customize report with multiple months

TheMSsForum.com: The Microsoft Software Forum

The MSS Forum ‹ Money
- Archive
  - Biz
  - MCSE
  - CRM
  - Drivers
  - Framework
  - ADO
  - ASP
  - Compact
  - Forms
  - Dotnet
  - C#
  - VB
  - FontpageGen
  - Excel
  - WorkSheet
  - Exchange
  - Setup
  - Fox
  - Fontpage
  - ASP
  - IIS
  - Entourage
  - Money
  - Messanger
  - PocketPC
  - Powerpoint
  - Project
  - Publisher
  - Excel
  - VB
  - Security
  - Portal
  - Services
  - SQLServerDev
  - SVCS
  - SQLServer
  - VB
  - VC
  - MFC
  - ExcelGen

- Previous
  - 1
    - Money 2006 Deluxe-Special Offer pop-up Hi Folks, Just upgrade from Money 2005 Premium, everything seems fine except that whenever signing in, I got a pop-up window with wording similar like this "it looks like that you have not setting up properly to accept the special offer, do you want to set up now", then there is the options "yes" and "no". I click "no" to sign in with my passport but then the next time I get the same pop-up window again, not exception. I am just want to use Money to track my account transactions, I don't need any special offer even MS is going to offer me money. So can someone help me with this to get rid of this pop-up window. Thanks Tag: customize report with multiple months Tag: 194184
  - 2
    - Asset Allocation question I spent time putting in the detailed percentages of holdings (small / mid / large / cash / bonds / other) into all of my mutual funds, then tried to use the Asset Allocation screen to get a more accurate picture of my holdings. Instead of using the more detailed numbers, it puts each fund into one category as a whole!! Making my time spent useless. Example - fund AAAAA - set to 50% large, 25% snall, 25% bonds, Asset Allocator places it in the category it thinks best - 100% assets in LARGE. Am I a) doing something wrong, or b) misunderstanding how this works (i.e. when people talk about asset allocation for mutual funds, this is the correct way to think about and calculate it)? Thanks - John Tag: customize report with multiple months Tag: 194180
  - 3
    - Investment Balances In Money Don't Match Bank My investment account balances in money don't match what my investment company says the balances are. I update online, so everything is current. I stumbled on a page in MS Money that showed both the correct balance and the incorrect balance, but now I can't find that page again. I think the problem is some display option in MS Money I don't know about, and need to set so that the proper balance is displayed. Tag: customize report with multiple months Tag: 194179
  - 4
    - Removing one account from an online service [MS Money 2005] I have multiple accounts with the same bank and I recently closed one of the accounts. Now whenever I do an online update I get an error saying that the account might be closed (duh, good guess since I checked the Account Closed box). You would think if the Account Closed box was checked that the online banking would stop requesting info but it doesn't. The only instructions that I can find tell me how to stop Online Services for that entire Financial Institution but I only want to stop one account with that institution. Any suggestions? Tiffany Tag: customize report with multiple months Tag: 194175
  - 5
    - Small Business 2006 & Product Inventory Are there any improvements in 2006 over 2005? Maybe be able to print an inventory report that is sorted vs. as entered? Tag: customize report with multiple months Tag: 194174
  - 6
    - Did Microsoft get hacked? I can't pull up microsoft.com or msn.com or msnbc.com. I can't log into Money. Did Microsoft get hacked or something? Tag: customize report with multiple months Tag: 194173
  - 7
    - Money 2001 wouldn't start up, had to reinstall Recently I had a problem where Money 2001 just wouldn't start up. I tried a number of things, but nothing worked. Finally I just reinstalled Money 2001 to get it running again. Oddly enough, the previous night I had tried out two different programs for manipulation of CSV files - CSVDb and DbEdit. DbEdit associated CSV files to itself. I find a bunch of CSV files in the Money folder, but I of course I never tinkered with any of them. Do you think that merely running CSVDb and/or DbEdit prevented Money from starting up? Tag: customize report with multiple months Tag: 194171
  - 8
    - Printing Payroll Checks without Service I have an accountant to handle all of my payroll tax issues, and I can calculate withholding, etc. on my own. I just want to be able to print a payroll check from Money 2005. Can this be done? It doesn't seem so to me. Tag: customize report with multiple months Tag: 194169
  - 9
