Transaction Types

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- Previous
  - 1
    - Money 2002 - Recovery of a corrupted file ?? Hi, I have managed to close my money 2002 file incorrectly. I had not set up the backup function and the file repair tool says it is unabe able to read the file. The previous saved backup file I have is 3 months old and I would like to recover that 3 months of data from the corrupted file. Is there a tool I can use to edit the corrupted file so that money can open it? or to just view it in a basic way to manually transfer the data over to the older file? Tag: Transaction Types Tag: 219433
  - 2
    - Configuring the "Investment Activities" window - Money 2006 I have kept track of many investment activities in Excel spreadsheets for many years. Now I would like to "copy / paste" the transactions into Money. I would like to free up as much of my screen as I can so that I can work with two simultaneious windows "sharing" my screen, one Excel and one Money. Trouble is that Money forces me to look at at lot of Icons and menu lines at the top that chew up a lot of my valuable screen. How can I cut it back to just the bare bones: File Edit Favorite Tools Help? Tag: Transaction Types Tag: 219432
  - 3
    - MS MONEY 2007 DECIMAL PLACES I WANT TO DISPLAY MORE THAN 2 DECIMAL PLACES IN MS MONEY PORTFOLIO..ESPECIALLY WITH QUANTITY OF STOCK, Tag: Transaction Types Tag: 219425
  - 4
    - No cash flow in 2006 OEM My previous PC had Money 2002 OEM, and I used the cash flow forecast all the time. Now I have a new PC, Money 2006 OEM, and the cash flow forecast is not available as a feature. It would be worth it to me to just run 2002, but I can't because there's no installer: it was built in to the PC recovery disk. So instead of a smooth upgrade, I'm stuck without the one feature I really want. The only way to keep what I had for years is to pay for the Deluxe version. Microsoft, what gives?! Why should I bother to use Microsoft Money at all? If you're forcing me to play the market, I might as well buy Quicken. Tag: Transaction Types Tag: 219419
  - 5
    - How change stock/co. name in Money '02? I use Money '02 on Win XP.(I haven't upgraded to a later version because my understanding is that the later versions are more closely tied to MSN Money, which is NOT something I desire.) One of the stocks/companies I own has undergone a name change, from Duke Power to Spectrum Energy. So when I download my holdings info from my brokerage site, Money says 'Add 100 shares Spectrum Energy.' But I don't want to add those shares, not unless I can show that they are the Duke Power I bought a couple of years ago, with all that Duke history carrying over to Spectrum. I looked online help and on the web. Couldn't find how to do this in Money. Your suggestions will be appreciated. Thanks. Angela Tag: Transaction Types Tag: 219414
  - 6
    - 2002 problems i had money 2002 on my computer. i took it off and reinstalled it b/c i wanted to start using it again. it work fine before. all of my accounts have to be downloaded except for my discover card. when i go to set up online services with discover card i get this message "cannot complete a required online call at this time" i went through the support infor on microsofts website with no success. i think that i need to input the account, user name and password. there is no place to do in account infor. and when i go to the login lockbox and click on the fin. instit. tab all it says is what password do you want money to remeber. you cant select advance you can only select ok or cancel. im at my wits in and hopefully someone can help me. i have uninstalled andreinstall two different times trying to get it to work. any help would be appreciated. Tag: Transaction Types Tag: 219413
  - 7
    - Account Transaction Report Incorrect I use MM2007 Premium. When I go to the report section>Account Transactions>Previous Year the Amount column is correct but the Running Balance is not correct. You can see the correct balances if you go to the account. Any ideas! Tag: Transaction Types Tag: 219406
  - 8
    - Lifetime Planner losing link to paycheck For the past few days, M2007 has been losing the link to my paycheck every time I go into it, which puts me at a $0 income and of course everything is messed up from there. Since M2007, the information that shows in the dialog when linking is garbled, but it's been like that since the beta program. I haven't posted any new paychecks from the bills center into my account in the past few days. Is this happening to anyone else? Any thoughts on how to fix it? Thanks. Tag: Transaction Types Tag: 219405
  - 9
    - Home Inventory on Money 2006 Standard I saw a previous post that you can add Home Inventory back to your home page by customizing it, but I still don't see it. Was this functionality moved to Deluxe starting with Money 2006? Thank you! Tag: Transaction Types Tag: 219396
