Transaction forms

TheMSsForum.com: The Microsoft Software Forum

The MSS Forum ‹ Money
- Archive
  - Biz
  - MCSE
  - CRM
  - Drivers
  - Framework
  - ADO
  - ASP
  - Compact
  - Forms
  - Dotnet
  - C#
  - VB
  - FontpageGen
  - Excel
  - WorkSheet
  - Exchange
  - Setup
  - Fox
  - Fontpage
  - ASP
  - IIS
  - Entourage
  - Money
  - Messanger
  - PocketPC
  - Powerpoint
  - Project
  - Publisher
  - Excel
  - VB
  - Security
  - Portal
  - Services
  - SQLServerDev
  - SVCS
  - SQLServer
  - VB
  - VC
  - MFC
  - ExcelGen

- Previous
  - 1
    - Regional Settings in Money 2006 I have been using Money 2006 Premium (version 15.0.125.513) for several months. My computer regional and language settings are set to English (US), and my base currency in Money is set to USD, although I do have several accounts in Canadian $. At the start, Money would open the msn.money pages for investing tools, etc. Recently, Money has defaulted to the msn.sympatico.ca versions of the msn pages (for investing, tax, planning, etc). I have tried resetting the base currency, and playing with regional settings, but cannot get money to point back to the US version of these pages. Any help? Tag: Transaction forms Tag: 201335
  - 2
    - I Make $3200/wk Online. Do you?? I Make $3200/wk Online. Do you?? Take surveys online and get paid up to $75 for each one. Send emails from home and earn $25.00 Each. More programs available. Visit our website and start today! http://sales917.moneytime0.hop.clickbank.net --- MAF Anti-Spam ID: 20051010170704I1a5PeN7 Tag: Transaction forms Tag: 201334
  - 3
    - ENJOY 25 EUROS NO OBLIGATION BONUS WHEN JOINING PAYPAL COMPETITOR + UNIMITED INCOME, CLICK: http://www.cashpayway.com/index.php?ref=414313 Dear Madam/Sir, please feel free to register and promote our new launching internet payment system: http://www.cashpayway.com/index.php?ref=414313 It's free to join and enjoy December only BONUS OF 25 EUROS + UNLIMITED STREAM OF INCOME. Have a good time... Tag: Transaction forms Tag: 201332
  - 4
    - SBC to ATT Has anyone a solution to changing the name of SBC Communicsations to AT&T Inc using the symbol T. Money does not allow this name change and use of a symbol previously used for another stock. I have tried to get round it by making it a merger of SBC into AT & T but this loses all record of dividend payments from SBC in the new named stock. Ebo Tag: Transaction forms Tag: 201325
  - 5
    - What is the best practice for categorizing Home Improvements? Hello, I have the following accounts: Home (Asset), Credit Card (for Home Improvement Store) and Checking (used to pay credit card). I download all transactions from card accounts. I realize that by categorizing charges to the credit card for Home Improvements as "Transfer: Home" successfully reflects increased value to my home and this is needed. When I make a payment to the credit card from my checking, I categorize it as "Credit card Payment/Transfers" and this is in my Budget. When I download my statement for the Credit Card account, I categorize the credit (decrease debt) transactions the same - as "Credit card Payment/Transfers". This obviously results in a zero value for monthy transactions of "Credit Card Payment / Transfers". My budget is looking at both accounts (Checking and Credit Card). My question is, what is the best practice to correctly account for these transactions? I would like to use the budget to see repayment of debt when I pay from checking. Thank You, Rich Staples Tag: Transaction forms Tag: 201324
  - 6
    - Any reason I'd want to upgrade from M2003 ? I've bought Money 03 a couple years back, a first MS Money package I ever used since Quicken. I have not used it extensively in the last two years, but it seems that it has most all that I'd expect from a financial software package. The automatic stock quotes are (or have ?) expiring but I can enter manually. That said, is there any reason I should be thinking about an upgrade ? From what I read on the Net it seems more like the "downgrade". Tag: Transaction forms Tag: 201322
  - 7
    - Starting over I have been using MM since 1996. Over the years, and after many corrupt files, I started opening a new Money file at the beginning of each year. I have been doing this for four years now. Any input on this approach, or other viable methods, would be greatly appreciated. Needless to say, this creates a lot of work. But after compiling four or five years worth of financial data on one Money file, and having it become corrupted, can also create a lot of work. Would it be better to create a new file and then import the data from the preceeding years file into it? Should I just continue to build on one file and keep a backup after every data entry session? Once again, any input would be greatly appreciated. Tag: Transaction forms Tag: 201319
  - 8
