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- Previous
  - 1
    - Cannot uninstall trial version of Money A few weeks ago I downloaded the trial version of Money to see if I would prefer it to Quicken. I gave Money the edge and decided to buy Money 2004 but I didn't want to download it. I put the CD in the computer and it gave me a message that Money was already installed on my computer and I needed to uninstall before it would load - no options. But there is no uninstall program on my downloaded trial version. Did I waste my Money!?!? Tag: account view Tag: 163588
  - 2
    - Online Services Can someone tell me whether, or how often I must renew Money, in order to use online services such as updating mutual fund prices? I am thinking of switching from Quicken, because they are starting to require me to upgrade in order to keep the online services. Does Money have the same requirement? Thank you. Tag: account view Tag: 163587
  - 3
    - cost basis/avg cost per share I've got 2 accounts (mutual funds) set up under a single financial institution. In Portfolio, using Valuations view, Money calculates the cost basis for both accounts. In Holdings view, it only provides cost basis for one account, while displaying other details for both. Also, in the Investment Performance section at the bottom of the Portfolio screen, the commentary says the average weighted cost for one of the funds is $0. I would like an average cost per share calculation for both funds. I can easily calculate this if I have reliable cost basis info for both funds, but what's this $0 about? Thanks for any input as I try to figure out how to use this software. David Tag: account view Tag: 163580
  - 4
    - Wrong days attached to date In Money 2003 when we went into march as february was a short month my calender was suddenly ahead of me. Eg. It now states that today March 1st is a thursday when I know its only monday. How can I fix it???? Tag: account view Tag: 163577
  - 5
    - Payee list drop down disappeared MONEY 2003 DLX My payee drop down list disappeared on Money 2003 Deluxe!!! When I make an entry in the transaction form and start typing a payee, it no longer drops down and shows all payees, except for maybe 10. When I type the name of the payee, it autocompletes as it should, but I don't see the list!!! Tag: account view Tag: 163576
  - 6
    - Pay to drop down list dissappearance I have Money 2002 and have lost the pay to drop down list. Any help would be appreciated. Thanks, Dave Tag: account view Tag: 163573
  - 7
    - Pay to drop down list on money 2002 I lost my pay to drop down list today. Is it because it is Feb 29th? Thanks in advance Dave Tag: account view Tag: 163572
  - 8
    - Debt Reduction Plan not in Cash Flow Forecast I have recently set up a Debt Reduction Plan to pay off credit card debt. The amount shows up correctly in my budget, under the Special>Debt category, but is not recognized in the Cash Flow forecast. My checking account balance continues to go up, when it should be charged for the monthly Debt Reduction amount. My other budgeted items are all appearing in the "Transactions during Selected Time period" box and they are being removed from my checking account balance. I have checked that the Cash Flow forecast is using "Budgeted Amounts" and it is displaying the Necessary and Discretionary items. I have been unable to find any articles relating to this, and I noticed that nobody has given an answer to this in the past. any help is appreciated. Please respond here or to iguanita@cox.net Tag: account view Tag: 163571
  - 9
    - Splitting bills on Credit Cards (restaurant, etc) I have the common situation where myself and some friends would go out to dinner. Normally we cannot split the bill, so one of us uses our credit card, and the others pay their share in cash to the payer. How should this be represented within Money 2004, using a Credit Card account & a Cash account. Thanks, Nige Tag: account view Tag: 163569
  - 10
    - Can't see payees in the pay to drop down list I have used money since 2000. I'm having a problem seeing the drop down list in the pay to area of the form in my money 2003 program. It was working fine until I changed my windows theme, and used a theme from themesxp.org. I've changed back to the original theme, and even uninstalled the money program and reinstalled. Am i missing something. The payees have never gone away before. Thanks in advance Tag: account view Tag: 163562
  - 11
    - Tracking Escrow I write a check every month for mortgage. There are three parts - Principal, Interest and Escrow. I want to maintain a seperate escrow account so that I can track expnses in that account seperatly. It seems that I cannot add Transfer to: Escrow Account type of transaction in loan payment catageroies. How do I do this? Thanks Peter Tag: account view Tag: 163560
  - 12
    - Changing Banks I've just changed banks and I'm wondering what would be the process for a new account? Should I just close the old and open a new one or amend the old one? Thank you in advance for you help Richard Tag: account view Tag: 163559
  - 13
    - Handling Roommates in MS Money? Hi all Does Microsoft Money allow you to adjust your budget planning for a roommate? It seems that I can either include all my cash outlays and include all the money he pays me (in which case my budget isn't really accurate, at least in terms of the percentage for each category), or I can omit him altogether and cut all my apartment-related outlays in half, in which case I can't track them all very well Is there any other solution? Tag: account view Tag: 163557
