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- Previous
  - 1
    - Transferring Investment to New Account with Online Statements I have Microsoft Money Deluxe 2003 and am running on the Windows 98 operating system. I recently closed an investment account and transferred investments to a new investment account. Therefore, I've created a new investment account in Money and transferred investments to it. I had online statements set up on the old account and also on the new account. I am running into problems because there is one investment that has a slightly different name on the online statements in the new account than on the old account. When I go to read the new online statement a dialog box opens with the heading, "Money found the following investment in your brokerage statement:" and then lists the investment in question. I then have the option of choosing the matching investment from a drop-down box or adding the investment as a new investment. I would like to choose the first option to match the same investment (with a different name) to itself in the new account. However, it is not listed in the dropdown box. In fact, the dropdown box has investments that no longer exist in it. Any suggestions? Thanks. Jon Tag: Quicken Tag: 144565
  - 2
    - Same error every day: Internet Information: There was a problem with the information received. Please try again later. And now on the left sife of the screen "Money has not received updated internet info.... click here", etc. Which then just leads to the same error message. How can I find out what "Problem" there was with the Information Received? How do I fix this. This is M99 pt Tag: Quicken Tag: 144564
  - 3
    - Need Report of Average Monthly Expenses Using Money 2002 Deluxe. I would like to see a report of an average of expenses per month for all categories / subcategories for a given period of time, such as last 12 months. It would be a short report. How much have I spent on average per month for the last 12 months on groceries, for example. I can't seem to figure out how to do that. I can get a report for a given month of actual expenses, but not a monthly average over many months. Does anyone have an idea how to do that? John Tag: Quicken Tag: 144563
  - 4
    - Online Services First of all, please note that I changed "Michael" to "Michae1" in the e-mail line to try to foil spam. I'm trying to set up online services (to Schwab, Fidelity, etc.). I follow through the wizard, and enter my username and password. When I click "Next," it says it's trying to connect, and then gives me an error message that says (more or less) check your id and password and try again. I *know* I typed it correctly. I wonder whether it's adding an extra character, or perhaps sending things in CAPS. I say this, because I tried several times; when I gave up and tried to log into Schwab from my browser, I was told that I had 3 failed login attempts. So clearly, Money was able to get to Schwab's "front door." Downloading stock quotes works just fine. I'm running Money 2002 on Windows XP. Any ideas would be appreciated. Thanks. Tag: Quicken Tag: 144561
  - 5
    - 2003 online problems with US Bank I just upgraded from 2001 to 2003. My online connection with US Bank doesn't work now. Online services manager says: "US Bank has updated its online services. Follow these steps to download these updates into your file." When I click "accept" it downloads for a few seconds, then nothing happens, it still doesn;t work. US Bank support says it is not them. MS KB has nothing on this problem. Do I need to change banks? Any help would be greatly appreciated. Tag: Quicken Tag: 144555
  - 6
    - money 2004 canadian and norton antivirus Can't install because of norton antivirus Tag: Quicken Tag: 144551
  - 7
    - How do you unmark a transaction that is currently marked as "E" M2003 has some real difficulty reconciling downloaded transactions sometimes because it refuses to associate a newly downloaded transaction that corresponds to something that was downloaded earlier (and hence marked as E). This could be for various reasons e.g., glitches in the bank's download where the transaction is sent repeatedly, When I duplicate a previous transaction (to re-use it's splits) and change it's date, that duplicated transaction is also marked with E. When this is downloaded from the bank, M2003 refuses to allow me to associate the downloaded transaction to this duplicated transaction that is marked as E. Anyway, the bottom line is: how do I unmark a transaction that is currently marked as E? -- Aloke --- to reply by e-mail remove 123 and change invalid to com Tag: Quicken Tag: 144550
  - 8
