End of Year

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- Previous
  - 1
    - Support for more than one Sch. C? Does Money Small Business 2004 Support more than one Schedule C? I have 2 sole proprietorships and my wife is a Self Employed Realtor sole proprietor. We file Jointly and need to keep track of income and expenses for at least 2 and preferably 3 or more Schedule C's plus all our personal expenses. If Money does not support multiple schedule C's directly, does any one know how we can do this better than the following? We are presently using Quicken Premier Home and Business 2004 with a different number series for each business but they are all connected to the same Sch C categories in Quicken for taking a tax snapshot without exporting everything to TurboTax. We can export each business manually into TurboTax from Quicken Report info for each business. Thank you for a reply. Rick Laney Tag: End of Year Tag: 157691
  - 2
    - Discover Card not downloading finance charges? Has anybody ever had this happen? I had to change discover card account numbers due to fradulent use on my account. Ever since then, I can't download the finance charges into Microsoft Money. The finance charges show up when I go to the discovercard.com website. However, when I download my transaction data into MS-Money it only shows the balance as being the sum total of the balance transfer and recent transactions (purchases and payments) attributed to my account's new card number. It does not show any of the finance charges for the past 3 months. Thus, my balance is off by a considerable amount. How on earth does somebody fix this problem?! -Jeff Tag: End of Year Tag: 157690
  - 3
    - UNKNOWN FIGURE BUDGETED FOR DEBT PAYMENTS WHEN I LOOK AT MY BUDGET IN MONEY 2004, the amount budgeted for debt payments is over $900. However, in the debt reduction planner, I am only scheduled to pay about 165.00 per month. I am unable to change this amount in the budget to the correct value. Can anyone help? Tag: End of Year Tag: 157689
  - 4
    - online services expiration I'm considering an upgrade from Money 2002 Std. to 2004=20 Deluxe in order to get the portfolio mgmt tools. When I=20 went to upgrade, I saw the followin notice on the=20 Microsoft site: 3 Online services valid two or three years from first use.=20 Online bill pay, downloading transactions from your=20 financial institution, downloading stock quotes, and the=20 ability to synchronize with MSN=AE Money Plus or MSN Money=20 expire two years from first use of Microsoft Money=20 Standard or September 1, 2006, whichever is earlier.=20 Online bill pay, downloading transactions from your=20 financial institution, downloading stock quotes, and the=20 ability to synchronize with MSN=AE Money Plus or MSN Money=20 expire three years from first use of Microsoft Money 2004=20 Premium or September 1, 2007, whichever is earlier. I was surprised to learn that online services has an=20 expiration! Is there a similar policy for Money 2002 that=20 I'm not aware of? Are they any migration/compatibility=20 issues between 2002 and 2004? Tag: End of Year Tag: 157688
  - 5
    - Can I do this? Money98 I have an old computer w/win 98, no longer connected to the internet, and is pretty much collecting dust. When I got the computer, it came with disks for Money 98 and also Quicken basic 98. I have never installed either one, and have no idea what the programs are capable of, but will bring the old computer out of moth balls if either of these programs can perform a certain task. I am in need of a program that I can make a master list of entries, and then have each entry automatically go to a sub category by means of code of some sort (i.e., all items with 101 to go to sub 101, all items with 102 to sub 102, etc.). Could some kind person tell me if this is possible in either of these programs? I will gladly buy a tutorial book on either program and muck through it myself, but don't want to spend the money until I know it is possible to do this. Thanks! Mary Tag: End of Year Tag: 157687
  - 6
    - can I convert Money 98 file from old computer with Money 2004? I have Money 98 on an old computer but have recently upgraded to new computer with Windows XP. If I install Money 2004 on the new computer, I should be able to copy my old Money 98 file to my new computer and open it with Money 2004, right? Do I need to rename the file with special file extension for Money 2004 to convert? Or any other special steps? Thanks! Tag: End of Year Tag: 157685
  - 7
    - Quote Updates My 2003 Money program does not automatically update stock prices of my investments. In fact when I "manually" do it, no updates appear. I have to actually type in the price from another source to determine where I'm at. Any suggestions? Thanks Tag: End of Year Tag: 157684
