changing the default invoice templates!

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- Previous
  - 1
    - Investments Price History Chart First, let me say since I have complained about some things in Money lately that I have found something they really did well. I wasn't really sure where my 401K contributions were going when I withheld them in my Paycheck setup. I finally got around to setting up my 401K account correctly and thanks to the umpfaq, I got my employer contributions setup correctly. The investment side of things is very nice. Easy to use and great to track my retirement account. One tip I have discovered. My plan is through Vanguard and their online transaction history only shows 3 decimal places for the # of shares purchased. I was running into a problem when I entered their # of shares and the share price, it would be a few cents off on the amount. Since Money won't let you enter it incorrectly, I found that you can go out of order in Money and enter the share price and the amount and it will calculate the # of shares for you. Probably obvious to some, but it took me a few minutes. Now for my question... I like the Price History chart that shows the price history for your investment. Does anyone know of a way to data points to this chart that shows when you purchased shares? All of the data needed is in Money, I just can't find a way to do it. I could download it all to Excel, but it seems like this would be something in Money. Tag: changing the default invoice templates! Tag: 187728
  - 2
    - missing items in transactions reports I think there seems to be a bug in money. I created a new account in MS Money 2005. and then I manually added the payee and the proper catagory. However, when I go to reports and click transactions by catagory, I do not see my transaction even though I set it to the catagory. I searched and did everything but nothing. can anyone help? Tag: changing the default invoice templates! Tag: 187724
  - 3
    - MSN Investment Toolbox Hello, Money 2004. I was wondering exactly what the MSN Investment Toolbox is. The site mentioned, before I downloaded it, that you could track your portfolio with the toolbox. It also said that it included a screener and advanced charting. I already handle my investment accounts in Money. When I downloaded the software and went on to use the site, it looked an awful lot like the Portfolio area of Money. I guess what I would like to know is is the software some sort of 'Money lite'? What I mean is do you use it in conjunction with your Money software and existing file, or is it a web-based application that does not require Money. I would like to use the stock screener from within Money. Is this possible? I guess I am having trouble asking this question because I am not quite sure what the toolbox entails in itself versus what is merely a functionality of the site. Also, I just spent a lot of time getting my personal financial data off of MSN's servers and I would rather not put it back on. Is there any way to prevent this? Finally, I tried everywhere to find some sort of users guide for the toolbox to help me understand exactly what is going on, but no luck. Is there one? I appreciate the help. Thanks, Chris Tag: changing the default invoice templates! Tag: 187718
  - 4
    - rather than going one by one Is there a way I can select 10 or 20 transactions at a time when changing transaction catagory? I am tired of going from one transaction to another when in fact they are in the same catagory Tag: changing the default invoice templates! Tag: 187716
  - 5
    - Applying Classifications We used to own a family car, but today I bought my 2nd one. I want to be able to know expenses for each one. So TODAY I added a Classification: Cars Subclass: Car1, Car2 All previous expenses were for car 1, but from now on, each expense category must be from one of the 2 subclasses. So, how can I tell money to undestand this, for making Reports? I don't want to go for each previous expense for Car 1 (more than a year) and add "Car 1" subclass... Tag: changing the default invoice templates! Tag: 187714
  - 6
    - deleted accounts in ms money, but still shows up I deleted a few of my accounts in MS money, but when I go to click on reports and transactions by catagories, it still shows all my transactions from accounts I deleted in MS Money. What did I do wrong and how can I delete the accounts properly so MS money has no records of these other accounts? thank you Tag: changing the default invoice templates! Tag: 187712
  - 7
    - Money 2003 Upgrade to 2005 Any help is greatly appreciated ... I just upgraded my Money 2003 Deluxe to the and 2005 Deluxe version. During the upgrade proces, the program inidcated my money file (.mnf) was successfully upgraded. When I enter the 2005 program and open my money account, the program freezes. I cannot get beyond the welcome screen. I have tried re-booting, opening up my 2003 file and restoring my 2003 backup. But, as soon as it upgrades the file to 2005 and I try to open it, my computer gets stuck. Any suggestions? Help is appreciated! Thanks! Tag: changing the default invoice templates! Tag: 187710
  - 8
    - Incorrect Balance Amount on Account List Page The account list page shows the balance of one of my credit card's incorrectly. If however, I click on the credit card account, it shows the correct amount owed. Also, if I sort by unreconciled transactions, it shows the incorrect amount listed on the account list page. I tried reconciling all of these charges but still get the incorrect amount. Has anyone seen this before? Tag: changing the default invoice templates! Tag: 187709