  - 14
    - drop down menu I seem to be experiencing the same problem as a few other people. On Saturday, Money was working fine, however today when I went to update things the payee's were missing from the drop down menu. If someone could advise me as to how to correct this I would certainly appreciate it. Thanks, Deborah Tag: account view Tag: 163554
  - 15
    - Attaching receipt to a transaction Has anybody figured how to attach a scanned receipt to a Transaction in an account? This is an old feature in Quicken that is no longer supported. Tag: account view Tag: 163551
  - 16
    - Selling my house I have sold my house and want to close the "house" account. In doing so, I want to pay off my mortgage, line of credit and trnasfer to excess to my banking accounts. However, when I try to create a transaction where I decrease the value of the account by my sales price, with splitting it between the three above mentioned areas, I do not see the mortgage account in the drop-down menu. Is there another way to make this transaction, or is there something wrong with the program? Thanks, Steve Tag: account view Tag: 163550
  - 17
    - M2000 QUESTION Hello, I was wondering how to create a new money file for 2004 and still keep all of the accounts, payees, scheduled debits and credits etc that I have in my 2003 file? Is this worth doing or is it better in the long run to keep everything in one file for tracking/reporting purposes for trends in spending etc? Thanks for your time, AndrewC Tag: account view Tag: 163543
  - 18
    - Only one biweeekly deposit seen by budget setup Hope someone can help me out here. I get paid biweekly and that's how I have it set up in Money 2002 and I don't have any problems with it. I recently tried to set up a budget and my salary appears under income and it is listed as occurring biweekly but it only used one of the deposits to calculate my total monthly income. Can anyone tell me why it's ignoring one of my biweekly deposits? If I get the details on my salary, it shows the correct monthly amount (approx twice one pay check). At first I thought it was because at the time I was doing this, I had only received one pay check that month so I waited and tried again after my second check had arrived but no dice, it still showed my income to be equivalent to only one of the biweekly deposits. I tried to add a second salary deposit but it wouldn't let me which it shouldn't, but I was desperate. One thought just came to me, I don't have my salary entered automatically, I have it setup in "Pay or Record Bills and Deposits" but I enter it manually. Could this be the reason? Thx Fred Tag: account view Tag: 163535
  - 19
    - Missing drop down payee's Read the reply about resetting my computer to March 1 to solve this probelm and it DID fix the problem. The bug appears to have not caused any permanent damage. Tag: account view Tag: 163533
  - 20
    - MS Money 2004 Debt Reduction I've been experiencing weird things with debt reduction. I'm simply trying to enter in a credit card account and have it tell me when I'll have it paid off if I pay "this much" money a month towards it. The numbers it gives me through are not right at all. For instance, at the beginning I add in a credit card account that has a balance of $1,057 at an interest rate of 10.9%. I tell it I want to be out of debt by 05/18/04 with zero one time payments and this is what I get... "With payments averaging $5.00 and an extra payemtn of $0 you will be out of debt by Mar 18, 2004. With this plan, you will save $0 in interest charges over the minimum payment plan, and a $100.00 purchase will cost you approximately $100.95." This is obvsiously not correct. No way I'm paying that off in 3 months with $5.00 payments. So then let's say I change it to say that I'm going to pay $400.00/mo, so when will I be out of debt. Then it stays on Mar, 18 for some reason and gives exact numbers as to what I'll end up paying..."a 100.00 purchase will cost 100.95." What's going on with this? Why won't it give me accurate information??? Any info would be greatly appreciated. thanks! Tag: account view Tag: 163531
  - 21
    - redoing mortgage payments I've just recently started using an automatic withdrawal schedule for my mortgage payment, with a biweekly frequency. How do I record the payments properly so that the interest and principal portions are reflected properly in the split (fortunately, I don't have to worry about escrow). Thanks, Lance Marrano Tag: account view Tag: 163525
  - 22
    - money 04 I installed money 2004 went to online quotes to update. then received the error: "money was unable to complete operation. there is a problem with your money installation. plaese reinstall money from your original product disks." well I did and still same message. thanks for your help. Tag: account view Tag: 163524
  - 23
    - Tax Line Manager shows incorrect salary and tax projections Hi - The Tax Line Manager shows the correct Year to Date Salary amount but for some reason, the Projected Total for 2004 is way off. When I drill down to the projection details, it includes my projected quarterly bonus but not the regular salary (taxable income) amounts for the rest of the year. Same issue with the W-2 tax categories - the projection includes the taxes for the quarterly bonus but not the regular salary. I am using Money 2003, would appreciate any help.... thanks Tag: account view Tag: 163523
  - 24