  - 8
    - 2004 Report--account balance wrong If I run a historical report of account balances, one IRA account (opened in 2001) shows a balance of $50,000 before that time...including back to 1900! The opening cash balance of the account is set to 0. There are no 50K round transactions (or combinations thereof) in the "real" account. But, obviously, any report run before the opening of this account have an extra $50,000 in them. When I do a report of transactions for the account, there are none before 2001. Any suggestions would be appreciated! Thanks, Mike Tag: End of Year Tag: 157682
  - 9
    - Converting to Money 2004 from Quicken2002 I am trying to decide whether to stick with Quicken or move to Money. TaxCut and MS are offering a good rebate but I cannot convert my data with the trial edition of Money. It provides the very useful message,"Your Quicken file could not be converted." I sometimes wonder if they pay people to think these up. Checking this group suggests that this is not an isolated incident. If I cannot convert, I cannot switch. There is too much to enter. Is there a log file somewhere that might tell me more? Thanks Tag: End of Year Tag: 157680
  - 10
    - Manual updates of Stock Info I have Money 2000 on an XP system. There is a Federal Goverment (ours) site that I get information from reguarding retirement investment, they don't have a downloadable capability. Yes, I can download this information manually. However, I was hopeful that someone has a simple program with a simple data revision routine that will do this for me. I think the software that does this is 'TFFC' and I don't see why I can't have a data file on my desktop where I change the dates & dollar amounts just before I run this on a weekly basis. I'm good at using DOS to edit/run programs and to edit data files. What I would like to do is cut/past from the web site into the program/data file, then run this into Money. Can anyone offer any suggestions? Thanks, Ed Tag: End of Year Tag: 157677
  - 11
    - Earmark Funds within an Account I would like to earmark funds within an account for a specific purpose. For example, I received some birthday money and deposited it into my savings account before I started using MS Money. Suppose my total savings account balance is $1,000, $200 of which is my birthday money. Is there any feature that would breakdown my savings account total into the various earmarked funds (ie birthday money)? Then when I purchase something, I would like Money to deduct the purchase from the earmarked fund. Any ideas? Thanks. Tag: End of Year Tag: 157676
  - 12
    - Lexmark X125 all in one printer Does Money 03 or 04 permit printing a single check on the far right of the printer carriage? M01 does not. Don't want to buy it if I'll have the same problem. Tag: End of Year Tag: 157667
  - 13
    - Money achiving question can I delete the tranactions from my register when they file is created? and will this affect my balance on the register. Thanks Jer Tag: End of Year Tag: 157666
  - 14
    - Internet Updates Hello, I am using Money 2003 Standard OEM edition, and I have frequent problems using the Internet Updates. More than half the time, updating my stock prices will cause the system to hang, and I am forced to do Cntrl-Alt-Delete to end the Money process in Windows XP. This occurs both on my Gateway Desktop and Dell laptop. Is anyone else experiencing similiar problems? Does anyone know of a fix? Thanks. dkburrows@montereybay.com Tag: End of Year Tag: 157664
  - 15
    - Password issue Does anyone know if there is a way to crack a password on a quicken file if the password has been forgotten? Tag: End of Year Tag: 157661
  - 16
    - Bill Pay vs E-Pay What is the difference in MS Money 2004 between Bill Pay and E-Pay? Are they the same thing? Also, I saw reference to allowing a third party bill payment system to show within Money. Does that mean if I choose to sign up for bill pay through my bank that I can control it through MS Money? Thanks, Brenda Tag: End of Year Tag: 157656
  - 17
    - Upgrade problems Money 98 to 2004 Deluxe Hi, We're a little frustrated at Money 2004 Deluxe, which behaves differently than did Money 98. For one, it is automatically mismatching transactions with payees without asking us anymore. We don't understand why the mismatch occurs in the first place, and need to find a way to turn that off, or make Money prompt us each time. Also, our imported data included a budget, which Money 2004 dutifully imported, but now our primary checking account isn't considered in the budget reports! Any way we can fix this stuff? Rob Tag: End of Year Tag: 157654
