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- Previous
  - 1
    - Handling puchases, transfers, & cash advances on same credit card What is the best way to handle credit card â??special offer balance transfersâ?? in Money 2002 Deluxe? Some credit cards will split your monthly payments so that 70% of the payment goes to the lower interest rated balance first, and apply 30% to the higher interest purchases. Is there a way to project how much interest will be paid out with this scenario? Should I set up multiple accounts for the same credit card? Thank you! Tag: Problems Tag: 182447
  - 2
    - new user login problem using existing Money file. I moved my home computers to a Windows domain with domain-based logins. Previously, I accessed a Money 2003 file on the server from a machine-specific login. Now, when I open that file under my Domain login (and it does open fine, no permissions problems) I can't see my accounts, transactions, etc. (Thank God I didn't nuke that machine account!) When I return to the machine account, everything's still there. How can access the existing data from the new account login? Thanks in advance. Tag: Problems Tag: 182445
  - 3
    - Update Quotes Is there any way to permanently disable the "Update Quotes" feature? I do not have a stock portfolio and the Update Quotes feature takes upwards of 5 minutes to complete. I know that I can turn it off for each session, but I would rather just permanently disable it. Tag: Problems Tag: 182437
  - 4
    - IMPORT OF OFC IN MONEY 2005? Where is the IMPORT OF OFC IN MONEY 2005? Tag: Problems Tag: 182416
  - 5
    - Anyone able to get Ameritrade stocks purchases to update in their portfolio I'm sure I've seen this problem before and I can't remember what the fix is. (don't trade that often). Anyway seems that my downloaded stock transactions from Ameritrade don't seem to get updated prices online. I'm using money 2004 if that makes any difference, any advice would be appreciated. TIA, Brian Tag: Problems Tag: 182415
  - 6
    - WHEN WILL MICROSOFT PUT THE IMPORT OF OFC? IT IS AN absurd HAVE SO MANY COMPLAINTS AND HER SIMPLY TO IGNORE THE USERS Tag: Problems Tag: 182414
  - 7
    - Can we disable TAX option in money? I am staying UAE, donot have taxs on income. I want to use money 2005. i want to disable tax option is it possible.? Tag: Problems Tag: 182412
  - 8
    - money - start again i want to start again, so how can i remove all figures & hve a nill balance to start over for the new year?? Tag: Problems Tag: 182410
  - 9
    - Currency Exchange rates do not update! Following the last M05 major update, I noticed that the currency echange rates do NOT update online (automatically) anymore. If one goes onto settings / currencies, their is a check box for online update - but it does not seem to work. Any advice? Tag: Problems Tag: 182409
  - 10
    - Matching a transaction to Multiple Hi All, I was wondering if anyone has figured out a solution to this one... I go the bank and deposit a few checks. At home, I record each of the checks because their from different sources/categories, etc. Money downloads a lump sum desposit from the bank and now I try to match to the different transactions. I match them up, and accept them all and so far so good. Until I try to update the accounts again, and the lump sum shows up again. Any idea how to get Money to realize that it downloaded that transaction already and I accepted it? BTW I'm using Money 2005, but have had this problem for many versions. Thanks. -David Tag: Problems Tag: 182406
  - 11
    - Strange problem I buy my gas at Arco. When I enter Arco as the payee (or of it is placed there by Money, because it is in the payee list) Money 2005 crashes. If I use Arco Gas everything is fine. I tried deleting the Payee Arco and recreating it, but it still crashes. Any thoughts on this one? Tag: Problems Tag: 182403
  - 12