    - Transactions Can't Be Entered I spend half my workweek on the road and have MS Money installed on both a desktop machine and a laptop, in order to work on the same Money file on both machines. When "backing up" my desktop's primary Money file to a USB stick drive and then "restoring" it on my laptop, I find I can open the Money file on my laptop but cannot enter any new data to that file. When I fill in the boxes for a new transaction on the laptop and hit "enter," the program responds, "This transaction cannot be entered." Why? -- Frugl Tag: Transaction forms Tag: 201312
  - 9
    - MS Money 2006 for Windows Mobile 5 I have purchased the new PPC 6700. I have serveral applications I am moving to the new Windows Mobile 5 application, including MS Money 2006. I am getting a cab error installing MS Money for PPC. Is there a seperate MS Money for PPC installation program. Also need MS streets and maps for my new 6700. Tag: Transaction forms Tag: 201310
  - 10
    - Foreign Currency transfers fixed in 2006? A while ago I noticed a problem in the 2006 version where transfers between two accounts denominated in the same foreign currency would result in a currency conversion prompt. The 2005 version handled this type of transfer correctly so I asked Microsoft for a refund and went back to that version. I would like to upgrade to 2006 when I can but it's pointless to do so if this functionality is still broken. Anyone know if it's been fixed yet? Thanks A. Tag: Transaction forms Tag: 201307
  - 11
    - Undesirable change in the way transactions are matched / merged between Money 2002 and 2006 Hi, I had been using Money 2002 for a number of years now, and I recently "upgraded" to 2006, and unfortunately I ran in to a problem. I manually download a file from my local bank (.ofx file, not using online services). Some of the transactions in the file I have already entered in the register (either manually or auto-entered bills). When money matches a transaction (either automatically or through the "change" button), then: In Money 2002: It would take the date and amount from the downloaded (bank) transaction, and the description and category from the manually entered entry. (Perfect, that's exactly what I want). In Money 2006: It takes everything from the manually entered entry. (Not at all what I want since the manually entered one can be an estimated date and/or amount). Is there an option to change it back to the 2002 behaviour? Thanks, Erik Tag: Transaction forms Tag: 201306
  - 12
    - "Online services" vs "automatic updates" I have set up accounts at 3 institutions. One of them requires a password for updates (in other words, I have not allowed MSN to save my password), which is what I want (prevents automatic updating). The other two do not. The password appears to have been saved, and updates occur automatically. I can't figure out how to set those entries to require user entered passwords for updates. Can someone help? Tag: Transaction forms Tag: 201304
  - 13
    - Can't get account added back in I accidentally deleted one of my accounts in Money. That account was at a bank where I have several other accounts. I'm not able to get that one account added back into Money. Following are the steps I've taken several times over the course of the last few days. Can anyone see what I 'm doing wrong? New Account \ Choose bank \ Check "Yes" for "the new account uses the same sign-in information." \ Checked OK for Updating the bank's current info (had updated it about 3 minutes previously...) \When it says 'update' complete, I click DONE. I'm back at the account list, and the missing account is not there. Tag: Transaction forms Tag: 201303
  - 14
    - advice on computers --_NextPart_00009723-000009AD-03B7C85F-DFCB Content-Type: text/plain Content-Transfer-Encoding: 7bit I found this site very useful for makeing money computers www.a1yes.com/b --_NextPart_00009723-000009AD-03B7C85F-DFCB-- Tag: Transaction forms Tag: 201294
  - 15
    - Is their a way of viewing the categories in the Accoujnt Register Is it possible to view the categories of the transactions in the account register in a separate colum in place of one of the other colums. I know you can double click on any specific transaction and bring up the details of one transaction at a time. And of course turn on the forms portion of the register. But I would like to view all of the category assignments at the same time that I am viewing all of the transactions at a glance. Tag: Transaction forms Tag: 201293
  - 16
    - Back up to CDRW Pls advise how to properly back up Money 2005 to CDRW. I tried, but had to reformat my computer, now my CDRW says "read only" file. I really need to also know how to change the attributes back to "archive" and load my back up back to my program. Thanks. -- KJ Tag: Transaction forms Tag: 201282
  - 17