  - 10
    - Guaranteed Payment or Self Employed Does anyone know how to get Money 2007 to recognize income as Guaranteed Payments (from partnerships)...or self-employed income for that matter. Basically, anything that will allow me to "escrow" self-employment taxes that are only payed every three months...I want my budget to show the "Net" amount as income rather than a quarterly charge in one month. This has bothered me for three years, so anyone who can help me with this one...um...will be greatly appreciated. Tag: Transaction Types Tag: 219395
  - 11
    - How to turn off categories In Money 2007 it keeps telling me that I must assign a category. I do not want to do this. I even went into tools, settings, category settings and there is not a place to turn off categories. How do I do this? Tag: Transaction Types Tag: 219393
  - 12
    - How to change investment "Category" ?? I have M-2004, and now I remember why I hate it so much. After the first few frustrating weeks I abandoned trying to do invoicing and bookkeeping, and have only used it for investment tracking since. And it is barely able to do that. I've tried and clicked and poked and prodded, but I cannot figure out how to edit the "Category" of any particular fund that I hold. Right click, left click, tools/options, "see details," nothing nothing. HELP?????????????? Tag: Transaction Types Tag: 219391
  - 13
    - Online Stock Trading for 2007. Here you can learn what's new in Stock Trading and Stock Market in new year.It's help you plan toward financial independence. http://flying-rugs.com/stock-market/ Tag: Transaction Types Tag: 219384
  - 14
    - Online Stock Trading for 2007. Here you can learn what's new in Stock Trading and Stock Market in new year.It's help you plan toward financial independence. http://flying-rugs.com/stock-market/ Tag: Transaction Types Tag: 219383
  - 15
    - Printing a date range for one account in Money 2006(small biz vers My client has Microsoft MOney 2006 (Small Business version). HE wants to be able to print a date range of reports (for example a Month) on one Month for just ONE ACCOUNT. Perhaps this is done by filtering, or whatever. So my question is how can he print a report for one month on one account. THere is one report that comes close -- the "Tax Report". However it mixes all the accounts together and does not appear to easily provide a date range. Tag: Transaction Types Tag: 219374
  - 16
    - Money 2006: Cash Flow vs Budgeting I have a simple question (can provide more information if/when required), but I've made a budget that 'supposedly balances'. At the 'Enter you expenses' screen, the bottom says: Total monthly income: XXX Total monthly expenses: XXX Left over: $126.95 When I click next, I get the option: 'You will have $95.48 to save or spend each month.' My first question is why don't those two amounts match up? Then finally (for now - I have found other weird behaviors in 'Budget Summary' but maybe they'll clear up when/if I solve this problem), if I look at my cash flow, it gradually goes 'downward' and eventually into the red - which obviously I'm trying to avoid ;) Please let me know if there are any known 'deficiancies' in cash flow and/or budget. I did have to hastle around to get one of my money bills (transfer into retirement account) to show up under the 'Transfer out of budget account'...I think I just set the contribution account of the retirement account to not be included in budgetting or something. Tag: Transaction Types Tag: 219370
  - 17
    - Transfer between Accounts 1. I use money to automatically update my bank accounts using the sign-in information I registered with Money. 2. When there is a Transfer between accounts, the downloaded transactionwill not set the category to "Transfer to/from Account" in all cases. When you set it manually, a duplicate transaction will then appear in the other account. What shld I do to avoid this? Tag: Transaction Types Tag: 219367
  - 18
    - Turn $5 into 50k, honestly does work! ----- Make Up to $50K ----- MAKE AS MUCH AS $50K IN A MONTH FOR AN HOUR'S WORK!!! -100% LEGAL AND ETHICAL- This program is truly simple and if you FOLLOW THE INSTRUCTIONS=20 honestly, you will be successful - just give it a shot. Remember: The=20 closed mouth doesn't get fed! You may have heard of this program before (or one similar to it) on=20 Oprah, 20/20, or even in The Wall Street Journal. It's commonly=20 acknowledged as a real, legal, effective cash generator. Quick and=20 simple, $10 is all it takes. The program is an easy step-by-step process that takes virtually no=20 time. PayPal verifies that this very minimal $10 investment is 100% legal. This program may take 30-60 minutes of your time, but it is most=20 definitely worth it in the long run, as the potential to generate cash=20 money is virtually unlimited. Don't throw your hard-earned money away... try this no-risk investment=20 that will help make you thousands of dollars very easily and quickly.