Transfer of data

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- Previous
  - 1
    - Open existing file I recently got a new computer and want to move my Money files to that computer. This is what I have done so far: - installed current version of Money 2003 on new PC - copied current Money file from old PC to CD - copied current Money file from CD to new PC - am able to perform File, Open and it appears to want to open existing file However, my data does not appear anywhere - accounts, payees, reports, etc. Its like it hasn't opened it at all. How can I get it to open an existing file that the new PC has never seen before? Thx. Tag: Transfer of data Tag: 148783
  - 2
    - Money 02 Installation I just installed XP Pro and want to install Money 2002. It says I need Serive Pack 5 on the box under System Requirements. Do I really need it to install and run this application properly? Many thanks. Tag: Transfer of data Tag: 148781
  - 3
    - screen size shifted Since I downloaded Norton, my MSMoney program shifted and only fills 3/4 of the screen. It refuses to be dragged to the left. I cannot see my running balance. Tag: Transfer of data Tag: 148780
  - 4
    - money 2002 invoices is there any way to add a signature line to an invoice? I have tried to customize every way I know how, but do not see the ability to add anything not already set up. many thanks-- Tag: Transfer of data Tag: 148779
  - 5
    - Can't delete deposit from budget I deleted a paycheck from my bill & deposits. The deposit still shows up when I run budget reports for the months originally covered by the deleted deposit (no future months). When I look at the calander tab within Bills & deposits it still shows up but with a line through it. I just want to remove it entirely from my budget. Any thoughts?? Thanks Tag: Transfer of data Tag: 148778
  - 6
    - Downloaded: Items to Review I am having trouble downloading information from my bank account into Microsoft Money 2002. Whenever I go the download process that I have always done, none of the new downloaded information shows up in the register but the register screen does indicate that I have "x" number of new items to view. What do I do to review and balance those items? Tag: Transfer of data Tag: 148775
  - 7
    - Investment transactions in a category report I am new to Microsoft Money and am trying to generate a report that I previously generated in Quicken. Specifically I would like to generate a category report that produces the detail of income and expenses. The reports that I am generating in Money only show expense categories. The investment income such as dividends, interest and capital gains are all combined under the heading of the brokerage account and are not subtotalled by category. Please help! Tag: Transfer of data Tag: 148774
  - 8
    - Download stock quotes I have been trying to down load stock quotes to my 2003 Microsoft Money-Deluxe. Previously I had phone modem and it was connected through AOL and I had no problems, now I have VOW cable internet. I do not know how to set up connection setting so I my microsoft money is updated with latest stock quotes. Will appreciate. Thank you. Another Email is Abdul@cct.org Tag: Transfer of data Tag: 148773
  - 9
    - Money 2003 trial version Every time i shut down the computer money seem to uninstall.The program is still active,but when I reopen it money try to reinstall asking for it's path,and there is no way to reopen unless uninstalling and reinstalling. Tag: Transfer of data Tag: 148768
  - 10
    - transfering to laon I have just set up a loan for a car. When trying to transfer money to make a payment, the loan does not show up on the list of accounts in the category list - like all my other non-loan accounts. However, the associated asset does. If I select the asset, Money decides the value of the asset goes up by the amount of the payment. This seems screwy. The value of the car has not changed in reality, only my equity in the car. In addition, nothing is reflected in the loan account itself. How do I record these payments? Thanks. Tag: Transfer of data Tag: 148766
  - 11
    - Downloaded transactions balance not equal to registers transaction balance Using MS Money 2003 and online services to download transactions from my credit card account. I just downloaded the latest transactions from my account today and though 1 particular transaction has posted to the online account, Money didn't download it and put it in the register for my credit card account. It DID, however, change the balance to reflect the correct amount under the "Downloaded" info section in the upper left of the credit card register screen. I have run salvage with no luck?! Tag: Transfer of data Tag: 148764
  - 12
