Running Balance Display

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- Previous
  - 1
    - Incorrect Last Downloaded Dates Money 2003 Even though I download my statements from TD, The downloaded date won't change to current date. Some accounts work and most others don't. The bank balances also don't update, however I can see the current downloaded transactions in the account register. How can I fix this? Tag: Running Balance Display Tag: 205164
  - 2
    - how should i handle my credit card spending? to use a budget, how do i avoid having to manually itemize all the expenses paid via my credit card!? Tag: Running Balance Display Tag: 205162
  - 3
    - Error message I'm using Money 97. I use the program several times over a couple of weeks and then, for no reason apparent to me, I get this error message: "The path is not properly set up in the registry or has been moved after running Money's Setup. Please reinstall Money. Otherwise, Money may not be able to run properly." After putting in the CD and choosing "Repair" it works fine... until a couple of weeks later and it happens again. Suggestions? Tag: Running Balance Display Tag: 205156
  - 4
    - Sort (MNY2002) For some strange reason my MNY program not sorting correctly. In view and sort I have it checked to sort by date, increasing. The first access of MNY on a day it appears as sort, day, decreasing, yet increasing is checked why?. Thanks for any help. Tag: Running Balance Display Tag: 205155
  - 5
    - HELP BUDGET NOT WORKING, POSSIBLE VIRUS WHENEVER I ENTER ANY VALUE INTO THE BUDGET, MONEY SPITS OUT A VALUE ON ITS WON, FOR EXAMPLE IF YOU ENTER 100.00 MONEY WILL DISPLY 192.00?? WHAT IS GOING ON, IS MY COMPUTER INFECTED, MY CURRENCY SETTINGS ARE ON US DOLLAR Tag: Running Balance Display Tag: 205141
  - 6
    - Getting Rid of Mis-named Investment from Online Statement A sticky one here, folks: How do I get rid of a mis-named investment that appears in one of my online statements? I have several investment accounts that contain Microsoft Corporation stock. I have an Investment in MS Money named "Microsoft Corp" with the stock symbol MSFT. When I connect online, these accounts are updated with the current price of Microsoft stock. That works fine. However whenever I receive online updates for one of these accounts and go to update it, Money indicates there is a line in the statement for "Microsoft Stock". The number of shares matches the number of shares of "Microsoft Corp" that are already in the account. * If I respond "No I'll make adjustments myself", I get the same notifcation of the need to add these shares every time I run online updates. And I have to manually select the No option each time (very annoying, and I'm worried I'll forget some time and will accidentally leave it at the default "Make the adjustments" with the results in the next bullet). * If I approve the automatic adjustment Money wants to make, then I wind up with X shares of "Microsoft Corp" AND X shares of "Microsoft Stock" -- double the correct number of shares in the account (confirmed in paper statements and when viewing the account balances at the brokerages web site). Oddly, it does not adjust the "Microsoft Corp" total even though it should not appear in the list of investments on the statement. I have tried to "Rename" both of the accounts, but I always get the message that there is another account using the same name (or stock symbol) and so it can't be renamed. I tried to Merge the investments, but they do not appear on the "Merge your duplicate accounts" list. I don't want to just leave it the way it is, because there is no stock symbol associated with the "Microsoft Stock" investment. That means the value does not automatically update when all other prices do. I have to wait until the next time I update statements to get a current price, and so I don't have an accurate view of the value of my portfolio in the interim. How can I fix this problem? Thanks in advance! Bill Tag: Running Balance Display Tag: 205140
  - 7
    - Why did Money 06 repair double my data file size? I have had some occasional strange activity (During an Update while I was doing nothing I would occasionally get a pop up saying that I could not do what I was doing while the update was in progress) so I decided that I would like to run a salvage to see if any errors occurred within the file. Thus I started a normal repair of my 29MB data file. After a few minutes it finished and suggested I look at the log. The log showed that no broken records were found. Based on no errors I expected that the output file would be identical to the input file. However the resultant output file is 50NM in size. Any comments on what might be occurring would be appreciated. At this point I have not tried the 50MB file but do not find any reason to doubt the smaller files correctness. Art Tag: Running Balance Display Tag: 205136
  - 8
