Viewing Ending Balance and Current Balance
I picked up MSMoney 2004 and installed on my system. I'm leaving
Quicken 200 behind. it was an okay package, but I didn't like some of
the logic involved in the interface. MSMoney did a spectacular job of
converting my Qdata file. no discrepancies at all.
My one big complaint, though, is I cannot view my current balance and
ending balance for all my accounts in my Favorites listing. I pay
ahead in my check register due to scheduled online payments. So, my
balance today is going to be different than my balance next week. At
least Quicken 2000 showed me this information side by side. Is there
any way I can do this in MSMoney 2004? Is there any way to set my home
page so I can at least see this information? Tag: Portfolio won't open Tag: 162628
Secure Communication?
Hello,
I've been searching for answers regarding Money and
security. When money downloads information from your
financial institution is the data encrypted? I've been
unable to come up with any real answers. Any help is
appreciated... Tag: Portfolio won't open Tag: 162626
Clearing recently used list?
Hi,
I created a test money file just so I can play around with it. I deleted
the file now but it still shows up in the recently used list under the File
menu. How do I go about removing it?
TIA. Tag: Portfolio won't open Tag: 162625
Money 04 - drop internet connection ?
After download update, my internet connection just drop,
even if the box keep internet connection is checked.
Anyone know what is the problem? Tag: Portfolio won't open Tag: 162624
Money 2000 to Money 2003: help!
Hi,
I am a Money user since 2001. I used Money 2000, and now
I am trying to use Money 2003. I installed the M2000
backup without problems.
However, I need help with some issues
- I use forms to enter my transactions. In my M2000, in
the field "Number" I had 2 options: "Next check number"
and "Print this check". In my new M2003, in the first
option appears this: "<blank>". How do I change to allow
the "Next check number" option?
- How can I change the numbers' format and the date's
format? (example from dd-mm-yyyy to dd-mmm-yyyy)
Thank you in advance!
Patricia Tag: Portfolio won't open Tag: 162615
Convert Quicken 2003 to Money 2002
In attempting to convert/export a Quicken 2003 file into
Money 2002 I receive an error message that the conversion
cannot take place. Short of upgrading to a later version
of Money, is there a workaround?
Thanks,
Norm Tag: Portfolio won't open Tag: 162613
To: Microsoft Re: Money 2002
I find it OUTRAGEOUS that you, Microsoft, haven't even
acknowledged the problem affecting thousands of Money
2002 users preventing them from using your program that
many have come to depend upon heavily in the daily
management of their finances. PLEASE acknowledge the
problem and post updates/fixes on the main Money Support
page. You get an "F" for customer support on this one.
Way to drop the ball Mr. Gates. Tag: Portfolio won't open Tag: 162609
Money Market IRA
This is a multi-part message in MIME format.
------=_NextPart_000_001C_01C3F752.137C5480
Content-Type: text/plain;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
At my last employer, they set up an employer-only contributed IRA. The =
IRA is really a Money Market account that just accrues interest and has =
no funds associated with it. Tax wise though it is seen as an IRA as no =
taxes are paid on it until I withdraw the funds. What kind of account =
should I set this up as in Money? I currently have it as an investment =
account and just input the interest as Other Income on the cash side of =
the investment. Any ideas on how to accurately track this kind of =
account would be appreciated.
Thanks,
The Merg
--
The Merg's Freeware Co.
http://www.themerg.net
http://www.themerg.com
Today's problems don't worry me,
I haven't solved yesterday's yet.
