What I'd like to see in Money 2005

I thought that I would just voice a couple of things that I think would make
money a even better product. I know its a bit late for Money 2004 now, but
something to consider for the 2005 release.

Currency rates:
At the moment if you want to see the currency rates you have to go into
options to list them. Being able to display a customisable list of them as
an entry on the home page, or on the portfolio page would be useful. This
information is already being synced anyway - likewise -

Tourist Rates:
Having approximate tourist rates, or tourist rates being offered by a
certain provider (Thomas Cook for example here in the UK) and being able to
display them on the home page / portfolio. With links to buy current at the
rate from the provider and perhaps even Travellers cheques.

Premium Bonds: (UK)
Proper premium bonds entry in the National Savings section of the Add
Investment wizard.
Further, the ability to enter the Bond numbers / Holders number into Money
and to have it check the bond numbers against the ERNIE information that is
available on the National Savings web site. (www.nationalsavings.co.uk)

Lottery Numbers:
Simple this one. Enter your lottery numbers in a form (for users who play
the same numbers) or in a box for random number players and have it check
them for you against on-line service results.

Endowment Insurance bonus tracking

On the Portfolio screen, have a little "Closed" entry appear once the index
/ Investments market has closed for the day / week.

A updated Windows CE based Handheld PC client (in currencies other than
US/CAN $ this time please)

In the UK edition, if you add the travel icon to the toolbar, the first time
you click it, it defaults to Expedia USA, this should default to
Expedia.co.uk

Thats all I can think of for now. I've submitted these to the 'Wish' Group.
Anyone got any other thoughts?

Chris Tilley
HPC:Factor - http://www.hpcfactor.com/
HPC:Factor SETI Group - http://www.hpcfactor.com/seti/group/

A
Fri Jul 04 18:00:30 CDT 2003

GST (Australia) suopport
More editions of money in AU-say all customised, Small businexs eduition
with ato tools.
"Dick Watson" <littlegreengecko@mindspring.com> wrote in message
news:usVUMxmQDHA.2036@TK2MSFTNGP10.phx.gbl...
> There's already way too much goofy baggage in Money without adding the
> Lottery Number Wizard.
>
> But who knows, maybe lottery numbers are **the** cool new feature in M04?
Of
> course, your other items could be there, too, for all we yet know.
>
> "Chris Tilley - HPC:Factor" <chrisNOSPAMPLEASE@hpcfactor.com> wrote in
> message news:Og6zHKmQDHA.2036@TK2MSFTNGP10.phx.gbl...
> > I thought that I would just voice a couple of things that I think would
> make
> > money a even better product. I know its a bit late for Money 2004 now,
but
> > something to consider for the 2005 release.
> [snipped]
>
>

NickKnight
Fri Jul 04 18:18:36 CDT 2003

On "Chris Tilley - HPC:Factor"
<chrisNOSPAMPLEASE@hpcfactor.com> wrote:

>Currency rates:
>At the moment if you want to see the currency rates you have to go into
>options to list them. Being able to display a customisable list of them as
>an entry on the home page, or on the portfolio page would be useful. This
>information is already being synced anyway - likewise -
I would not put this into Money. Currency rates fluctuate
on a daily basis, if you check
http://money.cnn.com/markets/currencies/ you''ll find rates
change every business day.

>Lottery Numbers:
>Simple this one. Enter your lottery numbers in a form (for users who play
>the same numbers) or in a box for random number players and have it check
>them for you against on-line service results.
But then you colud do the same oustide of money. They
publish them in the newspaper, many TV Radio and newspapers
publish them on their webistes.

>A updated Windows CE based Handheld PC client (in currencies other than
>US/CAN $ this time please)
Guess what? Money stopped supprting the Handehdl platform
like the HP680 years ago. Now they only suppoprt the PPC.


--------------------------------------------
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NickKnight
Fri Jul 04 18:20:08 CDT 2003

On "Dick Watson" <littlegreengecko@mindspring.com> wrote:

>There's already way too much goofy baggage in Money without adding the
>Lottery Number Wizard.
>
>But who knows, maybe lottery numbers are **the** cool new feature in M04? Of
>course, your other items could be there, too, for all we yet know.
I view the lottery as a tax on stupidity. I don't play the
lottery so I don't want it in Money. Money already has
enough bloat.
--------------------------------------------
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-----== Over 80,000 Newsgroups - 16 Different Servers! =-----

Chris
Fri Jul 04 18:38:38 CDT 2003

I don't play the lottery either, but I know people who would find it useful.
Who I've asked about what they wanted in Money before I wrote to Microsoft
Development.

As for bloat... well it is a fairly hefty app I must admit, but I like it
:-)
--
Chris Tilley
HPC:Factor - http://www.hpcfactor.com/
HPC:Factor SETI Group - http://www.hpcfactor.com/seti/group/

"NickKnight" <NickKnightonFKNOSPAM@hotmail.com> wrote in message
news:2r2cgvsjua2gik9472amolgmsf4ea7c8h9@4ax.com...
> On "Dick Watson" <littlegreengecko@mindspring.com> wrote:
>
> >There's already way too much goofy baggage in Money without adding the
> >Lottery Number Wizard.
> >
> >But who knows, maybe lottery numbers are **the** cool new feature in M04?
Of
> >course, your other items could be there, too, for all we yet know.
> I view the lottery as a tax on stupidity. I don't play the
> lottery so I don't want it in Money. Money already has
> enough bloat.
> --------------------------------------------
> To send me e-mail exorcise NO Spam from
> my e-mail address.
>
>
> -----= Posted via Newsfeeds.Com, Uncensored Usenet News =-----
> http://www.newsfeeds.com - The #1 Newsgroup Service in the World!
> -----== Over 80,000 Newsgroups - 16 Different Servers! =-----

Chris
Fri Jul 04 18:34:55 CDT 2003

Currency rates, they are already in it if you look, you have to go into the
options menu to get at them though. As this data is already being sync'd,
making it available on the home page just adds better use for it. I very
well know that they change every day, hence when you sync with the internet
they are updated for you with your stock data.