    - ESPP in Money 2005 how can i enter an employee stock purchase plan in money 2005? I don't see how. Tag: Running Balance Display Tag: 205135
  - 9
    - Bank of America Update I just completed the update to Money 2005 that BoA required. After I finished, I found that the update had created duplicates of each of the BoA accounts I had in my file. The new accounts are now the ones linked to BoA; presumabley the old ones no longer are. My problem is that the new accounts do not contain the complete history. For example, my old "Checking" account contained data extending back several years. The new account, "Bank of America (All except CA, WA, & ID) Checking", only contains transactions back to about August 2005. I tried the Merge Duplicate Account function. It gave me a message that my "Checking" account contained transactions from prior to Feb. 16, 2006 (duh!) and that they would be deleted. Sure enough, the new account still doesn't contain any additional transactions. Does anyone have any suggestions for how to get my complete transaction history into the new account? Tag: Running Balance Display Tag: 205133
  - 10
    - Online updates for Scottrade, Inc. account. I have been using Microsoft Money 2006 Deluxe since December 2005, without incident. In recent days, however, the program has been unable to successfully download updates for my Scottrade account. Using Internet Explorer, I am able to sign in to my Scottrade account, without any trouble, so it appears that Scottrade's servers are running properly. Any idea what the problem may be, and/or how to fix it. Thanks, Jeff Tag: Running Balance Display Tag: 205130
  - 11
    - MSN vs Money What exactly is the option to "use Money on MSN" all about? I'm trying to nail down a way to run Money on my work and home machines. If I can run Money from home and have web access to add registry entries and look at balances that might fit the bill too. -- Keith ''StarPilot'' Barrows ASPInsider http://sol3.net/blogs/starpilot Tag: Running Balance Display Tag: 205119
  - 12
    - One money file, 2 computers I am new to money. I want to be able to access money both from work and at home. To facilitate this, I have a portable Hard Drive. I installed money to it at home, installed money to it at work (stoopid registry) pointed both instances to a single money file. Now, when I run it at home, everything is fine. When I run it at work I get a critical file is missing error. I reinstall at work and everything is fine again. I go home and voila! A critical file is missing error! <grrr /> How do I skin this cat? Is there a better way of doing this? I won't be purchasing money until I can cleanly run it. -- Keith ''StarPilot'' Barrows ASPInsider http://sol3.net/blogs/starpilot Tag: Running Balance Display Tag: 205114
  - 13
    - Downloading Statements I have been using Money 2005 for a long time with no problems, however in the last couple of weeks when I download statements I get the message "You have no statements to read", but when I go to my individual accounts there are items to read. Why do I get this message? I have cleared my temp file and uninstalled/reinstalled Money. Tag: Running Balance Display Tag: 205109
  - 14
    - PPC view BUDGETS / BILLS Is there a way to sync the Bills and Budget section of Microsoft money 2006 to PPC so that I can view the Bills and Budgets on my PPC. I have Microsoft Money version 2.05 for pocket pc. if this is on this software instalation I need some instructions on how to find this area. if it is not, then I would like to know what is the best substitute for it (cheaper the better). thank you; -Heath Tag: Running Balance Display Tag: 205106
  - 15
    - Lost Detail on Imported Transactions Using MS Money 2005. I have been manually exporting from my bank website, then saving "xxxxx.ofx" file and Importing into Money. This process worked fine forseveral years, but in Oct 2005 I started losing the "memo" field on the imports - I now only get a one-word description in the register. My first thought was that the bank stopped exporting the detail, but I DO have the memo detail in the .ofx file. I can delete the transactions and re-import, and the memo info shows up, - but when I close and re-open Money, the detail is gone. Any help in understanding and correcting this problem is appreciated... Thanks. Tag: Running Balance Display Tag: 205104
  - 16
    - Lost Detail on Imported Transactions Using MS Money 2005. I have been manually exporting from my bank website, then saving "xxxxx.ofx" file and Importing into Money. This process worked fine forseveral years, but in Oct 2005 I started losing the "memo" field on the imports - I now only get a one-word description in the register. My first thought was that the bank stopped exporting the detail, but I DO have the memo detail in the .ofx file. I can delete the transactions and re-import, and the memo info shows up, - but when I close and re-open Money, the detail is gone. Any help in understanding and correcting this problem is appreciated... Thanks. Tag: Running Balance Display Tag: 205103