  - 9
    - Printing Home Inventory Worksheet Report in Money Deluxe 2005 Can anyone tell me how to print a "home inventory worksheet report" or export it to Excel in Money Deluxe 2005? I have printed this report in the past with Money 2004 Standard, but can't figure out to do so in 2005 and neither can tech support. Tag: changing the default invoice templates! Tag: 187701
  - 10
    - Money Small Business 2005 Does any know the difference between model S67-00010 and S67-00011 of Money Small Business 2005? If you purchase S67-00010, will it be updated to the latest version when the program prompts you to connect for updates? Thanks!! Tag: changing the default invoice templates! Tag: 187697
  - 11
    - MS Passport and MS Money 2005 Whenever I use MS Money 2005, it is annoying that I always have to login to passport. Is there a way i can just login to ms money and be password protected and not go online. I download all my ms money files manually and then just use ms money 2005 to open it. And all my financial info is stored ther.e I don't want to have to worry that financial data is out on the net Tag: changing the default invoice templates! Tag: 187695
  - 12
    - MONEY 2005 TAX ESTIMATOR Please confirm that the tax estimator does NOT ACCURATELY account for qulified dividends in its calculations. Although the field is there to report as full dividend or as qualified dividend (at capital gain rates)the program doesn't calculate correctly? I know there are other problems, but I just wanted to make sure I'm not doing something wrong. Thanks. Steve. Tag: changing the default invoice templates! Tag: 187694
  - 13
    - Account balance is different I notice that in my Checking account the balance is correct in detail view if I show all transactions. Unfortunately, the summary balance on the banking page is different and incorrect. I also notice that if I show only the unreconciled transactions in detail view, that the account total is the same incorrect number as the summary view. Do I have a setting wrong or is there a bug somewhere? Steve Tag: changing the default invoice templates! Tag: 187684
  - 14
    - Wrong account I downloaded a bank statemnt into the wrong "Money" account. I then deleted the downloaded info and tried to download again, "Money" didn't give me the option of selecting the proper account. Can anyone help me Thanks Tag: changing the default invoice templates! Tag: 187681
  - 15
    - Performance & Money File size ?? --- My money file was becoming too large (about 21000KB), I thought. To increase performance I decided to reduce the size by archiving and the size only reduced by about 2000KB and I archived everthing. Why? Where is the meat in this package? Where are the data files kept. Is speed dependent on file size? How do I reduce file size? Tag: changing the default invoice templates! Tag: 187678
  - 16
    - Feature I would like to see in future version I have such a hard time keeping track of all the medical bills and deductibles and such. I wish MS Money had a feature to deal with keeping track of medical bills. Almost like the 401K manager or something along that line. I could enter my health insurance parameters: co-pay, deductible, maximum out of pocket, etc. and then MS Money would keep track of how much I will owe. Then once the insurance statement came in I could reconcile the amounts and move the balance due over to my Bills. Sweet! Tag: changing the default invoice templates! Tag: 187676
  - 17
    - Money and slow computers --- CPU's?? I've used MSMoney since 98. I'm currently using V2003 on a computer that I built with a minimum speed CPU. I'm using Win98. Many things in Money work great but sometime the program is very slow!! I think I have everything turned off to gain a little performance. The box that MSM came in recommends a CPU speed of 300 mhz. As I would like to update the CPU for one faster, I will appreciate your comments relative to speed, especially from those using an antique computer like mine. Tag: changing the default invoice templates! Tag: 187675
  - 18
    - Linking to bank in M2005 I now have Money 2005, was forced to go to it becasue my bank is not listed in 2004 and want to downlaod statements. The problem I am having, I can create the account but when I conenct it links to a "oops" page. Is this something I will have to contact bank so that I can downlaod information? Tag: changing the default invoice templates! Tag: 187672
  - 19
    - Can't sign in to 2004? Now, another problem. I can no longer sign in with my hotmail and password if "use Money's online features that require a passport" even though I am signed on to MSN with that passport. I tried resetting the hotmail password for both MSN and Money 2004 but still can't get it to work. Tag: changing the default invoice templates! Tag: 187668
  - 20
    - Repeated matching of downloaded transactions I have set up Money 2005 to download transactions from my accounts, which it matches to manually entered transactions. Money updates with my bank daily. My frustration is that every day I need to go through the same process of accepting the matched transactions for the SAME transactions. How do I set Money to only look at recently cleared transactions so that I am not repeatedly accepting the same transaction? Arnold Tag: changing the default invoice templates! Tag: 187664