    - Help! How to create "fake" accounts in Money? Here's my problem: I have a system of money management in which all income is split up and distributed into certain (fake) "accounts". (In reality, most of it is split up and distributed to an actual checking account and savings account.) Each of these fake accounts represent the balance that I have available to apply to certain aspects in life (e.g. bills/necessities, play, saving for spending, saving for investment, donations/tithing, education). So, for any actual deposit into my checking or savings account, I want to specify a certain amount OR percentage to go into each "fake" account. AND, when I spend money, I want to deduct it from the appropriate "fake" accounts as it is reconciled. I've thought of some possible solutions: (1) Actually create separate (real) checking/savings accounts for each fake account. Problem: too complicated, possibly unnecessary. (2) Create virtual accounts for these in Money, and virtually transfer the money back and forth between accounts. Problem: It doesn't reflect what's really happening. Other?? (3) Don't use accounts. Create "Super" categories that map all the existing categories to be under the new categories. For example, Health, Phone Bill, and Water Bill would all fall under Necessities. This way I could see what I'm spending, but I don't know if I could see how much money I have in the virtual account at a time... and there are probably other problems too. Could I have some input, please, on feasibility or, best, on how I might solve my problem? Thank you, Chad Tag: Quicken Tag: 144537
  - 9
    - Installation Cancelled When I try installing MS Money 2004 I get a message saying that the Installation Wizard has been cancelled. It won't finish the installation. What could be the problem? Tag: Quicken Tag: 144531
  - 10
    - Using Money 2003 over a home LAN I want my wife and myself to be able to use Money 2003 on our individual systems on our LAN (yes, we're nerds at heart) and work on the same data file on another system. That way we can divide-and-conquer the chores. Is this possible? Thanks for the help Stephen Tag: Quicken Tag: 144525
  - 11
    - Six Figure INcome http://www.quickinfo247.com/8191563.13/FREE Tag: Quicken Tag: 144524
  - 12
    - Money 2000 - New payee error message I have been using Money 2000 for some time and just recently started getting the following message whenever I try entering a transaction with a new payee: "Money could not write to your Money fiel. The operatoin cannot be performed or another application finished this task before you. Please try again." Any idea what is the cause and fix for this problem? Tag: Quicken Tag: 144523
  - 13
    - money online I am trying to synchronize msmoney online and I get an error telling me to download a service upgrade. anyone know which one? Tag: Quicken Tag: 144520
  - 14
    - Money 2004 Canadian I've purchased Money 2004 Canadian version, found the following problems. i) The CD says 'Microsoft Money 2004 Canadian' but there is nothing in the About dialog box to indicate that this is a canadian edition. ii) I'm not able to find the following big banks in Canada Royal Bank (RBC) Scotia Bank PC Financial Bank ING Direct (Canadian), there is ING Direct, but i could not connect to the bank with my userid and password thru money. iii) I could find TD Canada Trust, but not able to configure to update my accounts online automatically thru web. Tag: Quicken Tag: 144519
  - 15
    - Money 2002 unable to verify online sign-in Through 7/15/03, everything was fine with online sign- in. When I returned from vacation on 7/24, and ever since, I have been receiving the error message: "Money is unable to verify your online sign-in". To my knowledge, nothing has changed on the system. Today, I reset my password (using the same password) via the "Forgot your password" route. I received notice that it was reset, but the same error message prevails Tag: Quicken Tag: 144517
  - 16
    - Money 2003 problem with Passport sign-on I am suddenly unable to sign into MSN Money 2003, using Passport. I get the error message: "Please try your sign-in name and password again." The password is correct - I can sign-in to using my Passport password at MSN Moneycentral, I even reset my password and started using the new one. As, perhaps, a hint to what's going on is that if I try "Forgot Password" link, I get this: Windows cannot find "http://moneycentral.msn.com/money/2003/redir.aspx?mrcid=507" Has the link needed to sign-in changed,or has the link gotten corrupted? If so, how do I correct it? I can get through to moneycentral.msn.com via my Internet connection just fine... Randy Tag: Quicken Tag: 144506
  - 17
    - money 2002 standard cashflow review has stopped working - I click on the button or icon and nothing happens - it was fine yesterday Tag: Quicken Tag: 144505
  - 18
    - Money 2004 How is the percentage rate of return calculated on the performance reports? I cannot seem to recompute Tag: Quicken Tag: 144504
  - 19
    - FREE"Secrets of Internet Millionaires" Bundle Thousands are getting rich on the Internet. So can YOU! Our FREE package* will show you how to get YOUR share of the e-commerce revolution. Includes: FREE book! FREE audio cassette! FREE CD-ROM! 6 FREE Special Reports! and much MORE!! Total value is OVER $585!! No obligation http://www.ezinfocenter.com/7375613/SIM Take a look now Thank You, Felix Tag: Quicken Tag: 144490