=20 To get started just copy this whole page and edit it per the=20 instructions below, and in 2-3 weeks you could have upwards of $50,000=20 dollars in your PayPal account (or potentially even more)! Most people=20 do this program because of: a) the low investment level ($10 dollars) and less than an hour of=20 their time, and b) the high profit potential (up to $50k in one month)! There is no limit to the income you can generate from this (as you can=20 keep doing it over and over again). If you follow the instructions,=20 you will reach thousands of people! Honesty, Faith, Trust and Integrity are what make this system work. Program Steps Most everyone has heard of PayPal. Anyone with an e-mail address can=20 join for free. If you are not already a PayPal user the first thing=20 you need to do is sign up at www.paypal.com Its very easy to set up=20 and it's free. Just make sure you sign up for a Business or Premier=20 account as you may otherwise be subject to a monthly income limitation=20 which can slow the program down considerably. Step 1: Send a $5 donation to the first person on the list by using the PayPal=20 "Send Money" feature: for the type of transaction, choose Service, and=20 in the subject line and notes fields, put PLEASE ADD ME TO YOUR=20 LIST. This keeps the program safe, secure and legal. Then, send=20 another $5 donation to the 5th person on the list in the same manner,=20 except in the subject line and notes fields, put THANK YOU, I'VE=20 JOINED. Step 2: Delete the first e-mail address in the list and shift the other four=20 email addresses up one place, so the 2nd is now the 1st, the 3rd is=20 now the 2nd, the 4th moves to 3rd, and the last one moves up to 4th.=20 Then place your own e-mail address at the bottom, in the 5th position. (Make sure you use the same e-mail address that you used to open your=20 PayPal account, or you will not receive payment!) Do not try to do this deal in any way other than this! DO NOT TRY TO=20 PLACE YOURSELF IN THE FIRST PLACE. IT WILL ONLY REACH THE PEOPLE YOU SEND IT TO, AND THEN YOUR NAME WILL BE REMOVED FROM THE LIST! This=20 program has been around for a long time, and people have tried all=20 kinds of ways to change it, cheat it, or do it differently, and it=20 never works! This program is based on honesty, faith, charity, and following=20 instructions. IF YOU DO IT THIS WAY, IT WILL WORK! YOU WILL MAKE A LOT OF MONEY! If you do this the way it was designed, it will reach thousands by the=20 time your name gets to the top. Remember to send a $5 dollar donation=20 to the 1st e-mail address with the message, PLEASE ADD ME TO YOUR=20 LIST, and a $5 dollar donation to the 5th e-mail with the words,=20 THANK YOU IVE JOINED. This is how the 5th person keeps track of the=20 progress of the letter and continues to post or send out the form=20 accordingly (see below). Here is the list: 1=2Ebaileybaggins@hotmail.com 2=2Eomahmood@gmu.edu 3=2Ejrlgsl@yahoo.com 4=2Ekkim@gmu.edu 5=2Ejoepic19@optonline.net Step 3: Now that you have sent payments to the 1st person and 5th person and=20 placed your e-mail address in the 5th place, the next thing you need=20 to do is post and/or email your letter. You can post on it on=20 craigslist.com or backpage.com for free, or use any other message=20 boards, newsgroups (there are thousands), or classifieds. You can also=20 email your letter to your personal e-mail list or other email lists. Step 4 (This is the CRUCIAL step!): The 5th person is the guardian of the system! The 5th person on the=20 list must keep sending and posting the letter until they receive AT=20 LEAST 20 replies (20 x $5 =3D $100). If you don't do this, you won't=20 make very much money! IT IS YOUR JOB AS THE 5TH PERSON ON THE LIST TO=20 ENSURE THERE ARE AT LEAST 20 "THANK YOU, IVE JOINED" replies before=20 you stop posting/sending the letter, in order to make the system work=20 right for everybody. Do not give up! Persevere until you get 20=20 initial replies! I promise you, it will be worth it! You will receive many thanks and the same blessings when your name is=20 1st on the list as upwards of 8000 to 15,000 people will send you $5=20 dollars donations! Keep in mind the most you will have spent is $10! (As the old proverb goes: "What goes around comes around!") _______________________________________________________________________ ___ Some Testimonials: Mary Gaters, Columbus, SC: I only have one thing to say to you: OH MY GOD! I sent out 142 copies=20 total before 20 replied, just like the instructions said. Then I went=20 on a short vacation. When I got back my account had over $32,000=20 dollars in it already and the money was still coming! I'm still=20 floating on air! I thought the guardian system sounded cheesy, but now=20 I realize it is the formula that makes this letter really work!