    - Thank you for Payee List problem solved So simple but how to know such a thing that a leap year would mess with a drop down list. I guess it has to do with the fact that money only lists payees that you have used in the last 2 years and since this day hasn't occured for 4 years the program is functioning properly, just a bit frustrating though. Tag: account view Tag: 163521
  - 25
    - Problem in Money 2003 Deluxe and Business I want to change my company's street and e-mail addresses that appear on every invoice. I don't want to modify the template. How can I do this? Howard Tag: account view Tag: 163520
- Next
  - 1
    - Small business version There appears to be a Schedule C bug in MS Money 2004 Small Business. If you run a tax report to display Schedule C transactions, and you have selected the CASH (rather than accrual) method, Money will still list open - unpaid - invoices as revenue. Open invoices should not show as revenue on the cash method. I will report this to MSFT. Tag: account view Tag: 163519
  - 2
    - Payee List Drop-down Box Empty Feb 29, 2004? READ THIS Many people have posted a leap year bug where the payee drop-down list is empty. Many people have posted the workaround: wait until tomorrow, or set your computer clock to March 1. Change it back later. Tag: account view Tag: 163518
  - 3
    - Payee List Gone I have Money 2002 and the payee list disappeared on my accounts as described by others on this board. My husband experienced it as well on his computer. We had never had this happen before. Tag: account view Tag: 163517
  - 4
    - Payee List Lost When entering a payee in a transaction, the dropdown list somehow got lost. How can I get it back again? It shows some of the payees but not the entire list that used to be there. Thanks! Tag: account view Tag: 163511
  - 5
    - drop down payee box is empty The drop down box for payees in the register suddenly is empty. I do not understand what happened. The box is checked in the option, editing box. Tim Kavulla Tag: account view Tag: 163508
  - 6
    - pay to: my pay to list now only shows very old payees. The payee and account lists are fine, just the "pay to:" pull down in the forms area. Sounds like a virus to me since several people reported this problem today. Tag: account view Tag: 163507
  - 7
    - Sorry if this has been asked a 1000 times but ..how can I restore a corrupt .mbf file? The existing salvage utils appear to only work on .mny files. Many thanks! Tag: account view Tag: 163503
  - 8
    - Conflict For some reason the balance in my checking account became different in my net worth report than in my account. How could I have done this? fatjac Tag: account view Tag: 163499
  - 9
    - Online banking services not liking leap year? Today, I haven't been able to successfully complete online banking transactions through Money with American Express, Citibank and US Bank. You think that somebody didn't think about today being the first leap year after the year 2000 and the system can't handle it today? Or just a coincidence? Tag: account view Tag: 163496
  - 10
    - Repeated Budget Transaction I have one monthly automatic payment that is always repeated 4 times in my budget. Money will not allow me to remove the individual entries. I can remove the budget category - which causes the budget to be incorrect. I can add the category back into the budget, but his causes the payment to appear 4 times again and causes the budget to be more incorrect. Any ideas would be appreciated. regards, Alan. Tag: account view Tag: 163495
  - 11
    - Debt reduction planner vs. budget planner I am running Money 2002 Standard OEM Edition, version 10.0. I notice that on the "Review Your Current Budget Status" page of the Budget Planner, the amount listed for Debt does not match the total debt listed in the Debt Reduction Planner. This is true for whatever time period is selected. Why don't these figures match? Thanks... Tag: account view Tag: 163493
  - 12
    - Money 2002 "Pay To" Erop Down Not Working Properly In Money 2002, the drop down for entering the "Pay To" field into the register has stopped working. Until recently, I didn't experience any problems with this. I notice the following: If I add a new payee in the "Set up your payees" screen, then the added payee shows up in the registers pay to drop down but only if there are no transactions yet for the new payee. Once I have established a transaction for the new payee, the payee no longer shows up in the drop down. Any ideas on how to fix this problem would be appreciated. Tag: account view Tag: 163492
  - 13
    - Access My Money Data on the Web I am trying to upload my Money information to MSN money. All the instructions state as I have copied below: "To enable MSN Money synchronization: In Microsoft Money on your desktop, click Access My Money Data on the Web on the Tools menu. If you have not already set up a Microsoft Passport for your Money file, click add a Passport on this screen to enable the online features of Microsoft Money; otherwise click Setup to continue. Money will upload your information to the MSN Money Web site and set a synchronization schedule. " THE ONLY PROBLEM IS THAT WHEN I AM IN MONEY, AND SELECT TOOLS, THE OPTION OF 'ACCESS MY MONEY DATA ON THE WEB" IS NOT EVEN AN OPTION. AT ONE TIME ARE ANOTHER, I WAS ABLE TO UPLOAD THIS INFORMATION TO MSN, BUT ALL MY ACCOUNTS ARE INCORRECT IN BALANCES, AND HAVE NOT BEEN SYNCHRONIZED FOR A COUPLE OF MONTHS EVEN THOUGH WHEN I AM IN MONEY, IT STATES IT IS SYNCRONIZING WITH MSN. WHAT AM I MISSING? THANKS IS ADVNACED. SHOOTER Tag: account view Tag: 163487