  - 21
    - pack money data? Is it possible to pack and/or otherwise clean up Money's data file? I'm sure I don't have 12MB of data in that file, despite its size. It's probably a jumble in there, just waiting for a chance to get corrupted. Tag: changing the default invoice templates! Tag: 187658
  - 22
    - Multiple accounts:one bank (different IDs & pswd) How do i set up auto-online updates when u have multiple accounts at one bank w/ different IDs and pswds? Tag: changing the default invoice templates! Tag: 187653
  - 23
    - Cap gains report and porfolio error in foreign currency investment Using Money 2004 standard edition (I understand the same applies to Money 2005): Tax-Capital gains report of an investment in foreign currency shows an error. I'd appreciate if MVP's can try the recreation of the error and advise what plans Microsoft Development team has regarding correction of the error. The error can be recreated as follows: 1: set up a file using CA$ as base currency and an exchange rate of US$1 =CA$1.2 2: set up an investment account in US$ 3: 1/Jan/05, buy 1 share of MSFT @ US$100 (exchange rate US$1=CA$1.5 4: 2/Jan/05, sell 1 share of MSFT @ US$100 (exchange rate US$1=CA$1.3 5: Go to Reports-taxes-capital gains and display the capital gains, it will show: Capital Gains Investment account name 01/Jan/05 through 31/12/05 Investment Quantity Date Bought Date Sold Sale Proceeds Purchase Cost Gain/Loss MICROSOFT 1 01/01/05 02/01/05 US$108.33 us$125.00 (US$16.67) This is OBVIOUSLY incorrect, since a report in US$ should show ZERO gain/loss. The problem is that although the report says it is in US$, in reality, Money04 converts each transaction using the transaction exchange rate to C$, then reconverts back to US$ using the master exchange rate from OPTIONS. Furthermore, the same method seems to be used for display of PORTFOLIO values and thus shows the same error. Tag: changing the default invoice templates! Tag: 187644
  - 24
    - How to remove an account from Online Banking I have an account that has been closed recently (because of a ID theft issue) at a bank that I have other online accounts with. I have marked the account as close and MS Money still wants to download the bankning transaction, but since the account is closed it errors everytime. I can not locate any way of telling MS Money that this account is on longer available online. Can someone aid me or is this another bug to the growing list of bugs. (They really need a bettter QA and beta test) Thanks, EricJ Tag: changing the default invoice templates! Tag: 187638
  - 25
    - 2004 downloads My downloaded information all of a sudden is being applied to the wrong accounts even thought the account numbers are correct. Help said to delete the last download. I did and it deleted all the download information since the account was started. It now says I have to cancel online for this account and set it up again but doesn't say how. Help please! Tag: changing the default invoice templates! Tag: 187633
- Next
  - 1
    - Removing Financial Data From Passport Profile Money 2004. Hello, I made the, at least in my opinion, stupid mistake of not only using my Passport profile to log into my Money file, I allowed my financial data to be placed into my profile on their servers (I think its called Money Data on the Web, not sure though). Is there any way I can remove the Passport information from the file and my Money information from the web? I appreciate the help. Thanks, Chris Tag: changing the default invoice templates! Tag: 187632
  - 2
    - Money Error Message - Money Reports I have been receiving an Error Message "Due to changes in your Money file, the saved version of the Money Auto-Saved Report" report is no longer valid. Money has attempted to reset this report, but you should delete it from your list of favorites and recreate it to avoid unreliable information." I've had this message come up over several months when entering transactions in Money 2004 and Money 2005. Anyone know how to fix this problem? BTW, I don't have any reports. Gary Tag: changing the default invoice templates! Tag: 187628
  - 3
    - Upgrade from trial to 2005 I just bought the full version online and downloaded it. I uninstalled the trial version and installed the new. I start money and it downloads features and tells me to restart. I do this and it goes back to the trial version. What do I need to do to make it stop doing this? Tag: changing the default invoice templates! Tag: 187623
  - 4
    - Question about credit card accounts and budgets I have setup a credit card account and I want to track my balance, so I setup a transfer from checking to the CC account. It shows up in my budget under Transfers, but on all the budget reports (like Spending By Category or Weekly Spending), it doesn't show up. It seems like I have tried every different way to setup my accounts so I can budget payments and track the balance, but there's always one thing that doesn't work correctly. Can someone explain the "right" way to set up a basic checking and debt account so I can budget things and track the balance? And, no, I don't want to use the Debt Reduction Planner. It doesn't allow me to control what payment gets applied to which debt. Thanks. Tag: changing the default invoice templates! Tag: 187617
  - 5