=20 THANKS! Richard Barrie, Boulder, CO: I was shocked when I saw how much money came flooding into my PayPal=20 account. Within 3 weeks my account balance has ballooned to $22,449.=20 At first I thought there was some type of error in my account!!! _______________________________________________________________________ ___ Please give this program an honest effort. You will not be=20 disappointed and will be very glad you participated when it starts=20 working! Remember, your only out of pocket expense is about the cost=20 of two coffees and a donut with the opportunity of banking thousands=20 of dollars into your PayPal account! Take a tiny risk on this small project and reap the rewards today and=20 tomorrow! - THE CHOICES YOU MAKE TODAY WILL AFFECT THE LIFE YOU LEAD TOMORROW " HERE ARE THE STEP-BY-STEP DIRECTIONS AGAIN: Step 1. Set up your PayPal account, if you don't already have one, and send=20 the top name ( 1st person ) $ 5.00 dollars donation. DON'T FORGET to include=20 "Please add me to your list". This is important as it keeps the=20 program legal. Step 2. Send the other $ 5.00 dollars donation and a note stating "Thank you.=20 I've joined" to the 5th name on the list. Step 3. Remove the top name, bump the other 4 names up one place each. Place=20 your name in the bottom slot and you will receive a minimum of $ 100.00 for your=20 efforts. Step 4. Keep sending/posting the letter until you receive 20 "Thank you, I've=20 joined" replies in your mailbox. That's it, It's that simple ! Tag: Transaction Types Tag: 219366
  - 19
    - Updating investments I have IE 7, MS Money 2007. I have four investments that will update and reflect the total shares owned but it won't take the share price and compute what is the total cash value of the investment. On MSN Money site it does list my shares and the value of the investment. I don't know why MS Money 2007 won't give me the same information as MSN Money. Does anyone know how to fix this? I tried MS support but they had no solution. My other investments are fine. Tag: Transaction Types Tag: 219358
  - 20
    - burt White/Wachovia GO fund recommendations Hello all- I'm considering investing in Wachovia's GO (Global Oppurtunities) Fund. Does anyone have any experience with this fund, or its manager, Burt White? Any information greatly appreciated. LT Tag: Transaction Types Tag: 219356
  - 21
    - burt White/Wachovia GO fund recommendations Hello all- I'm considering investing in Wachovia's GO (Global Oppurtunities) Fund. Does anyone have any experience with this fund, or its manager, Burt White? Any information greatly appreciated. LT Tag: Transaction Types Tag: 219355
  - 22
    - Reset Password Can someone tell me how to reset my passwprd in Money and for some reason I have to work offline when I get into money why is this? -- Thanks Man Tag: Transaction Types Tag: 219354
  - 23
    - MSM 2003 - Update Prices Online Greetings. Does the ability to update stock/bond/mutual fund prices on-line go away once a product has passed out of active support? It seems my installed version of Money 2003 no longer has that capability. (I have not used that function for a long time) Thanks, Scott Tag: Transaction Types Tag: 219353
  - 24
    - Encryption in Money 2004 Does Money encrypt the data file in money 2004? If not can I use the encryption in XP to encrypt the money data folder and have XP decrypt it when money opens it? Tag: Transaction Types Tag: 219347
  - 25
    - Importing Statements I currently download statements from my bank to Money 2007 as my bank no longer supports direct downloading. The problem is that I have multiple accounts and a few accounts are downloading to the wroing acocunt in money. How can I change the account that the downloaded data goes to? Tag: Transaction Types Tag: 219346
- Next
  - 1
    - Free Pc To Phone Calling Now you can call anywhere in world for free ...hurry up...Its Globe 7.. you are paid to watch free videos(of your choice)... Now its no. 1 VOIP service in the world....Click on the link below...download the software, register for free and start calling.... What are you waiting for now.... Call any phone anywhere Free! - Globe 7 http://surl.in/HLGB7268591UXYDPMK-googlegrp Weather Report Toolbar Hi all..Now you can get the weather report of your area instantly...Just Install the toolbar and get the weather report on it..Instant report..Go for it...What is you waiting for... Download the toolbar only 400Kb, Install it..and thats it... Download Weather Toolbar - Instant weather reports, forecasts, and radar images anytime for FREE! - http://surl.in/HLWTD268591UXYDPMK- googlegrp Tag: Transaction Types Tag: 219345
  - 2
    - File Size Limitation I have been toying with MS Money 2003 which crashed and went out of business for some reason at 15 MB. I tried to restore and it lock up/non-recoverable form. Now I have upgraded to Money 2006 and trying to classified a year's worth of transactions again. It keeps crashing. How do I get MS Money updates too? Tag: Transaction Types Tag: 219340
