M2005 Portfolio

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- Previous
  - 1
    - Change an Investment Type in Money 2006? In Money 2006 there does not appear to be any way to indicate the investment type of a new investment or change it after it is created. On MSN Money the investment (symbol FVL) is listed as a stock, but it is a closed-end fund. I need to record the year-end capital gains distributions, but since Money thinks it's a stock, I can't do that. The only transaction types that are allowed are Dividend and Other Income. How do I record both Short-Term and Long-Term capital gains? How can I change the investment type to Mutual Fund (or some other type that is more accurate)? Thanks, Scuba Geek Tag: M2005 Portfolio Tag: 202527
  - 2
    - Move the *.mny file I have been using money since Money 2001. When I installed Money 2006, I discovered part of Money 2001 was still their and that is where my *.mny file is stored. How do I move my *.mny file to get it into the Money 2006 folder, and still have money be able to find it. I almost lost it when I first deleted Money 2001, and had to retreve it from the Recyle bin. Thanks, -- Jared3 Tag: M2005 Portfolio Tag: 202521
  - 3
    - creating a DAILY Line Chart Hi, I'd like to have / create a line chart that traces my net worth over time, on a DAILY basis. Know how? Tag: M2005 Portfolio Tag: 202516
  - 4
    - Home page I'm running MNY 06 SB on an XP machine. I've set my home page to show revenues for the month, money 06 sb always shows $0.00 but when i click on it, it will take me to the profit and loss statement which has the current revenues. I'm wondering why it will not show on the home page. thanks in advance Tag: M2005 Portfolio Tag: 202515
  - 5
    - 2006 pull-down windows hangs I recently installed Money 2006 on an IBM Aptiva 2163 running Windows 98 SE. I have had problems with pull-down windows from day 1. Not all - for example, within an account register I can pull down the window for "debit" and "next check number", but many other windows will not open to allow me to select an option for 20 minutes or more. I see the "not responding" when I open the Task Manager, but eventually, 20 minutes or so, the pull-down window will open. Each additional click on a pull-down menu, except for those which are not a problem, results again in a 20 minute delay. I also tried updating my accounts within MSN Money. The message said this could take anywhere from 30 seconds to 2 minutes. I have a cable connection so it should have been fast, but again this update took a very long time before I cancelled it. Any ideas, I'm out of them. I have done quick and standard repairs, reinstalled Money 2006, all to no avail. Is this a Windows 98 SE problem? -- Julius Tag: M2005 Portfolio Tag: 202513
  - 6
    - Mismatching of downloads with manual data I suppose there might be "no answer". But just wondering if anyone has an idea why... I manually enter my checks when written (so that the payees are properly recording in my ledger. If I don't money always records the same payee to downloaded checks, the one in the last ledger entry for a numbered check). Then when I download (via qif file), Money (2005) matches the downloads with the manual entries. And I've never seen it err before. However today it decided that the match for a manually entered numbered check (not yet cashed in reality), dated 12/22/05 , was a cash withdrawal, from a teller, made on 12/30/05, for the same amount. I Didn't catch it immediately and accepted the match, and so I had to delete that transaction. Then when I imported the same file, it still did not recognize it properly, but assigned it as an unnumbered check, with a payee matching the most recent one before that for a numbered check. (It always does this payee silliness, which is why I took to manually entering check #s so it wouldn't do so. Any ideas what happened, or should I just chalked it up to the vagaries of qif files? TIA Jim Tag: M2005 Portfolio Tag: 202512
  - 7
    - [Un]Happy New Year. Using Money'04. Finished half of year end transactions last evening. This morning I can't add anything using "portfolio changes" i.e. reinvest divids, etc. Tried completely uninstalling and reinstall from CD. Tried a second file, and previous backups. Still same results. Upon trying to "add new transaction' the info box ALWAYS comes up "Edit Transaction" referring to a previous one. This is true for any stock, bond, MF, etc. No error messages. Anyone know if there's a 2006 jinx?? Thanks Tag: M2005 Portfolio Tag: 202507
  - 8
    - User Manual for Pocket Money ??? I got Pocket Money from handmark for the palm pilot. Problem is, that, it does not come with a manual on how to use the software. Does anyone in this forum know where I can get a manual ? .. Tag: M2005 Portfolio Tag: 202505
  - 9
