on issues related to finance, pensions , investment or savings and general stuff like application procedures for any type of loan, different types of credit cards, interest rates, stock market index etc,. It provides the members with latest news from the banking world. It is a forum where in the users can discuss their financial problems. I request the members of this group to register in BankXp forum and discuss on various banking and financial topics and invite other users to discuss. In order for this forum to be successful the users' feedback is appreciated. -------------------------------------------------------------------------------------------------------------------- Mohammed Aijaz Ali Moin http://www.bankxp.com Tag: Payee uniqueness Tag: 213134
  - 19
    - PING: Dick Watson Dick, I use M04 and direct download statements from 2 banks with five accounts and 1 broker with two accounts into my M04 accounts. All works well. I do not use a Passport and I'm happy with this procedure. After reading reviews on M07 I'm not clear on whether I will still be able to direct download my accounts into M07 unless I use the "Windows Live" (formerly Passport) procedure. That would be a deal breaker for me and I've used Money since it first came out. Can you clarify this new procedure? Thank...Fitz Tag: Payee uniqueness Tag: 213130
  - 20
    - Can't balance with missing check numbers I've been using MS Money 2003 for a long time now and this is about the first glitch I've ever seen. I'm trying to balance my checking account and I have a gap between checks 300 and 351 where I discarded a pack of checks my bank sent me because they had the wrong info on them. Would this cause Money to refuse to go further when I click the Next button to take me to my reconcilation page? After I've entered the beginning and ending balance for the period and then click Next, it just won't do anything. Do I have to list 49 checks, all saying *VOID* to make it work? Thanks, Mark Tag: Payee uniqueness Tag: 213129
  - 21
    - Attachments to accounts and transactions Any chance that Money will get the capability to attach documents (i.e. account statements) to accounts and transactions, much like Quicken does? If Money had that feature, I would delete Quicken once and for all. Tag: Payee uniqueness Tag: 213124
  - 22
    - Microsoft Money for Pocket PC - Need Help I just installed the new Microsoft Money for Pocket PC, 2006. On my old Pocket PC, I use to be able to hold my stylus on the transactoin and delete a certain transaction. On this new program, I do not know how to be able to delete anything. Can anybody point me to a manual or tell me how to delete items? Please help. Tag: Payee uniqueness Tag: 213121
  - 23
    - Chart date order This is weird. In 2007, if I display a chart for a payee (double click on a payee from the payee list), the chart sorts from left to right, with the most recent on the right, as it always has. But if now display a chart for a catagory, the chart now sorts from right to left, with the most recent on the left. That had me confused for some time before I noticed the date order change. Was it like that in 2006 or is that new for 2007? I don't see the sense in that. Bruce. Tag: Payee uniqueness Tag: 213109
  - 24
    - Free, Live E-Mini Forecasts These people are forecasting the e-Mini live all day at no charge. Amazing. http://www.racecom.com/PayFlow/eMiniLive.htm Tag: Payee uniqueness Tag: 213098
  - 25
    - Selecting Investments or Payees In M2003, if I were viewing a Payee or an Investment, next to the identifier for the particular Payee or Investment there would be a triangle. Selecting that triangle would bring up a navigation window to allow one to quickly jump to another Payee or Investment. I do not see this for either in M2007. Furthermore, I do not see any simple method of jumping to an investment that does not appear in the Portfolio Manager. HELP has been unrewarding. Suggestions? Thanks. --ron Tag: Payee uniqueness Tag: 213088

I have recurring transactions that are automatic transfers from one account
into three others. The transaction information from my back is unique in the
34th and 35th characters of the transaction ID for these three transactions.
It appears that Money is only displaying and considering up to the 32nd
character. Can I increase the field size? Is there another way for Money to
correctly identify these transactions?
Thanks in advance.

Top

Re: Payee uniqueness by Dick

Dick
Fri Sep 01 13:26:08 CDT 2006

Answers in order.

Nope.

Payee Rules Manager may help you differentiate and replace the names. I'm
not sure whether its' rules will allow you to muck with wider names than
Money ends up caring about, though. You'd have to try it.

"Clement Kichuk" <Clement Kichuk@discussions.microsoft.com> wrote in message
news:8C71457F-691E-45F6-AD89-11B86A490404@microsoft.com...
>I have recurring transactions that are automatic transfers from one account
> into three others. The transaction information from my back is unique in
> the
> 34th and 35th characters of the transaction ID for these three
> transactions.
> It appears that Money is only displaying and considering up to the 32nd
> character. Can I increase the field size? Is there another way for Money
> to
> correctly identify these transactions?
> Thanks in advance.
>
>

Top