------=_NextPart_000_001C_01C3F752.137C5480
Content-Type: text/html;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
<META content=3D"MSHTML 6.00.2800.1400" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><FONT face=3DArial size=3D2>At my last employer, they set up an =
employer-only=20
contributed IRA. The IRA is really a Money Market account that just =
accrues=20
interest and has no funds associated with it. Tax wise though it is seen =
as an=20
IRA as no taxes are paid on it until I withdraw the funds. What kind of =
account=20
should I set this up as in Money? I currently have it as an investment =
account=20
and just input the interest as Other Income on the cash side of the =
investment.=20
Any ideas on how to accurately track this kind of account would be=20
appreciated.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Thanks,</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>The Merg</FONT></DIV>
<DIV>
<DIV class=3DSection1>
<P class=3DMsoNormal><B style=3D"mso-bidi-font-weight: normal"><SPAN=20
style=3D"FONT-SIZE: 9pt; FONT-FAMILY: Arial">--<BR>The <SPAN=20
class=3DSpellE>Merg=92s</SPAN> Freeware Co.<BR></SPAN></B><SPAN=20
style=3D"FONT-SIZE: 9pt; FONT-FAMILY: Arial"><A=20
href=3D"http://www.themerg.net">http://www.themerg.net</A><BR><A=20
href=3D"http://www.themerg.com">http://www.themerg.com</A><?xml:namespace=
prefix =3D=20
o ns =3D "urn:schemas-microsoft-com:office:office" =
/><o:p></o:p></SPAN></P>
<P class=3DMsoNormal><I style=3D"mso-bidi-font-style: normal"><SPAN=20
style=3D"FONT-SIZE: 9pt; FONT-FAMILY: Arial">Today=92s problems don=92t =
worry me,<BR>I=20
haven=92t solved yesterday=92s=20
yet.<o:p></o:p></SPAN></I></P></DIV></DIV></BODY></HTML>
------=_NextPart_000_001C_01C3F752.137C5480-- Tag: Portfolio won't open Tag: 162607
Current Balance Problems
To whomever can help a guy out...
Current Version: MS Money Premium 2004 (V12, update 1)
First problem..just happened tonight. When I am in one of
my checking accounts, it shows the accurate balance that
matches up with the online bank version. However when I
switch to 'Account List' view; the balance shown for this
account is off by almost $500... All other accounts are
fine. Just this one.
Second problem..been around for awhile..The 'Downloaded
Balance' in the upper left hand corner reflects the
balance that was downloaded on 6-1-2003 and has never
updated or changed since that date. Can someone help
to 'reset' that or remove it altogether?
I have tried both the quick repair and the standard
repair options to no avial.
Any help and or guidance is much appreciated.
PS. Please offer me something more than 'restore from
backup' <grin> Tag: Portfolio won't open Tag: 162606
Money 2002 problem / solution
With the problem about not being able to open money 2002,
can Microsoft offer those of us without disks some kind of
ftp download of the .msi file so that we can re-install
without having to go and purchase new disks? At least for
now? This is a really big problem and it has caused chaos
to those of us that use it for organizing our finances.
Please help. I moved and lost the CD in the process and
now this. Microsoft help.........I know you guys are
working on a solution. We need an interim solution like
yesterday. Thanks Tag: Portfolio won't open Tag: 162603
money 2002 doesn't start up
Add me to the list. Money was running fine but doesn't
open up any more. I reinstalled, still doesn't work when
I select the shortcut or the application. Tag: Portfolio won't open Tag: 162602
Downloaded statements do not appear in account
Hi!
I have Money 2003 installed on my Compaq Presario. This
came pre-loaded. When I download a bank statement on to
my computer and then double click it, money asks which
account to update. On assigning the account the accounts
window shows x number of transactions pending. However,
on opening the account, I cannot see the new
transactions. I looked at the knowledge base site Q327899
and it advised to reinstall Money since it is likely to
be a corrupted file. However, since my Money program came
pre-loaded I dont know how to go about this. Can you
please guide me or show me another way to rectify the
situation?
Thanks in advance
Rajesh Tag: Portfolio won't open Tag: 162596
Turbo Tax vs. Tax Cut
I have been a longtime Quicken User and have recently
changed to MS Money 2004 (before it came bundled with TaxCut).
I find Money much easier to work with and like it very much.
In the past I have always used Turbo Tax and I'm thinking
of switching to Tax Cut this time.
Is there much difference in those products? The state tax
program is not needed.
I'll appreciate any comments. Tag: Portfolio won't open Tag: 162587
Changed email address
Hi,
I have recently changed my email address. When logging on
to MS/Money I can see where it's possible to change my
password but I cant' find a place where to change the
email/sign in. I'm using Money 2004.
Any help will be appreciated. Tag: Portfolio won't open Tag: 162586
Money 2002 Startup Problem
I have experienced the recent problem with Money 2002 not starting up. I have reinstalled into a new directory and it now starts.
