Portfolio view problems

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- Previous
  - 1
    - Printing sequence errors? My checks are printing in the wrong sequence when I print several checks in a row. They are going last to first. Any ideas on how to fix this problem? cstengel@comcast.net Tag: Portfolio view problems Tag: 159561
  - 2
    - NT support Does anyone know if older versions of MST Money support NT? IF so which version. Thanks Tag: Portfolio view problems Tag: 159560
  - 3
    - Setting Up Line of Credit Account in Money 2002 I want to set up a Home Equity Line of Credit account. This account type is listed in the Help, but it does not show up in the list of account types for me to select in the account setup wizard. Am I doing something wrong? Tag: Portfolio view problems Tag: 159558
  - 4
    - Re. money 2000 restore Cal, I did download a trial version of AMPR from Elcomsoft that would give the first 3 charecters of a password. My husband has Money 2002 but won't be home with his laptop for a few days, so I tired AMPR first. Earlier, when I tried to restore the Money account from floppy I had 2 differant files that I tried to use, both were .mbf files. One came up as unknown format, the other finally loaded to the point that I needed a password to complete the restore. After several attempts, I finally got one file to read .mny in my documents. I ran a check with AMPR on all of those files, and the one with the .mny was the only one that AMPR didn't call an invalid format. Here is how I got to a file that AMPR would "open". At the top of the AMPR window, I opened the My Documents folder. I did not see any of the files under supported files in my documents, so I used all files for the search. The .mny file was in "all files" , it opened in AMPR and a small window came up that said Password for Selected File and beneath it Password Hexadecimal Representation. Both lines beneath those headings were empty, and when I clicked to send results it to clipboard viewer nothing was there either. It is possible that I have not used AMPR correctly. But, since I don't recall ever using a password to start with, I was wondering if that is why AMPR did not show anything in either line of the password window. I hope that I have relayed my efforts in terms clear enough for you to have an idea of the steps I have taken thus far. I would appreciate any comments you might have on the results I have obtained with AMPR. Again, thanks for you help with this issue. Tag: Portfolio view problems Tag: 159555
  - 5
    - Money changed balanced account When I balanced my checking account statement last month everything reconsiled fine and I had a balance of $0. When I went to balance my new statement, the MS Money balance wizard said the last balance of my reconsiled statement was $204.00. It should have said $0. I've never had this problem before. Money has always correctly remembered what the previous statement's ending balance was. The only thing I can think of that might have affected it is I downloaded some checking account transactions from my bank last month and imported them into money. Any ideas if this could wack out my balance? Thanks, Steve Tag: Portfolio view problems Tag: 159554
  - 6
    - Money 2004 - mis.exe running after close I am using Windows XP Pro and Money 2004. When I shut down the computer, I often get a message that MIS.EXE is not responding. To conclude it and proceed with the shut down, I click "end". Has anyone encountered this issue? Please note, I do not have Money open when shutting down. thanks! Tag: Portfolio view problems Tag: 159552
  - 7
    - Balancing an account MS Money 2004 Premium I've downloaded 3 months worth of checking statements to Money and the account balance is way off. I've tried to fix it with the "balance" feature, but keep making things worse, not better. Is there a step by step guide that someone can give me? I have my bank statements and think the following is the problem: My earliest downloaded statement starts with a transaction on November 3rd. My account balance (from my bank) and the balance that Money shows, are two entirely different numbers. Is there an easy way to adjust the beginning numbers so the balance in Money matches my Checking account balance? Tag: Portfolio view problems Tag: 159551
  - 8