I *could* watch the tv for the lottery draw, I *could* go get a news paper,
I *could* goto the national lottery web site, but if money can pull the
numbers down when it does the internet update and flash a popup if I've won
something the user would have one touch access to more tools. I mean on that
logic I could go and check my shares outside of money too, but I don't want
to ;-)
Its an XML world, everything's ASCII, It just needs to know what to do with
it.

As for the HPC support, why do you think I'm asking for a new client. If
there was a working one, I wouldn't need to ask :-)
The old 2000 / 2001 client was only made available for US and Canadian
versions of Money and this was of no use to me here in the UK. If people
don't ask for these things, they don't get written, so it can't hurt to ask.
(again... and again... and again lol)

Chris Tilley
HPC:Factor - http://www.hpcfactor.com/
HPC:Factor SETI Group - http://www.hpcfactor.com/seti/group/

"NickKnight" <NickKnightonFKNOSPAM@hotmail.com> wrote in message
news:9f2cgvknnod354feb92dmu8330110ba7se@4ax.com...
> On "Chris Tilley - HPC:Factor"
> <chrisNOSPAMPLEASE@hpcfactor.com> wrote:
>
> >Currency rates:
> >At the moment if you want to see the currency rates you have to go into
> >options to list them. Being able to display a customisable list of them
as
> >an entry on the home page, or on the portfolio page would be useful. This
> >information is already being synced anyway - likewise -
> I would not put this into Money. Currency rates fluctuate
> on a daily basis, if you check
> http://money.cnn.com/markets/currencies/ you''ll find rates
> change every business day.
>
> >Lottery Numbers:
> >Simple this one. Enter your lottery numbers in a form (for users who play
> >the same numbers) or in a box for random number players and have it check
> >them for you against on-line service results.
> But then you colud do the same oustide of money. They
> publish them in the newspaper, many TV Radio and newspapers
> publish them on their webistes.
>
> >A updated Windows CE based Handheld PC client (in currencies other than
> >US/CAN $ this time please)
> Guess what? Money stopped supprting the Handehdl platform
> like the HP680 years ago. Now they only suppoprt the PPC.
>
>
> --------------------------------------------
> To send me e-mail exorcise NO Spam from
> my e-mail address.
>
>
> -----= Posted via Newsfeeds.Com, Uncensored Usenet News =-----
> http://www.newsfeeds.com - The #1 Newsgroup Service in the World!
> -----== Over 80,000 Newsgroups - 16 Different Servers! =-----

Chris
Fri Jul 04 18:40:31 CDT 2003

I don't follow, how would synchronising your PIM data with money work out?
*scratches head*

--
Chris Tilley
HPC:Factor - http://www.hpcfactor.com/
HPC:Factor SETI Group - http://www.hpcfactor.com/seti/group/

"Fritzly" <Fritzly@hotmail.com> wrote in message
news:eYZh6RoQDHA.2228@tk2msftngp13.phx.gbl...
> What about get rid of Money Express and synchronize with Outlook instead?
> Happy Four of July
> Fritzly
> "Chris Tilley - HPC:Factor" <chrisNOSPAMPLEASE@hpcfactor.com> wrote in
> message news:Og6zHKmQDHA.2036@TK2MSFTNGP10.phx.gbl...
> > I thought that I would just voice a couple of things that I think would
> make
> > money a even better product. I know its a bit late for Money 2004 now,
but
> > something to consider for the 2005 release.
>
>

Dick
Fri Jul 04 21:43:13 CDT 2003

Or the racing form? How about a bingo picker? Live off-track betting?

"NickKnight" <NickKnightonFKNOSPAM@hotmail.com> wrote in message
news:u4ecgvcbvkbs2fltin10b4raufp8hac702@4ax.com...
> But why would you want it in Money? Money is for keeping
> track of your checking accts, etc. The lottery doesn't
> really belong in there. If they put lottery in there will
> they also put in the ability to track your bets for Mach
> Mandness?

Dick
Fri Jul 04 21:48:37 CDT 2003

Oh, and have you noticed that Money has contact information just like
Outlook?

I'm not lobbying for Outlook integration, mind you. This is just the stuff
that some users have said they'd like to see integrated with Outlook.

I can think of many, many, things I'd rather see in Money than them trying
to tie into Outlook. (The thought of the Money team programming this is a
little scary, besides.) Like improving the scheduled split transaction
morphs to paycheck feature, adding great new firewall compatibility features
to quotes download, and adding great new data integrity improvements for
simultaneous access by multiple users to a Money file. And that's just
naming three.