  - 17
    - Money 2006 Asset vs Loan I have searched through all of the help files, and I cannot find a better explaination anywhere. When you create a loan account in Money, it asks you if you want to attach an asset to the loan. For example, when I created my car loan, it asked me to attach my car. How are we supposed to use the asset account as opposed to the load account? It currently shows as an asset, but if I add the payments I have made to it, it reduces the value. What, exactly, should I be putting in here and tracking? Tag: Running Balance Display Tag: 205100
  - 18
    - Money 2006 will not show some new transactions I have several accounts set up from a couple years ago in 2005. Most work fine except one from Citi (credit card). Now that I have upgraded to version 2006, the transactions say they have downloaded, and there is a number of transactions said to need reviewing, but I cannot show them. Other credit card accounts work fine. Any ideas how to make these transactions show in the accounts? Scott Tag: Running Balance Display Tag: 205096
  - 19
    - Wrong Calculation In Capital Gains I'm having problems with one of my reports. It's a YTD Capital Gains report and all the trasactions except on show the right amround. I've tried deleting and re-entering the Buy/Sell transactions for this investement with no results. It shows a Purchase Cost of 782.2 and a Sale Proceeds of 925.67, however the Gain/Loss field shows -0.0014. Clearly it should be 143.47. Any idea how to fix this? I'm runing MS Money 2006 Canadian edition and the Investement in question is in US Dollars. However, all other US investements show the propper Gain/Loss. Tag: Running Balance Display Tag: 205088
  - 20
    - Money 2004 Small Business Tax I started a small business, does MS Money Small Business 2004 keep track of the tax catagories like 1065's and Schedules? Tag: Running Balance Display Tag: 205087
  - 21
    - Upgraded to '06, went online, now 2 registers??? I have been very cautious about starting online banking but decided to take the plunge. I upgraded my Money 2001 to 2006 and signed up with my bank. I have read the help file and did some searching for tutorials to no avail for my problem. What I dont understand is how having my check register which I enter transactions in manually and now a check register my bank has downloded will save me time. Do I need to balance both? Make entries into both? I just can't get wrapped around this. Thanks for any help, Sam Tag: Running Balance Display Tag: 205084
  - 22
    - Why does Money 2006 keep looking for a server? I just upgraded from Money 2000 to the Canadian version on Money 2006 Standard. I don't want to store any of my information online and I want to download the information from my bank manually. I don't want Money goint to the internet to get anything unless I ask it to. However, I don't think that is what is happening. I think it is somehow looking for something over the internet first and then looking locally no matter what I want to do. When I click on the banking menu item I usually get a message saying "Cannot find server". When I click a second time it shows the Account list. It seems to happen on the other menu items as well, although not as often. I have seen references in the newsgroup to a Work Offline option but I have not been able to find it. Is there a way to keep Money from going over the internet unless I ask it to? Also, it appears that 80% of the links and menu items go to msn.ca (probably MoneyCentral in the US). Is there some way to get rid of those items? I only want to see the local functionality in Money itself when I am in Money. I have a web browser for finding sales pitches on web when I want them. Tag: Running Balance Display Tag: 205083
  - 23
    - Net Worth Over Time Report doesn't show bar chart I just upgraded from Money 2000 to the Canadian version on Money 2006 Standard and the Net Worth Over Time Report doesn't work properly. It will only show as a report. Options to change to a bar chart are greyed out. The first half dozen times I tried the report it showed the months but there was no data on the report. After trying various combinations of Level of Detail and Display As it now shows the data in a report format. The Net Worth Over Time bar chart was about the only thing my wife ever looked at. If the bars kept getting higher towards the right all was good. If not, she would want to "help" in my spending decisions. Any ideas how to get the bar graph back? Tag: Running Balance Display Tag: 205081
  - 24
    - Unable to get latest info about AMEX acct into Money I'm using 2006 and I don't know why, but suddenly when I update my AMEX account either via the automatic updates or OFX import, Money reports the correct bank balance, but doesn't show any of the individual transactions. Any thoughts on how to solve this problem? Thank you. Donna Tag: Running Balance Display Tag: 205068