    - PAYPAL MAGIC TURN $5 INTO $15,000 IN ONLY 30 DAYS...HERES HOW! This is a Money Scheme and Not, I repeat... This is Not a Scam!!! You have most likely seen or heard about this project on TV programs such as 20/20 and Oprah, or you may have read about it in the Wall Street Journal. If not, here it is below - revealed to you in step-by-step detail. This program is by no means new. It has been in existence in many forms for at least a decade. But in the early days, it required a lot more time and effort, as well as an investment of a few hundred dollars. However thanks to PayPal and the Internet, the investment is now virtually ZERO! And what's more, the entire process is FASTER, EASIER, and MORE LUCRATIVE than it has EVER been! Below is the email sent to me: How to Turn $5 into $15,000 in 30 Days with PayPal I WAS SHOCKED WHEN I SAW HOW MUCH MONEY CAME FLOODING INTO MY PAYPAL ACCOUNT I turned $5 into $14,706 within the first 30 days of operating the business plan that I am about to reveal to you free of charge. If you decide to take action on the following instructions, I will GUARANTEE that you will enjoy a similar return! STILL NEED PROOF? Here are just 3 testimonials from the countless individuals who decided to invest nothing more than $5 and half an hour of their time to participate in this program: "What an amazing plan! I followed your instructions just 3 weeks ago, and although I haven't made 15 grand yet, I'm already up to $9,135. I'm absolutely gob smacked." -Pam Whittemore , Ohio "Well, what can I say?... THANK YOU SO MUCH! I sent 40 e-mail's out like you said and then I just forgot about the whole thing. To be honest, I didn't really think anything would come of it. But when I checked my paypal account a week later, there was over $5,000 in After 30 days I now have over $11,000 to spend! I can't thank you enough!"-Juan Tovar, NY,NY "I was shocked when I saw how much money came flooding into my paypal account. Within 3 weeks my account balance has ballooned to $12,449. At first I thought there had been some sort of error with my account!" -Richard Barrie , Boulder,CO The only things you will need are: An email address. A Business PayPal account with at least $5 deposited in it, and just 15 to 30 minutes of your time. This program takes just half an hour to set up. After that, there is absolutely no work whatsoever to do on your part. You have absolutely NOTHING to lose, and there is NO LIMIT to the amount of income you can generate from this one single business program. Let's get started, just follow the instructions exactly as set out below and then prepare yourself for a HUGE influx of cash over the next 30 days! Here's what you need to do. . . REQUIREMENTS [THESE INSTRUCTIONS MUST BE FOLLOWED VERBATUM FOR THIS TO WORK] #1) an email address #2) a Premier or Business PayPal account Now follow the steps: 1-4 STEP #1 - Setting up your FREE PayPal Account It's extremely safe and very easy to set up a FREE PayPal account! Copy and paste this to the address bar https://www.paypal.com (notice the secure "https" within the link) Be sure to sign up for a free PREMIER or BUSINESS account (and not just a PERSONAL account) otherwise you won't be able to receive credit card payments from other people. STEP #2 - Sending PayPal money "It is an undeniable law of the universe that we must first give in order to receive." Now all you have to do is send $5.00 by way of PayPal to each of the six email addresses listed below. After setting up your free paypal account and confirming or verifying YOUR ACCOUNT AND putting (five Dollars) $5.00 into your Paypal Account use the Account tab on Paypal to send $5.00 to the first of the names above. List then move the top one and place yours in the #5 spot on the list of names #1-#5. Remember your name becomes #5. Make sure the subject of the payment says... *PLEASE PUT ME ON YOUR EMAIL LIST* (this keeps the program 100% legal.. so please don't forget!) Note: (If you do not see the full email address for the 5 members, just hit reply to this email and they will show up.) (Just in case you still haven't opened your PayPal account yet, use this link to open one in your name), https://www.paypal.com 1.ieo88@yahoo.com 2.nprventure@yahoo.com 3.lovaboyxvii@yahoo.com 4.lsirca@verizon.net 5.wordmaster@comcast.net Remember, all of this is ABSOLUTELY LEGAL! You are creating a service! A Business... An Email List Service Business If you have any doubts, please refer to Title 18 Sec. 1302 & 1241 of the United States Postal laws. STEP #3 - Adding Your Email Address After you send your five $1.00 payments, it's your turn to add your email address to the list! Take the #1) email off the list that you see above, move the other addresses up one (5 becomes 4 & 4 becomes 3, etc) then put YOUR email address (the one used in your PayPal account) as #5) on the list. **MAKE SURE THE EMAIL YOU SUPPLY IS EXACTLY AS IT APPEARS IN YOUR PAYPAL ACCOUNT.** STEP #4 - Copy Message to 200 Newgroups, message boards,etc...... The Pure Joy of Receiving PayPal Money! You are now ready to post your copy of this message, to at least 200 newsgroups, message boards, etc. (I think there are close to 32,000 groups) All you need is 200, but remember, the more you post, the more money you make - as well as everyone else on the list! In this situation your job is to let as many people see this letter as possible. So they will make you and me rich!!!! You can even start posting the moment your email is confirmed. Payments will still appear in your PayPal account even while your bank account is being confirmed. HOW TO POST TO NEWSGROUPS & MESSAGE BOARDS Step #1) You do not need to re-type this entire letter to do your own posting. Simply put your CURSOR at the beginning of this letter and drag your CURSOR to the bottom of this document, and select 'copy' from the edit menu. This will copy the entire letter into your computer's temporary memory. Step #2) Open a blank 'Notepad' file and place your cursor at the top of the blank page. From the 'Edit' menu select 'Paste'. This will paste a copy of the letter into notepad so that you can add your email to the list. Or copy to a Word Document. and Place in the email upon completion. Step #3) Save your new Notepad file as a .txt file. If you want to do your postings in different sittings, you'll always have this file to go back to. Step #4) Use Netscape or Internet Explorer and try searching for