    - Paycheck direct deposited into 2 accounts I have my paychecks direct deposited into two seperate bank accounts. One account always get a fixed amount from the paycheck (eg. $500) and the remainder is put into the other account. Any suggestions for how to best handle this? I'm using Money 2005 if that makes a difference. I currently have it set up to enter the paycheck into the 'remainder' account and then do a transfer of the fixed amount into the other account. While this gets the account balances correct, the account that gets the fixed amount only shows the deposits as a transfer instead of a paycheck being deposited. I'd appreciate any thoughts you may have on this. Tag: customize report with multiple months Tag: 194166
  - 10
    - Money Update in Progress Hello all- Yesterday I purchased the download version of Money 2006 Premium. The download of the webinstall and the initial install went fine and then it told me that some features would not be available until Money finished downloading the rest of the program. The program has been running for about 24 hours now and it still shows "Download 1% complete". This seems to be taking a little longer than it should. I have tried restarting the program, reinstalling the program to kick the download process off again, but it never gets beyond 1%. I made an attempt at using Microsoft's email and/or live chat support services, but even there I seem to run into a dead end. When I enter my Product ID it says, " The product ID number you entered is not valid or is not in the correct format. Please enter a valid product ID number and try again. Make sure the product ID number is of the form: 12345-XXX-7654321-98765." I am entering the product ID correctly and I have checked for any typos. Is anyone else having these issues? I would really like to get the rest of my program and use it, so if there are any tips or tricks or even better, a place where I can just manually download the missing parts of the program and install it myself? Thank you in advance for any assistance you might be able to provide. Tag: customize report with multiple months Tag: 194162
  - 11
    - Money 2006 Deluxe - AutoComplete+ I recently updated from Money 2001. I am trying to figure out how to get Microsoft Money 2006 Deluxe to do the auto complete+. In Money 2001 when ever you started typing a payee it would automaticaly complete what the previous transactionfor that payee contained. Money 2006 seems to fill in every filed, but not the memo field. How do I enable auto complete of the memo field as well? I pulled up the help in Money 2006 and it said this so I think it's capable: About accessibility in Microsoft Money In addition to the accessibility features in Microsoft Windows, the following features make Microsoft Money more accessible for people with disabilities: AutoComplete automatically fills in a payee, category, classification item, or account name you've used before, once you start typing. AutoComplete+ automatically enters the amount, memo, category, classification, and account fields from the last transaction when you enter a payee name you've used before I checked under the settings/options and was uable to come up with an answer. Also, Money 2001 would give you a todays balance on each account as well as an ending balance if you had transactions in your register entred later than the current date. I was also wondering if there is a way to have Money 2006 do this as well. Thanks in advance... Tag: customize report with multiple months Tag: 194146
  - 12
    - Upcoming Bills in Account Register What happened to the Upcoming Bills section that used to be displayed at the bottom of the account register? In 2003 while you were entering transactions, you could quickly glance to the bottom to see if there were any upcoming transactions. This feature does not appear to be available in 2005 Deluxe. I've got upcoming bills on my home page, but I don't want to have jump back there to see what it coming up. Tag: customize report with multiple months Tag: 194145
  - 13
    - Account Setup Unavailable error I recently disabled online updates from my bank and am trying to set it back up. I go to Change Account Setings --> Online Setup, and then choose my bank, but after about 5 seconds, I get a message "Account setup is temporarily unavailable. Please try again later." This has been the case for 3 days. Any suggestions? Thanks Tag: customize report with multiple months Tag: 194144
  - 14
    - Adjusting Dates of Downloaded Transactions I upgraded from Money 2003 Deluxe to 2005 Deluxe. In my old version, when I would download a transaction that matched to a register entry, it would default to the date that the bank had, not the date I entered. I could simply change it to the correct date and accept the transacation. This is not the case in 2005. It doesn't matter whats in the Date field, after I accept it, it changes to the date that came from the bank, which is typically wrong. I would hate to think that I've upgraded to a worse version when I went to 2005. Tag: customize report with multiple months Tag: 194143