  - 3
    - THIS SITE COULD ADD UP TO A HUGE CASH FLOW!! VISIT AND SEE HOW IT CAN HELP YOU!! http://www.geocities.com/tender_foot33/howtomakemoneyusingtheweb.html? 1166752627921 Tag: Transaction Types Tag: 219339
  - 4
    - Problem with investment accounts MS07 Business edition... I have created three seperate investment accounts... one for a 401K (my wifes) a Money market account and one for a Roth IRA (Myself). All three accounts are with the same broker, but one has a different user ID than the other two. Upon creation, I entered all required info including online passwords etc... The accounts were created sucessfully, with the exception that no values were downloaded. All three account values showed ($) for the account value and ($) for the total portfolio value. I know the passwords worked as when I entered the information for the userid that has the two accounts, it automatically downlaoded both without me telling it there were two. So, I tried to update a few times... no luck. I deleted the accounts and tried to re-create them. Now, upon trying to re-create the account it tells me there is already an account at the broker using the userid I had used when I first created them. It will now only let me "update" the account through the creation process even though the account no longer exists in Money. How do I get Money to realize the accounts were deleted and how do I get all the transactions and account values to download? Help??? Thanks! Tag: Transaction Types Tag: 219335
  - 5
    - MS Money 2007 & Windows Live Password I upgraded to Money 2007 1/26/07 and it worked fine for 3 days. Today (1/29/07) it refuses to recognize the Windows Live Password. I've created a new password twice, cleared the browser & cookies, uninstalled & reinstalled Money 2007 - and still it does not recognize the same Windows Live Password that I used to gain access to this Discussion site. Ideas anyone? Tag: Transaction Types Tag: 219327
  - 6
    - Money 2005 - Can't get it to update itself. Just installed Money 2005 on my new PC but it won't go online and download it's updates. I get a pop-up telling me updates are available and asking if I want to download them. I click Yes and get a box that says Please wait while we prepare to download. Then it just sits there and does nothing at all. I have no internet activity or anything. If I click No and open the program, I can do the ONline Updates for stocks and such just fine, I just can't get the actual program update. Is this available somewhere I can download it manually or anything like that? Or any suggestions? I already tried making a new file, using a different admin account, etc and it doesn't help. Thanks! Tag: Transaction Types Tag: 219323
  - 7
    - undeleteable accounts and crashes in msm07 [This followup was posted to microsoft.public.money and a copy was sent to the cited author.] undeleteable ("this operation cannot be performed", and the web popup shows no further information). I have deleted all transactions within them that I can. One of them is an investment account (a CD) that ended with a "redeem CD" - that line will not highlight or select in the window, and I can not delete any transaction before it (those transactions do highlight). The other is in the bank accounts section and was (I think) the cash portion of the CD - and it also will not delete. I made a copy of my datafile and deleted every account except these 2, and did repairs. No luck. In the "real" file, trying to delete the CD account results in a crash to desktop with an error message that I copied to 15d_appcompat.txt and which starts out: <?xml version="1.0" encoding="UTF-16"?> <DATABASE> <EXE NAME="msmoney.exe" FILTER="GRABMI_FILTER_PRIVACY"> <MATCHING_FILE NAME="adapt.dll" SIZE="109360" CHECKSUM="0x24BD92C0" BIN_FILE_VERSION="16.0.0.1303" BIN_PRODUCT_VERSION="16.0.0.1303" PRODUCT_VERSION="16.00.1303" FILE_DESCRIPTION="MSN Money Adaptation DLL" and goes on for quite a while. Is there any external program that can determine what is amiss in this data file? Thanks, all. -- chagin1 at yahoo dot com Tag: Transaction Types Tag: 219321
  - 8
    - Fixed Assets I am a small sized business, 2 employees but my business is huge, $10,000,000 last year. I like to keep things simple and prefer to use MS Money Business for my financial program. I have decided to keep track of my fixed assets for my business for the 2006 tax season. What I need to do is to go back and re-enter some items, I think. \ If I create individual accounts for equipments, furniture, and software but already have paid my vendors our of my old accounts. How do I transfer the expeses over to the new fixed asset accounts that I created? Is this making sense? -- Aquila Business Services, LLC James Tag: Transaction Types Tag: 219318
