Upgrade from Money Suite 2002 to Money Small Business 2005

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  - 1
    - Old copy of Money v.5 Hmm, more an ethical question. I found someone's backup copy of Ms Money v.5. I do not own the original. I have an old computer. According to the lifecycle page, this will work on my system but is not sold anymore, or supported anymore. Am I allowed to install it? Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177759
  - 2
    - NEW! MONEY 2006! Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177757
  - 3
    - Money 05 Biz - Timesheets? If I switch from QB to MS Money, I need to input timesheets for billing. Anyone know if 05 has this feature? I use 2004 for my personal finance, so I know my way around Money. But for Business use, I'm still evaluating. Any help would be appreciated. Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177756
  - 4
    - FYI _ Money 2005 FREE Offers H&R Block Online Tax Filing Offer: Includes, for any Microsoft Money Premium or Microsoft Money Small Business product, one individual U.S. federal tax return per customer using H&R Block's online tax program from specified links within Microsoft Money software. Additional fees apply for state return(s), professional review, premium programs, preparer-assisted preparation, and other services. Offer good for Microsoft Money 2005 users only, and is valid only for a 2004 tax year return, completed by August 15, 2005, or a 2005 tax year return completed by August 15, 2006. License restrictions apply. Void where prohibited or restricted by law or regulation. May not be combined with any other special offer or discount. Experian Credit Report and Credit Monitoring Offer: Includes a free one-time credit report and 12 months free credit monitoring. Receive e-mail notifications of important changes to your credit file. You must register for this offer within 2 years of your acquisition of Microsoft Money 2005, but in no event later than August 31, 2006. Additional terms and conditions apply-see http: //msmoney.creditexpert.com/OfferTerms for details. PayCycle Payroll Service Offer: Includes 12 months of free PayCycle Money Internet-based payroll service for Microsoft Money Small Business 2005 users. This offer is available to new PayCycle payroll customers only and must be completed by December 2006. At the end of the free 12- month period, the service fee for PayCycle Money will be $9.99 per month, plus $0.99 per employee per month for each employee over 5 employees. This monthly service fee will be automatically charged to your credit card or direct debited from your bank account until you cancel. Upon cancellation, service fees charged for partial months will not be refunded. Prior or existing PayCycle Money customers will be charged the same price that PayCycle charges other PayCycle Money customers subsequent to the free 12-month period if they continue as PayCycle Money customers. Microsoft Money Small Business 2005 users who choose a level of service other than PayCycle Money (for example, PayCycle Household, PayCycle Basic, or PayCycle Plus) will pay PayCycle's standard fees for the level of service selected. GainsKeeper Service Offer: Includes a free 1-year subscription to GainsKeeper Suite. At the user's request, subscriptions may be renewed on or before December 31, 2005 for an additional fee. The free GainsKeeper Suite offer also includes: (a) 75 trades for users of Microsoft Money 2005 Standard and Deluxe editions; and (b) 125 trades for users of Microsoft Money 2005 Premium and Small Business editions. For any trades in excess of the 75 and 125 trade limits, users may purchase additional trade buckets. Service activation required. One Year Subscription to Money Magazine Microsoft Money 2005 Premium and 2005 Small Business editions include a one (1) year subscription to Money Magazine when customers complete and return the original subscription order card from the Microsoft product. Promotion valid only in the 50 United States and District of Columbia. Expires September 1, 2005. Microsoft Money 2005 Deluxe and 2005 Standard editions include an offer for 6 issues of Money Magazine for $4.99 or 13 issues for $9.99 when customers complete and return the original subscription card from the Microsoft product. Promotion valid only in the 50 United States and District of Columbia. Expires September 1, 2005. Microsoft Money-All Versions. Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177755
  - 5