    - Forecast Balance I just upgraded from Money 2000 to 2006. What happened to the Forecast Balance option that I used to be able to select from the Bills sections? I found this feature very useful, and cannot locate it in this 2006 version. Tag: Transaction forms Tag: 201281
  - 18
    - Online Price Updates Somehow online price updating was turned on in my file. I have turned it off. However, when I go to delete the erroneous past-dated Online Prices for a particular stock, it appears they are initialling deleting, but when I return to the stock later, all the deleted online prices (from the past) are re-instated. It is as though none of the price deletions I performed have taken effect. How do I clean up these erroneous past online price updates? Tag: Transaction forms Tag: 201280
  - 19
    - MS Money 2005 backup question In MS Money 2005 standard version, when you want to backup tp a 3 1/2 floppy it does not offer to overwrite the file which would be particularly handy to do since it unfortunately requires 2 discs unlike any previous versions I have used. I think that is pretty lame. So it seems, unless I missed something somewhere, you have to format or delete the current file before using the same discs again. Is there a fix for this somewhere or, has a newer version got this squared away? Tag: Transaction forms Tag: 201271
  - 20
    - Customizing home page Is it possible to customize data display for snippets (such as "Spending by category") that can be placed on the home page? I am talking about customizing what time period and what kind of data is displayed. Zooming in and changing the settings seems to work for some snippets (cash flow forecast, for example), but not for others - it doesnt work for "Spending by category". No matter what I set in details, the snippet on the home page always displays data for the last 30 days. If you know the way to customize it, or know that it is a known problem, please tell me the details. -- Dmitry Korolyov [d__k@removethispart.mail.ru] MVP: Windows Server - Directory Services Tag: Transaction forms Tag: 201270
  - 21
    - Money 04 desktop and ppc version First, sorry if this has been covered, but I can't find anything with the search that relates. Just recently I've been having difficulties with the PPC version of money not staying current with the desktop version (version is money o4). I've uninstalled it over and over and it still gets to the point to where it is not jiving with the desktop version. It continues to be off by about 7-10 dollars. What the heck could be going on and is there anyone else that is experiencing this? Thank you very much in advance for comments/suggestions. Tag: Transaction forms Tag: 201266
  - 22
    - Price History Money 2005 - When I view the price history graph, some investments (not all) display the buy (B) and Sell (S) marker in the graph. Naturally I would want all graphs to display the BUY and SELL markers as a very useful tool. I am told that the Update price takes precidence over the BUY/SELL Transaction. Editing the price history manually does not permit a BUY/SELL option - only UPDATE. If the price were deleted the BUY/SELL information is not updated ever when I run an online uodate. So, since this is an extremly important function that is lacking I am encouraged to manuall edit the PRICE HISTORY file to record the BUY/SELL inofrmation. Since I cannot find that file - I know of no other work around to this situation. Curious if this 'BUG' were fixed in the 2006 version. Suggestions appreciated. Tag: Transaction forms Tag: 201262
  - 23
    - Today's Total Change (but not a Q re mutual fund updates) In M06, Portfolio Manager, the total shown at the bottom of view as Today's Total Change does not, in fact, reset to $0 at the start of each day. It keeps yesterday's value and, apparently, uses that value as the starting point for the next trading day's gain or loss. Right now, for instance, on Sunday, I'm looking at Friday's gain as Today's Total Change (TTC). If I am correct about this, is there a way to reset TTC to zero at the start of each trading day? Thank you. Dave M. Tag: Transaction forms Tag: 201258
  - 24
    - Money 05 restore problems I need to reformat my hard drive and am moving important files to another computer before I do. The problem is that I cant make my files work on the other computer. I have read all the previous posts regarding this problem and none of the solutions are working. I either have trouble with the password or it tells me the file is incompatible. They are both 1105 versions running on XP, I have tried through a network file transfer, through using the flash drive. I have tried transfering both the backup as well as the original files. I disabled the password on the original to make it easier but its not working. I have tried creating a new file and updating and all of the things suggested. What now? Tag: Transaction forms Tag: 201253
  - 25