  - 15
    - Any Reason to Upgrade from 2003? I am on Money 2003 which I found to be rock-solid. Last year I tried out 2005, but rejected it due to reasons you are all well aware of. I know about access being potentially cut-off to me in 6 weeks, but whether or not they will follow through on that remains to be seen. Besides that, is there any other reason to do an upgrade now? I cannot think of any, but am open if anybody actually recommends it. Tag: customize report with multiple months Tag: 194137
  - 16
    - Income and expenses This is a multi-part message in MIME format. ------=_NextPart_000_002D_01C58E40.B9E34E60 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable I'm fairly new to MS Money. Current I just use it to track my savings = accounts. I would like MSMoney to work out my position regarding income and = expenses for something completely separate. How should I go about this? = Should I setup a new file? New categories? At the moment, I'm using a = spreadsheet. I hope that you can advise me. Thanks in advance. Julia ------=_NextPart_000_002D_01C58E40.B9E34E60 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.2900.2668" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV><FONT face=3DArial size=3D2>I'm fairly new to MS Money.  = Current I just=20 use it to track my savings accounts.</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>I would like MSMoney to work out my = position=20 regarding income and expenses for something completely separate.  = How=20 should I go about this?  Should I setup a new file?  New=20 categories?  At the moment, I'm using a spreadsheet.</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>I hope that you can advise = me.</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>Thanks in advance.</FONT></DIV> <DIV><FONT face=3DArial size=3D2>Julia</FONT></DIV></BODY></HTML> ------=_NextPart_000_002D_01C58E40.B9E34E60-- Tag: customize report with multiple months Tag: 194134
  - 17
    - make quick cash 100% guaranteed(only $6.00 needed) Dear Internet User, Good day, This article I've written is all about the fact that I have earned an ASTOUNDING amount of money in less than a month and I've decided to share and reveal the secrets behind making big bucks in the Mail Order Business. So all money seekers, read this carefully. Hi, I'm 26 years old and I have made more money in one month than I did in a year at my job and so can you" Turn $6.00 into $60,000...read this carefully to find out how!! Reading this could change your life I found this on a bulletin board like this one and decided to try it. A little while back, I was browsing through several newsgroups, just like you are now, and came across an article similar to this that said you could make thousands of dollars within weeks with only an initial investment of $6.00! So I thought, "Yeah right, this must be a scam", but like most of us, I was curious, so I kept reading. Anyway, it said that you need to send $1.00 to each of the 6 names and address stated in the article. You then place your own name and address in the bottom of the list at #6, and post the article in at least 200 newsgroups. (There are thousands) No catch, that was it. So after thinking it over, and talking to a few people first, I thought about trying it. I figured: "what have I got to lose except 6 stamps and $6.00, right?" Then I invested the measly $6.00. Well GUESS WHAT!!... within 7 days, I started getting money in the mail! I was shocked! I figured it would end soon, but the money has just kept coming in. In my first week, I had made about $150. By the end of my second week I had a total of $1250! In my third week I had over $10,000 and it is still coming in and growing. This is now my fourth week and I have made just over $37,000 and its still coming in rapidly. It's certainly worth $6.00, and 6 stamps, I have spent more than that on chocolate. Let me tell you how this works and most importantly, why it works.... Also, make sure you print a copy of this article NOW, so you can get the information off of it as you need it. I promise you that if you follow the directions exactly, that you will start making more money than you thought possible by doing something so easy! SUGGESTION: Read this entire message carefully! (print it out or download it.) Follow the simple directions and watch the money come in! It's easy. It's legal. And, your investment is only $6.00 (Plus postage). IMPORTANT: This is not a rip-off; it is not indecent; it is not illegal; and it is virtually no risk - it really works!!!! If all of the following instructions are adhered to, you will receive extraordinary dividends. PLEASE NOTE: Please follow these directions EXACTLY, and $50,000 or more can be yours in 20 to 60 days. This program remains successful because of the honesty and integrity of the participants. Please continue it's success by carefully adhering to the instructions. You will now become part of the Mail Order business. In this business your product is not solid and tangible, it's a service. You are in the business of developing Mailing Lists. Many large corporations are happy to pay big bucks for quality lists. However, the money made from the mailing lists is secondary to the income which is made from people like you and me asking to be included in that list. HERE ARE 5 EASY STEPS TO GET STARTED STEP# 1: Get 6 separate pieces of paper and write the following on each piece of paper "PLEASE PUT ME ON YOUR MAILING LIST." Now get 6 US $1.00 bills and place ONE inside EACH of the 6 pieces of paper so the bill will not be seen through the envelope ( Please make sure that the bill would not be noticed in the envelope to prevent thievery). Send out US $ DOLLAR, so it would be more acceptable. STEP# 2: Next, place one paper in each of the 6 envelopes and seal them properly. You should now have 6 sealed envelopes, each with a piece of paper stating the phrase, "PLEASE PUT ME ON YOUR MAILING LIST.", your name and address, and a $1.00 bill. What you are doing is creating a service. THIS IS ABSOLUTELY LEGAL! You are requesting for a legitimate service and you are paying for it! Like most of us, I was a little skeptical and a little worried about the legal aspects of it all. So I checked it out with the U.S. Post Office (1-800-725-2161) and they confirmed that it is indeed legal! Mail the 6 envelopes to the following addresses below: >1) Phonexay Khounvongsa 5003 Lakecrest Dr. Shawnee, KS, USA 66218 >2) Tamara Ortiz 2471 Newsom Rd. Bellville, TX. USA 77418 >3) A.B. Cauble 1 Laurent Rd #1, Salem, MA USA 01970 >4) Toni Ann San Agustin P.O. Box # 5 Salcedo Village Post Office Makati City Philippines 1227 >5) Braden Niemczyk 2858 Ranch House Dr. W Appt. #117 Fort Worth, TX 76116 >6) 4588 russwood avenue, Stone Mountain, GA. USA, 30083 >STEP# 3: Now take the #1 name off the list that you see above, move the other names up (6 becomes 5, 5 becomes 4, etc...) and add YOUR Name as number 6 on the list. STEP# 4: Copy this article. Change anything you need to, but try to keep this article as close to original as possible. Top of Form 1 Bottom of Form 1 Copy this article from the text box and paste it on a blank notepad file. Change or edit anything you need to but keep the article as close to original as possible. STEP#5: Now, post your amended article to at least 200++ newsgroups. (I think there are close to 2.4million groups) All you need is 200, but remember, the more you post, the more money you make! This is perfectly legal! If you have any doubts, refer to Title 18, Section 1302 and 1341, US Postal and Lottery Laws or Title 18, Section 3005 in the US code, also in the code of Federal regulations, Volume 16, Sections 255 and 436, which states; "a product or service must be exchanged for money received." The simple note in the letter, "PLEASE PUT ME ON YOUR MAILING LIST", makes it legal because you are paying for exchange of a service, (adding the purchasers name to his mailing list) for a $1.00 fee. IMPORTANT: Keep a copy of these steps for yourself and, whenever you need money, you can use it again, and again. PLEASE REMEMBER that this program remains successful because of the honesty and integrity of the participants and by their carefully adhering to the directions. Look at it this way. If you are of integrity, the program will continue and the money that so many others have received will come your way. NOTE: You may want to retain every name and address sent to you, either on a computer or hard copy and keep the notes people send you. This VERIFIES that you are truly providing a service. (Also, it might be a good idea to wrap the $1 bill in dark paper to reduce the risk of mail theft.) So, as each post is downloaded and the directions carefully followed, six members will be reimbursed for their participation as a List Developer with one dollar each. Your name will move up the list geometrically so that when your name reaches the #1 position you will be receiving thousands of dollars in CASH!!! What an opportunity for only $6.00 ($1.00 for each of the first six people listed above) Send it now, add your own name to the list and you're in business! ALSO REMEMBER: SEND YOUR $1 OUT