    - Another customer, sending M2005 back for refund Listed below is my letter to MS when I shipped my product back with the 30 DMBG. After reading another excellent post (Subject: Open Letter: I'm skipping M05) in this group I decided this group was a good place to post it to help others avoid the same issues and just suggest you skip the 2005 version or wait till MS has fixed the issues. Thanks, -Tim ---------------- 10/6/2004 Dear Microsoft Money Team: I purchased Money 2005 Deluxe at Costco a few weeks ago and ended up paying decent price after rebates. I decided to test the conversion a number of times using MS Virtual PC 2004 on my desktop. I am sad to say I am giving up and sending it back for the 30 Day Money Back Guarantee. A few significant issues that force my return decision: - Existing MSN Bill Pay account would not work. Ended up canceling MSN BillPay it after a year's service and moved to my free Wells Fargo BillPay on the web. - 3 of my accounts were completely off on the balance. My checking was $14K in the hole and two VISA cards showed me zero balances. These issues happened on every conversion, but my Money 04 file works fine. Ran the Quick and Standard repairs on my Money 04 file, same results. - I had duplicate accounts in the Account Register that looked like they came from online downloads. It is one thing to "stop typing" transactions, but I should (need/must) be in control of what accounts are created in Money, not MS. (Also, the merge account option did not have any of these duplicate accounts listed, so that was no help) - Advertising everywhere.... I paid for a product and did not expect to have it be ad filled MSN web pages. Funny.. I paid $20 a year for Hotmail Plus and see no more ads on the Hotmail site, but when I pay $50 for Money 2005 the ads are everywhere and I can't remove with a button click. - MS does not clearly state the protections to customers about using MSN Money website online synch. I never used this feature with 04 since I don't need it, but with 05 I need to use it to get access to some of the "new" banks that were listed on the MS web site as "available." It was not make clear on the site that this "new" integration worked only through the web site. So, OK... maybe I would have decided that I was willing to synch with MSN Money for a single credit card that was only available on the web site through 'Yodlee integration' but why would I want my checking, savings and other credit cards which use Direct-2Way through my other banks to be uploaded as well? As the owner of the information, I should be able to decide what is uploaded. The "all or nothing" approach just does not apply to personal financial information. - Lastly, I feel like my Money 2004 to 2005 upgrade took almost as much research, planning and testing as my Exchange 5.5 to 2003 migration. This is 'personal finance software' and it should/does not need to be this difficult. Costco would probably let me return it because I could have explained why I needed to return it, but Microsoft needs to know how releasing products before they are ready and tested is just bad business. Who here is going to trust 2006 when it is released? Will I need to setup a test lab for that version of the software too? How come MS can spend 2 years and millions on XP SP2 but don't test or hire real world users of personal finance users for their release team? Was this product developed in one of the MS India development center where no one uses it on a daily basis? Did the MVP's test this and provide feedback? Did the release team review the feedback and make changes which are how the process is supposed to work? I have been a participant in the Money newsgroup for a while and if MS wanted to know what their customers needed and wanted they really just needed to read posts. A personal finance package should be flexible enough for the long time users (I have used Money since M98) as well as brand new customers and this is not the case. (Example, why pull out a small thing like OFC from this version and break the product for a large number of customers? How about waiting another cycle until smaller banks migrate to OFX?) I am an MCSE and I work for a long time MS Gold Partner and our software solutions are based on Microsoft technologies. I spend my entire day working with various MS technologies. I'm very embarrassed that MS released a product with this many issues and just cannot personally keep "explaining away" why these things happen. The MS Money team made serious errors in judgement and release dates with 05 and users need a patch as soon as possible. I would like my $48.99 plus WA sales tax refunded and I'll be sticking with Money 2004 Deluxe for now. - Tim Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177754
  - 6
    - Contacts Why cant the contacts be exported and imported and linked up with Outlook 2003 ? Very simple idea to me. Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177753
  - 7
    - Online services - account setup unavailable I'm trying to set up Bank of America for on-line activity, and I continue to get "Account setup unavailable". I'm able to set up other accounts, just not able to do BOA. Any ideas? Thanx in advance... Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177748
  - 8