  - 18
    - Best way to install upgrade? Hi: I currently have Money 2002 Standard OEM edition running on Windows XP. I have purchased Money 2004 Deluxe. What is best w3ay to install the new version, to avoid problems? Should I un-install 2002 version first? TIA Josh Tag: End of Year Tag: 157653
  - 19
    - Support Sucks Can anyone tell me how to get a product number to work for Money 2004 so I can ask a simple question. Tag: End of Year Tag: 157650
  - 20
    - error message How do I install Money 2004 and set it up to use Norton Utilities? Tag: End of Year Tag: 157648
  - 21
    - Where should I put new car goal? Hello, Were do I associate saving for a new car with a particular savings account? Tag: End of Year Tag: 157647
  - 22
    - Monthly budget report shows debt that isn't anywhere else If I run reports>Monthly Budget, I show an expense under the DEBT category that is not anywhere in my budget. By this, I mean if I go to the budget planner and edit the current budget, the debt is not there. If I look in Bills & Deposits, it is not there. If I re-open all my closed debt accounts, put them into the debt planner, then go to tools>options>planner and select "reset debt plan", the expense Still shows up I think I've covered all the bases of most posts I've read, so if anyone can give me some ideas It would certainly help out. Tag: End of Year Tag: 157646
  - 23
    - MONEY 2003 died have been running 2003 for more than year. Purchased as download from MS who followed up with mailed disk. Cannot get it to load now instead it attempts to "install" and runs into error "The feature you are trying to use is on a network resource that in unavailable" please use feature "C:\docume~1\gatewe~1\locals~1\temp" and then a follow up error msg "error 1706. No valid source could be found for product Microsoft Money 2003. The windows installer cannot continue" it then attempt to install over and over and over in continues loop. I have tried the disk sent by MS when it was purchased (disk has label "NOT FOR RETAIL OR OEM DISTRIBUTION" and further says "Unlicensed software - illegal without seperate license from Microsoft") Really need help - thanks Tag: End of Year Tag: 157645
  - 24
    - Options show no change When updating the current value of a call option the change field remains zero and the portfolio change amount is unaffected. Tag: End of Year Tag: 157644
  - 25
    - Bank transaction can't be split properly A mortgage payment is downloaded from the bank into Money 2004 Deluxe as one transaction. When I try to split it into the principle and interest the loan account is not showing up on the list of accounts so I can't assign part of the payment to the loan. Tag: End of Year Tag: 157643
- Next
  - 1
    - can not install money99 When I try to install money 99 from the original cd I get a message when starting money. The error is telling me that a file is missing please re-install from the original disks. I've removed the program and tried a few times to install. The install seems to go smooth but the program does not start. I have installed the program before months ago and never had a problem. I'm running windows 95. Tag: End of Year Tag: 157641
  - 2
    - Separating the Budget part from the Checkbook part Hello, How do I disengage the Budgeting part of Money from the Checkbook part? I want to keep the two separate. Thank you. Tag: End of Year Tag: 157639
  - 3
    - Grouping catagory totals I need help in running a report with catagory totals, instead of each transaction showing. Can anyone help me with this? Thank you so much. Tag: End of Year Tag: 157638
  - 4
    - Error Message When attempting to start money 2003 receive the following error message."This application has asked the Runtime to terminate in an unusual way. Please contact the support team for more information." I have uninstalled and reinstalled the program. Same error message. Tag: End of Year Tag: 157637
  - 5
    - Change mortgage loan from monthly to bi-monthly How can I change my mortgage loan to a bi-monthly payment plan from the monthly plan I was previously on? Every time I post a bi-monthly payment it says my split amounts are off because now they are only half the amount. Can't figure out how to reset mortgage. thanks Tag: End of Year Tag: 157636
  - 6
    - Money 2004 budget problem i am setting up a budget in 2004. I have a loan account that we paid off. This loan keeps showing up in my budget under debt evev though there is a zero balance and the account is closed. It shows the regular payment amount and i have tried everything possible to get it out of there. Money help says to uncheck a box on the left hand side of the page in the account page so it wont be included in my budget amount but there is no such box. Any help would be appreciated Bonnie Brennan Tag: End of Year Tag: 157635