    - Microsoft Money 2004-Signin with hotmail.com passport no longer wo Hello all -- I have Microsoft Money 2004 and recently, I've not been able to sign-in with my Passport Signin name and password. I keep getting the error "The sign-in attempt for PASSPORTEMAIL@hotmail.com was unsuccessful. Please try your sign-in name and password again. however, I can get into my hotmail.com email account with that password, and I can also use passport on other web sites. Any ideas why this is happening? It used to work -- but not it just doens't. Tag: changing the default invoice templates! Tag: 187613
  - 6
    - Shutting down Everytime i update my accounts my money 2005 shuts down I don't know but money2005 seem very buggie I had alot of misc. problems can any body tell me why it shuts down Tag: changing the default invoice templates! Tag: 187610
  - 7
    - Household Inventory in MSM2005 Just upgraded to MSM2005 Premuim from MSM2002. I don't see the "module" that allowed you to keep track of "household inventory". Is it gone now? Thanks Tag: changing the default invoice templates! Tag: 187607
  - 8
    - Money for big companies I have be using Money for several years. But now I need to install it in a big company, with thousands of documents each month and at least 55 accounts. What could be the best program for this? Best regartds, ASousa Tag: changing the default invoice templates! Tag: 187604
  - 9
    - severance pay Looking for a suggest and explanation of whether to place a lump sum severance package from my employee under "Wages Income" or "Other Income"? Would this be a "salary income" or "periodic income"? Bob Tag: changing the default invoice templates! Tag: 187603
  - 10
    - list of standard categories Is there an available written list of the MS standard categories/sub categories that are populated when one clicks "restore standard categories" under the tool-->options menu? Along these lines, has this list of standard categories/sub categories changed from, let's say, version 2000 forward? Thanks, Bob Tag: changing the default invoice templates! Tag: 187602
  - 11
    - Renewed faith in MS Money I'm not a MS stockholder but wanted to convey a renewed faith in the MS Money application. I was using 2002 on a Pentium 2 with about 28MB of data back to the early 90's. For a while, I was one of those that was complaining on and off this list, seriously reviewing the alternatives like Moneydance, and seriously considering the jump, etc. I got distraught at the number of comments against 2005. My biggest complaint was the bulkiness of just opening and closing the file. I was concernced that one little hiccup would forever corrupt my file. Well, I bought a new Dell that came with 2004 Deluxe the other day. The new PC is not super fast by today's standards, but a low-end Pentium 4. I have to admit, it is like night and day opening and closing my MS Money file. I would guess 80% of my improvement may have come from the new disk drive. I didn't see alot of differences in features between 2002 vs 2004. However, the performance improvements were immense. At this stage, performance is what I'd like to see MS continue. I'm not sure there are too many features that would help me in day-to-day personal finance management for my family. Thanks, Bob Tag: changing the default invoice templates! Tag: 187601
  - 12
    - Archive Process I am using Money 2005 (Deluxe). When I tried to archive all of my data prior to 2004, money created a file that is bigger than current file. The current file still had all old data. The arhive file help topic in the help documentation does not explain this discrapency. What is the exact process for archiving old data? Thanks. Raghu/.. Tag: changing the default invoice templates! Tag: 187590
  - 13
    - Imported Money file has corrupt "ghost" bills I own Microsoft Money 2004 and imported my file into the latest trial version. The problem: I have NO bills in my bills category since I erased them all but for some odd reason the bills (and their alerts) still show up in my main home page. When I click on each bill it goes to the Bills Summary page where there are no bills listed. I have this with 4 bills and it's pretty annoying since I can't erase them or shut them off and they are reoccuring every month. Any ideas for a fixbesides taking hours to make a new money file from scratch?? John Tag: changing the default invoice templates! Tag: 187587
  - 14
    - CIBC and other Major banks I saw a message on CIBC saying they fully support Money 2005, but they don't come up in the list. Do they not support automatic downloading? Tag: changing the default invoice templates! Tag: 187584
  - 15
    - Which category for currency exchange? Which category should a currency exchange go under? This isn't the exchange fee. It is the withdrawal from an American bank to purchase Euros for example in Europe. It's the actual conversion. Not really an income or an expense. Using MS Money Small Business 2004. Thanks, Brett Tag: changing the default invoice templates! Tag: 187582
  - 16