    - Budgeted Income and Expense do not match I have MS Money 2004. I have created a budget, setting both expected income and expenses. If I click to edit monthly income, it shows a total of about $4,983.46. This is comprised of... Intrest 25.00 (monthly) Paycheck #1: 1,145.84 (twice a month: 1,145.84 x 2 = 2,291.68) Paycheck #2: 1,237.15 (Every other week: 1,237.15 x 2 = 2,474.30) ??????? 192.48 (this amount does not appear in the budgeted income) Total Monthly Income: $4983.46 (as shown in the edit income section) However, the discrepency appears on the main budget screen. I have "Current Month" as the Budget Period. Under the Budget Summary where it shows the Actual, Budgeted and Difference amounts, it shows a Budgeted monthly income of $8,388.20. Question 1: How would I find out which income category the 192.48 (????) appears? Note: I have every income category showing in my budget. I have not removed any of the categories. Question 2: Why doesn't the monthly budgeted income on the Budget summary page match the monthly budgeted income on the Edit budget income screen? Thanks in advance. Tag: Portfolio view problems Tag: 159546
  - 9
    - money2004 hanging on updates I upgraded from money2003 to money2004 last night, then went to online updates. The program can download my bank transactions but when it gets to "updating securities and news" it hangs. I cancel, and it hangs on "cancelling call". I end up having to cont-alt-del and restart money. Happens every time. Any suggestions or is it a server problem? thanks in advance Tag: Portfolio view problems Tag: 159542
  - 10
    - certificate of deposit Thnking about purchasing Money, now have Quicken. My Portfolio contains all types of investments but also a portion is Certificates of Deposits. Quicken seems not to treat CD's as an investment, can't get performance type reports IRR, gains, %, etc. How does Money do ??? Tag: Portfolio view problems Tag: 159540
  - 11
    - Certificate of Deposit Thinking about purchasing Money 2004, now have Quicken. My Portfolio contains all types of securities etc but also have a portion in Certificates of Deposits. Quicken seems not to treat them as an investment. I was hoping to track the performance, IRR, gain, etc. but I haven't figured out how yet. Does money do a good job ?? Tag: Portfolio view problems Tag: 159539
  - 12
    - Problem with printing continuous feed checks Does anyone have experience with printing continuous feed checks? When the last check prints it printer does not "line feed" sufficiently for me to tear off the last check. I have been using Parsons Moneycounts for 13 years and it works flawlessly. The only problem is that, since it was invented pre-internet, it cannot download data from financial institutions. I figured I would move on the Money (or Quicken) to make use of the latest technology, but if I can't tear off my last check I'm not sure I like the trade off. Moneycounts has enough "line feeds" at the end of printing to move the tear line between the checks past the print head. Money seems to put all of them at the beginning of the print routine. I am using an IBM Proprinter that I dedicated to my checks so I can leave the check stock in the printer. I gave this whole song-and-dance so you understand where I am coming from. I would appreciate any feedback. Thanks, Bobbo rkraus@att.net Tag: Portfolio view problems Tag: 159538
  - 13
    - balances that don't make sense I've had Money 2002 Deluxe since it came out. I've gone through the setup thing at least 20 times and I still have problems getting any statements that make sense. For example, I recently did the setup again and for my checking account at Citibank, I entered the amount from my last statement. Later, I downloaded my statement from Citibank. Everything seemed fine. The amount in my register actually matched what my online Citibank statement said. A day later, my Money register shows that I have a LOT more money than what I have in my account per my Citibank online. When I went to Citibank online and downloaded everything since the previous download, the number in my Money register changed somewhat but I still have a large difference between my Money register and what I show online with Citibank. On the flipside, my Amex account shows that I have a negative balance with them (the number is red and in parentheses) even though I do background banking with Amex and I currently owe a small amount. Why the disparity between my online account and Money??? THis is driving me crazy! Thanks for any help on this. Tag: Portfolio view problems Tag: 159536
  - 14