"Chris Tilley - HPC:Factor" <chrisNOSPAMPLEASE@hpcfactor.com> wrote in
message news:uX39tXoQDHA.2096@TK2MSFTNGP12.phx.gbl...
> I don't follow, how would synchronising your PIM data with money work out?
> *scratches head*

NickKnight
Fri Jul 04 22:50:32 CDT 2003

I for one would decline to buy the new version of Money if
it tracked Lottery bets.
--------------------------------------------
To send me e-mail exorcise NO Spam from
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Bob
Fri Jul 04 23:31:12 CDT 2003


> I'm not lobbying for Outlook integration, mind you. This is just the stuff
> that some users have said they'd like to see integrated with Outlook.
>
I would. I get tired of re-entring the same data multiple times. Every
payee has to have an address, website, phone number. This same
information is probably in your contacts in Outlook for many of the
payees. Let us also not forget the same information is asked for each
bank or broker in Money.

Bob

Chris
Sat Jul 05 08:16:57 CDT 2003

He already coordinates several hundred different stock exchanges, so 7, 2
digit lottery numbers once a week shouldn't be too hard

--
Chris Tilley
HPC:Factor - http://www.hpcfactor.com/
HPC:Factor SETI Group - http://www.hpcfactor.com/seti/group/

"Bob Becnel" <rgb2@cec.wustl.edu> wrote in message
news:Pine.SOL.3.96.1030704231628.10654A-100000@hilton.cec.wustl.edu...
>
> If we are going to ask Bill Gates to coordinate 50 different lotteries
> plus those that are international, then shouldn't we ask him to pull in
> the latest lines from Vegas. Also, what about all of the greyhound,
> jai-lai and horse races that are available in this country alone?
>
> Where do you draw the line?
>
> ***************************
> Bob Becnel
> rgb2@cec.wustl.edu
> http://cec.wustl.edu/~rgb2/
> ***************************
>
> On Sat, 5 Jul 2003, Chris Tilley - HPC:Factor wrote:
>
> > Currency rates, they are already in it if you look, you have to go into
the
> > options menu to get at them though. As this data is already being
sync'd,
> > making it available on the home page just adds better use for it. I very
> > well know that they change every day, hence when you sync with the
internet
> > they are updated for you with your stock data.
> >
> > I *could* watch the tv for the lottery draw, I *could* go get a news
paper,
> > I *could* goto the national lottery web site, but if money can pull the
> > numbers down when it does the internet update and flash a popup if I've
won
> > something the user would have one touch access to more tools. I mean on
that
> > logic I could go and check my shares outside of money too, but I don't
want
> > to ;-)
> > Its an XML world, everything's ASCII, It just needs to know what to do
with
> > it.
> >
> > As for the HPC support, why do you think I'm asking for a new client. If
> > there was a working one, I wouldn't need to ask :-)
> > The old 2000 / 2001 client was only made available for US and Canadian
> > versions of Money and this was of no use to me here in the UK. If people
> > don't ask for these things, they don't get written, so it can't hurt to
ask.
> > (again... and again... and again lol)
> >
> > Chris Tilley
> > HPC:Factor - http://www.hpcfactor.com/
> > HPC:Factor SETI Group - http://www.hpcfactor.com/seti/group/
> >
> > "NickKnight" <NickKnightonFKNOSPAM@hotmail.com> wrote in message
> > news:9f2cgvknnod354feb92dmu8330110ba7se@4ax.com...
> > > On "Chris Tilley - HPC:Factor"
> > > <chrisNOSPAMPLEASE@hpcfactor.com> wrote:
> > >
> > > >Currency rates:
> > > >At the moment if you want to see the currency rates you have to go
into
> > > >options to list them. Being able to display a customisable list of
them
> > as
> > > >an entry on the home page, or on the portfolio page would be useful.
This
> > > >information is already being synced anyway - likewise -
> > > I would not put this into Money. Currency rates fluctuate
> > > on a daily basis, if you check
> > > http://money.cnn.com/markets/currencies/ you''ll find rates
> > > change every business day.
> > >
> > > >Lottery Numbers:
> > > >Simple this one. Enter your lottery numbers in a form (for users who
play
> > > >the same numbers) or in a box for random number players and have it
check
> > > >them for you against on-line service results.
> > > But then you colud do the same oustide of money. They
> > > publish them in the newspaper, many TV Radio and newspapers
> > > publish them on their webistes.
> > >
> > > >A updated Windows CE based Handheld PC client (in currencies other
than
> > > >US/CAN $ this time please)
> > > Guess what? Money stopped supprting the Handehdl platform
> > > like the HP680 years ago. Now they only suppoprt the PPC.
> > >
> > >
> > > --------------------------------------------
> > > To send me e-mail exorcise NO Spam from
> > > my e-mail address.
> > >
> > >
> > > -----= Posted via Newsfeeds.Com, Uncensored Usenet News =-----
> > > http://www.newsfeeds.com - The #1 Newsgroup Service in the World!
> > > -----== Over 80,000 Newsgroups - 16 Different Servers! =-----
> >
> >
> >
> >
>

Chris
Sat Jul 05 08:19:49 CDT 2003

Ah!, yes I'm with you now. Good thinking, certainly something to consider.
Perhaps the FI could provide all their details in a special file which you
can pull off their web site, containing all your account details, contact
data and the such.

As for the Payee contact information, your right that would be very very
time saving!