TO EVERYONE ON THE LIST, EVEN IF THEY ARE NOT FROM THE U.S. DIRECTIONS FOR HOW TO POST TO NEWSGROUPS Step 1) You do not need to re-type this entire letter to do your own posting. Simply put your mouse cursor at the beginning of this letter, click and drag your cursor to the bottom of this document, right click and select 'copy' from the edit menu. This will copy the entire letter into the computer's memory. Step 2) Open a blank 'notepad' file and place your mouse cursor at the top of the blank page. Right click and from the 'edit' menu select 'paste'. This will paste a copy of the letter into notepad so that you can add your name and postal address to the list. Step 3) Save your new notepad file as a .txt file. If you want to do your postings in different settings, you'll always have this file to go back to. Step 4) Use Netscape or Internet explorer and try searching for various newsgroups (on-line forums, message boards, chat sites, discussions.) Step 5) Visit these message boards and post this article as a new message by highlighting the text of this letter and selecting paste from the edit menu. Fill in the Subject, this will be the header that everyone sees as they scroll through the list of postings in a particular group, click the "post" message button. You're done with your first one! Click here Post your article now! SUGGESTION: You can find lots of public forums, discussions and message boards on your search engines ie Yahoo, Google, msn, aol, etc. Just type "post new message wwwboard Matt Wright" then click 'search'. Congratulations...THAT'S IT! All you have to do is jump to different newsgroups, chat boards, discussions, message boards, forums and post away, after you get the hang of it, it will take about a minute for each newsgroup! **REMEMBER, THE MORE NEWSGROUPS YOU POST IN, THE MORE MONEY YOU WILL MAKE!! BUT YOU HAVE TO POST A MINIMUM OF 200** You can also send emails to your friends to inform them of this amazing money making opportunity. That's it! You will begin receiving money from around the world within days! You may eventually want to rent a P.O. Box due to the large amount of mail you will receive. If you wish to stay anonymous, you can invent a name to use, as long as the postman will deliver it. **JUST MAKE SURE ALL THE ADDRESSES ARE CORRECT. NOW, THE WHY PART Out of 200 postings, say I receive only 5 replies (a very low example). So then I made $5.00 with my name at #6 on the letter. Now, each of the 5 persons who just sent me $1.00 make the MINIMUM 200 postings, each with my name at #5 and only 5 persons respond to each of the original 5, that is another $25.00 for me, now those 25 each make 200 MINIMUM posts with my name at #4 and only 5 replies each, I will bring in an additional $125.00! Now, those 125 persons turn around and post the MINIMUM 200 with my name at #3 and only receive 5 replies each, I will make an additional $626.00! OK, now here is the fun part, each of those 625 persons post a MINIMUM 200 letters with my name at #2 and they each only receive 5 replies, that just made me $3,125.00!!! Those 3,125 persons will all deliver this message to 200 newsgroups with my name at #1 and if still ONLY 5 persons per 200 newsgroups react I will receive $15,625,00! With an original investment of only $6.00! AMAZING! When your name is no longer on the list, you just take the latest posting in the newsgroups, and send out another $6.00 to names on the list, putting your name at number 6 again. And start posting again. The thing to remember is: do you realize that thousands of people all over the world are joining the internet and reading these articles everyday?, JUST LIKE YOU are now!! So, can you afford $6.00 and see if it really works?? I think so... People have said, "what if the plan is played out and no one sends you the money? So what! What are the chances of that happening when there are tons of new honest users and new honest people who are joining the internet and newsgroups everyday and are willing to give it a try? Estimates are at 20,000 to 50,000 new users, every day, with hundreds of thousands of those joining the actual internet!!! Remember, Play Fairly and Honestly and this will work for you By the way, please DON'T try to deceive people by posting the messages with your name in the list and not sending the CASH to the rest of the people already on the list, you will NOT get any. This is the fairest and most honest way I have ever seen to share the wealth of the world without costing anything but our time! You also may want to buy mailing and e-mail lists for future cash. Make sure you print this article out RIGHT NOW! Also, try to keep a list of everyone that sends you CASH and always keep an eye on the newsgroups to make sure everyone is playing fairly. Remember, HONESTY IS THE BEST POLICY. You don't need to cheat the basic idea to make the CASH!! GOOD LUCK to all and please play fairly and reap the huge rewards from this, which is tons of extra CASH. Pls remember that "honesty is the best policy" and "whatever one sows, one will reap". Thank you Tag: customize report with multiple months Tag: 194130