    - Problems Balancing Checking Account-Wrong Opening Balance or date range I have not previously had problems balancing my checking account wis Money 2004. Tonight when I went to do so, it gave a much different opening balance then the closing balance from the previous bank statement, when it balanced o.k. In fact, for some unknown reason, it was a month behind, said it wanted to balance the statement of 10/31/04...which I dutifully did again, after correcting the opening balance. That opening balance did not match any enf of month balances, even though eveyrthing balanced o.k. previously on 10/31/04. (This might be part of where things went wrong). Then when I balanced 11/30/04 statement, it told me my starting balance was incorrect, and that my account balance was off by 702.04. When I accepted the suggestion to make an adjusment of this amount it did it twice. One debit of 702.04 which it called "Starting Balance Adjustment" and 1 credit of the same amount which it called account adjustment, but both were dated 11/30/04, even though the starting balance adjustment should have applied to the balance as of 11/1/04. Of course these two bogus entries cancel each out. The net result as of the last entry on 11/30/04 was to agree with the bank statement, as it had the previous month, and maybe everything will be fine next month. But why did it tell me the starting balance was wrong, when it was satisfied with the same amount as the ending balance the month before? It appears to me that it was attempting to balance a statement beginning 11/30 and ending 11/30, and that perhaps it got confused about what the last statement date was on which the account was balanced. As I said, I know I had balanced the 10/31/04 statement previously, but when I began my balancing act tonight it insistred that was the date to it wanted balance, and the opening balance was all wrong. That seems to be where it got messed up. It did had RECONCILED all downloaded transactions after 11/30/04 up through 12/8/04, which never happened before again suggesting it was confused about what time period was being balanced. Any ideas what went wrong? And if I need to do something before next month to make sure no problems occur? Thanks for any help. Tag: Problems Tag: 182400
  - 13
    - unwanted internet auto disconnect For money 2004, after I update online, the program automatically disconnects the internet connection (56k dialup) which I dont want it to do if I am working on other programs. Is there a way to change the settings? Tag: Problems Tag: 182397
  - 14
    - How to get a check register report I want to get a check register report, showing credit totals versus debit totals, with none of this nonsense about categories and transfers for a two-year period. Can Money do this? Hollis D. Paul [MVP - Outlook] Hollis@outhousebythesound.com Using Virtual Access 4.52 build 277 (32-bit), Windows 2000 build 2600 http://search.support.microsoft.com/kb/c.asp?FR=0&SD=TECH&LN=EN-US Mukilteo, WA USA Tag: Problems Tag: 182391
  - 15
    - Restoring Files I had to restore my computer, when I went to restore my 2005 money file using my bu file it gave me a file protect error message. It is not write protected. I could not restore any money file copy I had that had been opened in money 2005, but I could restore a file used in 2004 money without any problem? Tag: Problems Tag: 182387
  - 16
    - Money crash on statement download Very recently, if I download a bank statement as I've done for years, I get an immediate "cannot read memory at address xxxx and Money shuts down. It also corrupts the data file and I have to delete the mny file, then open Money and restore a backup. Last night it made me go back to the sample file provided with the program in order to get rid of the memory exception shutting down the program as soon as it was started. Using OFX file download. Thanks for any help Tag: Problems Tag: 182386
  - 17
    - MS Money 2005 "Is Already Running" message I have Works Suite 2005 and run Money 2005 s part of it. I launch money seperately and not from withinn Works Suite 2005 and it launches ok. But when I close Money 2005 and then try to restart it it comes up with the message "Money is already running" and won't start up. The only way to get Money to restart is to reboot the PC. I have tried this on two different PC's (both run Win XP home with SP2 and get the same issue on both. I have been using Money for years and in Works Suite's 2003 and 2004 this has not been an issue Any suggestions to resolve this please. Tag: Problems Tag: 182379
  - 18
    - Home Inventory not added to asset list When I check mark "add home inventory to net worth" it doesn't show up on the asset list. Any solutions? Tag: Problems Tag: 182374
  - 19
    - Money 2005 Reports I use Money 2003 and am happy with it. However, I would like to see a report that shows year over year comparisons. By that I mean compare my expense categories for November 2004 against November 2003. I can't find out if that is one of the reports available in Money 2005. Do you happen to know if this type report is available? It would be my only reason to upgrade. Thanks, Mike Tag: Problems Tag: 182373
  - 20