  - 25
    - exporting from Money 2005 Is it possible to export only certain information from Money to Quickbooks? I was reading that to import a file to Quickbooks it needs to be an iif format. I thought if I could export only certain information (a specific category) from Money to Excel, I can then create and iif file to import to Quickbooks. Is it possible to say create a report in Money and then export it to Excel... only a specific category? Appreciate any help, Carole Tag: Running Balance Display Tag: 205065
- Next
  - 1
    - MS Money 2006 password Is there any way to get rid of the requirement for a password at start-up? I don't have anything secretive on my MS Money 2006 files and the start-up password process is just a delay in the start-up proceedute. I'd like to get rid of it. Tag: Running Balance Display Tag: 205062
  - 2
    - Let's earn money Let me explain how it goes, go to this link: http://www.surfjunky.com/?r=KEKEzg and if u decide to register, after doing that click on earn money, and after that you will be shown a window with some sponsor pages, and that's it, very simple... Only problem is that one of pages is not working properly, so you allways have to click no in opened window. While i'm writeing this, i earned 0.08$, this is proven!!! Try it, it doesn't cost you anything. I am not doing this for anyone, and i'm not doing this in commercial reasons, but only for money just like you will when you try it... Tag: Running Balance Display Tag: 205061
  - 3
    - Money 2000 ITA - Euro Patch Microsoft support has removed the patch for Money 2000 - ITA for using the Euro as the base currency. Does anybody has a copy of this patch or knows where I can find it?? Thanks in advance Alessandro Tag: Running Balance Display Tag: 205057
  - 4
    - Tabaco, Cofee and other small stuff Hey guys this is a bit silly but where would you put the tabaco and cofee stuff? Well its spending I think it is worth keeping an eye out for Tag: Running Balance Display Tag: 205054
  - 5
    - Problems with personal and business accounts in one money file? Or use multiple money files. I've been used Money for years for my credit card, checking, some brokerage (the ones that work), etc. cards. Just one account, and when I open Money, that account opens. I am now about to become the treasurer for a business (a simple partnership) and a nonprofit (synagogue). I would like to keep those books in Money, but I don't think I want the business accounts in the same file as my personal accounts. I really don't see a need (I think) for a business version of Money (is there such a thing?). Neither business will have any inventory, just cash in and cash out for bills and such. Since there is a file menu on Money, I presume there can be more than one Money file, and opening the program would then prompt for which file to open. Correct or incorrect? If with one file open, I do online updates, would it just do the accounts in that one file, or all accounts in both files. It would seem it ought to be the former, but just want to be sure. Any other problems I have not considered? Thanks for any help. Tag: Running Balance Display Tag: 205043
  - 6
    - Money 2006 Employee Stock Options Why aren't my stock values correct? Using basic math 10 shares @ 41 is 410, but money comes up with anything from 84 to 64 Tag: Running Balance Display Tag: 205042
  - 7
    - Online updates only working with credit accounts? I have been struggling to get my account set up with automatic updates in money 2006. I have set it up successfully for 2 credit card accounts. But, when I set up brokerage accounts, they appear to connect to my accounts but then say $0 (this occurred with 3 accounts: Etrade, Fidelity, anad Vanguard). I searched the help/ user guides but found nothing about this problem. My bank (Citizen's Bank) apparently does not allow for automatic updates. I checked to see if Citizen's bank was on the financial institution list before I downloaded the software, and it was, so I feel like the list was a bit misleading. It says 'File imports' under Services in Manage Online Services. So how can I manually import data from my bank? Tag: Running Balance Display Tag: 205035
  - 8
    - Enter acct balance then....? Newbie here. Just started using Money. I obediently entered the closing balance from my last statement and then started plugging in transactions after that date...now the checkbook and the balance in Money do not agree. Worked great with Quicken...I just got tired of talking to people in Bangladore. Short of deleting the account and starting over with a phony "ending balance" that would make the two agree (and then poking all subsequent transactions back in again :-( , is there an easier method? I want to start Money out as of 1-1-06. Bob Gardner Tag: Running Balance Display Tag: 205033
  - 9