  - 7
    - Money 2004 Cdn Version Eval Does anyone know where I can download an evaluation of MS Money 2004, Canadian version to test the migration from Quicken XG 2004 to MS Money? I found US and International evals, but not a Cdn version. Thanx Shane Tag: End of Year Tag: 157629
  - 8
    - Converting Quicken 2003 to Money 2004 Has anyone successfully done this? Please tell all of us how. I'm running XP pro, 512 Mg memory, 80 Gb HD, with 40 Gb free disk space. Nothing works when trying to convert. TIA Tag: End of Year Tag: 157622
  - 9
    - MONEY Deluxe Is money 2004 compatible with NT 4.0? Tag: End of Year Tag: 157621
  - 10
    - Upgrading from Money 2000 I am using Money 2000 with Windows ME. I am about to acquire a new machine running XP where I will install Money 2004 Will I be able to restore the backup I made on Money 2000 into Money 2004 on the new machine ? I don't want to lose Accounts & balances, Payees, Categories, Bill & Deposit records etc. John Provan Tag: End of Year Tag: 157620
  - 11
    - missing reports WITH MM 2002 I WAS ABLE TO VIEW BOTH PERSONAL AND BUSINESS REPORTS IN THE SAME GROUP. NOW WITH MM 2003 I CANT GET ANY REPORTS AT ALL FOR MY PERSONAL INCOME AND EXPENSES. WHAT AM I DOING WRONG. Tag: End of Year Tag: 157619
  - 12
    - Money 2004 Freezes IE 6 SP Browser Hello: I'm using Money 2004 Canadian version and I've noted that it seems to cause IE 6 SP to freeze sometimes. I've tried making the MS Browser the preferred browser in MS Money, as well as using "my default browser" which of course is IE 6 SP but it doesn't seem to matter. To be more precise, it seems that sometimes when Money is open, the IE window freezes and in fact, you cannot even "ALT-TAB" over from Money to IE. As soon as Money is closed, IE seems to work fine again. Has anyone else had this experience? Tag: End of Year Tag: 157618
  - 13
    - MS Money 2000 - Updating quotes I bought my copy of Ms Money 2000 whilst in the US. I moved back to the UK and changed the base currency to GBP. Now when I try to update stock quotes, I get a response that says I have to re-install. I have the original CD but I am not sure if the problem will go away. Anybody have a solution that will enable me update my quotes? Other aspects work well. -- I2CanWin I know I have a brain I just can't lay my hands on it Tag: End of Year Tag: 157607
  - 14
    - Money is not properly installed. Please try setup again. When I try to start money from its welcome screen I get a dialogue box that says: Money is not properly installed. Please try setup again. I've reinstalled Money 2003 a couple of time to no avail. Any ideas? Tag: End of Year Tag: 157603
  - 15
    - Cost of Goods Sold I have tried to find information on cost of goods sold for Microsoft Money 2004 Small Business. I was able to setup COGS accounts in Quickbooks but seems like there is no ability to add these type of accounts to the Money program. Am I missing something? Also, I have not found information on creating purchase orders for vendors or state sales tax liability on taxed products sold to customers. Any help on this information is appreciated. Thank you! Tag: End of Year Tag: 157602
  - 16
    - Standard v. Deluxe I am a long-time Money user. I have always used the Standard Edition. I am now ready to upgrade to 2004 and it looks like the standard version no longer supports investment tracking, as prior standard editions have. Am I missing something here or am I correct that Microsoft found a way to force standard users to upgrade to the deluxe version? Has anyone gone from Money standard 2001/2002/2003 to standard 2004 and lost functionality? If I am correct, then I will hold onto my current standard version! Thanks for your thoughts. Tag: End of Year Tag: 157594
  - 17
    - Test i Received an email saying that you can earn money through reading emails and a 10$ sign up bonus check it out if you want http://hits4pay.com/members/index.cgi?twokxltd Tag: End of Year Tag: 157593
  - 18
    - Mny 2001 FI List MS Money seems to be unable to update the financial institution list.... I have an account with Harrisdirect which does appear on Microsoft's list of banks on its web site. However, it does not appear within my list of available institutions. Only conclusion I can draw is that Microsoft is not allowing the list to be updated in this older version. Any ideas??? Tag: End of Year Tag: 157591
  - 19
    - M03 Tax rates for 2004 Can someone take a look at their version of M03 and see if the tax rates showing for '2004 Tax Year in Progress' are correct. Mine don't appear to be right, ... for example it is showing a Long Term Cap Gains tax rate of 20%, a standard deduction of 4,700, ... lower income brackets and with higher taxes for 2004 vs. 2003. Tag: End of Year Tag: 157590