--
Chris Tilley
HPC:Factor - http://www.hpcfactor.com/
HPC:Factor SETI Group - http://www.hpcfactor.com/seti/group/

"Dick Watson" <littlegreengecko@mindspring.com> wrote in message
news:#z0RzAqQDHA.2716@TK2MSFTNGP10.phx.gbl...
> Oh, and have you noticed that Money has contact information just like
> Outlook?
>
> I'm not lobbying for Outlook integration, mind you. This is just the stuff
> that some users have said they'd like to see integrated with Outlook.
>
> I can think of many, many, things I'd rather see in Money than them trying
> to tie into Outlook. (The thought of the Money team programming this is a
> little scary, besides.) Like improving the scheduled split transaction
> morphs to paycheck feature, adding great new firewall compatibility
features
> to quotes download, and adding great new data integrity improvements for
> simultaneous access by multiple users to a Money file. And that's just
> naming three.
>
> "Chris Tilley - HPC:Factor" <chrisNOSPAMPLEASE@hpcfactor.com> wrote in
> message news:uX39tXoQDHA.2096@TK2MSFTNGP12.phx.gbl...
> > I don't follow, how would synchronising your PIM data with money work
out?
> > *scratches head*
>
>

Dick
Sat Jul 05 08:29:57 CDT 2003

You only have to put this data in Money if you want it there. Except for
online banking stuff, none of it is ever used by anybody but you. Money
certainly doesn't need it or do anything with it besides show it to you. If
you are in the habit of using Outlook Contacts for this sort of thing, use
'em and skip putting it in Money, I'd say.

"Bob Becnel" <rgb2@cec.wustl.edu> wrote in message
news:Pine.SOL.3.96.1030704232058.10654B-100000@hilton.cec.wustl.edu...
>
> > I'm not lobbying for Outlook integration, mind you. This is just the
stuff
> > that some users have said they'd like to see integrated with Outlook.
> >
> I would. I get tired of re-entring the same data multiple times. Every
> payee has to have an address, website, phone number. This same
> information is probably in your contacts in Outlook for many of the
> payees. Let us also not forget the same information is asked for each
> bank or broker in Money.

Chris
Sat Jul 05 09:19:11 CDT 2003

What you've said would be comical, if it wasn't true.

I under stated the UK lottery, I think we have it twice a week these days
and its set to get worse from recent reports of dwindling sales (The 'poor'
as you put it are seeing sense me thinks). Their going to de-nationalise it.

That aside, it seemed like a rather easy thing to implement. Just select
which lottery you take part in from a service list, enter your numbers and
Internet Update it for the results. I'm not saying I'd use it, but in
discussion with other money users it came up so I've put it forward.

Its still going to be easier to coordinate than the Stock market ;-)

--
Chris Tilley
HPC:Factor - http://www.hpcfactor.com/
HPC:Factor SETI Group - http://www.hpcfactor.com/seti/group/

"Dick Watson" <littlegreengecko@mindspring.com> wrote in message
news:uPzfnmvQDHA.2768@tk2msftngp13.phx.gbl...
> We have adopted a new taxation strategy here in the US that you may not
have
> in the UK. Don't tax rich, smart, people who can do math via the income
tax.
> Don't have federal services. Just shift the burden to the states. (Call it
> "state's rights" or some such.) Then, the states--which already had
> regressive tax schemes--decided to shove the burden off on the poor people
> who can't do math. We call it the lottery. Most every state now has one or
> several forms. It's a lot bigger than just 7 2 digit lottery numbers twice
a
> week here in the states.
>
> "Chris Tilley - HPC:Factor" <chrisNOSPAMPLEASE@hpcfactor.com> wrote in
> message news:%23O6bXevQDHA.2176@TK2MSFTNGP12.phx.gbl...
> > He already coordinates several hundred different stock exchanges, so 7,
2
> > digit lottery numbers once a week shouldn't be too hard
>
>

Chris
Sat Jul 05 09:21:26 CDT 2003

Its nice to have all the fields filled in, after all you only have to do it
once and it should stay with it in subsequent updates. The information could
have a more prevolent use in the future, perhapse as more banks offer full
banking from within money, you'll be able to use the contact data to send
transfers to people.

--
Chris Tilley
HPC:Factor - http://www.hpcfactor.com/
HPC:Factor SETI Group - http://www.hpcfactor.com/seti/group/

"Dick Watson" <littlegreengecko@mindspring.com> wrote in message
news:O7twJnvQDHA.3700@tk2msftngp13.phx.gbl...
> You only have to put this data in Money if you want it there. Except for
> online banking stuff, none of it is ever used by anybody but you. Money
> certainly doesn't need it or do anything with it besides show it to you.
If
> you are in the habit of using Outlook Contacts for this sort of thing, use
> 'em and skip putting it in Money, I'd say.
>
> "Bob Becnel" <rgb2@cec.wustl.edu> wrote in message
> news:Pine.SOL.3.96.1030704232058.10654B-100000@hilton.cec.wustl.edu...
> >
> > > I'm not lobbying for Outlook integration, mind you. This is just the
> stuff
> > > that some users have said they'd like to see integrated with Outlook.
> > >
> > I would. I get tired of re-entring the same data multiple times. Every
> > payee has to have an address, website, phone number. This same
> > information is probably in your contacts in Outlook for many of the
> > payees. Let us also not forget the same information is asked for each
> > bank or broker in Money.
>
>

Bob
Sat Jul 05 11:32:22 CDT 2003


Agreed. However, to take advantage of Money's features...

My bank allows me to submit a check on-line and the bank will maill the
check in an envelope and stamp it using the address from my payee
information. In order to send checks to friends or utilities, I have to
prepopulate Money with the same information in Outlook. I have the
information in Outlook for reasons such as mailing labels or lists for
Xmas cards, etc.