    - computer advice --_NextPart_00009722-000008A4-005977E9-FB29 Content-Type: text/plain Content-Transfer-Encoding: 7bit This site has good advice about computers www.a1yes.com/b --_NextPart_00009722-000008A4-005977E9-FB29-- Tag: Transaction forms Tag: 201252
- Next
  - 1
    - $$$$$Make $300+ A day Staying at home.$$$$$ You will be simply amazed by how easy it is to make money with this amazing program! You can easily make $300-$1000 a day or more just by typing data online in the comfort of your own home and we provide the data for you. You can do this program from anywhere in the world. Yes, this program is available worldwide! You can work at your own pace and work whenever you want. Sound like your dream job? Well, it certainly is for 10,000+ current members who are making $$300- $1,000s daily online with this system. Let me be the first to say everything listed on our site is 100% true. It's unlike any program out there because this program actual works. We offer a 60 day money back guarantee so you cannot loose. All you do is sign up with the companies we tell you to. Start typing in the data into the online forms and you will be paid 2 times a month with a check by mail or direct deposit to your bank account. Remember we will provide you with everything needed to start and also include the data you will be typing in. Keep in mind, every company will accept you as a data entry worker. So you will not need to qualify or anything like that. You will never get rejected from a company. There is a lot of potential typing jobs to be done for these companies. Helping these companies spread the word about their product ideas will help each company generate more money, therefore, your pay rates are very high! Go to http://sales917.dataproz.hop.clickbank.net and see how 1 user made nearly 80k in 1 month. We will tell you the exact companies he used to make that much so you can duplicate his results. YOU CAN MAKE THIS MUCH $$$ EVEN IF YOU DO NOT LIVE IN THE USA! This program is available wordwide! If you would like to order go to http://sales917.dataproz.hop.clickbank.net --- MAF Anti-Spam ID: 20051010170704I1a5PeN7 Tag: Transaction forms Tag: 201243
  - 2
    - How to reset/clear the budget and fix phantom budget expenses Here's a way I found to reset the budget when there are "phantom" expenses lurking around that don't seem to go away. These phantoms may also prevent you from switching from essential to advanced budget mode. There's currently no good KB article I could find to help me solve this problem. Hope this helps Go to the budget tab. Click on Edit expenses in the sidebar Remove ALL categories (should say Total: $0) then click done Now if you still have phantom expenses in your budget, and can't go to the Advanced Budget, do the following Click on the Budget vs. Spending subtab Make note of any phantom categories you see remaining in your budget (these are what you need to get rid of) Somehow, get to the Categories & Payees window (e.g. banking->account tools->....) For every category (subcategory) that you noted was a phantom in the budget: - double click the (sub)category - move all transactions to some temporary category (use only top-level categories, not subcategories) - when finished, click done - from the Categories & Payess window, delete the phantom (sub)category - when it asks for a new category to put the deleted stuff in, choose the temporary category you just moved the transactions to After doing this for all phantom categories, go back to the budget tab. Click on Edit expenses in the sidebar You should now see the temporary categories - the phantoms have materialized! Remove all the categories and click done This should have fully reset your budget. Move your transactions from the temporary categories back to where they belong and rebuild your budget again from the ground up. This worked for me. Hope it helps for you too. Tag: Transaction forms Tag: 201239
  - 3
    - Please Consult Before Posting: Unofficial FAQ Available An unofficial FAQ for this newsgroup is available at http://umpmfaq.info. The source FAQ was last updated Monday, November 14, 2005. You may save yourself and those willing to spend their time helping you both time and hassle by consulting this resource before posting what may already be a FAQ. The unofficial FAQ answers 166 of the most frequently asked questions in this newsgroup. Note that only a limited number of FAQ items have been added or modified for Money 2005--those that are derive from my limited experience with the product and on very high profile items in the newsgroup. Many of these items apply directly to Money 2006. If you are using Money 2005 or 2006 and have a question or if you are considering using Money 2005, please read http://umpmfaq.info/Money2005.htm. As noted at http://umpmfaq.info/Money2006.htm, my limited use of the Money 2006 trial indicates that much of what I