    - Please Consult Before Posting: Unofficial FAQ Available An unofficial FAQ for this newsgroup is available at http://umpmfaq.info. The source FAQ was last updated Wednesday, January 12, 2005. You may save yourself and those willing to spend their time helping you both time and hassle by consulting this resource before posting what may already be a FAQ. The unofficial FAQ answers 162 of the most frequently asked questions in this newsgroup. Note that only a limited number of FAQ items have been added or modified for Money 2005--those that are derive from my limited experience with the product and on very high profile items in the newsgroup. If you are using Money 2005 and have a question or if you are considering using Money 2005, please read http://umpmfaq.info/Money2005.htm. Likewise, a comprehensive archive of this newsgroup is available at http://groups.google.com. Click on Advanced Groups Search; there you should specify newsgroup microsoft.public.money and some search terms you consider appropriate. It is *highly likely* the issue you want help with has been discussed before. In some case you will find it has been discussed **many** times before. If you are reading this group through the Microsoft Community Newsgroups web page interface, you may find the native Usenet newsreader tools handier. Click here to try them: news://msnews.microsoft.com/microsoft.public.money. One last word to the wise: I post this once a week so some people might see it and refrain from posting FAQs. I remember to do this because I also backup my Money data file to several different locations and several different media types once a week. I also assure that these backups do not replace other backups but supplement them in case a problem goes unnoticed for several backup cycles. Occasionally, I also test these backups to make sure they really are. I recommend you do the same as soon as you are done reading this. "Do you have a good backup?" is a frequent first reply to problems posted here. Don't leave yourself in a position where your only answer is "no." It's a lot harder to help people when that is their answer. Tag: changing the default invoice templates! Tag: 187581
  - 17
    - Quicken to Money Conversion Will MS Money 2005 convert the data from Quicken 2005 to its format? Tag: changing the default invoice templates! Tag: 187575
  - 18
    - Assigning proper transaction categories ? I am new to Microsoft Money and while things seem to be going very well I have a few transactions that I don't know how to catagorize. How should the following be catagorized? #1. An automatic withdrawl from my main checking account to saving? (And in the Savings Account, what should the 'deposit' be catagorized as?) #2. Deposit to main checking account? #3 Payment to a credit card from the main checking account? (And in the Credit Card Account, I seem to have a double-entry for a payment. But I am hesitant to just delete one of them. One came from downloading the info from my credit card company, while the other came from downloading my statement from my checking account. Thanks in advance! -- Ed (Please delete the 'REMOVE-THIS' and '2000' from my e-mail address to reply directly.) Tag: changing the default invoice templates! Tag: 187569
  - 19
    - Vanguard Brokerage: When will it be fixed? I cannot be the only one with problems connecting to vanguard brokerage since the upgrade from 2004 to 2005 deluxe. I've got an incident opened with MS, but they cannot commit to when it will be 'pushed' via the mind-wretching 'update' process. Does it take more noise from the masses? Please join in if you cannot get this to work correctly. Unbelievable that it worked for 2004 and not for 2005.... it isn't like Vanguard isn't one of the largest brokerages. I'm more ashamed of myself for having fought the good fight against the Quicken bigots since 1998 (many of who are friends of mine). This one has burned me big. Tag: changing the default invoice templates! Tag: 187567
  - 20
    - Re-ocurring bills update In my previous version of money I could mark a re-ocurring bill updated by right clicking and selecting updated or simply by changing the amount to be paid. I use this so I could varify that I have approved or changed the amount due without having to refer back to my paper bill. I can't seem to do this in money 2005 deluxe. Any ideas? Tag: changing the default invoice templates! Tag: 187565
  - 21
    - MS Money Deluxe 2005 is disappointment I am in the process of spending hours/days trying to unwind the 20005 upgrade back to 2004. I am doing this because Money 2005 automatically downloads activity I had previousely documented in seperate 2004 Money Files. There is no way to prevent it if the on-line log on is the same for both Money Files in Money 2005. Even after I've closed the relevalnt accounts in each File profile, the downloads continue. I will not buy any further MS Money upgrades. Tag: changing the default invoice templates! Tag: 187562
  - 22
    - Currency Trading Earn $300 per Week as a Novice. Profits Soar as Experience Mounts! http://www.dpbolvw.net/click-1594755-10379618 Tag: changing the default invoice templates! Tag: 187555
  - 23