  - 20
    - Archive problems with Money 2002 I have searched through this forum for topics related to archiving and I did not see one with my particular issue. the general gist of the posts that I have seen, however, is to avoid archiving. That said, I'm hoping that someone has a better answer. I will try to be brief: When I tried to archive my transactions today, I noted immediately that my bank account balance went to negative $ 15k. Several of my credit card accounts were also badly messed up. Upon further research, it seems that any transaction associated to the cash portion of my brokerage account was not being archived. All other transactions were archived. I didn't try to sort through the hundreds (thousands?) of transactions to come up with a trial balance, but this seems to be the root cause. 1. I am sure that I selected all accounts to be archived during the archive process. 2. I am sure that none of my investment accounts appeared in that list. 3. My Money file is up to about 20 MB and I really would like to get rid of some of the older transactions (date less than 1/1/2003). Is there something that I can do? Is this something that is fixed in a later version (I am using MS Money 2002 Deluxe). Regards, Hugh Scott Tag: End of Year Tag: 157586
  - 21
    - Unable to download into Money Delux 2004 I had my Money 2004 working properly, so that downloads in Money OFX format from my bank would automatically trigger the function in Money that prompted me to import the file. However, for some reason, this has now stopped working. When I am in my bank's website, and click on the download to Money option, it flashes what appears to be the download window, and then completes, but a) never gives me the file save/open option and b) Money sits quietly running in the background and does not recognize a file waiting for its attention. Does anyone have any idea how I go about fixing this? Thanks. On another note - does Microsoft offer product support for issues like this? Thanks again. Tag: End of Year Tag: 157581
  - 22
    - A little budget understanding, please I am a new Money 2004 user after using Quicken for 10 years. I have noticed the monthly bills I have assigned dollar amounts to show up in the Budget planner. Underneath these routine bills, another budget entry is there entitled "other expenses for . . . ." If I leave the "other expenses for {whatever monthly bill I have setup} blank, it shows up during the review of the budget with no amount budgeted for that catergory. Even though I have a dollar amount setup for the monthly bill. However, if I enter the same dollar amount as the monthly bill, it than shows a subtotal double the amount I am really having to pay. And it effects my bottom line as far as realistic total expenses. Also is there a way to delete more than one Payee at a time? With the hundreds I have, I wanted to wipe most of them out. Thank You! Tag: End of Year Tag: 157572
  - 23
    - CD Backup of Money I burned a backup of Money to a CD. When I go to access through the D drive, all I get is an error message stating it can't read anything on the D drive or the file is a read only file and will not allow access. What process do I need to use to burn a copy of my file to CD for safekeeping? Thanks. Tag: End of Year Tag: 157567
  - 24
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  - 25
    - Asset Allocation 2004 Deluxe Is there a way to remove checking/savings accounts from the accounts included in the Asset Allocation module? Tag: End of Year Tag: 157563

At the end of the year, what do i need to do in money for
taxes... do i need to generate a report or start a new
file for the next year? This is my first year using the
software and I have no idea what I need to do to denote
the new fiscal year. Any help would be greatly
appreciated!

Thanks,
Rich

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Re: End of Year by Dick

Dick
Mon Jan 05 19:38:02 CST 2004

Nothing besides date your transactions. All relevant Money reports and so on
know how to tell data from one year from data for the next and the previous.

"Rich" <richkeith82@aol.com> wrote in message
news:03eb01c3d3f2$f1a366f0$a501280a@phx.gbl...
> At the end of the year, what do i need to do in money for
> taxes... do i need to generate a report or start a new
> file for the next year? This is my first year using the
> software and I have no idea what I need to do to denote
> the new fiscal year. Any help would be greatly
> appreciated!

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