    - Preffered payee matching on download This is my first time to this forum and I see that there is a lot going on here. I realized that this quesiton might have been answered, though I couldn't find it in my searching. When I have Money download files from my bank, the info from the bank is put into the memo field. It normally shows up like this: POS 0929 0927 265197 10224 COORS BYPASSNW ALBUQUERQUE NM Now I was hoping that Money could match on the string in the middle: 10224 COORS BYPASSNW because I know that this is "Walmart" I tried to set it up in preferred payee names, but I can't get it to work. Has any one succesfully done this and have any pointers. It there a wildcard in this match so I can say *10224 COORS BYPASSNW* and have is get that? Thanks, --Peter Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177744
  - 9
    - Money 2005 Account number displays as xxxxx I have just upgraded from Money 2004 STD (Australia). All my account numbers in the 'accounts list' dialog box display mainly as 'xxxxx. My account numbers are alphnumeric. They are correct when I open the individual accounts. Does anyone have a work around or know of a fix for this bug? Rgds - Pete Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177739
  - 10
    - 2005: Update Retirement Account working OK for others? Every month I use the somewhat tedious Update Retirement Account wizard to enter the month's 401(k) transactions. Since upgrading to Money 2005, I get an error at the end of the process when I click the Finish button: "Your information is being saved. If the problem persists..." When I click OK, none of my data is saved. Anyone else having the same problem? I've tried everything...work offline, delete the online data, recreate the online data, etc. Thanks! -Doug Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177733
  - 11
    - Reinstall Money 2003 Trying to reinstall Money 2003 after my hard disk was wiped out. During installation I get this message: Error 1310. Error writing to file C:\ProgramFiles\Microsoft Money\Media\AVHelp\ACT01.WAV Help! Rick Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177732
  - 12
    - MS Money 2005 Install I purchased MS Money from Microsofts web site, Installed without a problem, Once it completes all updates and asks to restart money, I come up with the trial version. any ideas? Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177731
  - 13
    - MSN Money Sync Money 2005 is unable to sync with MSN Money and as a result I cannot update my bank information, yet I am able to update all information on moneycentral.com I cannot update my Money 2005 file or snyc with the updated information on the money servers. The error message says that updates are temporarily unavailable. Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177727
  - 14
    - Net passport password failure for Money 2001 I've had to reinstall Money 2001 on a new hard-drive, and I'm no longer able to access my file as it will not accept my password which was my Hotmail NET Passport password. There seems to be some companies claiming that they can crack Money passwords for $50US, but I'm doubtful. Any advice? Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177725
  - 15
    - Money 2004 no more Credit Expert Experian full credit reports 2004 has 1 year free credit reports, 1 every month. Now I am only able to get credit SCORE not the full report as in past and I know I have not used for 1 year. What happened? Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177724
  - 16
    - support You call for support on this product and it's run by the games and media group? Shows how we rank... Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177722
  - 17
    - Editing Downloaded Paychecks Having Splits What is the easiest way to edit already downloaded paycheck direct deposits in Money 2004? I have many downloaded and the category autopopulation feature has split them all according to one old incorrect paycheck. I don't see this kind of advanced functionality in the find and replace tool which looks like it will only allow me to replace a single category and not splits. Can the find and replace be used We have two different direct deposit paychecks coming in every week both with the same payee named "Payroll Deposit" but going into two different accounts. It looks like money is using one paycheck and its splits for both paychecks even though they are in 2 different accounts and are 2 different paychecks/employers. Is there any way to get Money to treat these separately? Thank you for your help! Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177717
  - 18
    - Can't complete 2005 Money load I just bought MS Money 2005 Deluxe and have tried to load it several times. It almost completes and gives an error message that it can't load some components. I have turned off anti-virus software...any clues??? Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177716
  - 19
    - Associating Category with Payee I am downloading transactions into Money Deluxe 2003 from my credit card company and when I "edit" and accept them, I would like to have a specific category specifically be tied to the payee but this does not happen automatically. How to solve this? Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177712