various newsgroups, on-line forums, message boards, bulletin boards, chat sites, discussions, discussion groups, online communities, etc. EXAMPLE: go to any search engine like yahoo.com, google.com, altavista.com, excite.com - then search with subjects like? millionaire message board? or money making message board? or opportunity message board? or money making discussions? or business bulletin board? or money making forum? etc. You will find thousands & thousands of message boards. Click them one by one then you will find the option to post a new message. Step #5) Visit these message boards and post this article as a new message by highlighting the text of this letter and selecting 'Paste' from the 'Edit' menu. Fill in the Subject, this will be the header that everyone sees as they scroll thru the list of postings in a particular group, click the post message button. You're done with your first one! Congratulations! THAT'S IT!! All you have to do is jump to different newsgroups and post away. After you get the hang of it, it will take about 30 seconds for each newsgroup! REMEMBER, THE MORE NEWSGROUPS AND/OR MESSAGE BOARDS YOU POST IN, THE MORE MONEY YOU WILL MAKE!! BUT YOU HAVE TO POST A MINIMUM OF 200** That's it! You will begin receiving money within days! **JUST MAKE SURE THE EMAIL YOU SUPPLY IS EXACTLY AS IT APPEARS ON PAYPAL.** Explanation of why it works so well: $$$$$ NOW THE WHY PART: Out of 200 postings, say I receive only 5 replies (a very low example). So then I Made $5.00 with my email at #5 on the letter. Now, each of the 5 persons who just sent me $1.00 make the MINIMUM 200 postings, each with my email at #5 and only 5 persons respond to each of the original 5, that is another $25.00 for me, now those 25 each make 200 MINIMUM posts with my email at #4 and only 5 replies each, I will bring in an additional $125.00! Now, those 125 persons turn around and post the MINIMUM 200 with my email at #3 and only receive 5 replies each, I will make an additional $625.00! OK, now here is the fun part, each of those 625 persons post a MINIMUM 200 letters with my email at #2 and they only receive 5 replies that just made me $3,125.00!!! Those 3,125 persons will all deliver this message to 200 newsgroups with my email at #1 and if still 5 persons per 200 newsgroups react I will receive $15,625.00! With an original investment of only $5.00! AMAZING!! When your email is no longer on the list, you just take latest posting in the newsgroups, and send out another $5.00 to emails on the list, putting your email at number 5 again. And start posting again. The thing to remember is, thousands of people all over the world are joining the internet and reading these articles everyday, JUST LIKE YOU are now!! So can you afford $5.00?? And see if it really works?? I think so? People have said, what if the plan is played out and no one sends you the money? So what are the chances of that happening when there are tons of new honest users and new honest people who are joining the internet and newsgroups everyday and are willing to give it a try? Estimates are at 20,000 to 50,000 new users everyday, with thousands of those joining the actual Internet. Remember, play FAIRLY and HONESTLY and this will work. This really isn't another one of those crazy scams! As long as people FOLLOW THROUGH with sending out $5.00, it works! With warm wishes, bless you and your loved ones, https://www.paypal.com Tag: M2005 Portfolio Tag: 202501
  - 10
    - Bill Summary How to print the bill summary listing alphabetically? After clicking on the Payee header, the listing is displayed alphabetically, but will only print based on the next due date. Any help would be appreciated. -- NET Tag: M2005 Portfolio Tag: 202500
  - 11
    - Here again, Gone again Recently upgraded to 2006 Deluxe. Have doing the upgrade each year for a number of years. One of the 'features' I like is when viewing upcoming bills on the Bills Summary screen you can highlight <ctrl-select> what bills you want to pay and see a running balance at the bottom of the screen. This was there in 2003, gone in 2004 (everyone complained), back again in 2005 and now seems to be gone again in 2006. Am I missing something or is it time to start complaining again??? Thanks, Bill Tag: M2005 Portfolio Tag: 202499
  - 12
    - Mutual fund exchange of shares I have a number of investments in one account. Within that account, I want to show an exchange of shares from one mutual fund to another, i.e., Value Line A to Value Line B. Does Money 2005 provide a mechanism for recording this exchange? I do not see a transaction for "exchange" in the activity drop down box. How do I handle this? Thanks to anyone who can help. Tag: M2005 Portfolio Tag: 202493
  - 13
    - How to automate payee to a certain category Just downloaded 6 months of credit card charges. None of them imported a category. How can I automate say the 13 Shell Oil purchases in the register to have the same category like "gasoline" or at least have gasoline in the category when it is edited in the register? Tag: M2005 Portfolio Tag: 202492
  - 14
    - money small business uses Ifg "small business' is used, does one have the ability to set up a home and business account (section) and thus use one program for both? -- mafac Tag: M2005 Portfolio Tag: 202490
  - 15
    - M03 to M06 -- Any issues? x-no-archive: yes I currently have Money 03 and am considering an upgrade to the '06 version. Has anyone had any problems making this transition? TIA for your feedback. Dave -- ROT13 the "reply to" for actual e-mail address. TANSTAAFL A is A I was invited to join Paranoids Anonymous, but they won't tell me where the meetings are. Tag: M2005 Portfolio Tag: 202489