    - Same day buy/sell It appears that downloaded sell transactions are being processed prior to buys transactions on the same day for the same security. This causes Money to add shares which put the account position out of balance buy the amount of the sell transaction. This requires the position to be corrected manually. Any chance of a fix? Tag: Problems Tag: 182363
  - 21
    - Imported but apparently not MSMoney 2005 Win XP I'm having a problem with the import feature. I downloaded an OFX file for all 3 accounts at my financial institution. I used File, Import and it asked me to confirm accounts 1 & 2 but not account number 3. The first two imported perfectly. I looked at the file and sure enough the details for account number 3 were in there. So then I exported account #3 only and tried importing it. It just comes up and says "import complete". I checked the first transaction in the file a meal at Pizza Hut and I can see it hasn't imported into any of the accounts in the "you have n statements to read" list. My total account balances is not changing so obviously nothing is being imported. Has anyone else experienced a problem like this? I assume that something exists in the file that MSMoney doesn't like so it is ignoring the whole file. Except for a file imported dialog box does MSMoney have any diagnostic log that can be turned on? Thanks in advance, Tim Tag: Problems Tag: 182360
  - 22
    - MONEY 2001 Online Service Problem When I try to access Tools>Online Service in Money 2001, I get the following errors: "Server name not recognized. OFXIE12007" "Unable to connect to Online Quotes Server" It used to work fine just recently. Can you confirm if MS has changed the Online Service server name to force people to upgrade? Tag: Problems Tag: 182357
  - 23
    - Account Setup Temporarily Unavailable OK I decide to wipe the slate clean on my 2005 trial and deleted my problematic account that was not showing current transactions. When I went to set it up it started buy has hit a glitch. The bank name is now appearing in my account list but is asking me to provide sign in information so I click that link and it takes me to the list of banking institutions and highlights mine. I click next and it gives me the error message, "Account Setup is temporarily unavailiable. Please try again later". This is gone on all day. I have another account listed in my list from a different institution that is updating fine. Seems strange. I went to msn. money and Yodlee to see if I could set them up there and both are working. Yodlee has perfect syncing....msn money is not downloading current transactions but current balance. Not sure what to think about all of this. Tag: Problems Tag: 182354
  - 24
    - Money 2004 PPC Continually Syncs with ActiveSync 3.71 I have a Dell Axim X5 (Mobile Pocket PC 2003) with Money 2004 PPC and ActiveSync 3.71. All of my money accounts syncronize perfectly when I sync up with ActiveSync on my PC. Once Active Sync has completed synchronizing my Pocket PC and PC, Money in Activesync still displays "1 file not synchronized" and continually tries to sync the file. The only way I can stop this from continually happening in Active Sync is to press the Stop button (the 1 file is still not synchronized)! Tag: Problems Tag: 182346
  - 25
    - Product confusion (cont.) Further question to my earlier post: Is this correct: MoneyCentral changed to MSN Money. Then Money changed from free, to a purchased product. The free version no longer supports downloads from brokers and many of the charting options. To get broker downloads and many charting options, I need to purchase Money 2005. Is that correct? PS: Cal, thanks for your earlier reply. -- Bill Tag: Problems Tag: 182338
- Next
  - 1
    - Money 2005 Duplicate Downloaded Transactions I finally got my Bank of America account transactions to download through online services. My only gripe is that old transactions which have already been downloaded on a previous day are being re-downloaded along with new transactions every time I perform an update (I do this once a day). When the old transactions are re-downloaded they are matched with existing transactions again and I have to re-accept the transactions. Should this be happening? I thought that Money's logic would prevent old transactions from being downloaded again or at least save me the trouble of having to accept and match them again. Also, shouldn't Money be getting the latest and greatest transactions from my bank(today's transactions preferably but at the very least yesterday's transactions)? It seems that my downloaded transactions only go up to 2 days ago. I know that Yodlee provides the direct services for Bank of America. Is this an issue with Yodlee? Thanks, Shawn Tag: Problems Tag: 182328