    - 04 Deluxe: troublesome transaction keeping account out of balance... This is the text of my querry to ms money support, posting here too to see if anyone can help. Many thx! I have a credit card account that is several years old that I have been balancing monthly. About 2 years ago there was a transaction from my checking account to the credit card account for payment (from checking acct set up as a transfer to the cc account) that for some reason was voided and entered again. The amount of these transaction appears correctly in the account balance section (the voided transaction has no impact however the re-enetered transaction has the correct credit amount). The cc account was balanced after this transaction, however the voided transaction appears as reconciled "R" while the re-enetered transaction does not appear with the reconciled "R" flag. Subsequent balancing of the cc account all appear correct in that after downloading the statement from the cc issuer (done on a monthly basis as a downloaded statement). What is strange is that the cc account when viewed from the money home page or from the account list shows a credit balance of the amount of that 2-year old payment that is not reconciled. When I look at the account from the account view, this descrepancy is not there. My attempts to get this account to balance have been unsuccessful. I have tried setting the old transaction to "R" during the monthly balance process however then money wants to enter reconciliation transaction to offset the diference it starting balance, if it do this then the account appears correctly when viewed from the money home page or account listings, but when viewed from the account itself, the reconciliation transaction is making the "amount i owe" appear the amount of the 2-year old payment transaction plus current charges. So my question is, how do i force this account to reconcile and keep the view of the accoutn on money home and from within the account in synch? please note that i have been trying various approaches to fix the account on a backup version of the file so I can backtrack on this. Tag: Transfer of data Tag: 148756
  - 13
    - Changed from M2004US trial into M2004UKversion I started with Money 2004 US trial version. Now I bought M2004 UK. Using now the UK version, the money file created with the US version generates errors. Please advise how to "import" the US file into the UK version. Tag: Transfer of data Tag: 148754
  - 14
    - $10000/month possible !!!!! Vous voulez des preuves? Allez voir cette page: http://www.snoozland.com/truesys/ Tag: Transfer of data Tag: 148751
  - 15
    - Very Slow DownloadTimes When I download a particular transaction from my online statments, it takes almost 40 seconds. With 15 transactions to download, that's 10 minutes. It used to take only about 2 or 3 seconds per transaction. Any thoughts out there would be greatly appreciated. The culprit may be that I have transactions from the beginning of 1997 (6.5 years). Is that the case? If so, do I have to delete a bunch of already downloaded and recorded transactions or is there another solution? Tag: Transfer of data Tag: 148750
  - 16
    - Printing a Budget I've done a group search and this question seems to have been asked 3 times without an answer. I have no idea why I think asking a 4th time will turn up a good answer, but here goes.. How do I print my budget without printing a budget report? I'm using Money 2002. I don't really want to see how I did on my spending relative to my budget, I just want a hard copy of how much I've allocated, monthly and yearly, to my spending categories. Anyone? Please??? B. Clay Tag: Transfer of data Tag: 148746
  - 17
    - money 2004 installation problem Installation goes okay. When I run the program by clicking on the desktop icon, an error message appears. Content is "either registry key is missing or a registrey value is invalid." Can someone help? I removed the program and reinstalled several times. Same problem. I disabled both Antivirus and Firewall. Tag: Transfer of data Tag: 148739
  - 18