However, my existing data file appears to be locked. I cannot open it with Money. I also cannot move it, copy it, or rename it. I get an "access denied: make sure the disk is not full and the file is not currently in use" message
Any ideas what's wrong? Unfortunately, I inadvertantly deleted my only backup :( Tag: Portfolio won't open Tag: 162582
Money 2004 Deluxe will not start - Help!!!
Hi All,
I just installed Money 2004 Deluxe on Windows XP
Professional yesterday and it just doesn't start. When I
double click it, it gives me an error with option to send
the error to microsoft and dies. My computer has all the
fixes from microsoft as of yesterday and I don't know if
that is causing the problem. I can't believe that I paid 40
bucks for this and it doesn't even run. Please help! Tag: Portfolio won't open Tag: 162579
How to reinstall Money 2002 w/o losing data?
Several have now suggested that Money 2002 will work again
if we reinstall it to a new directory.
How can we make sure we do not lose our data in the
process? How do we access our data once Money is
reinstalled?
Also if someone has the patience to post step by step how
to "reinstall Money to a new directory," that would be
much appreciated. Tag: Portfolio won't open Tag: 162576
Money 2002 Deluxe doesn't start
ahhhh...MS Money 2002 doesn't start up anymore....I tried
re-installing and still doesn't start. I can start msnoney
express though.
Please help...I do way too much to lose this application.
Thanks Tag: Portfolio won't open Tag: 162572
IRA Purchase from Checking
Hi. IS there a preferred way to make an IRA purchase
from my checking account:
1. Transfer from Checking to IRA Contributions in my
Investment account, or
2. Withdrawal from Checking to IRA Contributions. This
allows me to Categorize the purchase, but I can not
locate an appropriate Category (I guess I could make one
up.)
Thanks in advance. Tag: Portfolio won't open Tag: 162571
Using Money Small Business 2004 for a C Corporation
If you use Money Small Business 2004 for a C Corporation when you set up accounts can you assign expense accounts to lines on the 1120 instead of on the 1040
Thanks much and have a great day
Don Tag: Portfolio won't open Tag: 162567
Money 2004 Small Business: Adding Discounts
I have looked and looked for how to add discount items
into my invoices, i.e, 10% discount, etc. Anyone know
how to do this? I have run search after search under the
Help files and haven't been able to come up with anything.
On this note, how easy is it to enter a partial payment?
Thanks for your help!!
Jessie :) Tag: Portfolio won't open Tag: 162566
TOP SECRET MY MOM NEVER TOLD ME!!
Discovers the "Secret of making huge money" in just few weeks....
You shall be amazed that how easy 1 can make money on internet just for doing 1 time work..[I GUREENTED U CAN TOO MAKE BIG$$ WITH THIS PROGRAM]........
[Use IE if can't view the site]
http://mysiteinc.com/gohar/index.html Tag: Portfolio won't open Tag: 162564
2004 Small Business how?
I have a small business I run out of my home (sole
proprietor). I recently purchased MS Money 2004 Small
Business and am considering whether to integrate our
existing MS Money 2002 Standard family finances file with
my business.
However, I am concerned about keeping the information
separated or separate it on demand when I need to run
business related reports and family finance reports.
Can this be done? I can't find anything so far about this
topic on the MS sites or support.
If reporting can be done (like everything in one Money
file, but I can view financials and run reports on
business and personal separately), then, how can I do it
or set it up?
Thanks! Tag: Portfolio won't open Tag: 162563
Money 2004 Premium crashes when clicking on Portfolio
Whenever I try to enter my portfolio, Money 2004 crashes
with a "send info to Microsoft"/Dr. Watson type error.
It was working fine several days ago, the last time I
tried to get in. A standard file repair had no effect.
I did a search and found posts from others who have had
this problem, but it looks like all of them were synching
their data with the web and turning synching off fixed it
for them. I, however, am not and have never synched in
this fashion.
So far I have tried a reinstall of Money 2004, quick and
standard file repairs, and deleting the past week's worth
of transactions from my investment accounts (through the
account register, which I can access, unlike the
portfolio view), all to no avail.