  - 2
    - Money 2005 Deluxe, MSN Money Sync and msmoney.exe process Have had two issues. When I exit Money, apparently it does not shut down the msmoney.exe process because when I go to restart the program, I get a small dialog box saying the program is already running. If I use task manager to kill the process, I can then start it. I do have Money set to back up on exit, and that seems to run fine, if that matters. The second, more troublesome was trying to use Money to sync with MSN Money on line. I ended up with very strange duplications of entries from 2003 on (hav history going back to 1996). I deleted everything on MSN Money, restored a back-up, tried again (twice.) Again, same thing. I have since discontinued trying to use this feature since the 2005 Money for Pocket PC is finally out, but all three be able to work together? Extremely frustrated with Microsofts online support, no help or helpful response. Have received COMPMAIL CASE ID confirmations several times for the second issue, and then follow-up emails with a managers email address, that is no good. -- David Tag: Problems Tag: 182327
  - 3
    - Product confusion I am confused. Several years ago I began using MoneyCentral to manage my investment portfolio. Then it changed to Money. I set up everything to download my investments from my brokers and fund managers. I used some of the nice carting features. A few days ago I logged on (after several months of inactivity). I can see my portfolio, but there appears to be no links to my brokers or fund managers, and the chart options are minimal. What happened? I cannot find anything in the knowledge base articles either. -- Bill Tag: Problems Tag: 182324
  - 4
    - Money:2005 I recently had to reinstall Money 2005. When I did so I can no longer open my mny file nor my backup file. Any suggestions? -- Rich Tag: Problems Tag: 182322
  - 5
    - Money 2005: Fidelity: Capital gains distribution appears as divide Hello, When I receive a capital gains distribution on a mututal fund on my fidelity account Microsoft money shows this in the account register and in the Portfolio as dividend. I do not have this problem with Etrade for example. Also it seems that Dividends from Fidelity sometimes come in later than the reinvestment-purchase and this causes Moeny to "add shares" which after the Dividend is registered leads to a "remove" shares so the total number of shares is equal with the number on the account. However that leads to confusion in the Portfolio manager which then does not show the cost basis correctly any more. What is wrong and how can I corect that? Is the problem perhaps with Fidelity? Thank you! - Kitechick Tag: Problems Tag: 182321
  - 6
    - Money 2004 Deluxe ->Money 2005 Standard Can I simply install 2005 Standard over 2004 Deluxe? I never use the extra features and the Standard was free. Tag: Problems Tag: 182313
  - 7
    - Money 2005 Can Be Updated Externally I don't know if this will add confusion or be of help to some, but FWIW, the recent Money 2005 update (not the 2004 to 2005 upgrade) was downloaded and installed when I visited MoneyCentral.MSN.com, as I regularly do for news, fyi, etc. on specific investments we hold. Apparently, the Web pages now share so much code (e.g. ActiveX Controls) with Money (msmoney.exe) that updating one inherently updates the other. Of course, I still had to go through the file conversion process the next time I opened each of our Money files. For anyone experiencing problems completing the update (software download and installation, not file conversion) when running Money (msmoney.exe), this may offer a possible solution. -- Brent Neville Tag: Problems Tag: 182312
  - 8
    - Two Desktop Computers Hello, I would like to be able to work on my Money file in two seperate locations, transferring the file back and forth on CD-R's to keep both synchronized. Would I need to purchase a second copy of Money 2005 or would the program allow a second install? Thanks in advance. Rick Tag: Problems Tag: 182311
  - 9
    - base currency The currency in Turkey will be changed next year by dividing the existant currency by 1.000.000. How can I divide the amount of all of my transactions by 1.000.000 ? Tag: Problems Tag: 182298
  - 10