    - Disappearing Transactions I have Microsoft Money 2002 I've been downloading my statements to money using Money download option. Unfortunately every time I make a download it screws up the existing transactions in Microsoft Money. That is, I can have my Money account perfectly balanced with my Suncorp accounts, then when I download my latest transactions from Suncorp my money transactions get messed up. The new transactions are brought over perfectly, but when they come over some of my previous transactions in Money disappear. This means I have to go through every transaction in Money to see which transactions have been mysteriously disappeared, then re enter it manually. .............................. I emailed the above to my bank Suncorp Metway bank here in Australia and got the following response: Thank you for your secure message sent 08/09/03. Even though we offer the option to download we do not offer support for Downloading your transaction history, as this is not our area of expertise. Below are the steps you would follow to download the transactions to Money. Verify the extension you are using for MONEY is .ofc To download your transaction history results, please follow these steps. 1. Logon to Online Access using your Customer ID and Password. 2. Perform a transaction history search from Everyday Banking or Loans. This will give you the transaction results page. 3. Select the package you would like to download the transactions into. Then select if you would like to download this page or all transactions. For results that have less than 25 transactions selecting either option will download all transactions presented. 4. A pop up box will be displayed once the download link is selected. The pop up box will advise you what extension you will need to save the file as. For MONEY the extension is .ofc, QUICKEN is .qif and ASCII is .txt as indicated above. 5. The 'File Download' box will be displayed to ask you where you would like to save this file. Select 'Save this file to disk'. Click Ok. 6. Save the file to a location that you will remember. Don't forget to save the file with the necessary extension. For MONEY the extension is .ofc, QUICKEN is .qif and ASCII is .txt. Type in the File Name of the document and the correct extension and then click save. 7. Open the spreadsheet package that you wish to download the transactions into. 8. Select the option to import files. 9. Go to the location in your directory where you saved the file. Double click on the file to open it. 10. The transactions will download your transaction history search results into your accounting package. The other suggestion we could provide is to contact the Money support desk and ask them if they could provide you with some assistance. If we can be of further assistance, please feel free to contact the Customer Service Team on 1300 65 53 25. We are available 24 hours a day, 7 days a week. Regards Charo ............................. Doing the above doesn't help Is there a fix to this? It's very frustrating. I want to keep my Money up to date but because of this problem I only download once a week or less. I really don't want to have to enter everything manually Cheers, James Tag: Transfer of data Tag: 148732
  - 19
    - Report Question Please How do I print a copy of the check register in date order just as it appears in the checkbook? I do not want the deposits to be seperated from the checks. Thanks in advance... Bob Tag: Transfer of data Tag: 148731
  - 20
    - can't connect to Schwab I can't connect to Schwab site today to directly download statement. I called Schwab to reset password and it is still not working. Error code OFXIE12031 keeps showing. This is first time I experience this problem. Tag: Transfer of data Tag: 148728
  - 21
    - can't download statement from Schwab I can't connect to Schwab site today to directly download statement. I called Schwab to reset password and it is still not working. Error code OFXIE12031 keeps showing. This is first time I experience this problem. Tag: Transfer of data Tag: 148727
  - 22
    - "Earmark" money? I'm refining my budget, but I've always wondered if there is a way to "earmark" money. Say I budget $100 for some category each month, but only spend $75 in a particular month. Is there a way to "earmark" the unspent funds? So that the balance in that account could also be viewed as the virtually-dedicated funds. So that I'd know what funds should be set aside to maintain projected/budgeted expenses. Hope that makes sense. BTW - I'm still using Money 97, so let me know if the answer is that I should upgrade to use a certain feature that'd solve this. -Nef Tag: Transfer of data Tag: 148724
  - 23
    - Double Entry Problem w/ invoice and bank download I have an invoice that I receive payment for and automatically register it in my bank account. Then I log into my bank account after I deposit the payment and see that there are now two entries. One for the payment transaction the other for the actual deposit. The one that is deposited cannot be labled payment of invoice. It gives and error, and then when I opt to change it so that I can assign it the other transaaction the pyament of invoice tranasaction does not show up as an option. This results in a double entry, if I delete the payment of invoice my invoice blance increases back to the original value. If I delete the downloaded one then I just delayed the problem until next time I download. Please advice Tag: Transfer of data Tag: 148715