    - Cannot Delete Account - MIcrosoft please listen I have read several reports of the same issue I am having. I am a signer on multiple accounts at a bank, most of which are commercial accounts. One writes 4,000 payroll checks every other week. I have 2 personal accounts and 36 business accounts. I do not want money to download the transactions into my personal money software. I have shown those accounts as closed but Money '05 continues to download the transactions. I can not delete individual accounts because it will delete all of them. Money '04 could select accounts to update. I am too far into this to go back as I did not realize for a while this was happening and can not go back to '04 and reenter all of my transactions. Please listen Microsoft.....THIS IS NUTS. IT IS VERY BAD PROGRAMMING. I CAN NOT BELIEVE THAT THEY WERE SO UNWILLING TO WRITE THE CODE BETTER. TAKE A LITTLE MORE TIME AND WRITE THE CODE A LITTLE BETTER. (Yes I was yelling) I have not downloaded for 2 weeks. It took me 10 minutes to download and my accounts have been updating for 30 minutes now. The file size has grown tremendously (TODAY - 93 MEG)and I am sure it will get corrupted again sometime. I would love it if anyone else had a fix for this, but I am sure noone will because microsoft made a bad decision. Before some of you think I am a Microd=sfot basher I am not. I personally use almost all Microsoft products at home , even on my mac and have used Money over Quicken since 1998-99 or so. IN my company we have standardized on mnany MS products. This is just a bad implimentation and needs to be fixed. Hal McCoy Tag: changing the default invoice templates! Tag: 187551
  - 24
    - Happy M05 User - Member of the silent majority OK - I'm getting a little tired of everyone saying what a piece of ad-laden crap Money 2005 is. I'm not a MS shill, but I consider my experience relatively common. I use M05 Deluxe, without a Passport, MSN or Yodlee link, to do the following: 1 - Track balances and transactions for several bank, credit card, loan and investment accounts. 2 - Enter transactions by hand as they occur 3 - Download transactions from any direct (non-Yodlee) institutions for verification that I'm not missing anything obvious 4 - Pay bills through my bank and their bill pay service. 5 - Update prices for 529 fund shares that aren't automatically downloaded 6 - Cash Flow Management 7 - Budget Management 8 - Sync to PPC Now, here's my experience: My home page is set to the Account List - no ads there... I add any transactions by hand in the various account registers - no ads there... I download transactions daily, and wait for the updates to finish, then go to the account registers - again no ads there... I go to the Bills Summary page to pay bills - no ads there... (if you count the single link to "Learn more about MSN Bill Pay" as an ad, then, fine - but, frankly, I know what I'm doing on this page, and I've never noticed it - found it doing research for this post - far less obtrusive than anything worth flaming a nearly free program about) I go to the Portfolio Manager page - no ads there (again, except for a couple of links on the left). Now, the way I see it, if you're using Money to do serious investment research, then the links are reasonable, and point you to live web-based info. If you're NOT using Money to do serious investment research (this is my case - I can't imagine using what amounts to freeware to drive investment decisions), then, as in the case above, the links on the left are very unobtrusive if you use the software primarily to manage your accounts. Investment Registers, no ads... Cash Manager, no ads ... Budget Manager, no ads... PPC, no ads... and so on. It's pretty clear where the web content is, especially for folks who are veteran Money users. If you're primarily complaining about tiny (and obvious) links or ads on pages that are INTENDED TO PROVIDE ADVICE which is likely to come from external sources, then I think you're being disingenuous. OK - off the soapbox - the Yodlee thing is a complete hack, but, even there, it isn't Yodlee itself, which is insanely useful as an aggregator, it's the tie to MSN that is the true hack. If they would have treated Yodlee as just another institution, and just pulled transactions locally to your local machine without MSN being involved, I think many of the M05 haters would be cheering loudly. Yes there are many annoying problems that have been around since M98, but the program is essentially free, and the market price download service itself pays for the software. In summary - should we demand everything MS promises? Absolutely. Is M05 the devil spawn? Not in the slightest. Don't use a Passport, treat it as the data aggregating tool that it is, and you'll be happy with it. If you expect it to be a CPA, tax adviser and lawyer, and provide you with broker-level investment advice (if that isn't, in itself, an oxymoron), then, since those are VALUE-ADDED features expect at least to see ads for them, or actually even (gasp) pay more for them. Since I don't expect those features from a (mostly) free program, I never see an obtrusive ad. Never. I know everyone will flame, but that's fine. There are the normal problems associated with every new release of any software (installation, configuration, etc), but really - it performs its core functions, and is a real value as well. Remember, the content of these forums form a self selecting population. Hopefully, this provides some much-needed context. - John Tag: changing the default invoice templates! Tag: 187548
  - 25
    - stock option procedure I setup a stock option account. My employee gave me 111 shares in 2002. I was vested recently in Nov 2004, I decided to sell 70 to cover taxes and commission in order to keep the remaining 41. I am using MS2004 DLX. To reflect this in my account, should I "excercise & sell" all 111 in the investment account, then buy back 41? If so, where does Money reflect the portion that is income and shown on my W-2, box 12C, letter V? If not, I'd like to hear a better way to do it. I do know from the cash account, to perform a withdraw to handle all of the tax withholdings. Any suggestions would be great on the other questions. Thanks, Bob Tag: changing the default invoice templates! Tag: 187544