    - Sync Problem MS Money --> PocketPC Hi, When MS Money for PocketPC on my new Dell Axim x50v tries to sync with my Money-file on the desktop PC (MS Money De Luxe 2004), Active Sync asks for a password. But when I write the password (plain letters) I use when I open MS Money on the desktop, Active Sync tells me that it isn't correct! Strange ... Any clues?? Thanks in advance, Peter from Sweden Tag: Problems Tag: 182295
  - 11
    - Money PPC 2005 Finally got it to install properly, but still not synching Payees and Catagories. What the......?? Tag: Problems Tag: 182294
  - 12
    - Bank Account AND Investment Account I have had several investment accounts at etrade for some time and been able to get online updates with no problem. I just added a bank account and am unable to set up the online services to pick up both the investment accounts AND the bank account. I can configure to update the bank account ONLY or the investment accounts ONLY, but NOT BOTH. When you sign up for online services it asks whether you are setting up a bank, credit, or investment account. When you select one, you must be setting a flag because that is it. It will only retrieve the data for that type of account. Then, once the online services are configured, you cannot add a different type of account. Anybody know a workaround? This is a royal pain. Thanks, jc Tag: Problems Tag: 182292
  - 13
    - Unable to login using passport to MS Money 2005. I reinstalled my OS. Previously I has Money 2004. With the new OS, I installed Money 2005 and opened my existing money file. I always get login failed. If I create a new money file, my passport works. Regards, Xavier Tag: Problems Tag: 182291
  - 14
    - Money Manual It seems to me that there is a lot of functionality in this program that could be used if one had the knowledge. Is there any book on Microsoft that covers more than just the basics. For example creating custom reports by category and comments, or How to get your mortgage payment to match the amounts of principal and interest the way your bank says it is instead of MSMoney's calculated split. Thanks, Jack Tag: Problems Tag: 182290
  - 15
    - ? I have a bank account in ?, how can I setup this currency as default currency in the file? TIA Stefano Tag: Problems Tag: 182287
  - 16
    - Print all accounts contact details and balance summary Is there a way I can extract and print all my accounts balance and account contact details. In Quicken, this was a standard report. I find this useful as I travel a lot and god forbid but if something were to happen to me, my spouse should know about my account balances and who to call to manage accounts. Thanks - Manish Tag: Problems Tag: 182285
  - 17
    - Hide securities/investments On main view, under Investment Summary, there is an investment which hasn't had any transactions since 2002. Is there anyway I can hide it? Tag: Problems Tag: 182281
  - 18
    - Budget report I have income that is retirement income. The category assigned is recognized by the monthly reports and they correctly show this as income. My problem is the budget report. It will not identify and show this category as income despite a lot of trying. How do I get this to pick up on the budget report? The frustrating thing is that it shows in the monthly reports. I have checked and I show this category in my budget definition. Ideas or help? Tag: Problems Tag: 182278
  - 19
    - Error Message I just converted my Internet connection to ASDL. The response in Money Updates to my first Update Now query was: "Money encountered an error processing the downloaded file (smrtinet.ini)." Any thoughts? Gary Tag: Problems Tag: 182274
  - 20
    - DRP Paying Debt Off Too Quickly This is a multi-part message in MIME format. ------=_NextPart_000_0026_01C4DC73.F2172790 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable I am using Money 2004 Deluxe. I currenlty have the Debt Reduction = Planner set up and have included my loans and mortgage. I specified that = I want to have my debt paid off by September 2030 (the date my mortgage = will end). Yet, when the DRP calculates my out-of-debt date, it says it = will be in 2018. A look at the proposed payment schedule for my debts = shows that my mortgage payments are going to double in 2009 (when all my = other debts are paid off). Why is the DRP doing this? When I added the mortgage to the DRP, Money = even recommended that I not pay off this debt early as my interest rate = is lower than my current rate of return on my investments. This early = payment is then throwing off my Lifetime Planner. Any ideas on this one? - Merg --=20 Today's