Also, if I want to call my bank or credit card company, I put the phone
numbers in Money, but if I didn't do this, I would have to open Outlook
just to call my bank when I already have Money open. Not a biggie, but
certainly redundant. Now, going one step further, if my bank merges or
moves, I have to make sure I update my Outlook and Money payee
information. You see my point.

I know you don't have to do this stuff. In fact you don't have to ever
put anything in Money. Just load it up on your machine and look at the
nice icon. However, if you want to use essential aspects of the software,
there are certain things you *have* to do.

Bob

***************************
Bob Becnel
rgb2@cec.wustl.edu
http://cec.wustl.edu/~rgb2/
***************************

On Sat, 5 Jul 2003, Dick Watson wrote:

> You only have to put this data in Money if you want it there. Except for
> online banking stuff, none of it is ever used by anybody but you. Money
> certainly doesn't need it or do anything with it besides show it to you. If
> you are in the habit of using Outlook Contacts for this sort of thing, use
> 'em and skip putting it in Money, I'd say.
>
> "Bob Becnel" <rgb2@cec.wustl.edu> wrote in message
> news:Pine.SOL.3.96.1030704232058.10654B-100000@hilton.cec.wustl.edu...
> >
> > > I'm not lobbying for Outlook integration, mind you. This is just the
> stuff
> > > that some users have said they'd like to see integrated with Outlook.
> > >
> > I would. I get tired of re-entring the same data multiple times. Every
> > payee has to have an address, website, phone number. This same
> > information is probably in your contacts in Outlook for many of the
> > payees. Let us also not forget the same information is asked for each
> > bank or broker in Money.
>
>
>
>

Bob
Sat Jul 05 11:35:26 CDT 2003


On Sat, 5 Jul 2003, Chris Tilley - HPC:Factor wrote:

> Its nice to have all the fields filled in, after all you only have to do it
> once and it should stay with it in subsequent updates. The information could
> have a more prevolent use in the future, perhapse as more banks offer full
> banking from within money, you'll be able to use the contact data to send
> transfers to people.

My bank offers the ability to submit a check on-line and the bank will
fill out a check, put it in an evelope and stamp it using information in
my payee information.

Bob

A
Sat Jul 05 15:06:19 CDT 2003

Banks could have a xsingle statement filethat noney could hsve (say might
have muktiple bank accounts).
"Chris Tilley - HPC:Factor" <chrisNOSPAMPLEASE@hpcfactor.com> wrote in
message news:OEbgdgvQDHA.3796@tk2msftngp13.phx.gbl...
> Ah!, yes I'm with you now. Good thinking, certainly something to consider.
> Perhaps the FI could provide all their details in a special file which you
> can pull off their web site, containing all your account details, contact
> data and the such.
>
> As for the Payee contact information, your right that would be very very
> time saving!
>
> --
> Chris Tilley
> HPC:Factor - http://www.hpcfactor.com/
> HPC:Factor SETI Group - http://www.hpcfactor.com/seti/group/
>
> "Dick Watson" <littlegreengecko@mindspring.com> wrote in message
> news:#z0RzAqQDHA.2716@TK2MSFTNGP10.phx.gbl...
> > Oh, and have you noticed that Money has contact information just like
> > Outlook?
> >
> > I'm not lobbying for Outlook integration, mind you. This is just the
stuff
> > that some users have said they'd like to see integrated with Outlook.
> >
> > I can think of many, many, things I'd rather see in Money than them
trying
> > to tie into Outlook. (The thought of the Money team programming this is
a
> > little scary, besides.) Like improving the scheduled split transaction
> > morphs to paycheck feature, adding great new firewall compatibility
> features
> > to quotes download, and adding great new data integrity improvements for
> > simultaneous access by multiple users to a Money file. And that's just
> > naming three.
> >
> > "Chris Tilley - HPC:Factor" <chrisNOSPAMPLEASE@hpcfactor.com> wrote in
> > message news:uX39tXoQDHA.2096@TK2MSFTNGP12.phx.gbl...
> > > I don't follow, how would synchronising your PIM data with money work
> out?
> > > *scratches head*
> >
> >
>
>
>

-
Mon Jul 07 16:07:49 CDT 2003

I still ask for (since '99) basic items that most users may use:

give me the ability to CREATE an asset class - such as "savings bonds", "
Income Property #1", etc
so that I don't have to call my income property MUTUAL FUNDS, or my I bonds
'CDs'. I would actually then have more asset classes than the 6 they
provide.

and then to MODIFY it - so that when I leave / transfer my account from one
company to another, I can change the account number rather than
closing/transferring the assets (at an unknown cost basis) (See my recent
posting regarding this)

As for mutual funds, when I download info on them, fill in the blanks as to
whether they are International, small cap VALUE funds, large cap GROWTH, etc
to better analyze my data. Or, if not automatic, at least let ME input that
info. I cannot now: now only Small,Mid,Large, cash, money mkt , bonds,
other.

Speaking of mutual funds, use the category that Morningstar uses.
Why can't I put my Oakmark International Mutual fund in an INTERNATIONAL/
GLOBAL group rather than OTHER
A lot of items don't fall into the lg,mid,sm group so they all get lumped
into "other". So I have 23% of my money in OTHER. how useless is that ?

Two enhancements to make viewing easier:
1. why not let me have money market = cash in the portfolio screen ? If I
have a few money markets, let me lump them for reporting purposes by
checking a box in their setup.