    - 2k6 Budget problem I've just started trying to use the budget features of Money (advanced budget). I entered my mortgage payment into Money as a bill and told Money to track that in my budget. What's weird is that for this month (February), it says I have a budgeted amount of 0.00, and so I'm over budget... for the month of March, the budgeted amount is 2x my mortgage. I can't see April yet to see if it's correct, but I want to ask if there's something I should check in the meantime. Thanks! Tag: Running Balance Display Tag: 205030
  - 10
    - Autoreconcile reports that it can't balance one of my accounts, but I've only been using the Money 2k6 trial version for a few weeks now. Subject says most of it... recently every time I use online update, one of my accounts reports that it couldn't reconcile the account with my bank data. The account previously balanced fine. I do have some transactions that are automatically entered (a paycheck, etc) as well as some manually entered transactions that haven't cleared yet... does Money not ignore those transactions? The weirdness is that if I compare my RECONCILED Money data (that is, add/subtract the unreconciled amounts from the local balance in Money) to my bank website after accepting the new transactions, the amounts line up. Any suggestions? Tag: Running Balance Display Tag: 205029
  - 11
    - MS Money 2004 and PayCheck options for direct deposit I am having an issue w/ setting up my paycheck w/direct deposit Money will only allow one acct to which your direct deposit goes to (unless I'm doing sumpin wrong). How ever my empoyer splits it into my savings and checking as it is being deposited. how might I do this??? Tag: Running Balance Display Tag: 205026
  - 12
    - Money 2006 and multiple Sole Proprietorships We are interested in using Money 2006 to manage family finances as well as the finances of at least three small proprietorships, two of which are likely to incorporate sometime in the next two years. It appears that Money (Small Business Edition) cannot manage multiple business entities in the same file, so the obvious workaround is to have separate files for home and each of the business entities. My questions: 1. Is it indeed correct that Money Small Business cannot track multiple entities in the same file? 2. Is it possible to share information between Money files (such as money moving from family finances to business finances and back, name and address data, etc)? 3. Is it possible to create reports and charts showing overall financial status for all tracked entities (1 home + 3 businesses)? In other words, is it possible to create multi-file or cross-file reports/graphs/charts (perhaps with the use of some intermediary file that collects the data from the others)? If his can be done without relying on Excel (and sacrifing the nice Money formats), I'd be thrilled. 4. Are there any best practices publications/sites I can look to for advice on managing multiple RELATED Money files? Thanks! Gilad Tag: Running Balance Display Tag: 205022
  - 13
    - Reports By Category Groups rather than Category I have many categories such as "Gas" that are under category "groups" such as "Automobile". I want to view expenses by these groups rather than the too granular categories. Know how I can do this? Do I have to instead create sub categories under the main Automobile category? thanks Tag: Running Balance Display Tag: 205021
  - 14
    - Credit card finance charge I don't know what I could categories for my credit card finance charges Tag: Running Balance Display Tag: 205019
  - 15
    - Money 2005 and Windows Me Is Money 2005 compatible with Window Me? If it is, is there any reasons why I wouldn't to upgrade Money 2000 to Money 2005 on a computer running Windows me? Tag: Running Balance Display Tag: 205017
  - 16
    - Money 2006 and choosing Bill Pay Provider My bank provides bill pay, but I do not want to use it. Instead, I prefer to use MSN Bill Pay. I cannot figure out how to either disable my bank's bill pay service, or specify I want to use MSN bill pay. Any Ideas? Using Money 2006. Thanks Tag: Running Balance Display Tag: 205012
  - 17
    - money 2000 and 2005 My laptop runs windows xp, my desktop runs windows me. I have money 2000 on the desktop and I am trying to transfer the back up from my laptop to my desk top using my backup on a floppy disk. Its starts restoring the backup and then asks for a password, I never created a password. How can I share the file on both computers? Tag: Running Balance Display Tag: 205008
  - 18
    - Dramatic Size change in Money 2006 file While we are starting a new year, I have deleted several old transactions from Money. As a consequence of these activities, the file size increased from 6 MB to 24 MB. Does anyone know why this happens ? -- Ahmet Ozen Tag: Running Balance Display Tag: 205006
  - 19