  - 20
    - Do Yourself a Favor This system is not for everyone who reads this, It takes only $10 to join, The system is free, You must see this http://www.realincome4u.us Tag: Quicken Tag: 144484
  - 21
    - 2003 Bckwards Compatible??? I recently had to reinstall my os but my bundled 2003 version of Money didn't reinstall, so i installed 2002 and tried to restore the backup from 2003 qnd i get a message that the file is password protected even though i never set a password, help please, every finacial fact i have about myself and finances are in that back up file. thanks in advance, tim Tag: Quicken Tag: 144478
  - 22
    - Bank Recons Money '04 In the Money '04 "Balance" account screen and in the left column it states, "The difference between your statement and register is:" The amount that appears when you first open the screen is ACTUALLY the difference between the bank statement beginning balance and the bank statement ending balance plus any fees or interest. WHAT HAPPENED TO THE DEPOSIT TOTALS AND CHECK/PYMT TOTALS???? WHY WAS THIS SCREEN CHANGED???? FOR MANUAL RECONCILATIONS, I BELIEVE THAT THE ELIMINATION OF THE SEPARATE TOTALS MAKES IT A LITTLE MORE DIFFICULT TO RECONCILE!!!! Tag: Quicken Tag: 144475
  - 23
    - updating internet information Until the past week, I could click on "update ineternt information" in my Money 98 and everything worked fine. Now I get the following message: Product Information: Unable to complete operation. the server or institution you were trying to contact has encountered an error. Please try your call later.(SMC) My fund quotes will update but the investments totals do not change. I have beent through the FAQs and all the "help" stuff and can find no solution. Please advise. Tag: Quicken Tag: 144474
  - 24
    - Merge two money files I'm using Money 2004. When I set my files up in a previous version, I set up two different files. Now in 2004 with online banking etc, it isn't as convienient to keep two separate files. So--How do I merge them into one file? Tag: Quicken Tag: 144466
  - 25
    - export money 2003 budget to excel? Is there any way to export your budget to Excel? I prefer working in Excel sometimes and I can't seem to find out how to do this. Thanks Tag: Quicken Tag: 144457
- Next
  - 1
    - Check Register I am having trouble finding how to print a simple month end check register report. Does any one know the formula? Tag: Quicken Tag: 144452
  - 2
    - Build your wealth http://www.quickinfo247.com/8191563.13/FREE Tag: Quicken Tag: 144447
  - 3
    - Error message I use Microsoft Money 99. It has worked great for the past several years. I recently installed a wireless adapter in my computer. I'm not sure if that triggered something or what, but now I can't open my money program and I receive an error message: The ordinal 6883 could not be located in the dynamic link library MFC42.DLL. If you are reading this post, I would really appreciate some advice! I have been searching the internet for answers, but I haven't found something for this exact problem. Tag: Quicken Tag: 144444
  - 4
    - Money 2004 convert from Quicken 2003 even though I validate my quicken 2003 file and the logs show absolutely no errors, moeny refuse to import data and convert my quicken file over. I'm interested in possibly converting, but it has to convert. Any help?? Thanks in advance. The message money 2004 gives is corruptedd quicken file. Tag: Quicken Tag: 144435
  - 5
    - account balances do not match The balance shown on the Account List for one of my credit cards shows that I owe $200. When I open the Transaction List for the credit card account, the amount owed shows (correctly) a balance of $0. Also, when I go to reconcile the credit card account with the statement, the "Total amount you owed last month" default entry shows $200 more that it should. When I go to correct this error, my only option is to have the program force balance with a $200 correction entry. The Account List balance and the Transaction List balance for the account is still $200 different. Does anyone have any suggestions for what else I can do? Tag: Quicken Tag: 144433
  - 6
    - Tracking of Spouses Finances When I go through the initial interview process, Money 2003 and 2004 ask whether you want to track your spouses finances as well. I have however been unable to find out whether Money does something with this information later on. Anyone knows if there is some functionality that uses this information? Thanks. Charles -- Tag: Quicken Tag: 144432
  - 7
    - synchronizing 2 pocket pc's with money 2004 I want to synchronize both my and my wife's pocket pc's (both have 2003 OS). when I get one sync'd and attempt to have the other connected, it tells me it will only allow 1 device synchronization. Any thoughts as to how I could adjust the settings? Tag: Quicken Tag: 144431
  - 8