  - 20
    - closing account I have MS Money 2003. I'm recording my mortgage payments, but I recently sold the house. Is there a simple way of "zero" out the account without marking the account "closed." By marking the account "closed," MS Money is recognizing the mortgage account as debt. MS Money 2003 still calculate the mortgage under "Loans and Liabilities." Any ideas? Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177709
  - 21
    - Statement download problems - update OK I figured out how to save my file and then import it. But I'd still like to simply open the file from my bank and have my file updated without having to first save it to my computer. Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177704
  - 22
    - Statement download problems Ever since I have ran the GDI Plus scanner tool (I had already installed XP SP2) Money 03 will not download my statements properly. I can save them to my computer, but previously I had been opening them when queried, and the updates were then automatically made to my file. But now nothing happens - including not getting the "your file has successfully been updated" message. Can this be fixed? Is there some new security setting? OR, can someone give me the instructions for saving the download, and then getting Money to update my file from that. hanks. Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177703
  - 23
    - Credit Expert service doesn't work! I bought MS Money 2005 Deluxe yesterday and I at the Credit Services page, the Join In link doesn't work! It seems like it's a bug and it is not sending the correct link to the browser. Additionally, it seems like the Credit Expert website is not supporting correctly Money because it is displaying an error page if I try to workaround the software problem by accessing the http://msmoney.creditexpert.com website. I call Credit Expert and they didn't help me and they claimed the promotion with them had been reedemed and they cannot provide the one year subscription to the credit monitoring service. This is the only place I could find to repor this annomally, I hope somebody from Microsoft resolve the issue ASAP. Thanks, Joe Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177702
  - 24
    - Deposit Slips Can you use laser deposit slips with Money? If so, how do you print them? When I ordered them DELUXE said they were compatible with MS Money. Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177701
  - 25
    - MSN Bill Pay There seems to be a problem settings up e-bills for my credit cards(which both qualify -discover providian) I have successfully set up other e-bills with various utilities. The problem is that when I click on the link to sign up for e-bills for the credit card, the form from another e- bill comes up(another e-bill that was successfully signed up for) Has anyone had similar problems? Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177698
- Next
  - 1
    - old e-mail keeps appearing in sign-in box I recently changed my e-mail address. I've entered the new one in the sign-in page, but every time I open Money, the old one is there. I checked the connections and it shows the new e-mail as default. How can I purge the old one from the sign-in box? Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177693
  - 2
    - exporting the portfolio view I am using Money 2004 Deluxe. I am looking at a standard view under Portfolio, where all my investment accounts and individual investments under each account are all listed. I know I can print this view out, but rather than that, I like to export that into Excel. I was looking at the export function, but that seems to only do accounts one at a time. I would like to have the entire view exported to Excel. Suggestion? Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177690
  - 3
    - Options: can't exercise Hi maybe it's me but I have a certain amount of options that vested end of last month and I've exercised and sold them. Now all the numbers in money seem to have been set up properly (at least that's what it looks like). But no matter what number I enter I get the following error message: You do not have enough vested shares available to complete this transaction. Please enter a different quantity of shares. As I said playing with the numbers - though it doesn't reflect reality - does not make a difference ... :-( many thanks for any help Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177688
  - 4
    - Savings reflection in Budget Hi Folks! I have an automatic transfer setup in Money 2004 to take out a set amount of money from another account once a week. I want to know how to set this up in the Budget feature so that it will reflect the amount? In other words, how do I have the Budget feature reflect the amount of money I have left to spend after taking in consideration of my transfer. Thank you. - Lawrence Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177684