  - 9
    - Slow Reports I'm running Money 2006 Small Business and most of my reports are very slow to load, espcially the budget reports. Anyone have any tricks or ideas how to get reports to load quicker?? Tag: Transaction Types Tag: 219317
  - 10
    - Headings Asset Allocation Can I change the "headings" to reflect investment catagories. For example change "other" to International? Or Small cap to Global INcome Tag: Transaction Types Tag: 219310
  - 11
    - cannont connect to online services for financial institution setup i am trying to set up online services for a new institution. i've had schwab set up for years, and i am still able to update that account. however, when i try to set up a NEW ameritrade account, when trying to do the initial setup i receive an error message saying "money cannot complete a required online call at this time. please check your internet connection settings and try again." however, i can click internet updates or connect to schwab just fine. i even tried setting up a new schwab account, since i know that works on my existing account, and i get the same message. anyone know what's going on? thanks! Tag: Transaction Types Tag: 219303
  - 12
    - Year End Accounting I never have done this. I remember a previous version (before 2006) suggested I do this with instructions what should be done. I can't find that information in 2006 premium. Does anybody know about this? Tag: Transaction Types Tag: 219299
  - 13
    - some MS Money problems that have kept me from upgrading I currently have MS Money 2000. I've purchased Money 2004, but switched back to 2000 because I didn't feel that much was improved. As I'm investigating Money 2007, there are still features missing that I believe it should have. 1) the ability to set up bimonthly payments for mortgages, auto loans, credit cards, etc. Paying bi-monthly can drastically reduce the interest paid over the life of a loan. 2) an easy-to-use balance transfer/consolidation simulator. it would be great to simulate projected savings and effective interest rates when considering balance transfer senarios. For example, it would be nice to simulate something like, Credit Card A has a balance of $5000 at 8%. Credit Card B has a balance of $5000 at 0% for 6 months, but a normal rate of 18%. It would be nice to simulate if it would be better to pay as much as possible on Credit Card A, because it (temporarily) has a higher rate, or to pay as much as possible on Credit Card B because all of the money would go to principle and allow one to reduce the balance as fast as possible. As Money is now, it automatically picks the highest interest rate, even if a low rate is only temporary. I'd like to see numbers for both. 3) similarly, regarding no-interest/no-payments offers to set up one "pay in full" payment at the end of the special financing term, without being prompted to make monthly payments during the no payment periods. I bought a fridge at Sears under one of these promotions. Because there is zero interest, it makes more sense to keep the money in an interest-bearing account and just pay it off at the end of the promotional period. The ability to set this up in Money would be useful. 4) the ability to assign multiple interest rates on one account. As with balance transfers above, different portions of credit card balances are subject to different APRs. Accurate financial planning requires that Money account for this. 5) the ability to store scanned receipts or online confirmation pages in an account ledger. So if I buy a book on Amazon with my checking account. I would be able to click a link in the checking account ledger to view a copy of the confirmation page from Amazon. Similarly, if I buy a bag of dog food at the grocery store, I would like to scan the receipt and be able to view it. This wouldn't be a bad idea for checks either - you could scan it just before sending it out. This would eliminate the need to keep paper copies of everything, and make it much easier to verify the accuarcy of ledger entries. Downloading things from the bank is useless if it's the bank's amount that you believe is incorrect from what was originally on the receipt. Just my two cents. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/communities/newsgroups/list/en-us/default.aspx?mid=07131916-a10c-457d-b5ac-ccf3fe02c23e&dg=microsoft.public.money Tag: Transaction Types Tag: 219298
  - 14
    - Installing Money 2007 I have Money 2003 on my computer and I just purchased Money 2007 Deluxe. Do I need to have the latest version and where can I find them so that i can use Money 2007. Everytime I try to install, I get a message telling me that I need the latest version or the Service Pack. Can someone tell me what I need to get this Deluxe installed. Thanks! Tag: Transaction Types Tag: 219295
  - 15