    - Can't unmatch a transaction I have downloaded my statment from my bank. One of the transactions was very different than expected by money, so it was not matched. I tried to match it using the "change" option, but when I got to the correct transaction, in the "review transaction details" screen, it was dimmed. Double clicking it opened a box saying "You can not select this transaction because it was already match to a downloaded transaction (XYZ)". But such a transaction was never downloaded! In fact the XYZ is the transaction that the money expected to get. Its not a big deal but if that will happen many times, its going to be a problem. Any ideas? Tag: Portfolio view problems Tag: 159533
  - 15
    - Currency not available in currency list Hi. I need to record bank statements in Egyptian pounds, which is not a currency supported in the list of currencies you can select. How do I specify a currency and exchange rate that is not on the drop down list? Tag: Portfolio view problems Tag: 159530
  - 16
    - transfer money online to 170 countries This is a multi-part message in MIME format --=_NextPart_2rfkindysadvnqw3nerasdf Content-Type: text/plain Content-Transfer-Encoding: quoted-printable the way to transfer money secure and online to 170 countries and the mindblowing way to cash in via ATM's check http://money-transfer.fateback.com out high affiliate payouts to 10 levels deep ! %FO- --=_NextPart_2rfkindysadvnqw3nerasdf Content-Type: text/html Content-Transfer-Encoding: quoted-printable %FO- --=_NextPart_2rfkindysadvnqw3nerasdf-- Tag: Portfolio view problems Tag: 159529
  - 17
    - transfer money online to 170 countries This is a multi-part message in MIME format --=_NextPart_2rfkindysadvnqw3nerasdf Content-Type: text/plain Content-Transfer-Encoding: quoted-printable the way to transfer money secure and online to 170 countries and the mindblowing way to cash in via ATM's check http://money-transfer.fateback.com out high affiliate payouts to 10 levels deep ! %FO- --=_NextPart_2rfkindysadvnqw3nerasdf Content-Type: text/html Content-Transfer-Encoding: quoted-printable %FO- --=_NextPart_2rfkindysadvnqw3nerasdf-- Tag: Portfolio view problems Tag: 159528
  - 18
    - transfer money online to 170 countries This is a multi-part message in MIME format --=_NextPart_2rfkindysadvnqw3nerasdf Content-Type: text/plain Content-Transfer-Encoding: quoted-printable the way to transfer money secure and online to 170 countries and the mindblowing way to cash in via ATM's check http://money-transfer.fateback.com out high affiliate payouts to 10 levels deep ! --=_NextPart_2rfkindysadvnqw3nerasdf Content-Type: text/html Content-Transfer-Encoding: quoted-printable --=_NextPart_2rfkindysadvnqw3nerasdf-- Tag: Portfolio view problems Tag: 159525
  - 19
    - transfer money online to 170 countries This is a multi-part message in MIME format --=_NextPart_2rfkindysadvnqw3nerasdf Content-Type: text/plain Content-Transfer-Encoding: quoted-printable the way to transfer money secure and online to 170 countries and the mindblowing way to cash in via ATM's check http://money-transfer.fateback.com out high affiliate payouts to 10 levels deep ! --=_NextPart_2rfkindysadvnqw3nerasdf Content-Type: text/html Content-Transfer-Encoding: quoted-printable --=_NextPart_2rfkindysadvnqw3nerasdf-- Tag: Portfolio view problems Tag: 159524
  - 20
    - Password I exported Money as I received a new laptop. Installed Money and attempted to 'restore' the last version. It starts up fine then prompts me for a password and wont open the file until it gets one. I use only a few passwords and none of them work. I have sat for 1 hr attempting every possible password and no luck... Any tips? Tag: Portfolio view problems Tag: 159522
  - 21
    - Items To Review I recently opened Microsoft Money 2004, and a large number of my transactions were marked as un-accepted (transactions I had already accepted). I chose "Reconcile Transactions - Accept All Transactions" from the Common Tasks menu on the side, and then the Items To Review count went to (-1). Does anyone know how to correct this? Tag: Portfolio view problems Tag: 159521
  - 22
    - Downloaded transactions showing up reconciled I just upgraded from 2003 to Money 2004. When the new version downloads my credit card transactions (automatically), it marks them as 'R'. I've tried turning off the 'Automatically mark accepted transactions as reconciled (R)' flag in Options-Online Services, but that isn't the problem. They are downloading as reconciled before I even go to the accept screen. How do I get transactions to download with an 'E' by default? Thanks. -Bill Tag: Portfolio view problems Tag: 159520
  - 23