  - 5
    - Print bank reconciliation How do you print a bank reconciliation report after balancing my checking account? Thanks. Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177676
  - 6
    - Category and subcategory in different cells There is any solution for this problem in money 2005 ? in all previous version this option was possible thanks Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177672
  - 7
    - Bank reconciliation report My earlier version of MM didn't have the ability to print out a bank reconciliation after balancing my account. So, I purchased MM 2005 hoping it had that ability. Seems it doesn't. Anyone know if it's a feature or not; or how can I print out a reconciliation report (like I do with QuickBooks). Thanks. Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177671
  - 8
    - My bank account shows deposits as expenses When I download my bank information (from Washington Mutual) it catagorizes everything (even my paychecks) as an expense. Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177670
  - 9
    - Automatic return from bank How can I stop Money2004 from returning immedately after manually downloading transactions. It doesn't give time to log off from my bank. WK -- --- Outgoing mail is certified Virus Free. Checked by AVG anti-virus system (http://www.grisoft.com). Version: 6.0.773 / Virus Database: 520 - Release Date: 05/10/2004 Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177657
  - 10
    - join now and start earning http://www.fantastic-mail.com/pages/index.php?refid=oasis1971 http://cashbin.co.uk/index.php?a=964 http://www.htmail.com/cgi-bin/htmail/join.pl?simon.waudby2@btinternet.com http://www.strawberrymail.com/pages/index.php?refid=oasis1971 http://www.effectivemails.com/pages/index.php?refid=oasis1971 http://www.400cents-2000dollars.com/pages/index.php?refid=oasis1971 Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177653
  - 11
    - Got a call from MSFT I had a trouble ticket opened, and someone from Product Development" called to get some feedback on the product. Should I "let him have it"? Never had MSFT call before, so I think they are getting the message that 05 is a POS. Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177652
  - 12
    - Tax Withholding Estimator I just have a quick question. Assuming that I have entered all the tax information in Money 2004 correctly, is the the Tax estimator generally pretty accurate in determing how much withholding I should use? I'm curious as to where Money gets it's information. Is it current information based on 2004 tax year or 2003? Thank you. Lawrence Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177648
  - 13
    - Credits, Refunds and Rebates Hello, I would like to have an accout that keeps tracks of the various refunds, credits and rebates that I accumulate over time. Does any one currently have an Idea for these kinds of transactions?. Like a accounts reciveable or something. Thanks, Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177643
  - 14
    - Syncing bills between Money '05 and MSN Money I've setup Money 2005 to sync with MSN Money. Now all of my bills show up on my MSN Money home page. I've been waiting for this a long time. When I go to the Bills To-Do List, however, I can't make payments. The top of the page says, "to setup up a bill to be paid online, click Set up to pay online. If you have already paid a bill and want to remove the reminder, click bill paid." There is no "Set up to pay online" item to click or a "Bill paid" item to click. When I go to the payment center, I can't even see my bill list. What am I missing? What I want to do is go to the bill list, select a bill and click something that pays the bill, updates my bill list and records the payment in the correct account. Is this possible? Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177641
  - 15
    - setting up existing home equity loan I have a home equity loan with a credit union but I am not sure how to setup an existing loan account with the Money 2005? I went to credit union website but couldn't find any download info to Money 2005. Thank you Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177640
  - 16
    - Credit Card Payments/Transfers in Money 2005? I use Money 2005 Premium and I have a problem I transfer from Checkings to Savings month end Money treats this as an expense transaction -" Credit Card Payments/Transfers" Even in the savings account this is trated as a "Credit Card Payments/Transfers". I can add a new categ but ideally i dont want this to go into an expense or income... Either this is broken or I am doing this incorrectly Can anyone in this forum help I dont want the transaction from C to S be considered as an expense Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177638
  - 17