    - uninstall Money 2003 I have an old copy of MS Money 2003 on my computer that is not being used now and I 'd like to remove it. I've tried to use Add/Remove Programs but it wants me to insert the original CD which I no longer have. Is there a way to remove MS Money in a clean manner? John Keith kd0gd@juno.com Tag: Transaction Types Tag: 219291
  - 16
    - asset allocation When using the asset allocation functions/reports, ms money indicates under Money Market/Cash category, a value ($25K) that isn't there. I can track it to my brokerage account stock purchases. If I edit these transactions (remove transactions) it incorrectly increases the account balance by the same value $25K. Due to this problem it's difficult to get accurate asset allocation unless I manually recaluate all these values. Thanks for you help! Tag: Transaction Types Tag: 219289
  - 17
    - Store more character in "Pay to" field in the transaction entry window How do you increase the "Pay to" field ? It is too small to enter the shop and the city name. I can only enter 32 characters. I don't understand why the "Pay to" field in the transaction input window is so large !! all this space is lost since only 32 characters can be entered. Tag: Transaction Types Tag: 219284
  - 18
    - Yet Another "update in progress" download problem. This started for me around the middle of January. Online updates have been working fine for me for years. I am presently using Money Deluxe 2006. I have tried a bunch of things in the other posts, such as putting in some trusted URL's, disabling firewalls etc. but none seem to get me working. I tried turning off online services for an account but then can't log back in. The one thing I have noticed is that if I create a new account, I can get online for the initial query, thereafter I get the "update in progress". Ditto when I upgraded to Money Deluxe 2007. Right now I am back to 2006. Any suggestions would be greatly appreciated. Regards, Tag: Transaction Types Tag: 219283
  - 19
    - Income Edits to Budget 2007 When I add income items into Money 2007 budget, there are no selections for quarterly or annual items in the drop down menu. Is there any way to add these selections into the budget selections? In Money 1997 budget these selections are available. -- DBQCamper Tag: Transaction Types Tag: 219282
  - 20
    - Red Flag of Death I have it. Schwab says that to get the accounts working again I have to delete the old accounts and reestablish a new account. This new account will only have two years worth of data. Is there a way to merge the new account with the old accounts so that I have all 6 years of data ? Tag: Transaction Types Tag: 219281
  - 21
    - Negative Cash Transaction Account Balance in 401k account Hi, I have a 401k investment account from a former employer,setup in Money 2006 DLX as a retirement account, tracking cash transactions. Though I no longer make contributions to it, I've left the Employee matching box checked. I used the Add Shares tranactions to initailly create the account to add the current investment balances for each individual fund position. I periodically download the dividend or other transactions from my Fidelity site to update the account. I haven't reconciled in a while but the account was in balance last time I checked. I don't remember what I did to get it all balanced, The transaction activity types in the investment accounts are a mix of Buy, Sell, Reinvest Interest & Reivest Dividends. The cash account shows Dividends and Exchange In/Out transactions. The Cash account Balance was zero at this point. With my last download the transactions came in as buy transactions increasing the investment account to the correct balances (share units ageed to my statements) with a corresponding negative buy(?) transaction in the cash account, leaving me with negative balance for the sum of the last downloaded transactions. I changed the trans. type of the newly downloaded items in the investment account to Reinvest Dividends which automatically deleted the original corresponding negative buy transactions in the cash account leaving the cash account with a zero balance again as it should be, and all is well. Is this the best way to track this account? I want to include it in Planning and Tax functions. Is there a better set up so I don't have to manually change the buys to reinvest? Tag: Transaction Types Tag: 219277
  - 22