    - Best way to save money towards a purchase? Hello. I am putting aside some money to buy a computer as a graduation gift for a relative. I want to put away $200 a month until June. What is the best way to do this in money. The simple way I am doing it now(and I am sure it will screw up some forecasts and budgets) is to have a transaction in my register of my checking account dated next year sometime(so it sits at the bottom) and I increment it by 200 bucks every month... There must be a better way to do this no? thanks for any and all suggestions!!! Lawrence Tag: Portfolio view problems Tag: 159517
  - 24
    - money 2003 account balance doesn't work on notebook. purchased and installed money 2003 on my desktop previously and money 2003 also came preinstalled on my new hp zd7000 notebook. when balancing account, the first screen pops up fine on both machines ... but when i enter starting balance and press next on desktop it works fine but on notebook, it just sits there. i click next repeatedly and nothing happens. i had copied the money backup file from my desktop to my notebook, restored it, checked the totals, and everything seemed ok. any suggestions would be appreciated. thanks, mike Tag: Portfolio view problems Tag: 159513
  - 25
    - Do not have a "Investments to Watch" category Running Money 2003. Many moons ago I started using money with a Quicken conversion and have been upgrading yearly since. I was reading up and found that I am supposed to have an "Investments to Watch" account. I don't. Now I know why I was always getting those "you haven't downloaded any prices for S&P" messages. Anyone know how to add this to my portfolio? Thanks in advance, Harold Morgan Tag: Portfolio view problems Tag: 159511
- Next
  - 1
    - Year to year comparison in Money 2003 Hello. I can't seem to generate a report that would allow me to do a year by year comparison of income and spending. I'd like to have all my categories in rows, with two columns for 2002 and 2003 next to one another. Any advice? I can't seem to figure out how to do two different time frames like that. Tag: Portfolio view problems Tag: 159503
  - 2
    - unable to upgrade to Money 2003 When I attempt to upgrade a version of Money that came with my eMachine, it requests a network share for \\qa-6 \WhistlerOPK\apps\Money2002\money.msi , since it is not on the machine I can't upgrade. Anybody know how to fix without a Money2002 cd? Tag: Portfolio view problems Tag: 159502
  - 3
    - Welcome screen default This probably an old question. I very rarely use Money 2004 online. Is there a way to switch the welcome screen default radio button to not use online? I have to change every time since the default is online. Tag: Portfolio view problems Tag: 159501
  - 4
    - Price/Balance Updates Since 1/14/04, whenever I try to update the prices in my portfolio, I get a successful update, but the prices and the "Last Updated' date has not changed. I did all the Money updates to make sure I wasn't missing anything new...but no luck. Has anyone else noticed this problem ??? TK Vanacoro Tag: Portfolio view problems Tag: 159500
  - 5
    - Updating securities causes freeze-up Most of the time when I update securities MSMoney hangs. When I use Task Manager to end it, it gives me a message that the program is waiting for some input from me. If it is a scheduled update that hangs, I can still try to do a manual update which may or may not work. I have deselected all old/unused securities from the update process. If I use the Internet for anything else while it is sending/receiving it will hang. Sometimes it will work if, after restarting MSMoney, I stop the MIS.exe and Mnyschdl.exe services. If I don't stop them it never works. I am using Money 2002 OEM (Came with a Dell) on XP Home with 256mg of RAM. I've had this problem for a long time-- I've put up with it because my data doesn't transfer to on DSL and Cable modem connections. Thanks for any help, in advance. Chris Tag: Portfolio view problems Tag: 159499
  - 6
    - Any way to automatically distribute 401(k) contrib to each fund? I set up Money 2004 to record my wife's paycheck, including the portion that is put into her 401(k). To keep track of the 401(k), I split that amount out into each mutual fund in the account. My question is this: do I have to manually split the 401 (k) money up every time or is there a way I can tell Money to put 15% in this fund, 20% in that fund, etc., and have it done automagically? Thanks! Tag: Portfolio view problems Tag: 159498
  - 7
    - multiple accounts at a single bank Can anyone help me set up downloads for multiple accounts at a single institution? When I change account numbers, it deletes the previous account. Thanks Tag: Portfolio view problems Tag: 159497
  - 8