  - 24
    - Getting corrupt data message when downloading account transactions I recently purchased a new computer and loaded a new copy of Money 2004 and copied my file to the new PC. when I try to download account transactions from SunTrust, I get a corrupt download error message. This did not occur on my other machine. When I set up a new account in Money, I get the same message... Please help! Tag: Transfer of data Tag: 148708
  - 25
    - Can't find Australian Banks Online On the list of financial institutions I can only find American banks. I also have Australian accounts that I would like to add. Could you please advise if this is possible? I am using Microsoft Money 2004. Thanks, Jason Tag: Transfer of data Tag: 148707
- Next
  - 1
    - setup for Wells Fargo Money is still stuck with a 4 character password and my Well Fargo account is a 6 word password. There must be a way around this. I have installed Money 2004. Any help would be great. CHEERS Tag: Transfer of data Tag: 148705
  - 2
    - Money 2003 Deluxe & Business -> Money 2004 ? Hello all... I'm using Money 2003 Deluxe & Business. What's the correct upgrade path to Money 2004? Is it Money 2004 Deluxe? Or Money 2004 Small Business? Something else? Help is appreciated. Thanks. ..Bill Tag: Transfer of data Tag: 148703
  - 3
    - Interest period for loan calculation I'm getting started in Money 2004. I imported my Quicken 2003 data file into Money without any errors. Afterward, I checked the amortization schedule for my loan in Money, and I noticed that it was different than in Quicken. After some investigation using Excel, I've deduced that Money is calculating the interest and principal breakdown for each payment based on the *actual number of days* between payment due dates. However, my lender uses the "30/12" method for calculating payments, meaning payments are based on 12 payments per year with 30 days in each month. (This is how Quicken calculates the payments, too.) The "30/12" method is very standard for home mortgages, so I'm sure there is some way to configure Money to calculate the payments and amortization schedule using this methodology. Unfortunately, I can't seem to figure out how. Is anyone familiar with how to do this? Thanks for the help. Tag: Transfer of data Tag: 148702
  - 4
    - Unbudgeted expenses Hello, I'm a former quicken user, and am used to looking at my Monthy Budget report with ALL categories being shown, whether they have budgeted amounts or not. (That way I can see if I'm making expenses that I still need to add to my budget.) How would I accomplish the same (or similar) thing in Money? (M04 Deluxe) Thanks, -Paul Tag: Transfer of data Tag: 148700
  - 5
    - Trouble Downloading Account Activity into Register I am having trouble downloading information from my Wells Fargo accounts from the WF website into Microsoft Money 2003. Whenever I go the download process that I have always done, none of the new downloaded information shows up in the register but the register screen does indicate that I have "x" number of new items to view. I do not use Microsoft Passport. I don't know if it's related, but this problem began a few weeks ago after we completely unplugged the computer and surge protector from the wall to repaint. The next time I powered up my Money file was blank and had to restore from back up. I hope there is an easy solution . . . or at least that's easier than deleting the accounts and starting over. Tag: Transfer of data Tag: 148697
  - 6
    - msmoney3.bak Does anybody know what version this file is? I had to reload my PC from scratch and when I tried to restore my msmoney3.bak file it asked for my password, but won't accept it. I KNOW that I have the correct password. Here's another item I noticed - when I create a test file in the MS Money version I have (2000) - it saves it as a MSMoney2 file and the task bar reflects it as MSMoney2 as well. COuld it be that I have a deluxe version or MSMoney 2003 and just don't remember doing it - my husband and I share this progrgam - but he can't remember upgrading it. The version is the issue - I think Help! Tag: Transfer of data Tag: 148687
  - 7
    - Transactions marked reconciled when not? I have had a problem with transactions in my account register showing up as reconciled when they are not. This has happened to me more than once, and to a friend as well. It is highly improbable that I mistakenly marked them reconciled myself, since it takes several key/mouse strokes to do so and this has happened multiple times. I don't understand how this can happen and the starting balance for the next reconciliation be correct? In other words, how in the heck am I balancing? I'm thinking there must be a glich in the program somehow...does anyone know of an update I can download that will correct this? I'm using Money 2002, v 10.0. Any help is greatly appreciated. Tag: Transfer of data Tag: 148686