  - 16
    - Newbie problem with amortization calculations Hello, I've just today installed Money 2006 Deluxe trial version; a full version is on the way, which I am beginning to regret. I've only gotten as far as downloading my checking account from my bank and TRYING to establish an account for my mortgage. I have entered the information five times now, but the mortgage amortization Money calculates simply will NOT match my bank's. It starts off being off by a few pennies at best, and escalates by the end of the amortization to being off by anywhere from a few dollars to fifty or more. Money also will not allow me to make the mortgage come out to 360 payments. I can make it 359 payments... or 358 payments... but not 360. Is this just the way it is? Am I doing something wrong? Can anyone please help? TIA, Cindy Tag: M2005 Portfolio Tag: 202488
  - 17
    - Money Small Business 2004: Category does not show up in P&L Report I use Microsoft Money Small Business 2004. I have created new sub-category Frenchise Tax under Business Taxes with supplying all requested information. like inclusion in Schedule C , type of Expence (Business ) I have assigned this category (Business Taxes : Franchise Tax ) to a transaction entry in my register. I run the reports->Business -> Profit and Loss statement, This entry does not show up in the report. However , when i assign this to other previously existed category like Federal Taxes , it does show up in report. Also, When I look up in category Screen, the trasaction indeed shows up here under "Business Taxes : Franchise Tax". Can you explain it why? Newly created category is supplied with appropriate Schedule C information. I looked up the settings in category screen for both "Frenchise Tax" & "Federal Taxes " , they are all same.. So wondering why this is happening. Can you please help me resolve this problem. Tag: M2005 Portfolio Tag: 202486
  - 18
    - How to open Money 98 file with Money 06? ok, ok, ok...it seemed so easy, but has me stumped at the moment. I built a new computer for my parents for christmas, and was trying to transfer all the files that they use over to the new one. I am opening them in the new programs, and making sure they save in the new format, so there will be no future problems. Everything has gone well, until I got to MS Money. The file from their old computer is for Money 98, and I installed Money 2006 on the new computer. I have tried opening the file, its backup, restoring from a backup, etc, without luck. In some cases I receive an error message, saying to send an error report, if I am restoring from Money 98 or 99, and to follow the links...the link is broken, and I am told 'there is no additional info available on this topic'!?! When trying to restore from a backup, it says that it cannot open it, because it's a read-only file, or I do not have permission to open it. Or, that it may be open with another application. OR, that I need to restore the file from a backup (even though that's what I'm doing!) Are there any other options for opening this file on the new computer/with Money 2006? I would appreciate any help/suggestions that you could offer! Thanks. Tag: M2005 Portfolio Tag: 202483
  - 19
    - How to input "Keep the Change" transactions with Bank of America I just signed up for the BofA "Keep the Change" program and need to figure out the easiest way to set this up in MS Money 2006 Deluxe. This program rounds up my debit card transactions to the nearest dollar and puts the difference in my savings account. They match 100% for the first 3 months, and then 5% thereafter So...how do I do this? My first thoughts are... 1. Create the Savings Account in MS Money--Doh! :) 2. When entering the transaction, I enter it as a SPLIT..for example.. A purchase of 99.01 at WalMart for FOOD would be split as: Food: $99.01 Transfer : BofA Savings $0.99 Any other suggestions? BTW, this is a great way to start saving a little at a time. :) Glenn B. "Recovering MS Money User" Tag: M2005 Portfolio Tag: 202476
  - 20
    - "Transfers" in Income & Spending Reports (How to reclassify?) Money 2005 Small Business The principal amount of my car loan payments for 2005 equals $3,844.01 In the Reports it under the Transfers report title of "Transfers" as Car Loan Payments for $3844.01 Personally, I would prefer that the amount be shown as Automobile Expenses - Car Principal Payments. (Yes, as an accountant, I know that loan payments are not an expense but the "Transfer" Debit would make more sense under Car Principal Payments) How do I "Credit" the "Transfer" amount and "Debit" Automobile Expense within the Money system? Tag: M2005 Portfolio Tag: 202465
  - 21
    - Banc of America Investment services password Has anyone had any luck setting up a BofAIS account? My account password requires letters and numbers. However Money 2006 only allows number... Anyone know if there is an update for this? Tag: M2005 Portfolio Tag: 202462
  - 22
    - 401K I have transfers out of my paycheck every month to my 401K, thse show up in my budget as expense -- "transfers out". Any idea how to prevent these investments form showing up as expense on my budget? RR Tag: M2005 Portfolio Tag: 202461
  - 23
    - Ctrl+M Shortcut Using the keyboard shortcut Ctrl+M to mark a transaction as cleared works properly in Money 2006 Deluxe for several instances, then it fails: the Ctrl+M key combination then does nothing. If I exit Money and then start the application, Ctrl+M again works properly (for awhile). [1] Can anyone else kindly confirm this behavior of Money 2006 Deluxe? [2] Is there a fix for this problem? Thank you for your assistance. Tag: M2005 Portfolio Tag: 202452