    - Discount as a invoice item Hi All, Does anyone know how to enter a discount or coupon as a line item in Money SB 2004? TIA Brian W Tag: Portfolio view problems Tag: 159493
  - 9
    - ING Direct Online Services w/ Money 2004 Standard on XP I have an OEM version of Money 2004 standard edition on my laptop. I recently opened an ING savings account and tried to set up web services. It shows that they have direct download services to money. However, when I try to set up web services, it asks for a userid and password before it can connect. ING only gives me a customer number and a PIN number. These don't work on trying to start up online services. Calling ING, they say the customer number and PIN are what I should be using. Playing with it in Money, if I leave the password blank and fill in my customer number, it asks for a userid and password. If I put in an all number pin which mine may be, it says the password may not contain numeric characters. If I put in an all letter pin, it says your password cannot contain alphabetic characters. How do I get past this? Michael Tag: Portfolio view problems Tag: 159489
  - 10
    - Powers down while using Money My PC will spontaneously and quickly power down while I am working in Money or while it is just up on the screen. No ill effects upon powering back up. Tag: Portfolio view problems Tag: 159484
  - 11
    - microsoft money I have installed microsoft money and cannot print it without starting with the last page first. Even entering information and checking a report shows it with A on the bottom and Z items on the top. I have had an occasion when it reversed itself to the proper position but that quickly reverted to a back-assword report. What is happening? How do I make the reports so that they are entered from the top to the bottom. Tag: Portfolio view problems Tag: 159483
  - 12
    - Online Bank Statement Transactions do not show up I have Money 2003 and I have been downloading my transaction from my Bank and Credit Card Company. Recently downloaded activity and cannot see the downloaded transactions in the transaction registry. The account manager says there are 2 statements to review, but once I go to review these statements nothing shows up. Please help. HKD Tag: Portfolio view problems Tag: 159478
  - 13
    - Money 2004 I would like to know if will be an Italian version of Money 2004. Thank you. Maurizio Tag: Portfolio view problems Tag: 159475
  - 14
    - deleting stocks and Mutual funds In the list of stocks/mutual funds for updating there are several for which I have long ago sold all shares/units. How do I delete them so they do not appear on the list for updating of prices? Tag: Portfolio view problems Tag: 159474
  - 15
    - Royal Bank Does anyone know why Royal Bank does not appear in the list of financial institutions for Money 2004? Is it in the Canadian version perhaps? I find it a little strange since most other Canadian banks are there (like Laurentian Bank...). Tag: Portfolio view problems Tag: 159473
  - 16
    - Unmatching transactions The help is weird. This is something I've often had a problem with. Money doens't match up a transaction that d/l from the bank. I change and choose the one to match it with and it's gray. It says see help... "Unmatch transactions in a bank or credit card account 1.. In the account register , click the transaction you want to unmatch, and then click Change . 2.. Do one of the following: a.. To keep the bank item as a separate transaction in your register, click Don't match these transactions . b.. To match the bank item to something else in your register, click Match the bank transaction to a different item , and select the check box or check boxes for the register items you want to match to the bank item. If the transaction you want to match it to is dimmed, it has been matched to another item. You will have to unmatch that transaction before you can select it. 3.. Click Done . " Notice the last paragraph. And this is supposed to tell us how to do just that!!! Catch 22 I guess is in full force. Anyone know how to make this work? I normally just delete the recently d/l transaction as there is no way to properly match it. There must be a better way. B. Tag: Portfolio view problems Tag: 159472
  - 17
    - Emailing Designer Invoice Is it possible to email the full designer invoice instead of just a text file attachment. Can it be copied or printed to a file for emailing as the printed item? Thanks Tag: Portfolio view problems Tag: 159471
  - 18