    - Money 2002 standard slow and errors I have Windows XP with Money 2002 Standard. It operates very very very slow and after I back up and close the program, it freezes. I get an error that the program is not responding and to end the task. I've had this program for a while and this started about 4 months ago. Any suggestions? Thanks Tag: Quicken Tag: 144429
  - 9
    - Login Failure -- Response from Microsoft Support I just ended a chat support session with MS since I was seeing the "Cannot log in with passport" issue we are all seeing. Here is the response (which works fine for me). Hope is helps other people too. {MS}Thank you for holding, after reviewing your problem description, and as I understand the issue, you are unable to sign into Money using your Hotmail Passport, is this correct? There seems to be a problem with some of the Hotmail Passport's we have notified the Passport team and they are in the early stages of investigating this. Most likely it will not be resolved until at least next week. In the mean time you can select to disable the Passport feature in Money by going to File, Password Manager and click change. This will still allow you to access MSN BillPay but if you are syncing with MSN Money it will be affected. {ME}That is correct for my problem. I use Wells Fargo for online bill pay through Money. Can I still do that if I disable passport? {MS}Oh yes, in fact in this situation if you still want to protect your file with a Passport, you can create a new one at www.passport.com and use it until the issue is resolved it will not have any affect what-so-ever on Wells fargo BillPay. all passport is for is to password protect your file, for background banking (that is when statements are downloaded when money is closed) or MSN Money syncing. {MS}It has no effect on downloading statements when Money is open or using someone elses BillPay other than MSN Tag: Quicken Tag: 144424
  - 10
    - A quicken user needs help! I switched from Quicken to Money 2004 and like it however there are a couple of problems I have and assistance. I download all my statements online (not via MSN but individual downloads from the bank, credit card etc.) The first one maybe is my fault and hopefully someone can give me the solution. When I want to balance my checkbook the only option I get is to enter my the balance from the paper statement. In quicken there was the option to balance by choosing either the paper statement or the online balance statement. Is there a way to do that? Also I am having problems with some transactions. For example I just downloaded the charges from my credit card and a few charges confused me. One was from a company called Horizon Air services. Well, I had dealt with this company last year on a business trip overseas but there was a new charge yesterday. This alarmed me and I called the credit card to inquire and found out that the charge was from a shop called Horizon where my wife purchased something. however once it was downloaded into Money it changed to Horizon Air Services. Also there was a charge from a company called Sloat Garden Center ... but it showed as The Home Depot and yet another one completely off the mark! I went to the webpage of my credit card and looked at the history and the names there were the correct one's. Why did Money changed them once it downloaded them? Am I doing something wrong here and could someone help me with this please. The other feature I do not understand and this has been mentioned a number of times and that is to be able to back the file up within Money instead of going through the hoops via windows explorer etc. I do not understand why the program only offers the floppy drive as an option in the drop down box. Thanks for all the help. Tag: Quicken Tag: 144423
  - 11
    - Money 2004 Business Hi all, Does anyone know if anything changed this time in the business part of money? Most importantly, can Money finally produce an invoice in a foreign currency? Thanks, Rob Tag: Quicken Tag: 144417
  - 12
    - Error Report I have been using Microsoft Money Deluxe 2002 for a while now downloading statements from my 2 banks without a problem. Now all of a sudden I can download from 1 bank fine but the 2nd bank when I download, then I click 'ok' for the 'Import Succesful' Dialogue box I get another window that pops up giving an 'error report' asking me either to 'send' or 'don't send' and after I close the box the download does not go into the program at all. I don't know if its just a problem with that one bank if the other one works or if it is a problem with Microsoft Money. Anyone else have that problem? Tag: Quicken Tag: 144409
  - 13
    - Microsoft Money 2004 Small Business Transactions by Category Report Whenever I print a "Transactions by Category" report with "Subtotals by: Months" in Microsoft Money 2004 Small Business, the "Month Ending mm/dd/yy" and "Total Month Ending mm/dd/yy" title lines are 1 month prior to the transactions they envelope. In other words, "Month Ending 2/28/03" and "Total Month Ending 2/28/03" title lines encase the transactions for March 2003. Tag: Quicken Tag: 144397