Does anyone have any ideas (other than restoring my
backup from *October*, the most recent that doesn't have
the same issue, and then spending 12 hours reentering
months of data) as to how I might solve this? Tag: Portfolio won't open Tag: 162561
Catagory for Receiving Payment on Invoice
I have Money Business and Personal - I believe 2000 -
every time I receive a payment for an invoice, it places
it is advertising rather than Sales Income. How do I
change this? Tag: Portfolio won't open Tag: 162560
Money Invest account "Cash" part
I set up an account for my Vanguard mutual fund in Money 2002. In the mutual
fund I have a Vanguard Money Market fund and an Index 500 fund. When I
import the transactions into Money, it always consider the Money Market fund
to be an "Investment" while in reality it is the equivalent "cash" portion
of the Vanguard mutual fund.
Is there a way I can tell Money to take Money Market fund transactions into
"Cash" portion of the Vanguard fund?
Thanks Tag: Portfolio won't open Tag: 162555
reporting uninvoiced time items?
I saw way back in 2000 someone asking about this, with no answer.
I would like to run a report showing uninvoiced time items by
customer, or at least grab the data and export to Excel. But I see no
way to do it.
Suggestions?
-Michele Tag: Portfolio won't open Tag: 162544
Improvements in 2004?
I am running MS Money 2002 and I'm considering upgrading
to MS Money 2004 or making the painful decision of going
back to Quicken (which I used up to 1997).
Here is my question.
Does 2004 have better reporting and analysis tools than
2002? For example, I love the monthly reports MS Money
delivers each month, but I want those same reports going
back years, not just a month. Does the upgrade to 2004 add
that ability?
Quicken provides a chart that shows a bar chart with
assests in dollars for each past month, while upside bars
show the debt for each month, and then plots a line that
shows net worth. I LOVE THAT CHART. Does MS Money 2004
have that ability?
Is anyone using any advance tools or found a good resource
for getting reports and graphs out of MS Money?
Does anyone know why MS Money produces such limited
reports? Is Microsoft just not serious about MS Money as a
viable product, or is there some patent that prevents them
from providing what Quicken has been providing for years?
Lastly, are there any database improvements in MS Money
2004. I purchased a new ThinkPad A31 with a P4m 2.0GHz
with 512MB, but MS Money is still painfully slow.
Thank you,
Todd Mollerup Tag: Portfolio won't open Tag: 162543
2004 - after import, transactions to read don't appear
Microsoft Money 2004
Windows XP Professional (fully service packed)
After importing transactions from my bank, I click "OK",
it goes to the account list with transactions to read in
parenthesis, I click on an account and it "has
encountered a problem and needs to close." When I reopen
Money the transactions are not in any of my accounts, but
are still listed as "to be read". I have changed the view
between "all transactions" and "unaccepted transactions"
and nothing helps. They seem to have been lost in limbo.
If I go and import the same file again nothing happens.
No crash, but no results either. If I import a new file
(say, the next day with new transactions) it crashes
again.
Thanks,
Eric Tag: Portfolio won't open Tag: 162542
I wish
Mny 2004 Cdn Ed
I wish in Mny that one could easily
-Link to Outlook Contacts (2003)
-Back Up auto. to CD "E" or whatever (Floppy ! Old)
-That one could easily preview reports before printing
I know you can transfer to Excel!!! But UltraSoft is gone from Office
2003
One would think that MS would partner some of the functions, but I guess
they all work to in a bubble of their own.
lol Tag: Portfolio won't open Tag: 162541
Money 2002 crashes on monthly reports
Just recently my Money 2002 has started to crash whenever
I invoke montly reports for specific months. Some of
those months have worked before.
I don't get any error messages at all. Money just starts
generating the report, briefly shows the progress bar
than just crashes.
Does anybody have any idea how to fix this?
Thanks,
Heiko. Tag: Portfolio won't open Tag: 162537
Money2002 won't open
Money 2002 will not open. I reinstalled and still won't
open. Has been fine up until now.
Help. I have to write checks!!! Tag: Portfolio won't open Tag: 162535
Money 2002 Update Problem Reported Fixed
The problem that caused Money 2002 installations to be unable to
open has been fixed. So it should be safe to do updates, although
there is no hurry to do so.