2. I'd like to have the left frame (the "menu area") come/go as needed.
While updating my Portfolio, a lot of my data is off-screen and I have to
slide over to see it. Give me a shortcut key combo to toggle full screen of
data vs "normal Money screen" so that when I want to see all the data at
once (% return 1 month, 3 mo, 1 yr etc). I could just CTRL-W (or whatever)
to see a wide view. Then do it again to get back to a "normal portfolio
page" view.

bobb

Chris
Thu Jul 10 20:06:57 CDT 2003

Well thats certainly a diverse range of opinions and ideas on the subject, I
wonder what Microsoft thinks to it all. I've had no reply. (Not that I
really am expecting one).

Anyone got any other features ideas?

--
Chris Tilley
HPC:Factor - http://www.hpcfactor.com/
HPC:Factor SETI Group - http://www.hpcfactor.com/seti/group/

"- Bobb -" <nospam87@netscape.net> wrote in message
news:#CZvRvMRDHA.2008@TK2MSFTNGP11.phx.gbl...
> I still ask for (since '99) basic items that most users may use:
>
> give me the ability to CREATE an asset class - such as "savings bonds", "
> Income Property #1", etc
> so that I don't have to call my income property MUTUAL FUNDS, or my I
bonds
> 'CDs'. I would actually then have more asset classes than the 6 they
> provide.
>
> and then to MODIFY it - so that when I leave / transfer my account from
one
> company to another, I can change the account number rather than
> closing/transferring the assets (at an unknown cost basis) (See my recent
> posting regarding this)
>
> As for mutual funds, when I download info on them, fill in the blanks as
to
> whether they are International, small cap VALUE funds, large cap GROWTH,
etc
> to better analyze my data. Or, if not automatic, at least let ME input
that
> info. I cannot now: now only Small,Mid,Large, cash, money mkt , bonds,
> other.
>
> Speaking of mutual funds, use the category that Morningstar uses.
> Why can't I put my Oakmark International Mutual fund in an INTERNATIONAL/
> GLOBAL group rather than OTHER
> A lot of items don't fall into the lg,mid,sm group so they all get lumped
> into "other". So I have 23% of my money in OTHER. how useless is that ?
>
> Two enhancements to make viewing easier:
> 1. why not let me have money market = cash in the portfolio screen ? If
I
> have a few money markets, let me lump them for reporting purposes by
> checking a box in their setup.
>
> 2. I'd like to have the left frame (the "menu area") come/go as needed.
> While updating my Portfolio, a lot of my data is off-screen and I have to
> slide over to see it. Give me a shortcut key combo to toggle full screen
of
> data vs "normal Money screen" so that when I want to see all the data at
> once (% return 1 month, 3 mo, 1 yr etc). I could just CTRL-W (or whatever)
> to see a wide view. Then do it again to get back to a "normal portfolio
> page" view.
>
> bobb
>
>

Dick
Thu Jul 10 21:13:13 CDT 2003

My standing list is way long. It's summarized in this thread:

http://groups.google.com/groups?hl=en&lr=&ie=UTF-8&oe=UTF-8&threadm=u5emRl%23FDHA.1888%40TK2MSFTNGP12.phx.gbl&rnum=2&prev=/groups%3Fq%3Dfuture%2Bgroup:microsoft.public.money%2Bauthor:littlegreengecko%2540mindspring.com%26hl%3Den%26lr%3D%26ie%3DUTF-8%26oe%3DUTF-8%26as_qdr%3Dm6%26selm%3Du5emRl%2523FDHA.1888%2540TK2MSFTNGP12.phx.gbl%26rnum%3D2

"Chris Tilley - HPC:Factor" <chrisNOSPAMPLEASE@hpcfactor.com> wrote in
message news:OXEqmh0RDHA.3768@tk2msftngp13.phx.gbl...
> Well thats certainly a diverse range of opinions and ideas on the subject,
I
> wonder what Microsoft thinks to it all. I've had no reply. (Not that I
> really am expecting one).
>
> Anyone got any other features ideas?

A
Fri Jul 11 17:59:14 CDT 2003

GST asupport, easy tax return prep (ATO tools/.advice center?)-for
austraisan /NZ uasrs.
"Chris Tilley - HPC:Factor" <chrisNOSPAMPLEASE@hpcfactor.com> wrote in
message news:OXEqmh0RDHA.3768@tk2msftngp13.phx.gbl...
> Well thats certainly a diverse range of opinions and ideas on the subject,
I
> wonder what Microsoft thinks to it all. I've had no reply. (Not that I
> really am expecting one).
>
> Anyone got any other features ideas?
>
> --
> Chris Tilley
> HPC:Factor - http://www.hpcfactor.com/
> HPC:Factor SETI Group - http://www.hpcfactor.com/seti/group/
>
> "- Bobb -" <nospam87@netscape.net> wrote in message
> news:#CZvRvMRDHA.2008@TK2MSFTNGP11.phx.gbl...
> > I still ask for (since '99) basic items that most users may use:
> >
> > give me the ability to CREATE an asset class - such as "savings bonds",
"
> > Income Property #1", etc
> > so that I don't have to call my income property MUTUAL FUNDS, or my I
> bonds
> > 'CDs'. I would actually then have more asset classes than the 6 they
> > provide.
> >
> > and then to MODIFY it - so that when I leave / transfer my account from
> one
> > company to another, I can change the account number rather than
> > closing/transferring the assets (at an unknown cost basis) (See my
recent
> > posting regarding this)
> >
> > As for mutual funds, when I download info on them, fill in the blanks as
> to
> > whether they are International, small cap VALUE funds, large cap GROWTH,
> etc
> > to better analyze my data. Or, if not automatic, at least let ME input
> that
> > info. I cannot now: now only Small,Mid,Large, cash, money mkt , bonds,
> > other.
> >
> > Speaking of mutual funds, use the category that Morningstar uses.
> > Why can't I put my Oakmark International Mutual fund in an
INTERNATIONAL/
> > GLOBAL group rather than OTHER
> > A lot of items don't fall into the lg,mid,sm group so they all get
lumped
> > into "other". So I have 23% of my money in OTHER. how useless is that ?
> >
> > Two enhancements to make viewing easier:
> > 1. why not let me have money market = cash in the portfolio screen ?
If
> I
> > have a few money markets, let me lump them for reporting purposes by
> > checking a box in their setup.
> >
> > 2. I'd like to have the left frame (the "menu area") come/go as needed.
> > While updating my Portfolio, a lot of my data is off-screen and I have
to
> > slide over to see it. Give me a shortcut key combo to toggle full screen
> of
> > data vs "normal Money screen" so that when I want to see all the data
at
> > once (% return 1 month, 3 mo, 1 yr etc). I could just CTRL-W (or
whatever)
> > to see a wide view. Then do it again to get back to a "normal portfolio
> > page" view.
> >
> > bobb
> >
> >
>
>