  - 24
    - 2006 hidden opening bal I have a hidden opening bal in my file. The instructions on the site to help me are for 2005 and they don't work Tag: M2005 Portfolio Tag: 202451
  - 25
    - Can't upgrade my backup info from money 2003 to 2006 Help anyone..My computor crashed and I lost my money 2003 program. So I went out and bought 2006 thinking that my back up file would upgrade all my date. .the message I recieve is that the back up disk made from 2003 is copy writed etc... It won't recieve the data when I try to import it... I sure don't want to update all my date and would appreciate any ideas on why this is not working ... tks.. Tag: M2005 Portfolio Tag: 202444
- Next
  - 1
    - STARTING a NEW BUDGET in Money 2006 I can't seem to find a simple way to start a new budget in 2006. Deluxe I was using MNY2000 and it was right there ready for me. I purchased 2006 deluxe, and I can't find anything that makes sense regarding a budget.. "The first button to click", would sure give me a head start! Help? Thanks, and Happy New Year, Mike Tag: M2005 Portfolio Tag: 202443
  - 2
    - New York Times article on Intuit/Quicken behind the scenes .. It's a Quicken World Again for Intuit http://www.nytimes.com/2005/12/31/technology/31intuit.html "Quicken is thriving once again. The unit's revenue grew faster in the most recent quarter, up 24 percent, than the company average of 20 percent, a clip that has made the unit a model of innovation" ..... "After meeting daily for several months the star-filled team concluded: don't place all your bets on Quicken by loading it with features; build a portfolio of products instead." ..... "Mr. Karpas told his staff: "Your job isn't to make marketing's life easy. Your job is to find unmet needs we can solve well." So they stripped features like the home and car values download and removed the clutter of on-screen ads, toolbars and folder tabs that confronted users. People no longer have to type in every transaction; they can download that data from any of 2,900 financial institutions. The program automatically sorts the entries by recognizing company names. Safeway is obviously groceries and Chevron is most likely gasoline. Users can download checks or statements from their bank and attach it to a ledger entry so that the program becomes a virtual, but well-organized, shoebox. " ..... "For Microsoft's part, it followed suit and stripped down its product released in July 2004 to focus on capturing online banking customers. "Our strategy is to be the best partners to banks we can be," said Anne Quaranta, the senior product manager." .... "He approved the product, and the Medical Expense Manager was released last June to strong reviews. Intuit charges $50 for it, far more than it charges for all but the premium versions of TurboTax or Quicken. With all these changes, the company was adding incremental revenue while protecting the simplicity of its core product. It confirmed a radical change in thinking. "Instead of making Quicken better with this, we created a new product to solve it specifically," said Lisa Rogers, the Medical Expense Manager product manager." The Quicken group came up with other new products. They estimated that nine million property owners hold 10 or fewer properties. So they created the $100 Property Manager for landlords to track rent collection, repairs and even how many tax-deductible miles were driven to the nearest Home Depot. In December, it released Portfolio Manager for professional financial planners." "What's coming next? Look for software that inventories household possessions and another that manages cash flow so there is a little more money left over at the end of every month. Mr. Karpas's biggest stretch may be Zipingo.com, an online service that anyone can use to rate local merchants and professionals." -- Aloke ---- to reply by e-mail remove 123 and change invalid to com Tag: M2005 Portfolio Tag: 202440
  - 3
    - at&t not updating Hi, Does anyone know why the security, AT&T, symbol T, does not update automatically in Money 2005? All my other securities update and the symbol is correct. Thanks, Will Tag: M2005 Portfolio Tag: 202438
  - 4
    - MS Money 2006 I have several issues with online. I set up a couple accounts that were in the list for online setup. They dont work even with the correct passwords, I get the MS Money couldnt recieve info from the bank, yada yada yada. I have tried setting up the accounts many times. I have also set up my checking to update, which it does, but not all the time. I tried yesterday, and today, and it wont update, but sometimes I get on and it says it updated on a certain date, even when I wasnt logged on. This is frustrating, and MS Money help site sucks. Tag: M2005 Portfolio Tag: 202436
  - 5
    - Wrong transfers showing up in report I am using Money 2004 Small Business on a Windows XP Pro system. I have rental property and have setup two top level categories in Money to track the income and expenses (with several sub-categories to break out rent, taxes, insurance, etc.). I ran an Income/Expense report and just selected those two categories and also selected the "Include Transfers" option to account for the amount I am paying down the loans by. The problem is that it pulls in transfers to several other loan accounts that have nothing to do with this property. Why is it pulling them in and how do I get them out? Tod Tag: M2005 Portfolio Tag: 202431
  - 6