Dear All

I have MM 2005 Small Business. I want to edit the default templates for
invoices (as I have to add my company number and VAT number to them..)

I can do this, and save them within the Invoice Designer.
But they don't show up in the templates list within Money!

Any ideas?

Also, if I export a .inv file and try and import it, it says its from a file
type from before 2004 and cant be used! Any ideas would be gratefully
received!

Andrew Shoben

Top

Re: changing the default invoice templates! by Glyn

Glyn
Tue Feb 22 13:05:00 CST 2005

http://money.mvps.org/faq/article/17.aspx for the first one. Don't know
about the second.

--
Glyn Simpson, Microsoft MVP - Money
http://money.mvps.org

Check http://support.microsoft.com/default.aspx?scid=fh;EN-GB;mny or
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"Andrew Shoben" <andrew@greyworld.org> wrote in message
news:cvfmfn$lsr$1$8300dec7@news.demon.co.uk...
> Dear All
>
> I have MM 2005 Small Business. I want to edit the default templates for
> invoices (as I have to add my company number and VAT number to them..)
>
> I can do this, and save them within the Invoice Designer.
> But they don't show up in the templates list within Money!
>
> Any ideas?
>
> Also, if I export a .inv file and try and import it, it says its from a
> file
> type from before 2004 and cant be used! Any ideas would be gratefully
> received!
>
> Andrew Shoben
>
>

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