-
Fri Jul 11 20:37:11 CDT 2003


"A.A. Fussy" <amarks@austarnet.com.au> wrote in message
news:benf37$2ei$1@austar-news.austar.net.au...
> GST asupport, easy tax return prep (ATO tools/.advice center?)-for
> austraisan /NZ uasrs.

Mr/Ms Fussy,
It's Friday evening, have you had a few pints ?
As the sentence went on, the spelling got worse. ;-)


> "Chris Tilley - HPC:Factor" <chrisNOSPAMPLEASE@hpcfactor.com> wrote in
> message news:OXEqmh0RDHA.3768@tk2msftngp13.phx.gbl...
> > Well thats certainly a diverse range of opinions and ideas on the
subject,
> I
> > wonder what Microsoft thinks to it all. I've had no reply. (Not that I
> > really am expecting one).
> >
> > Anyone got any other features ideas?
> >
> > --
> > Chris Tilley
> > HPC:Factor - http://www.hpcfactor.com/
> > HPC:Factor SETI Group - http://www.hpcfactor.com/seti/group/
> >
> > "- Bobb -" <nospam87@netscape.net> wrote in message
> > news:#CZvRvMRDHA.2008@TK2MSFTNGP11.phx.gbl...
> > > I still ask for (since '99) basic items that most users may use:
> > >
> > > give me the ability to CREATE an asset class - such as "savings
bonds",
> "
> > > Income Property #1", etc
> > > so that I don't have to call my income property MUTUAL FUNDS, or my I
> > bonds
> > > 'CDs'. I would actually then have more asset classes than the 6 they
> > > provide.
> > >
> > > and then to MODIFY it - so that when I leave / transfer my account
from
> > one
> > > company to another, I can change the account number rather than
> > > closing/transferring the assets (at an unknown cost basis) (See my
> recent
> > > posting regarding this)
> > >
> > > As for mutual funds, when I download info on them, fill in the blanks
as
> > to
> > > whether they are International, small cap VALUE funds, large cap
GROWTH,
> > etc
> > > to better analyze my data. Or, if not automatic, at least let ME input
> > that
> > > info. I cannot now: now only Small,Mid,Large, cash, money mkt ,
bonds,
> > > other.
> > >
> > > Speaking of mutual funds, use the category that Morningstar uses.
> > > Why can't I put my Oakmark International Mutual fund in an
> INTERNATIONAL/
> > > GLOBAL group rather than OTHER
> > > A lot of items don't fall into the lg,mid,sm group so they all get
> lumped
> > > into "other". So I have 23% of my money in OTHER. how useless is that
?
> > >
> > > Two enhancements to make viewing easier:
> > > 1. why not let me have money market = cash in the portfolio screen ?
> If
> > I
> > > have a few money markets, let me lump them for reporting purposes by
> > > checking a box in their setup.
> > >
> > > 2. I'd like to have the left frame (the "menu area") come/go as
needed.
> > > While updating my Portfolio, a lot of my data is off-screen and I have
> to
> > > slide over to see it. Give me a shortcut key combo to toggle full
screen
> > of
> > > data vs "normal Money screen" so that when I want to see all the data
> at
> > > once (% return 1 month, 3 mo, 1 yr etc). I could just CTRL-W (or
> whatever)
> > > to see a wide view. Then do it again to get back to a "normal
portfolio
> > > page" view.
> > >
> > > bobb
> > >
> > >
> >
> >
>
>