wrote a year ago is still applicable to Money 2006. Likewise, a comprehensive archive of this newsgroup is available at http://groups.google.com. Click on Advanced Groups Search; there you should specify newsgroup microsoft.public.money and some search terms you consider appropriate. It is *highly likely* the issue you want help with has been discussed before. In some case you will find it has been discussed **many** times before. If you are reading this group through the Microsoft Community Newsgroups web page interface, you may find the native Usenet newsreader tools handier. Click here to try them: news://msnews.microsoft.com/microsoft.public.money. One last word to the wise: I post this once a week so some people might see it and refrain from posting FAQs. I remember to do this because I also backup my Money data file to several different locations and several different media types once a week. I also assure that these backups do not replace other backups but supplement them in case a problem goes unnoticed for several backup cycles. Occasionally, I also test these backups to make sure they really are. I recommend you do the same as soon as you are done reading this. "Do you have a good backup?" is a frequent first reply to problems posted here. Don't leave yourself in a position where your only answer is "no." It's a lot harder to help people when that is their answer. Tag: Transaction forms Tag: 201236
  - 4
    - Cash flow forecast does not match saving goals data When editing advanced budget: I set up income and expense parameters. I also set up saving goal. At the final step of the budget set up, it displays a summary, including information about savings goal. If the goal cannot be reached, this information includes the actual sum you will have by the date planned. The problem is that this sum is different from the sum I see at the cash flow forecast for exactly the same date. Cash flow forecast value always lower. Note that I _do_ use budgeting data, not transaction trends, for cash flow forecast. Why it happens, why the values are different? -- Dmitry Korolyov [d__k@removethispart.mail.ru] MVP: Windows Server - Directory Services Tag: Transaction forms Tag: 201229
  - 5
    - Update Investments... From reading threads so far I don't think its possible BUT - i live in Australia and there are no banks associated with Microsoft Money so I'm thinking its predominantly a US thing... With investments & updating them my shares are replaced by the US equivalent or advised symbol not found - is there any way of overcoming this or is the software only configured for US use? AMP retrieves details for Ameriprise, not AMP Australia - any suggestions or a lost cause? Look forward to any help... Tag: Transaction forms Tag: 201226
  - 6
    - Problem with Euro symbol I have a persistent problem, and would like to know if anybody can reproduce it. I am using MS Money 2006 Deluxe (trial version). In the currencies, Euro symbol is set up incorrectly - some blubberish is displayed instead of the correct symbol. When I go and update it to the correct symbol (copying it from the character map), it works ok. But when I after that close MS Money and in syncs data, it crashes with the error. After restarting, the Euro symbol is again set incorrectly - i.e. in the default state. Can anyone reproduce it? -- Dmitry Korolyov [d__k@removethispart.mail.ru] MVP: Windows Server - Directory Services Tag: Transaction forms Tag: 201225
  - 7
    - CASH INVESTMENT TRANSACTION Hi, I have deposited my money in a Bank for fixed interest and fixed amount of time. I am from Canada so they call as Guaranteed Investment Certificates. Now when I set up an Investment account and entered Cash Transaction in it, the updated portfolio showing my total amount as market value. That is true but nothing was shown in purchases. OK thas fine, but at the same time in Cost basis the whole amount as shown. But it included interest which is payed monthly, or quarterly, or semi annually. Now this makes me confuse how to set up my amount seposited and consider interst as my gain? Chanikya -- Chanikya Tag: Transaction forms Tag: 201222
  - 8
    - feedback is there a way to suggest Ideas to MS Employees about new features for MS Money? John D Tag: Transaction forms Tag: 201212
  - 9
    - customer lists for creating invoices I am long time user of MS Money. I have a business where I create several invoices on the first day of the month. My customer list exists in two places, money and an access mdb. I maintain my customer list in the Access database. I would like to import/overright my Money Customer list with the most current source, my customer list from MS Access. Can anyone explain how to do this? I don't want to update the MS Money customer list one at a time by hand. John D Tag: Transaction forms Tag: 201211
  - 10