    - Cannot restore a backup file from MS money 2004 deluxe I have tried opening and restoring the file, nothing happens. I've uninstalled and reinstalled with no success!!! Has this happened to anyone before?? If so, did you correct the problem? How?? Thanks, Mike Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177635
  - 18
    - Money 2005 will not load Hi, I have just purchased a useless piece of software, Money 2005. I am upgrading from 2001, in order that I can use it on my Pocket PC. It will not load, it has removed 2001 and on completion of loading 2005, an error message tells me to load again, I do and again and again. I am running XP Home, all programs have been closed down before loading M 2005. After some time I managed to log onto the UK support page, Money 2005 does not exist!!! It is not listed. It asked me for the PID and told me how to get it by running the program, useless information if the program will not load. Nothing in txt or pdf files to help me! Very bad support, I expect the program was rushed out before the support was ready. Can someone explain how I can get the program to load or get my cash back, purchased through Amazon UK. Peter cleife@mercuryin.es PS In the event that I will be able to gfet it to run somehow, will it work on my Pocket PC, there is a Pocket PC 2004 prgram, but no 2005? Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177633
  - 19
    - want to remove money 2002 and money system pack After XP update got a dialog "error 1606 could not access network location" Money 2002. I put in disc etc. Still get thisbox numerous times at start up. ] I don't use Money and removed it in control panel. I also have Money 2002 system pack listed. Cant remove. Tried to reload Money and get same error 1606. It's driving me crazy, I jsut want to fully remove Money and it's service pack! I appreciate any ideas. Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177629
  - 20
    - MS Money Not Recognizing New Printer as Default I have installed a new HP Printer. MS Money that I am using is not picking it up as the new default printer and therefore unable to print reports. Any help out there? Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177627
  - 21
    - Open Letter: I'm skipping M05 After running a copy of M05 Deluxe on my laptop and doing parallel data entry in M04 on my desktop and M05 on the laptop since the 17th of September, I have decided to exercise the 30DMBG and skip M05. Here's my "brief statement" for the product returns folks: --------------- Money 2005 provides no significant new features of use to me, increases dependency on the Internet needlessly and surreptitiously, introduces new defects, fixes few of the old defects, includes several annoying arbitrary changes, modifies my data file silently, and appears to be a vehicle tailored more to deliver advertising than to provide a useful tool for financial management to users. It is only the second Money upgrade I have ever passed on. --------------- In the tradition of a Donald Rumsfeld press conference, I offer some associated Q and A: What does this mean for your UFAQ? I will continue to support versions of Money prior to M05 and will, as time and energy permit, update answers where appropriate for M05 differences. I will also likely add a dedicated page with my thoughts on M05 and a disclaimer that the UFAQ may be of limited utility to M05 users. Several Q&A will be added to a new category "Complaint Department: Money 2005". I will also change my submissions policy for M05-specific questions: I will carry only very limited M05-specific content. I see no reason to subsidize the Money product group. By all means, open those support cases. They deserve it. What annoys you the most about M05? Microsoft appears to be abandoning any pretense of supporting the users who just wants to manage their finances without all of the network dependency. That narrowly beat out my tremendous dislike of the latest dumbing-down of the UI: more busy-ness, more needless mingling of user interface metaphors, the nightmare that used to be Tools|Options, the XXXX1234 account number stupidity in Account List, the random walk of what click opens a browser and what opens web content in Money and so on. Oh, and the stupid thing can't even display its relatively useless on-line help without being, well, on-line. That'd probably be in third place. But you don't use most of the network stuff, so what if it's there? Some of it can't be avoided. Money updates the quotes every time I start it even though I've set the setting telling it not to. On-line help really is. After two weeks I had generally learned how to avoid all of the intermingled MSN content and the ads, but not entirely. Assuming Money continues on this trend, what will you do going forward? Well, I've thought about that a lot. Conversion to Quicken is one possibility, but I didn't start using Money because I thought Quicken was a better product. By all accounts, Quicken has its own share of issues and lots of what's