  - 14
    - Money 2004 and Antivirus Software When I installed Money 2004 it said I needed to setup my antivirus software to work with Money 2004, but when I followed the Help link, I couldn't find any information on how to do it. I searched Microsoft's site, but still can't find any information. Has anyone found anything about using Money with antivirus software? Or is it not an issue? Tag: Quicken Tag: 144394
  - 15
    - Online Quotes don't work anymore Online quotes stopped working yesterday. I'm using MS Money 2001 standard. Any clues? Tag: Quicken Tag: 144393
  - 16
    - Please Contact Microsoft About Missing or Disappearing Payee Problems I have filed a support claim with Microsoft about the disappearing payees problem in Microsoft Money. The problem is becoming very irritating. I am urging people who have this problem to file a support incident with the Microsoft Money Support Center. I feel that this is the only way that they will give the issue the attention that it needs. Here is a link to Microsoft Money's support website: http://support.microsoft.com/default.aspx?scid=fh;EN-US;mny If we all work together maybe we can get them to take a look at this sooner rather than later. Below are the details of the incident that I filed with Microsoft on 7-31-2003 about the issue: Payees disappear from the master list of payees. The payee then becomes unselectable in the drop down list when completing transaction but it will show up under find and replace on transactions that it was used for in the past. When the payee is added again, it starts a new record for the payee and all transaction that use the new one are listed separately from the transactions that used the payee that has disappeared. To get to view a list of transactions that used the old payee that is hidden from the master list, I must select a transaction in an account register that I know used the old one that is missing from the master list and then right click the transaction and select "Go to payee:" In order to add a new payee with the same name is somewhat complicated. Normally when MS Money sees that two payees have the same name it will offer to merge them. In this case though, when a payee drops off the master list and I attempt to add it again, MS Money gives a dialog box that states that the payee already exists and it can not be created. MS Money knows that the payee exists, but it does not show it on the payee list or in the transaction drop down box. If a name that is the same as a missing payee is entered into a transaction form in an account register, MS Money will force the payee to be recreated with the same name. Even though there are several transactions under the missing one (I have had payees with numerous transactions just suddenly vanish from the master list) MS Money creates the new one with the same name. When this happens, as I stated above, it treats the payees as if they are two separate payees even though they are meant to be the same one and they have identical names. For example, I had a payee called "The Learning Years" in my MS Money file. I spent over 200 dollars at "The Learning Years" this past summer in several transactions. Yesterday I went to add a transaction under "The Learning Years" and the payee was missing. When I entered "The Learning Years" in the transaction forms payee field, it did not offer it as a choice in the drop down box. When I completed the Transaction, it asked me if I wanted to add "The Learning Years" to my list of payees. I said "yes" and it created the payee with the same identical name as the old one that has vanished. When I go to "categories and payees" to look at payee history, I see that only my last transaction with "The Learning Years" is listed under the new payee that MS Money just created again. If I dig by doing a search for "The Learning Years" to list all transactions that used that payee name, I can then find a transaction that used the old one that is not listed on the master list anymore. If I right click that transaction and select "Go to payee:" then I can go to the hidden instance of the Payee "The Learning Years" and the rest of the transactions under that payee can be seen excluding the most recent one that is now listed under the unhidden one that shows up in my master list. I know that many people are experiencing this problem. If you do a search in Google Groups (groups.google.com) for "money missing OR disappear OR vanish payee" you will find ample reading about this problem. Here is a link to read some of the news group posts that pertain to this issue on Google (there are hundreds of posts about this issue occurring in several different versions of MS Money): http://groups.google.com/groups?hl=en&lr=&ie=UTF-8&oe=UTF-8&q=money+missing+OR+vanish+OR+disappear+payee&btnG=Google+Search I really like the MS Money product and I have been using it for years. Please help me and the rest of your Money products users to get this issue fixed. I will cooperate in any way you need. If you need a copy of