    - Online problems after re-install... Hello, I am having major issues after I had to re-load the OS on my PC. Problems: 1. Can't merge duplicate accounts. 2. Can no longer get online updates. Notes & Things I have tried. 1. I had all my Money data from an MS Backup. 2. I have tried restoring backup as well as using my original file. 3. I have tried a new money file and could set up a successful online account. 4. I keep getting "Updates are temporarily unavailable" 5. I have tried to add a new account and set up online service that way with no luck. 6. The list of accounts to merge is limited to a few of my accounts, but not all especially the ones I need to merge. 7. I have tried all the boards suggestions and the KB articles with no luck. Can someone help? What am I missing. Tag: M2005 Portfolio Tag: 202424
  - 7
    - MNY 06: Can't delete one account without deleting all I've just upgraded from Money 2004 to Money 2006 on my laptop computer. Although I have online access to 6 accounts at my bank, I just want to manage two of these accounts on this computer. However, when I opened Money 2006 and connected to my bank, it downloaded all 6 accounts. I thought I could delete the 4 accounts that I do not want to manage on this PC, but Money informed me that deleting one account would result in ALL SIX accounts being deleted. Is there any way that I can delete just the 4 accounts and keep online access to the two accounts I want to manage on this computer? I had no trouble doing this with Money 2004. Tag: M2005 Portfolio Tag: 202419
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    - How was an Invoice Posted - Small Business After the fact - like a month later, is there any way to determin how a particular payment was distributed - which invoices it was applied to? -- Olive Oil Importer Tag: M2005 Portfolio Tag: 202416
  - 9
    - Money 2005 always reapiring file !! About once a week,I get a message saying my file lists an incorrect balance and will repair after I close and restart money.Any ideas why ?? Thanks Tag: M2005 Portfolio Tag: 202412
  - 10
    - msn billpay no longer works from within mny05 i can no longer pay with msn billpay from within money2005. it was working fine the day before yesterday. when i go to manage online services it says for msn billpay "set up online services" and no longer shows the accounts i use for billpay. when i click on set up it just takes me to the billpay website and asks for my login. also my billpay accounts no longer show up on moneycentral. money05 has been funky of late and online updates very rarely work. i have had to resetup the online updates several times in the last month. the update settings just disapper. does anyone know whatssup? if this keeps up i'm going to dump money05 and just do it on my CU website. Tag: M2005 Portfolio Tag: 202406
  - 11
    - bad debt write offs How do I post bad debt write offs? I need the write off to reduce the payees balance so they don't show up on a receivables report anymore. I tried creating an expense to offset the uncollectable debt but the payee still shows an outstanding balance. Help please! Tag: M2005 Portfolio Tag: 202401
  - 12
    - Work at home Clerical, Data-entry, Transcription, and more. Work at home Clerical, Data-entry, Transcription, and more. Looking for home-based employment? Careergig.com currently has over 1,000 positions within 100 position fields available within our client network. Careergig.com is the "strong-arm" in the home-based employment industry. We guarantee home-based employment - and create a smooth transition for new recruits. If you are serious about obtaining home-based employment, you should contact a Careergig recruiter today! Some of our featured position opportunities include - Clerical, Medical Transcription, Data-Entry, Dictation, Proofing, Data-Processing and many others. Please visit: http://www.careergig.com for more information. Tag: M2005 Portfolio Tag: 202400
  - 13
    - Can't Restore a Password Protected File I have never used a Passport but the Money File is password protected. I've never been able to restore a backup because it wants to use my Passport but the Passport is NOT associated with the Money File (so when I do try to use the Passport, it tells me it isn't associated...duh). I've been using Money 2003 and have now upgraded to 2005 but can't get to any of my info from the backup. I have lots of backups but can't restore ANY of them in 2003 or 2005. Help please... Tag: M2005 Portfolio Tag: 202392
  - 14
    - generate new report in Money 2004 How can I generate a new report in Money 2004. It seems that the only way to do it is modify a old report but I want to keep they old report. I want to generate a new report for 2006 but keep the old 2005 report. When I change the date on the old report it does not ask me if I want to save it. Any ideas. Thanks in advance Tag: M2005 Portfolio Tag: 202377
  - 15
    - Budget doesn't calculate correctly Iâ??m using Money 2006, and am having problems with the budgetâ??s calculations. I have set up all the bills and deposits that I have. We get 2 paychecks, roughly $500 and $1300 each, every other week. I have each deposit and bill set to add it into a category in the budget when it is entered into the registry. When I set the budget up, everything looks correct. It says monthly income is roughly $3900. Expenses around $2000. When I hit finish, and look at my budget, it says that income for the month is budgeted at just under $13,000! And Expenses are just under $4000. It is counting ~12 $500 paychecks, and ~5 $1300 paychecks. This month has 3 $500 checks and 2 $1300. All the expenses are doubled, except one which is 5 times as much as the bill says. I know that Iâ??m probably doing something very simple incorrectly, but I canâ??t figure out what it is. Any help would be greatly appreciated. Tag: M2005 Portfolio Tag: 202376