  - 8
    - Moving data to new computer I have a new computer with Money 2003. I want to move my data from Money 2000 on my old computer. I've gotten nowhere with the help menus...online or off line. Any help would be appreciated...thanks Tag: Transfer of data Tag: 148685
  - 9
    - ADR's Not Updated 2004 Deluxe stopped updating stock prices for ADR's with symbols in the format xxxxy such as baesy which is Bae Systems. Tag: Transfer of data Tag: 148684
  - 10
    - AutoBudget Not Working I created a new budget in Money 2003 and selected AutoBudget. I have some income categories selected that I know have amounts in them (I have six years of data). The AutoBudget creates those categories, but they have all zeroes in them. What gives? Tag: Transfer of data Tag: 148683
  - 11
    - Microsoft Money 2003 - printing When I try to print a chart or report, I get the message "This program has caused a default, etc." and it shuts down. Can you give me some hints on how to correct this? Thanks Tag: Transfer of data Tag: 148677
  - 12
    - Money 2004 If you are upgrading to Money 2004 watch out that Nationwide B/S does not yet support it. I am told around mid November 2003 they will have tested it. I would be surprised if there are not similar problems with other banks Tag: Transfer of data Tag: 148676
  - 13
    - Stock quote returns -99.900 After working just fine for several months, I am now getting a bogus stock quote for just one of my investments. The Last Price returned is -99.900. All other funds show valid and updated prices after I perform "Update Prices Online...". The fund in question is "CI Global Telecommunications" and its symbol is CIG853. The problem started about a week or so ago, and continues today. I am resident in Canada, and using the Canadian version of Money 2003 Standard Edition. Could this be a problem at the quote server? Could the symbol have changed? Is this a bug? Any and all suggestions or solutions welcomed. Jim Tag: Transfer of data Tag: 148675
  - 14
    - Not printing partial cheques Operating System XP - Money 2003. When trying to print a cheque on a partial sheet (1 or 2 cheques left of sheet of 3) there is nothing printed at all. Same problem on various laer printers. Cannot find any useful help on this anywhere. Tag: Transfer of data Tag: 148668
  - 15
    - Money question, but not MS Money ;) Figured this would be a good enough place to ask... I'm WAY ahead on taxes this year. Anyone know if you can file a new W-4 form and actually request that *nothing* be withheld for the remainder of the year? I know I'd have to file a new one in 2004, but I'm more interested in 03. I haven't paid close enough attention this year (stupid me) and I'm ahead by about $3,000 :P I'd much rather pay a few hundred than get several thousand back... Tag: Transfer of data Tag: 148667
  - 16
    - Printing the Register Can anyone help me figure out how to print the MS Money register? I want to print all the information (ie - date, amount, payee, category) just like it appears on the register. I don't need a report just a print out of the register so I can compare with my bank statement. Thanks. Rick Tag: Transfer of data Tag: 148666
  - 17
    - Is this list moderated? SSIA Tag: Transfer of data Tag: 148665
  - 18
    - Unknown "missing" items in Lifetime Planner I'm doing work in the Lifetime Planner section. In the section "Improving you plan" there is a subsection "Fill in missing information", and below that is "some parts of your plan are out of date". There it has only one item: o At Retirement What is this referring to? What information is missing? Tag: Transfer of data Tag: 148663
  - 19
    - problems converting money 2000 file to money 2003 Hello, I have just upgraded by Money from version 2000 to 2003, but I have an error message when I start the application, saying Money cannot open the file coz it is created from an incompatible version. Anyone has similar problem like that before? Is there a way to get around? Thanks Johnny Tag: Transfer of data Tag: 148660
  - 20
    - Software doesn't want to start Hi, My MS Money 2002 Standard version (installed by the manufacturer on a Dell computer) doesn't want to launch. THe message a get when trying to launch the program is: Microsoft Visual C++ Runtime Library // Runtime Error! // Program: C:\Proram Files\Microsoft Money\System\msmoney.exe // abnormal program termination I tried to reinstall the program and still having the same issue. Can anyone help Thanks Ramez Tag: Transfer of data Tag: 148657
  - 21