The cure for those who cannot open Money 2002 currently is to
reinstall Money 2002 into a new folder/directory. It should be safe
to do updates. If you do not have the Money 2002 disk, you should
contact Microsoft directly for help of a cure. I don't yet know the
best way to accomplish this. Tag: Portfolio won't open Tag: 162533
Microsoft Money 2003 File Menu
I have old Money files that I no longer need.I deleted
these files but the file names still appear at the bottom
of the Money File Menu.Is there some way to remove the
file names from the File Menu?
Thank you; Tag: Portfolio won't open Tag: 162531
Using Money 2004 and auto categorizing downloaded transactions???
I received Money 2004 on a new laptop that I bought.
All I want to do with it is download all my account transactions from Bank of
America, pull them into Money, and have everything autocategorize based on the
name so I can easily see 'where the money goes' , ie mortgage, bills,
entertainment, etc.
I can't see any easy way to do this.
I can download and import data fine from BOA. The problem is that each
transaction has a date encoded in the payee such as LOWES 0212 or LOWES 0215 so
that EVERY TRANSACTION to the same payee is treated as a different payee.
I found some rudimentary filtering in the payee rules dialog, but it is very
weak in that it cannot filter numeric data, only specific strings. If it had
regular expression exclusions, for example, I could easily create a regexp to
remove any sequence of 4 digits surrounded by space...
So here are the problems:
1) Money doesn't seem to have a facility to autocategorize based on payee name.
I should be able to set a default category for each payee in the payee details
screen (for example, DIRECTTV is assigned Bills:Cable/Satellite ), and apply
that to ALL transactions to the payee.
2) Why the heck can't I select more than one transaction to assign a category?
for example, if I could CTRL-click to select ALL of the transactions to
DIRECTTV, I could assign the Bills:Cable/Satellite category to all of them in
one shot, but NO I can't do this.
3) I can't see all of the transactions to the same payee anyway because of the
date string problem! Double clicking on DIRECTV 0210 just shows that one
payment, and not all DIRECTTV payments.
If I am totally missing the boat here then please let me know. But I could not
figure out a way to solve any of the above problems.
Can anyone recommend a different product that actually has some decent filtering
capability, and works the way it should with online account data? Tag: Portfolio won't open Tag: 162528
Microsoft Money for Sm Bus / Inventory Question
Does anyone know if this product has the capability to
show inventory of "case" tied to sales of Units/Case? How
are respective Costs managed?
THANKS! Tag: Portfolio won't open Tag: 162527
Using Money for UK small business
I run a small construction business in the UK, employing six, . My wife does
the accounts and has been using Sage Financial Controller for some years.
For various reasons we are wanting to change our accounting software and I
am wondering if Money 2003 or 2004 UK version, is suitable for our needs. In
particular, is either of these versions suitable for a small business and is
it possible to keep track of business accounts and personal accounts
separately?
If this query is answered in a FAQ can someone tell me where I can find it.
Thanks.
Dean Tag: Portfolio won't open Tag: 162525
Upgrading from Money 2000 to Momey 2002
I bought Money 2002 two years ago and just wanting to use
it now. I installed the software and on the "converting
files" portion I get the file is an arcive or read only
file. This is not so.
The orginal file was a Money 98 and I converted it to
Money 2000 (version 8).The Money 2002 is version 10. Is
there something else that must be done to allow the
upgrade? Tag: Portfolio won't open Tag: 162519
money 2002
I have purchased a new computer and my old one has money
2002 also installed I want to take all data on old and
put in new computer how do I do this Tag: Portfolio won't open Tag: 162517
SCO/Microsoft supporters may have created Netsky Virus
Software feud may have provoked virus
Rachel Ross feb 19 2004 http://tinyurl.com/2x8nr
A new computer virus spread over the Internet yesterday in an apparent
attempt to destroy one of its predecessors.
The Netsky.b virus e-mails itself to addresses stored on an infected
computer. It also copies itself to folders that appear to be shared
with other computers.
[..]
Once a computer has been infected, the virus tries to deactivate two
versions of the Mydoom virus that hit the Internet late last month.