    - Current Month Report When selecting 'January 2004' the system calculates, displays a message that Micosoft Money has encountered an error, then completely exits from Money. I am using Microsoft Money 2004 Deluxe from Windows XP Professional operating system. Previous month reports are fine --- I have no problem generating reports from previous month Tag: Portfolio view problems Tag: 159470
  - 19
    - Sound is awful The audio quality of the spoken help and other sounds coming out of Money are all fuzzy. I have an Altec Lansing speaker system that usually sounds great. Is there anything I can do to make Money's audio quality better? Tag: Portfolio view problems Tag: 159469
  - 20
    - Updating Quotes Online I just noticed that when I Update Prices Online for my portfolio that occasionally an investment's price does not get updated. But if I right click on the invesment and go to MSN online research, the price is correct. This has been true for several price update requests today. Tag: Portfolio view problems Tag: 159468
  - 21
    - Using money on another computer I am using Microsoft Money 2003 D&B. I have my computer networked with my secretaries computer. I want her to pay my bills on her computer. I tried installing money 2003 on her computer (after uninstalling on mine) and it appeared to install properly but when I try and start it using the desktop icon that was installed it pops on and then off with no error message. I use Windows 98 on her computer as there are some old programs I use that only work on that operating system. Any solutions or suggestions. Also is there anyway to use this program over the network so that it can be installed on 1 machine and used on either one. For instance I would like her to pay the biills bu tI would like to generate and review reports on mine. Would I have to buy 2 programs to mak ethis work. If so can I buy a version of 2004 and have it be compatible my my present version of 2003. Thanks for any help. Tag: Portfolio view problems Tag: 159467
  - 22
    - currency conversion of investment In Money 2004 Canadian addition I tried to enter a purchase of US stocks. After much trial and error I discovered I had to enter the price in Canadian dollars and let Money convert it automatically back to US dollars. But now the transaction is recorded as being far less than the actual purchase amount which gives me an immediate large gain showing which is incorrect. All other aspects of the transaction and its display seem to be working. I can find no instructions on how to work with investements demoninated in foriegn currencies. Tag: Portfolio view problems Tag: 159458
  - 23
    - entering us stocks in a canadian portfolio I have a canadian portfolio but have been buying stocks on the nasdaq. I am having a problem with entering the purchase price because they are in us funds. When i enter the price in us funds the profit and loss is way off. How do I correct this> Tag: Portfolio view problems Tag: 159457
  - 24
    - "My Money" How can I change or get rid of the title "My Money Home Page" on the Money welcome screen. It's too homespun for the Money Small Business product. Tag: Portfolio view problems Tag: 159456
  - 25
    - Investment Type A mutual fund that holds bonds has been imported from Quicken as a bond fund. As such, the symbol CNN.UN is not recognized for automatic updating. Is there a way to change Investment Type: BOND to Investment Type: Mutual Fund? Tag: Portfolio view problems Tag: 159444

I upgraded to Money 2004 and I'm having trouble with portfolio view. One of
my accounts does not even show up in the view even though it is an active
account. Also, the quantity column is empty...no listing of shares. Can
anybody help?

Thanks

George

Top

Re: Portfolio view problems by Glyn

Glyn
Mon Jan 26 11:18:38 CST 2004

Is the account defined as a watch account? If so, remove the option and see
whether that's any better

--
Glyn Simpson, Microsoft MVP - Money
Check http://support.microsoft.com/default.aspx?scid=fh;EN-GB;mny
for UK tips and fixes for MS Money. To send Microsoft your wishes or
suggestions, use http://register.microsoft.com/mswish/suggestion.asp
or email mnyukwsh@microsoft.com especially if it's a UK specific wish.
I do not respond to any unsolicited email regarding Money

"Giganews" <gshalhoub@comcat.net> wrote in message
news:TP2dnbFf2MMfsI3dRVn-hw@comcast.com...
>I upgraded to Money 2004 and I'm having trouble with portfolio view. One of
> my accounts does not even show up in the view even though it is an active
> account. Also, the quantity column is empty...no listing of shares. Can
> anybody help?
>
> Thanks
>
> George
>
>

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