annoying about M05 is just Microsoft chasing Quicken down the sewer pipe. I guess the worst case is that I'm stuck on M04 for quite some time to come. What's the worst thing about that? Well, it's not like I'll miss out on any bug fixes, that's for sure. At some point, the quotes will stop. I suppose I can put them in by hand. Seriously, there must be something you liked about M05, wasn't there? They did fix the tax estimator mangled display problem finally. Beyond that, three week later, I'm hard pressed to identify anything I found improved for my use. That would be merely annoying were it not for the tremendous number of things about it that I find distasteful. I had hopes for the spending average feature cited in the marketing blurbs--until I finally found what it was they were talking about. I was nice not having to type in a product key when installing. They finally removed the creepy "Billy Bob and MaryJo Moneyuser's Home Page" stuff. Surely they must have incorporated something off your wish list? Nope. Not a thing. What were the annoying arbitrary changes you didn't like? #1 is removing the dual category list option. #2 is the way they changed the 401k Account Update to factor in post-dated transactions already in the register. I was also very annoyed that M05 upgrade elected to mangle my pre-existing categories. That's the first time a Money upgrade has ever done that. It was easy enough to undo, but why should I have to? Though it doesn't affect my use, I thought the addition of Credit Card Payments/Transfer as an Expense category just to confuse the meaning and use of the existing Credit Card Payment and Transfer Special Categories was brain-damaged at best. New users have enough trouble understanding the existing ones--so Microsoft added the new one to further confuse them? What were they thinking? What would you recommend to people considering an upgrade to M05? Unless the most important thing to you is consolidating the view of your on-line accounts or adding on-line access to institutions not previously accessible from Money that Yodlee knows how to break into, I'd recommend skipping it. For an experienced user, it just doesn't add anything else and it adds what it does at considerable cost in a further burdened UI, removal of other features, and on-line dependence for things as basic as access to on-line--now literally--help. Can you recommend M05 to new users? No. M05 tries hard to convince them to do things against their interest. It is trying to hasten transition to a business model where their data is not theirs alone and the whole reason for the product is to vector advertising and marketing to them. Things like the "file sharing" that isn't just seem to have been developed, marketed, and presented in ways to mask the dependence on MSN Internet servers and the extent to which Microsoft is asking you to trust them with your data. It foists a model where Microsoft, MSN, the banks and Yodlee control how you manage your finances far more than you do. (I refer to things like the all-or-nothing connectivity model, the enforced deletion of existing data just to sync up, the whole duplicate account mess and so on.) This is a complete reversal from the original Money product. Maybe it is a model that has its place for some users--virtually all of whom haven't adopted Money or Quicken already. But Microsoft shouldn't be trying to hide their intentions and they should offer an alternate model for people who don't buy into their vision. Yes, the alternate model is still there, more or less. No, they aren't making it accessible and they are trying very hard to make is appear that there really is no other way to use the product than their new way. If all a user wants is to "Stop typing!" and have "The effortless way" to manage their personal finances, they'd be better off to just skip worrying about it entirely. Isn't this just a protest vote? There is some component of that. I'll admit it. But I'm not interested in personal financial management just so Microsoft can better target marketing in my direction. Nor, I dare say, are most other users. If we just roll over and take this, that's what we're headed for: just being targets for marketing, not software customers. I'm also not interested in using some future version of Money that is nothing more than a minimal value add, completely web-based, sold by subscription model, MSN-oriented skin on something like Yodlee. More clearly than ever before, that's where Microsoft wants to go. Will this protest be effective? In the short haul, maybe a little. In the long haul, probably not. Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177626
  - 22
    - contact management Why does Money only uses the WAB address book from OE instead of at least having an option to use the Office Outlook contacts instead? I would imagine that at least the Money "Small Business" or Home and Business version would do that. Is it possible and I am missing something? I am not looking for a "work around" like exporting the contacts from Outlook to a CSV file or any like that. I am looking for "integration" between Money and Office Outlook. Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177625