  - 18
    - MSXML3.DLL is Invalid Window Image All of a sudden this popped up and I can't start Money 2005 Standard. No help on Money site. Any ideas? -- Scott Morris Morris Resort Interiors inc. Tag: customize report with multiple months Tag: 194121
  - 19
    - M06: Automatic Update Bug Fixed? M05 does not update accounts when you started regardless of whether you check the box to "Automatically update accounts when I start Money." Instead, it would usually update every day but at seemingly random times. Because of this bug, I am now simply clicking "update now" every day. So much for automatic updates. Does M06 update/fix this issue? I would prefer that M06 update once per day the first time I run Money each day. Please let me know. John Tag: customize report with multiple months Tag: 194113
  - 20
    - Home Inventory Report in MS Mny 2005? How do you print a Home Inventory Report in MS Mny 2005? -- LLG Tag: customize report with multiple months Tag: 194109
  - 21
    - Imported transactions not appearing I'm trying to automatically import my transactions from my bank account, but the details are not coming through. My bank is the Commonwealth Bank in Australia. They have recently updated their site, so I suspect that may be the problem, but I'm not 100% convinced. I can only export transactions as an OFC file from my Bank's website. I'm using MT2OFX to convert this to an OFX file. This worked last time I did it, a few months ago. When I import the transactions to MS Money 2005, I only see 3 of the 30 transactions. Has anyone else experienced this? Any work arounds? Ivan Tag: customize report with multiple months Tag: 194106
  - 22
    - M06 and MSN Synchronize I've just upgraded to M06 trial from M04. M04 used to ask me to synchronize with MSN money upon close. M06 does not ask and does not seem to by synchronizing with MSN money. My bill pay and statement downloads appear to be working fine. Any ideas? Thanks, Dave Tag: customize report with multiple months Tag: 194105
  - 23
    - automatic account updates Hi Everyone, Could someone please post a detailed description of how these updates occur. I sign in with passport and have all the required information for my bank saved in money etc., but I've yet to see a download occur automatically. I usually end up doing a manual update. Just what are the rules that govern the automatic downloads are to happen. I am talking about regular bank account downloads etc. - not the stock quotes thing. Thanks for your help. Oh by the way I'm running the newest version 2006 premium. Jim Tag: customize report with multiple months Tag: 194093
  - 24
    - canadian version to us version Hi there, I used money when i lived in Canada but this year i moved to the US. I changed the base currency but how do i change the other options (ie the msn page to the money.msn.com instead of money.msn.ca?) I tried re-installing the program and that didnt help and i dont want to purchase '06 unless i can get this fixed Cheers Tag: customize report with multiple months Tag: 194092
  - 25
    - Money 2006 Fixes/Upgrades I'm a glutton for punishment and ready to run down to Costco and buy Money 2006. Just curious though, did Money 2006 fix the aggravating "screen flicker" issue in the Portfolio view that I got as a bonus in Money 2005? Tag: customize report with multiple months Tag: 194091
- Next
  - 1
    - How do I handle Real Estate agents refunds? My wife and I will be closing on a house soon and we used a company that offers 1% cash back of the sales price. How would I record that in Money? Suggestions? Tag: customize report with multiple months Tag: 194086
  - 2
    - Hogging all of my resources Tried to start money a couple of days ago and it is hogging all of my resources. I didn't change anything. Could someone please give me a fix. It's been a week since I was able to use it. Money 2005 TIA, Chris Tag: customize report with multiple months Tag: 194084
  - 3