    - reconciliation After reconciling an account, I would like to be able to print a report/statement from MS Money that would show opening/closing balance, checks/deposits cleared, outstanding checks/deposits. I have been unable to find such a feature. I know I can print a report by telling it the starting and ending date but I want it as it was reconciled. Any help is much appreciated. Thanks! Tag: Transfer of data Tag: 148655
  - 22
    - Money 2000 stalls system after two or three transactions entered Recently when I try to add transactions to my account register, it will let me enter two or three and then my whole system locks up solid. I can't bring up Task Manager or anything. I'm running it on XP Pro and have never had any problems with Money in the past. Any help would be very appreciated. UncBooga Tag: Transfer of data Tag: 148653
  - 23
    - Annual Budget Report: Total Budgeted This problem appears to be a bug as it is easily replicated using the sample.mny file supplied with Money although I cannot find any reference to it on the Microsoft web site. There is some discussion of the problem on microsoft.public.uk.money in March 2003 but no resolution. Can anyone confirm this problem? Has anyone a solution? Thanks... Function: Annual Budget Report If report is customised to show Categories in rows and to 'Show categories with no spending or deposits' then Total Budgeted column contains 0.00 in all rows except Total Income, Total Expenses and Total. This occurs even though amounts are budgeted for categories in many other rows. Problem does not occur if report is customised to show Budget Groups in rows and to 'Show categories with no spending or deposits'. Then Total Budgeted column is correct is all rows. Problem can be replicated using an unmodified copy of the sample mny file supplied with Money (sample.mny): Customise Report > Rows & Columns tab > Select Rows to be Categories > Tick 'Show categories with no spending or deposits' Problem occurs. Customise Report > Rows & Columns tab > Select Rows to be Budget groups > Tick 'Show categories with no spending or deposits' Problem does not occur. Tag: Transfer of data Tag: 148650
  - 24
    - "investment type" field is there a way to change the "investment type" field that is in the details page of an investment. For instance, i put in "abc" as a stock when it is actually a mutual fund. I don't want to have to enter the investments again. thanks Tag: Transfer of data Tag: 148648
  - 25
    - Inventory Errors in ver. 2002 I did not buy the 2003 release of Money Delux and Business because after extensive questioning of MS I was told that none of the Inventory problems that existed in 2002 were addressed in 2003. Has version 2004 fixed problems? Many with reporting? Is there more flexibility with reporting? Are part numbers now a feature? Tag: Transfer of data Tag: 148647

Microsoft Money 2003 on a Windows 98 machine. Made back
up. Can't seem to get the data over to a newer Windows
XP machine. Installed original software from disk just
fine. Tried to import the data into it from the backup
disk. Tried to restore from the backup disk. Info fine
on the floppy, copied fine to the hard drive but it does
not seem to want to take it. Is there a better way to
transfer data from old progam on older machine to same
program on a newer machine?

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Re: Transfer of data by Dick

Dick
Thu Sep 11 22:26:47 CDT 2003

Restore is the right choice for a backup. A better choice is to move the
original .MNY file and skip the whole backup/restore cycle. Sorry, but I
haven't a clue what your problem is because I haven't a clue what "Info fine
on the floppy, copied fine to the hard drive but it does not seem to want to
take it" means. "Does not seem to want to take it" is very imprecise.

What, exactly, did you do? Money File|Restore from the floppy disk?
Double-click on the .MBF file on the diskette? What? Do you get error
messages? If so, what? Does Money say it is restoring your data? Does it ask
you where you want to store it on the new system? Does a .MNY file get
created on your new system? And if you double click on it, what happens?

"Zub" <zub2002@aol.com> wrote in message
news:094c01c378dc$75ba55b0$a101280a@phx.gbl...
> Microsoft Money 2003 on a Windows 98 machine. Made back
> up. Can't seem to get the data over to a newer Windows
> XP machine. Installed original software from disk just
> fine. Tried to import the data into it from the backup
> disk. Tried to restore from the backup disk. Info fine
> on the floppy, copied fine to the hard drive but it does
> not seem to want to take it. Is there a better way to
> transfer data from old progam on older machine to same
> program on a newer machine?

Top