problems don't worry me, I haven't solved yesterday's yet. ------=_NextPart_000_0026_01C4DC73.F2172790 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 6.00.2900.2523" name=3DGENERATOR> <STYLE></STYLE> </HEAD><FONT face=3DArial><FONT size=3D2> <BODY> <DIV>I am using Money 2004 Deluxe. I currenlty have the Debt Reduction = Planner=20 set up and have included my loans and mortgage. I specified that I want = to have=20 my debt paid off by September 2030 (the date my mortgage will end). Yet, = when=20 the DRP calculates my out-of-debt date, it says it will be in 2018. A = look at=20 the proposed payment schedule for my debts shows that my mortgage = payments are=20 going to double in 2009 (when all my other debts are paid off).</DIV> <DIV> </DIV> <DIV>Why is the DRP doing this? When I added the mortgage to the DRP, = Money even=20 recommended that I not pay off this debt early as my interest rate is = lower than=20 my current rate of return on my investments. This early payment is then = throwing=20 off my Lifetime Planner.</DIV> <DIV> </DIV> <DIV>Any ideas on this one?</DIV> <DIV> </DIV> <DIV>    - Merg</DIV> <DIV> </DIV> <DIV><BR>-- <BR>Today's problems don't worry me,<BR>I haven't solved = yesterday's=20 yet.</DIV> <DIV> </DIV> <DIV> </DIV></BODY></HTML></FONT></FONT> ------=_NextPart_000_0026_01C4DC73.F2172790-- Tag: Problems Tag: 182265
  - 21
    - Money Back-ups Hi Can anybody help please ? I have been using the Microsoft Money program since 1997 and last upgraded in early 2003. However as the file is now 12.2Mb I have not been able to back it up onto floppy discs for some time now. Does anybody know if there's a way of saving a back-up copy on CD. Many thanks Chris Tag: Problems Tag: 182263
  - 22
    - MS Money 2005 Delux Edition I recently purchased Money 2005 Delux, I have been using Money 2000 Standard addition. When I loaded 2005 it attempted to convert my backup files but then gave me a message that the file was password protected, or the disk was write protected neither of which are so. How do I get Money 2005 to recognize and convert my previous versions files?? Tag: Problems Tag: 182262
  - 23
    - Money 2005 I download from TDCanadatrust into Money & it is saved as a OFC file. Money will not load it. I went to folder options & changed the exchange to OFC but it still doesn't work. I think this is TD's problem. Any ideas..Thanks Tag: Problems Tag: 182240
  - 24
    - Two Versions 2005 & 2004 A money file created in 2005 Dlx Edition, Can it be read/edit/used in earlier version 2004 ? Tag: Problems Tag: 182239
  - 25
    - How to stop accounts from being uploaded to MSN Money All, I am logging in using my passport as I want to be able to download some credit card accounts thru Yodlee. However, I don't want my checking account and all it's details to be uploaded to MSN.... is there a way to prevent an account from being uploaded while still being able to download via Yodlee? Thanks, Jay Tag: Problems Tag: 182234

When i try and log onto Money deluxe 2004 it requires me to get online
everytime - there used to be a button that let me skup that option, but now
it is gone. I heard you have to download something to fix that but dont know
where to go.

I also always press "remember my passwords" but everytime i have to enter
it. Is this part of the same problem or a different one?

I have never been here before so i am sure these will be very simple
questions to some of you but i am grateful for your time and would really
appreciate any help.

thanks again.

Matthew - skyvend@aol.com

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Re: Problems by via_newsgroup

via_newsgroup
Sun Dec 12 11:16:12 CST 2004

In microsoft.public.money, "password problems" <password problems
@discussions.microsoft.com> wrote:

>When i try and log onto Money deluxe 2004 it requires me to get online
>everytime - there used to be a button that let me skup that option, but now
>it is gone. I heard you have to download something to fix that but dont know
>where to go.
>
>I also always press "remember my passwords" but everytime i have to enter
>it. Is this part of the same problem or a different one?
>
>I have never been here before so i am sure these will be very simple
>questions to some of you but i am grateful for your time and would really
>appreciate any help.

Do you want to use background banking, synchronization, or other
feature that requires Passport? If not, you could remove your
Passport. That would let you work around that.

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