  - 23
    - Deposits being entered as payment? When money updates my checking account information automatically (or if i do a manual update to retrieve current checking account info) it enters ALL of the transactions as PAYMENTS. Even the deposits! This of course throws my balance way out of whack. I manually change the payments to deposits but I shouldn't have to do this. Does anyone know why my deposits are not being recognized as such by Money 2005 and are instead showing up as payments? Thanks. Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177624
  - 24
    - Wrong Payee on downloaded statement I've researched this topic in this group and this topic seems to come up frequently. Most solutions talk about matching the wrong transaction. My problem is subtly different. When I click "change" on the suspect transaction, MS claims that this transaction is unmatched. The funny thing is, the payee listed in the register ("Billy") is different than the payee shown on the "change" screen (the screen you go to when you select "change.") On the "change" screen, MS claims that this transaction (payee is "Bob") is not matched!! I then click cancel and the payee on the register is back to "Billy" Why is MS changing the payee on a transaction that is unmatched? Please advise. Thanks, Dave Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177615
  - 25
    - Money 2005 sinks downunder I have just retro-fitted back to Money 2004 after purchasing and installing Money 2005, which turned out to be a terrible product. My first issue is that the conversion process from 2004 to 2005 format failed to convert 17 "payslip" transactions (out of several thousand), which took me hours to reconcile. These transactions just ceased to exist in 2005, so I had to uninstall it, re-install 2004, export all account transactions, from accounts that didn't balance, into CSV files. Uninstall 2004, re- install 2005 and extract the same accounts, then spend the next few hours sorting through them. Tonight I have downloaded my bank transactions from the ANZ bank, only to find the OFC file is no longer supported in Money 2005! My bank doesn't provide OFX files, so my options are to no longer download and reconcile transaction or return to Money 2004. I have been a long, long term Money user - dating back to 1991 with Money 1.0 (which I brought back from the USA with me) and have experienced the product short comings over the years when new versions were released. Despite there having been several set backs along the way, I have always attempted to remain current and adjust to the new version. Until now, the product split in 2000 was probably the most annoying, from then on only the lowest level, "Standard" product being available in the Australian market. Although I have to say, this is worse! For anyone that downloads transactions, this product ceases to be a viable home accounting package. There are also a number of cosmetic issues with this version. The prefix of AU$ in front of every number is pathetic! Being driven to a US site for share info pages which don't default to the AU: share prefix is also crazy and the dysfunctional attempt to use .NET profiles to hold portfolio details for internet accessibility, when the service isn't available is just another frustration. Unless there is a 2005 SP1 released to address these fundamentals, then I have to say you have let Quicken beat you. I certainly am very dissapointed to say I'll be switching in the very near future and only because you leave me no choice. Until then, I have gone back to Money 2004. Tag: Upgrade from Money Suite 2002 to Money Small Business 2005 Tag: 177613

Hi,

Is there a way to upgrade from Money Suite 2002 to Money
Small Business 2005? I believe upgrade should be cheaper
than a brand new version buy, am I right?

Vladimir

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Re: Upgrade from Money Suite 2002 to Money Small Business 2005 by Bob

Bob
Thu Oct 07 12:14:48 CDT 2004

MS don't make upgrades. Technically you can do it but you will have to buy a
full price version of SB 2005.

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default.aspx?scid=fh;EN-GB;mny.
For wishes or suggestions see
http://register.microsoft.com/mswish/suggestion.asp
or for UK wishes http://www.microsoft.com/uk/support/money/feedback

I do not respond to any emails that I have not specifically asked for.

"Vladimir" <drfox33-public@yahoo.com> wrote in message
news:3e0c01c4ac60$464966f0$a501280a@phx.gbl...
> Hi,
>
> Is there a way to upgrade from Money Suite 2002 to Money
> Small Business 2005? I believe upgrade should be cheaper
> than a brand new version buy, am I right?
>
> Vladimir

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