A
Fri Jul 11 23:10:24 CDT 2003

GST support-Quicken fully supports it, but money doesn't. Also maybe a
Australian version (with full localisations)
"- Bobb -" <nospam87@netscape.net> wrote in message
news:O5Cv9XBSDHA.1556@TK2MSFTNGP10.phx.gbl...
>
> "A.A. Fussy" <amarks@austarnet.com.au> wrote in message
> news:benf37$2ei$1@austar-news.austar.net.au...
> > GST asupport, easy tax return prep (ATO tools/.advice center?)-for
> > austraisan /NZ uasrs.
>
> Mr/Ms Fussy,
> It's Friday evening, have you had a few pints ?
> As the sentence went on, the spelling got worse. ;-)
>
>
> > "Chris Tilley - HPC:Factor" <chrisNOSPAMPLEASE@hpcfactor.com> wrote in
> > message news:OXEqmh0RDHA.3768@tk2msftngp13.phx.gbl...
> > > Well thats certainly a diverse range of opinions and ideas on the
> subject,
> > I
> > > wonder what Microsoft thinks to it all. I've had no reply. (Not that I
> > > really am expecting one).
> > >
> > > Anyone got any other features ideas?
> > >
> > > --
> > > Chris Tilley
> > > HPC:Factor - http://www.hpcfactor.com/
> > > HPC:Factor SETI Group - http://www.hpcfactor.com/seti/group/
> > >
> > > "- Bobb -" <nospam87@netscape.net> wrote in message
> > > news:#CZvRvMRDHA.2008@TK2MSFTNGP11.phx.gbl...
> > > > I still ask for (since '99) basic items that most users may use:
> > > >
> > > > give me the ability to CREATE an asset class - such as "savings
> bonds",
> > "
> > > > Income Property #1", etc
> > > > so that I don't have to call my income property MUTUAL FUNDS, or my
I
> > > bonds
> > > > 'CDs'. I would actually then have more asset classes than the 6 they
> > > > provide.
> > > >
> > > > and then to MODIFY it - so that when I leave / transfer my account
> from
> > > one
> > > > company to another, I can change the account number rather than
> > > > closing/transferring the assets (at an unknown cost basis) (See my
> > recent
> > > > posting regarding this)
> > > >
> > > > As for mutual funds, when I download info on them, fill in the
blanks
> as
> > > to
> > > > whether they are International, small cap VALUE funds, large cap
> GROWTH,
> > > etc
> > > > to better analyze my data. Or, if not automatic, at least let ME
input
> > > that
> > > > info. I cannot now: now only Small,Mid,Large, cash, money mkt ,
> bonds,
> > > > other.
> > > >
> > > > Speaking of mutual funds, use the category that Morningstar uses.
> > > > Why can't I put my Oakmark International Mutual fund in an
> > INTERNATIONAL/
> > > > GLOBAL group rather than OTHER
> > > > A lot of items don't fall into the lg,mid,sm group so they all get
> > lumped
> > > > into "other". So I have 23% of my money in OTHER. how useless is
that
> ?
> > > >
> > > > Two enhancements to make viewing easier:
> > > > 1. why not let me have money market = cash in the portfolio screen
?
> > If
> > > I
> > > > have a few money markets, let me lump them for reporting purposes by
> > > > checking a box in their setup.
> > > >
> > > > 2. I'd like to have the left frame (the "menu area") come/go as
> needed.
> > > > While updating my Portfolio, a lot of my data is off-screen and I
have
> > to
> > > > slide over to see it. Give me a shortcut key combo to toggle full
> screen
> > > of
> > > > data vs "normal Money screen" so that when I want to see all the
data
> > at
> > > > once (% return 1 month, 3 mo, 1 yr etc). I could just CTRL-W (or
> > whatever)
> > > > to see a wide view. Then do it again to get back to a "normal
> portfolio
> > > > page" view.
> > > >
> > > > bobb
> > > >
> > > >
> > >
> > >
> >
> >
>
>

-
Mon Jul 14 18:59:21 CDT 2003

Have the ROI column reflect REAL percentages.

For instance, in one account I bought into Fidelity LP stock on 6/26/03. In
another account, I've held it for years.

When I view MY PORTFOLIO, under the 2 listings
for LP Stock it shows :
ROI 4Weeks , ROI 3 Months columns:
3.4 % 22.5%
for the long holding, AND
4.7% 4.7%
for the newly bought.

If I did not have the long holding, it would appear that the fund is only up
4.7% for 3 months.
In fact it's up 3.4% for 4 weeks and 22.5% for 3 months. For that second
holding, it SHOULD show N/A for 4wks and 3 months since I've only owned it
for 3 weeks. I don't have a 3 month 4.7% ROI in the second holding: that
implies that I've OWNED it for 3 months. It does show the 4.7% gain in the
GAIN column as it should. That's where it should be - not in the
quarterlies.

Chris
Tue Jul 22 14:11:44 CDT 2003

Money 2004 has the Outlook Contact Import / Export feature.

1 down, many more to go ^^

--
Chris Tilley
HPC:Factor - http://www.hpcfactor.com/
HPC:Factor SETI Group - http://www.hpcfactor.com/seti/group/

"Dick Watson" <littlegreengecko@mindspring.com> wrote in message
news:O7twJnvQDHA.3700@tk2msftngp13.phx.gbl...
> You only have to put this data in Money if you want it there. Except for
> online banking stuff, none of it is ever used by anybody but you. Money
> certainly doesn't need it or do anything with it besides show it to you.
If
> you are in the habit of using Outlook Contacts for this sort of thing, use
> 'em and skip putting it in Money, I'd say.
>
> "Bob Becnel" <rgb2@cec.wustl.edu> wrote in message
> news:Pine.SOL.3.96.1030704232058.10654B-100000@hilton.cec.wustl.edu...
> >
> > > I'm not lobbying for Outlook integration, mind you. This is just the
> stuff
> > > that some users have said they'd like to see integrated with Outlook.
> > >
> > I would. I get tired of re-entring the same data multiple times. Every
> > payee has to have an address, website, phone number. This same
> > information is probably in your contacts in Outlook for many of the
> > payees. Let us also not forget the same information is asked for each
> > bank or broker in Money.
>
>