[..]
Sebbag said it's possible someone who supports Microsoft or SCO may
have written Netsky.b in retaliation for Mydoom.
http://www.thestar.com/NASApp/cs/ContentServer?pagename=thestar/Layout/Article_Type1&c=Article&cid=1077145814587&call_pageid=968350072197&col=969048863851 Tag: Portfolio won't open Tag: 162516
how to print a blank invoice in money 2004?
ok there has got to be a way to print a blank invoice in
money 2004 right? the program would be useless to most
people if you can't print a blank one for the service call
away from your desk so please if you have done this show
me how I,m new at this thanks jim Tag: Portfolio won't open Tag: 162515
Top secret of making Huge$$ my mom never told me!!
Discovers the "Secret of making huge money" in just few weeks....
You shall be amazed that how
easy 1 can make big money on the internet just for doing 1 time
work..[I GRANTEE, U CAN TOO MAKE BIG$$ WITH THIS PROGRAM]...[use IE if
can't view site]
http://mysiteinc.com/gohar/index.html Tag: Portfolio won't open Tag: 162507
Recurring transactions
I switched from Money 2000 to Money 2004 recently. I
have noticed that on the bill and deposit manager looking
at a 30 day window for example that if you have a
recurring transaction it will only display the next
occurence of that transaction. For example I have setup
my pay check as a recurring deposit each week. But
looking at the 30 window only shows one upcoming
transaction on that Friday. The following Friday's
deposit is not even listed until the currently displayed
transaction is recorded. The problem comes when you try
to forcast your balance by highlighting a range of
transactions you end up with the wrong ending balance. I
did not have this problem with Money 2000 as it displayed
all the recurring transactions for whatever period of
time was desired. And by highlighting a range of
transactions you would get an accurate ending balance.
Does anyone have information on how to fix this problem?
I talked with Microsoft and was told "that was the way it
written and it is not broken". But it is not working
correctly please someone help. Tag: Portfolio won't open Tag: 162496
Download Payee names include date
My transaction downloads with payee info include dates so
the software doesn't recognise the payee and therefore
does not automatically assign the category. How can I fix
this? Tag: Portfolio won't open Tag: 162489
Money 2002
What a relief to know that I am not the only one. I've
been in a panic all week trying to figure out what was
going wrong. It took me over an hour to go through the
help options and get nowhere (they wanted the PID for my
program, which involves me opening the program!!). I
finally found this discussion group and feel much
better. I did notice that one suggestion was to remove
Money and reinstall it. I'm not terribly computer
savvy. If I do that, don't I lose everything in there? Tag: Portfolio won't open Tag: 162488
Cannot Start Money 2004 Deluxe
Hi I just installed Money 2004 Deluxe on my Win XP PRO
machine. I had some issues while installing it from
CD..as I would keep getting the message 'money.cab'
cannot be found. So I copied the CD to a directory on
HardDisk and reinstalled it..and the installation went
fine. Now everytime I doubleclick on Money 2004 icon, it
always crashes and 'send error report' pops up. No idea
as to what is crashing Money 2k4. I do not run any Anti
Virus software. My Win XP pro is upto date with fixes.
Please help. Tag: Portfolio won't open Tag: 162487
Recording actual income and expenses
New user. I've created a budget and have listed budgeted
income and expense accounts. I cannot figure out how to
enter actual income and expenses monthly as opposed to
budgeted income and expenses. Cannot anyone help me? Tag: Portfolio won't open Tag: 162484
Imputing actual income and expense
New user. I've created a budget but cannot figure out how
to imput actual income and expense monthly as opposed to
budgeted income and expense. Can anyone help me? Tag: Portfolio won't open Tag: 162483
money 3.0 & windows xp pro
Operating system
. Windows xp Professional
Program
. Microsoft Money
. Version 3.0
When reconciling account and you postpone it and then go
back to reconciling in the bank charge and interest box
there is data in the box money will not let you select it
to delete or enter an amount or zero. When using windows
98 this does not happen. Tag: Portfolio won't open Tag: 162482
My Portfolio page won't open. I have a corrupt account
(## err ##) but cannot delete it. Any suggestions?