  - 14
    - Net Worth over Time When I look at the Net Worth over Time Report the next 12 months, my balance stays the same. It seems Money does not forecast an Increase. However, when I look at the past it shows an increase. My Cash Flow forecast goes up with time. My houses are put in to show the amortirization. What could I be doing run or not have set up to see the future Net Worth Thanks in Advance -- Stephen and Erica Chenelle Tag: account view Tag: 163484
  - 15
    - actvtn.exe running on startup Does anyone know why this is running on Windows startup? or how to disable? Tag: account view Tag: 163481
  - 16
    - Cash Flow Review Won't Display In Money 2004, my cash flow review will no longer display. I get the following message even though I have accounts & budget set-up... "Please create at least one checking, savings, or cash account before you go to the cash flow forecast." What is the appropriate fix? Thank you. Tag: account view Tag: 163480
  - 17
    - uk calendar silly question this - but how do I revert from US to UK calendar? Tag: account view Tag: 163468
  - 18
    - Two Checking Accounts in Money I have set up two checking accounts within Money 2003. Both of them are set up with my financial institution. When I go to download my latest transactions from either account, it automatically goes into only one of my checking accounts in Money. How do I tell Money which checking account that specific download should be imported into?? I have tried allowing Money to open by itself after the download, but it still goes into only the one checking account. I cannot select which account that particular download is for. Any help would be greatly appreciated!!! Rick Tag: account view Tag: 163467
  - 19
    - OFX statement download now need to SAVE instead of OPEN The problem: Bank of America offers the option to download statements from their website. I used to be able to ask for the download and get the typical Internet Explorer dialog about whether to "OPEN" or "SAVE" the file. I would click "OPEN," the .OFX file would process, and Money would say "IMPORT COMPLETED." For the past several weeks, this has been broken. I can "OPEN" the file all I want, but Money does not process it. If I "SAVE" the file to my harddrive instead as a .OFX file, and then double-click on that file, Money correctly processes the file. What has changed? Any ideas? It's a pain to have to save and then delete the file. (As an aside, I wish BofA would switch to allowing immediate downloads of statements without having to use the website, as Fidelity, Fleet, and many other banks do.) Thanks in advance. Tag: account view Tag: 163462
  - 20
    - Money 2004 My "Pay to" has disappeared from my momey program this morning when I booted up. I can't find any help in the MS help category concerning this problem. Any help would be appreciated. I did try restoring my file but that didn't help. Regards and thanks, Glen Tag: account view Tag: 163461
  - 21
    - Money 2004 I am a existing user of MS Money 1999 and wish to convert to MS Money 2004. However the data of Money 99 does not automatically convert to 2004 and says incompatible version. Any suggestions pl. Tag: account view Tag: 163454
  - 22
    - Payees disappeared from Pay To List All my payees and categories exist under their respective lists but they do not appear or remain when I select Pay To a particular payee. They have only disappeared in the last few days. How do I store or "restore" the payees so they will appear when I select Pay To payee? Tag: account view Tag: 163452
  - 23
    - Money 2001 Hi, I am having a problem with accessing my online bank information from JP Morgan Chase on Money. I went thru the normal setup of account & already am configured @ Chase Bank with their online banking & have been given an id & password. The problem I am experiencing on Money is that the password to access Chase online only allows me to enter 4 digits & not more than that. Could you please assist? Thanks! Tag: account view Tag: 163449
  - 24
    - Temporarily run from laptop I currently run Money 2004 on my desktop PC which we also sync with my PocketPC. I will be going away for a couple of weeks and I would like to install Money 2004 on my laptop and use it from there for a couple of weeks and then transfer the data file back to the desktop PC and go back to using it there. Is there any reason why this cannot be done? Could I still enter transactions on my pocket PC and sync with the laptop while I am away? Thanks in advance! Jim Tag: account view Tag: 163448
  - 25
    - Online Banking Setup and SNRTINET.INI As I have read in so many posts, I am experiencing the same problem with SMRTINET.INI on Money Updates with Money 2004 Deluxe. I also appear to be unable to set up new online banking services for accounts that I set up at new banks. Is it possible that these two are interelated? When I attempt to set up the banking services, I receive a dialog stating a required call could not be completed. All other updates/internet connectivity is working without a problem. Any ideas? Tag: account view Tag: 163447

when your on an account page there is the register, a
transaction form that can be toggled on and off and then
there is a cash flow forecast with upcoming bills and
deposits......

i would rather have more of the account register
available to view rather than the cash flow forecast
which i can access from the toolbar

is there a way to extend the view of the register and get
rid of the cash flow stuff

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