    - money for pocket pc Why doesn't my password for money 2006 window xp password work for my money for pocket pc 2006? It seems anyone can access money on my pockey pc without the password. On older versions (2002) it would prompt for a password. If I enter a new password in pocket pc money it will not work either. Any ideas? Tag: Transaction forms Tag: 201205
  - 11
    - Total Change column in portfilio view Hi there, for mutual funds, the TotalChange column in the portfolio view never seems to update for that day. This only happens for mutual funds, not stocks. The updated quotes for those funds download fine however and the +/- change is indidated fine. Any ideas? I've tried removing and re-adding the column and doing a file repair... This is in Money 2006. Tag: Transaction forms Tag: 201201
  - 12
    - Importing How do I get my imported ofx file do display in my check registry? Tag: Transaction forms Tag: 201196
  - 13
    - 2006 file invlink.xml prevents web access Money 2006, windowsXPSP2 Basic problem is that any attempt to go to the network by clicking on various buttons doesn't work. (e.g.) in money home page clicking on 'investing' 'planning' or 'taxes' doesn't work. The links WILL work if the file invlink.xml is removed! (C:documents & settings\my-name\local settings\application data\microsoft\money\15.0\webcache\invlink.xml) There is nothing obviously wrong about this file it is dated 8/31 and appears to have been come from invlink.cab. Looking at norton's log files it appears that an attempt was made the first click (i.e. on 'investor) to connect to http://g.msn.com as seems to be what most of the 'links' items point to in invlink.xml. but nothing else happens. After that first click subsequent clicks on various buttons that should go to the web do not create additional attempt in norton's log. Also note that if I remove the directory (or just its contents) webcache - the first time I use money it works correctly and reloads the webcache. Then after I close money and open again I once again cannot use external links until I remove the invlink.xml file. What funny stuff can I have set up in my windows that would inhibit the xml file from functioning? any help appreciated (p.s. disabling norton did not help, second laptop computer going thru my router/dsl does work so don't think it is in the firewall of the router, windows firewall is off) thanks, Michael Tag: Transaction forms Tag: 201195
  - 14
    - How do I get Money 2006 to properly process the update from Fidelity I installed Money 2006 Premium a few days ago, upgrading from Money 2004. I have a 403(b) with Fidelity, and automatic downloads into Money. I got a message saying that Money 2006 had to process a statement from Fidelity - it was a reinvestment for one of the funds I have. However, Money 2006 didn't have a clue as to which fund to put it into, and no where within the statement did I see the fund's symbol. So, how do I get Money 2006 to add the reinvestment to the proper fund, rather than just dumping it in an unrelated way, into my retirement account within Money 2006? Rod Tag: Transaction forms Tag: 201193
  - 15
    - Using Money 2006 makes it so that My MSN doesn't remember my password I have discovered since installing MS Money 2006 that whenever I get out of Money 2006 and then get into Internet Explorer, I have to re-enter my username and password to get into My MSN. I am sure it is because I've used Money 2006 that it does this (because I always select "Save Username and Password" when getting into My MSN immediately after using Money 2006). I find that annoying. I'm using my own computer at home, so how do I get it to remember my username and password? Rod Tag: Transaction forms Tag: 201192
  - 16
    - Bank not supported. What can be done? Can anything be done if my bank is not listed in MS Money list? It is not american bank btw. -- Dmitry Korolyov [d__k@removethispart.mail.ru] MVP: Windows Server - Directory Services Tag: Transaction forms Tag: 201187
  - 17
    - Import from InfoPath Expense Report form into MS Money? Hello, does anybody knows if it's possible to imports expense data from InfoPath Expense Report form into MS Money expense transactions? I really don't feel like retyping all this manually... Thanks. -- Dmitry Korolyov [d__k@removethispart.mail.ru] MVP: Windows Server - Directory Services Tag: Transaction forms Tag: 201186
  - 18
    - New investment in Money 2005 When I add a new investment (like a money market fund) to an investment account, my country/region pull down menu is blank and I am unable to Finish and add the account. Any idea why or a way to work around this problem? I would like to add new mutual funds, stocks, etc. Tag: Transaction forms Tag: 201184
  - 19