my Money file to dissect, I would be happy to provide it. My MS Money file was originally created by Money 2000 Standard, then it was converted to 2001 Deluxe, and then to 2003 Deluxe. I have tried using the salvage tools available to fix the problem, but they do not work for this issue. I have even used the latest salvage utility that is downloadable from the Microsoft Support Website; it does nothing to remedy the missing payees problem. Here is a list of e-mail addresses that I have put together from people who have posted about this exact problem: (I DID NOT include this e-mail list in the information that I sent to Microsoft) mavier@cablespeed.com, ekempter@jdelist.com, paulkeleher@mindspring.com, rkarp@mailbag.com, andyedwards@iname.com, uo_edric@hotmail.com, randmb@attbi.com, lruppersburg@mindspring.com, johnr@softwareandina.com, John-L-Miller@worldnet.att.net, johnbrooke26@excite.com, littlegreengecko@mindspring.com, joecool@aol.com, KRiesen@HotMail.com, david.w.patterson@btopenworld.com, ajwaldock@hotmail.com, jaguar5150@excite.com, mgjones@att.net, tdavidhopkins@charter.net, bgilmet@new.rr.com, hrasmussen@nc.rr.com Tag: Quicken Tag: 144391
  - 17
    - transfer Hi, I have a student loan that I am having put into my checking account. How do I input this into Money? Basically I am adding more debt to my loan account, but I would like to make this as a transfer to my checking account. Money doesnt let me input transfers, it just lets me make payments. How do I get around this? Tag: Quicken Tag: 144389
  - 18
    - money lightning bolt Does anyone know what the little blue lightning bolt is that money has put next to one of my credit cards in my debt planner? Also, it insists on making it a transfer instead of a payment? How do I fix that? Tag: Quicken Tag: 144384
  - 19
    - Stock Options I just exercised a stock option grant, but in all reporting, I am incorrectly seeing gains from the grant and the exercised shares. Why can't I exercise the grant and get it off the books? Tag: Quicken Tag: 144380
  - 20
    - Money 2002 deluxe data lost during upgrade to 2003 deluxe On upgrading to 2003 deluxe all data from earlier version was lost. When attempting to restore received the following: "Money can not locate "C:\My Money" or can not open it..." Attempted Salvage.exe using Knowledge Base #Q320193 resolution but it indicated the file was too badly corrupted. Attempted to restore the 2002 backup disks but when I restored, Money 2003 indicated the file could not be opened, possibly used by another application. Tag: Quicken Tag: 144377
  - 21
    - Problems setting up payroll entry Just upgraded from money 2002 to money 2004. I tried to enter a payroll check in the bills/deposits section. When it asks for the accounts to which the money should be deposited there are no accounts in the pop down window to choose from even though I have accounts already set up. Anyone experience this? Tag: Quicken Tag: 144376
  - 22
    - Money 2004 and Norton Antivirus When I installed Money 2004 it said I need to setup my antivirus software to work with Money 2004, but when I followed the link, I couldn't find any information on how to do it. I've searched Microsoft's site, but still can't find any information. Has anyone found anything about using Money with antivirus software? Tag: Quicken Tag: 144371
  - 23
    - Login Failure I use Microsoft Money 2000 and it has worked just fine from the beginning. The last couple days though I receive the following message as I try to log in. "Money is unable to verify your Online Sign In. Money will now log you in using Work Offline sign in." ETC. Naturally this offline login prevents me from using background banking and other features. I am using the "Passport" identification I've always used so ... what's the trick? Tag: Quicken Tag: 144369
  - 24
    - Synch of Accounts If my wife and I both have Money installed on our computers and we both enter information for the same account, can we synch the accounts through MSN money and get eachother's updated information? Tag: Quicken Tag: 144366
  - 25
    - Money 2004 I am trying to convert from Quicken to Money, but am having a problem with setting up two account numbers at the same bank. I can connect with either one by changing the account number in the online setup for the institution, but I haven't found out how to create a second account. Could someone please give me a clue? Thanks Much, Gary Tag: Quicken Tag: 144365

Can anyone help me load Quicken 2001 on my new Dell PC
with Windows XP? I go to install and the computer hangs.
What can I do?

Matt

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Re: Quicken by NickKnight

NickKnight
Sat Aug 02 13:55:02 CDT 2003

On "Matt" <Matthew.Olson@fuse.net> wrote:

>Can anyone help me load Quicken 2001 on my new Dell PC
>with Windows XP? I go to install and the computer hangs.
>What can I do?
Did you try doing CTRL ALT DEL and stopping all
processes except Explorer and Systray.

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