  - 16
    - Stock Spin Off Hi, I use the 'record a spin-off' feature in money 2004 deluxe to enter my stock spin-off transactions. My question is how to use it when one company spins off two stocks. I tried to do them on the same day and the program ignored the second transaction. I tried again, using the next day for the second transaction, and it worked. Is there any way to enter them both on the same day? Thanks Tag: M2005 Portfolio Tag: 202373
  - 17
    - Invalid Pathname when upgrading I downloaded an upgrade from Money 2004 to 2005 a while back (I'll never do that again). I recently had to wipe my hard drive clean and start over by reinstalling Windows XP Professional. The only version of Money that I had on CD to reinstall was Money 2004. I thought I could just install the old 2004 version and restore from the back up file that I created from Money 2005. It told me that the password for that file was incorrect. I know my password! I have never changed it. I recently downloaded the trial version of 2005 so that I could get my file restored and that worked great!!! The only problem is that the trial version is going to run out on me. So I just bought 2006 and when I try to restore it I am getting an invalid pathname error. I restored the 'sample' file and am now trying to restore my backup. I have over 8 years of information on this file and am sweating some major bullets here! Help!!! Tag: M2005 Portfolio Tag: 202370
  - 18
    - Invalid Path Name when I upgraded from 2005 to 2006? This is so frustrating! I just bought Money 2006 and when I tried to restore my money backup it said that the Path Name was Invalid. Any ideas? I have a lot of info (9 years) at stake here! Thanks in advance Tag: M2005 Portfolio Tag: 202368
  - 19
    - How to print last page of checking? I'm using Money 2004 Small Business. In a checking account, how do I print a certain date range? The only option is to print all or some select number of pages, which is useless since you have no idea which page you are on. Thanks, Brett Tag: M2005 Portfolio Tag: 202365
  - 20
    - excluding account from Monthly Report Hi, When viewing Monthly Reports (I'm using 2004 Deluxe), is there a way to exclude a credit card account from that report. On most of the other reports, you can select which accounts and/or categories you want the reports to include or exclude from reports, I don't see any way to exlude the account from the Monthly Reports, Thanks for your help, David Tag: M2005 Portfolio Tag: 202357
  - 21
    - Invoice Items I'm having problems with adding items to an invoice - it's a currency thing! Uisng 2006 Small Buss, and when I create an invoice, the item always prices as UK =A3 even though my base currency is set to Euros. Is there something i'm doing wrong? Hoping someone can be kind enough to help. Happy New year! JD Tag: M2005 Portfolio Tag: 202355
  - 22
    - Problems with recurring bill/deposit paid earlier I have a recurring deposit set up each month for 14th. Now that this deposit actually arrived at December 29th instead of next year's Jan 14th, I've entered the next occurence (scheduled at Jan 14) into the register, using Dec 29 date. Everything is fine, BUT the budget for the Jan does not take this into account. It still thinks there is going to be deposit at Jan 14 - even thou it has been received earlier by Dec 29 and entered into the register. Is it a known bug? I am usind Deluxe 2006 trial version. -- Dmitry Korolyov [d__k@removethispart.mail.ru] MVP: Windows Server - Directory Services Tag: M2005 Portfolio Tag: 202354
  - 23
    - Money 2006 and Money for PPC I am a long term user of Microsoft Money and Money for PPC. I recently upgraded to Money 2006 and subsequently upgraded my money for ppc to 2006. From then on my money for ppc doesn's seem to synchronize with the desktop money. Whenever i try to synchronize by clicking the check box beside Microsoft Money in the options dialog box of Active sync I get the message "Attention required". When I disconnect and re-connect, the money option is removed automatically by active sync and only the other catagories sync. One website adviced me to repair my money file and I did but without any effect. I have installed money for ppc in main memory and not in the storage card. I have Windows mobile 2003 SE running on my i-mate Jam and ActiveSync 3.8 on my Windows XP desktop with Money 2006 Deluxe. In case anyone knows why this happen you may very well reply to my e-mail address. Tag: M2005 Portfolio Tag: 202350
  - 24
    - Icon size The icons across the top of the screen in M2006-- is there any way to decrease their insanely large size and reclaim a little screen real estate? Thanks, --Howie Tag: M2005 Portfolio Tag: 202347
  - 25
    - Budget and Mortgage - MS Money 2006 Deluxe My Mortgage payment does show up under the Debt section in my budget. My Mortgage payment category is Loan Payment: House Loan in my checking account from which I pay my mortgage. So far so good. However when I run the budget - spending report. The Budget column does not show the budget amount for the Mortgage. The Actual column does under the Debt Category does. It thus looks like I spent more, when this item is actually budgeted. This does not make sense. MSMONEY documentation is POOR. Why cant we have a complete comprehensive .pdf style documentation as is expected with any commercial software. Tag: M2005 Portfolio Tag: 202346