    - Using Money Premium in Canada I have been using Money for 9 years now and am quite pleased with it. I am currently using the Canadian Edition of Money 2000. I use it on nearly a daily basis to track my income, expenses and investments. I would like to upgrade to a new version to be sure that my stock quotes and bank downloads will continue to work and hopefully gain some of the improvements and fixes that have occurred in the past 6 years. It appears that Money 2006 Standard does not track investments and it appears that Premium does not work for Canada. Since I have been happy with MS Money I wanted to be sure before I went out and purchased Quicken. Has Microsoft really given up the Canadian market for personal investment tracking to Quicken or do they have some other product or version I am not aware of? Tag: Running Balance Display Tag: 205003
  - 20
    - 10 steps to lower your mortgage http://mortgagebusters.bravehost.com Tag: Running Balance Display Tag: 205002
  - 21
    - Backup file size different from last week I backed up Money today and I noted that the file size was about 10 Meg, but the backup last week was closer to 20 meg. I thought there might be something wrong with the backup I just did, so I did the backup again, to another location, and still it was 10 Meg. What would explain the drastic change? Nothing was deleted during the week. Thanks. Tag: Running Balance Display Tag: 204991
  - 22
    - Pocket PC not synchronizing to Money after upgrade I upgraded my Money 2003 to 2005. But my Pocket PC 2002, that was communicating without a problem to 2003 it's not able to access Money anymore. I upgraded both, my PC and the Pocket PC to 2005, but I haven't found a way to synch. What can I do? Thanks Tag: Running Balance Display Tag: 204990
  - 23
    - Recording Merger I've a merger that the wizard doesn't completely handle. BAC & MBNA merged. BAC gave 1:2 shares + some cash. They paid CASH-LIEU for fractional shares. Thus I have the following activity on my statement which I'm trying to record in Money. Before MBNA - 32.7068 shares Now 1/3/06 BAC SHRS rec'd through merger = 16 1/3/06 MBNA Fee = $25 1/3/06 MBNA Merger = (32.7068) = $134.92 (I think this is the cash part of the merger. 1/9/06 BAC CIL On 0.38284 @ 46.62010 = $17.85 (I think this is payout of 1/2 the fractional share left after the 1:2 stock swap) I have NO CLUE how to properly record this in Money 06. Please advise. Tag: Running Balance Display Tag: 204984
  - 24
    - Money 2006 Transaction Matching-Ugh! This prompted me to add my .02... --- From Daniel Billingsley: a) The abysmal stupid retarded moronic semi-worthless transaction matching when you download transactions from a bank, whereby it matches a $24.89 transaction you entered to "Farmer Jack" on 2/10/2006 to a downloaded $24.62 transaction to "Amoco" on 3/05/2006? I can't count the number of hours of wasted unmatching this kind of stupidity, and I've *NEVER* found that I had just entered a transaction wrong in these cases. --- I have to agree with you. With the transaction matching, I can't figure out what it uses to match downloaded bank transactions with-the amount OR the payee. the preferred payee listing should help SOME, but like me(and probably MANY others), Wal-Mart is a store I shop at the most often for groceries, household, etc. Many times, the match amounts are different and the payee doesn't even LOOK the same or use the same letters in its name. That one is hard to figure out why! My payee list was recently cleaned up and my bank download this morning matched(or mis-matched) over 1/2 my entries and even attempted to match to a reconciled transaction. At least MS Money makes it easy to identify it when (mis)matched so we can match it to something else or just make it a stand-alone altogether. My vote would be for matching to look for amounts first and payees second. That would greatly reduce the time attempting to rematch things. MS MVPS-Anything we can be doing to assist this process when entering stuff? Glenn B. "Returning Money User" Tag: Running Balance Display Tag: 204981
  - 25
    - Money can't sync a Certificate of Deposit (BANK VS INVESTMENT) I have a certificate of deposit CD, held at Bank of America, setup through, money that I update manually. Recently, I setup Money 2006 to sync with Bank of America (California). And low and behold it downloaded this account. Unfortunately the downloaded account is a BANK account while the account that I created through MONEY is an INVESTMENT account. Is there any way to merge these two accounts and continue to get udpates on the balance? Really, I would like the account to remain an investment since Money regards CD accounts (wisely) as investments. -- Daniel -- Daniel Blackmon Project Lead - Software Engineer Worldwide Environmental Products Inc. Tag: Running Balance Display Tag: 204979

Hello,

I am a new MS Money 2006 user and was wondering if there was a way to
display the running balance on any of my accounts that I have setup. Only the
bottom line balance is viewable.

Thanks In Advance.

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