    - Help.. p;ease.. money 2003 & stock split ! I am absolutely and utterly confused. Hope someone could help.. I bought 40 shares of stock, it split 2:3 so that I had 60 shares to sell. Fine. I later re-bought it, then it split again. Fine. In Money, it shows me originally buying and then selling _90_ shares at a different price, so that I end up with same amount that I sold 60 for. It seems that when the stock split again - after I re-bought it - Money had went all the way back to the original transaction and adjusted it for split. So, if I sell the stock, and re-buy it 10 years later, all my totals will be OK but my share #s will be completely off ? Is there a way to force Money to keep the historic data for each batch ? Tag: Transaction forms Tag: 201183
  - 20
    - Chase Bank no longer fully supports any version of MS Money I know it sounds like doom and gloom, but I have spent the last week researching this and what I have found out about Chase Bank is quite disappointing. Through the merger with Bank One, Chase Bank has decided to cutover to the Bank One online banking systems - These systems do support OFX download, if thats your bag baby, but they no longer fully support direct download. While direct download from within Money still works, not all fields come down, ie if your employer pays in your salary, the deposit entry will just appear as "payment', it will not include the name of the direct depositor - which is a huge problem if you get more more one payment a month. In 12 conversations I have had with Chase it appears that they know about this, but it will take over a year to solve.... I cannot wait that long, so anyone have a recommendation ? Perhaps BOA ? It seems they are the only bank left that supports PFM software, even then it seems to depend which state you are in... Tag: Transaction forms Tag: 201174
  - 21
    - Upgrade from Money 2003 to 2006 Changes Portfolio Rates of Return to Change It's as if during the upgrade process it forgot the results of closed postions. It looks like it's only using the existing positions. I did the upgrade after the market had closed and updated the prices. Presto chango my rates of return went up! It's akin to starting over with a clean slate with my current holdings. Any ideas? Thanks. Tag: Transaction forms Tag: 201172
  - 22
    - Microsoft Money and TD Canada Trust. I want MS money to be able to auto-categorize the transactions it downloads from my bank, but aparrently, to do this, it needs to be in "Essential Mode", which requires that Money be able to connect directly to your bank. For some reason, MS Money is only able to interface to my bank in "Advanced register mode", which doesn't auto-categorize transactions. Does anyone know why this is? Does anyone know how to get it to auto-recognize and categorize my transactions in Advanced mode? (IE, if it sees a transaction from "ACME TAXI", I want it to automatically categorize it as Transport->Taxi.) -- ............................................................................. "I don't sign orders to destroy the houses of Jews, only of Arabs," -Haim Miller, deputy mayor of Jerusalem (Yediot Aharonot, Feb 7, 1998) ............................................................................. dswan@m3m3t1ccand1ru.com http://www.memeticcandiru.com Tag: Transaction forms Tag: 201167
  - 23
    - Amazing Offer http://www.paydayok.com/default.asp?img=11&kbid=1840&gcid=C10481x031-STNDRD&source=1840 Tag: Transaction forms Tag: 201164
  - 24
    - Nationwide Financial Hi, I have a 401k held at Nationwide, which is not listed as one of the institutions to choose from in Money's list (it is not Nationwide Federal Credit Union). Nationwide gives me the option to download the ofx file to Money, but when it says "import completed," I see nothing! Even if I download it to my computer and then import the ofx file, I still see nothing. I would like to be able to keep track of this 401k file, and Nationwide says they have been instructed by Microsoft to direct all questions to them, so here I am! I think part of the problem is that Nationwide has the idiotic practice of showing me how many units I have and the unit value, as opposed to shares and share value (and they are different, so I can't open a 401k tracker in Money with those funds and use the "unit value" as the share value, or my 401k is suddenly listed as worth 20x what it actually is). Can someone please let me know if there is a way to keep track of my Nationwide 401k in any way shape or form through Money, and how the import function would work in this scenario? ANY assistance would be welcome! Thanks, Greg Tag: Transaction forms Tag: 201163
  - 25
    - smartphone Does anyone know if I can get "mobile" money on my Audiovox smt5600 smartphone? Tag: Transaction forms Tag: 201160

Hi
My transaction forms is greyed out and no matter what i do I can't get it
working. Does anyone know why. I went into global settings to tell it to use
transaction forms but it didn't make any difference. I am using Delux 2004
--
Desperate Louey

Top