    - MS Money 2006 frustrations (reports and dloading bank information) So I've just recently installed the full retail version of MSMoney 2006 premium that's been sitting on my shelf for a year and I have a few problems that appear so basic in nature that I wonder if everyone else is having the same problems (and if so, why in the world would anyone actually use this product). OK, issue #1: MS Money provides this real nifty 'Spending by Category' report on the home page. Any CREDITS to any of the categories don't show. Example #1: I purchased a product, charged it to my credit card, then returned it a few days later. The report shows my SPENDING the money, but doesn't account for the credit for the return EVEN THOUGH the credit shows in the credit card ledger and both the purchase and the return are posted to the same spending category. Example #2: I was recently overcharged for a hotel stay out of town. The front desk at the hotel corrected the problem right there at the front desk. Since they had already overcharged my credit card before the billing error was detected, they simply issued a credit for the difference. Simple. The report in MS Money ONLY shows the (over)charge and NOT the corresponding credit even though both entries appear on the same credit card ledger, same date, same category (one a charge, one a credit). Example #3: I use the "Credit Card Payments/Transfers" category for all on-line credit card payments. Each time I make a payment, a charge(debit) for that payment appears in my checking account ledger and a credit appears in the credit card ledger (just as it should). Both these entries are posted to the same "Credit Card Payments/Transfers" category. The report ONLY shows the charge hitting my checking account and NOT the credits appearing in the credit card ledger. This seems to me like a real basic problem that would negatively affect every single MS Money user out there. Am I totally missing the boat here? For the life of me, I can't imagine a product being THAT bad. Problem #2: Anyone else out there use Washington Mutual for their checking accounts? Can you download trasactions reliably into MSMoney? Lord knows I can't. I'm trying to download transactions into MSMoney directly FROM MSMoney's synchronize 'feature'. It works for all my credit cards (100%), and works very rarely for my WAMU accounts. Sometimes I have to go into account settings and re-enter my passwords and it will work (once or twice). Usually it just doesn't work. If it NEVER worked, I'd say I'm doing something wrong. But it works about 20% of the time, so I'm reasonably assured that it's configured correctly. When it won't synchronize, I go to the www.wamu.com website and log-in just to make sure that the WAMU site is indeed working. Same conclusions as above here, Am I missing something here. Or is the product really THAT bad? Any input would be most appreciated. Dean Waters Vancouver, Washington Tag: Transaction Types Tag: 219274
  - 23
    - 2007 and moneysides Does V2007 have moneysides? Tag: Transaction Types Tag: 219270
  - 24
    - Controlling a category in a report I have been using M2006 for a year and an bit and have the following question. I want to be able to control the inclusion or exclusion of a category in a report from the category itself. I realize I can customize a report, but if I have a category that I do not want in any reports it would be easier to just exclude it. Meaning it would be excluded from all reports unless I specifically customized a report to include it. Ying and yang so to speak. Basically, I want to control the reporting characteristics of the category from within the category and not from within the report. Sounds like a simple thing to do. Any ideas would be appreciated. -- Thanks from Canada Tag: Transaction Types Tag: 219269
  - 25
    - Can anyone tell me if i can change this start and end date? get paid by my employer on the 20th of each month. Therefore, I would like my monthly budget to start on the 20th of each month and end on the 20th of the next month. I have a budget setup in Money 2006, but it automatically sets the month to start on the first day of the month and end on the last. Can anyone tell me if i can change this start and end date? If not, how do you get around this problem? I would appreciate any help. Thanx Tag: Transaction Types Tag: 219260

I am a new Money user and am wondering if there is a way to create custom
transaction types? I have been a Quicken user before now and have had the
option of creating custom transaction types i.e. instead of leaving the num
field set to blank I would have it say Bill Pay or something like that. I
understand it can be typed in each time but is there a way to add custom
options to the drop down.

Thank you for your time

Jeff

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Re: Transaction Types by Cal

Cal
Thu Feb 01 08:07:15 CST 2007

In microsoft.public.money, kc8duw wrote:

>I am a new Money user and am wondering if there is a way to create custom
>transaction types? I have been a Quicken user before now and have had the
>option of creating custom transaction types i.e. instead of leaving the num
>field set to blank I would have it say Bill Pay or something like that. I
>understand it can be typed in each time but is there a way to add custom
>options to the drop down.

No.

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