Every time I access my portfolio Money does an update and them puts me at
the bottom of the portfolio. It does this even though I was just in the
portfolio a minute ago. It gets to be aggravating after a while. It didn't
always do this. How do I stop it?
Thanks,
Lou

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Re: M2005 Portfolio by via_newsgroup

via_newsgroup
Sun Jan 01 14:03:53 CST 2006

In microsoft.public.money, Lou Venema wrote:

>Every time I access my portfolio Money does an update and them puts me at
>the bottom of the portfolio. It does this even though I was just in the
>portfolio a minute ago. It gets to be aggravating after a while. It didn't
>always do this. How do I stop it?

Un-check Portfolio->UpdatePrices->UpdateAutomatically

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Re: M2005 Portfolio by via_newsgroup

via_newsgroup
Sun Jan 01 14:04:39 CST 2006

In microsoft.public.money, Cal Learner-- MVP wrote:

>In microsoft.public.money, Lou Venema wrote:
>
>>Every time I access my portfolio Money does an update and them puts me at
>>the bottom of the portfolio. It does this even though I was just in the
>>portfolio a minute ago. It gets to be aggravating after a while. It didn't
>>always do this. How do I stop it?
>
>Un-check Portfolio->UpdatePrices->UpdateAutomatically

That works in Money 2006.

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Re: M2005 Portfolio by Lou

Lou
Sun Jan 01 14:19:07 CST 2006

Thanks, Cal. I already have that unchecked.
Any other ideas?

Lou
"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:fedgr1t018g8bsul3btolfm09tan063p78@4ax.com...
> In microsoft.public.money, Cal Learner-- MVP wrote:
>
>>In microsoft.public.money, Lou Venema wrote:
>>
>>>Every time I access my portfolio Money does an update and them puts me at
>>>the bottom of the portfolio. It does this even though I was just in the
>>>portfolio a minute ago. It gets to be aggravating after a while. It
>>>didn't
>>>always do this. How do I stop it?
>>
>>Un-check Portfolio->UpdatePrices->UpdateAutomatically
>
> That works in Money 2006.

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