    - Dell Financial I have a dell financial credit card. Well it is not a credit card because I can only use it at dell. It is a dell prefered card. The problem I have is that it does not display on pocket pc version because it is not considered a credit card. I have it right now set under loan and liabilities. Is there something I am doing wrong? Should I set up a dell prefered card as something else, maybe there is a way to trick money into telling it that it is a credit card. Also because it is not a credit card it does not show up as one. There for when it shows my credit card balances and ow much I owe on the credit cards it does not show up because it is under another category. Any help is appreciated. I hope I explained it correctly. Currently I am using money 2006, but... I was using money 2005, and that is where I had the problem with pocket pc. Even if it does not show up in Pocket PC ( Since there is no version of 2006 Pocket Pc ) then I would like to at least get it to credit card status so I can track it. Thank you in advance. Zack Tag: customize report with multiple months Tag: 194083
  - 4
    - Holding Different Currencies in Same Account.. I'm using the Canadian version of Money 2004. I was wondering if its possible to hold two different currencies in the same brokerage account (ie: US dollars and Canadian dollars). Money is set up now to show all my cash holdings in my brokerage account in Canadian dollars. As soon as I try to tranfer US dollars to my account money converts it to Canadian and combines it with any of the Canadian dollars I'm holding. I would like to be able to tranfer US funds to this same brokerage account and have them remain separate from the Canadian cash and show me with two cash holdings. Thanks Joel Tag: customize report with multiple months Tag: 194079
  - 5
    - Product id on downloaded copy of MOENY 2006 is not recognized I have tried to use the online email and chat services for MONEY 2006 but cannot. The prduct ID that shows up on the 'about Money' tab under 'help' is not recognized by MSN - - any idea why this is occuriring and how I can get it reconciled???? Tag: customize report with multiple months Tag: 194076
  - 6
    - transactions automatically entered into accounts Recent switched from MONEY 2004 to 2006. As transactions are automatically found and downloaded, they are automatically entered into the acounts in the account register without allowing me to look it over and ensure the right spending category is recorded - - - in MONEY 2004 you were required to 'accept' the downloaded transaction where you could assign a spending category. Is there a way to force 2006 to allow the user to review the downloaded tranaction before it is recorded into the account register????? s/Rick Tag: customize report with multiple months Tag: 194075
  - 7
    - 529 Plan I have one 529 plan, which can be shared by multiple children (I do this reduce custodial fees). I would like the lifetime planner to allow me to point to one 529 account for two children, instead of each child needing their own. What this causes in lifetime planner is to show one child with excessive money after college, while indicating that I am paying for all of the college expenses from current cash flow for the other. Is there a way to address this issue? Tag: customize report with multiple months Tag: 194073
  - 8
    - Losing online setup I have had Money 2006 lose the online setup for a credit union and a credit card. I then have to go back and try and setup the online services again. When Money finds my accounts, it adds them as duplicates of the existing accounts that still exist. Shouldn't this product be smart enough to find the existing accounts and match up the online settings? I have had to do this twice now. Tag: customize report with multiple months Tag: 194069
  - 9
    - Money 2006 bankground banking problems I have one bank and two credit cards which appear to use OFX Direct/Bankground Banking - Money 2006 says it made successful calls to all 3, but there are no transactions to review (I am not automatically accepting transactions in the global settings), when I know there indeed are. No matter how many times I try updating, no new transactions have appeared for the last 2-3 days. Tag: customize report with multiple months Tag: 194068
  - 10
    - Deferred Comp Account in Lifetime Planner? I am having trouble figuring out how to put a deferred comp retirement account in Lifetime Planner. The def comp account takes pretax money out of my salary and is matched by my employer. It is a retirement account, but it is different from most in that it must be distributed at retirement. In this case in two annual installments. I beilve that LP assumes that retirement accounts are distributed last only after all taxable accounts are consumed. (unless age 70.5 comes first). Any LP experts out there? Thanks Tag: customize report with multiple months Tag: 194061
  - 11
    - Money downloads bank information from MSN Billpay Wondering if I'm just doing something stupid. I use MSN Billpay and had used Microsoft Money. Long story but I dropped using Money last year because I had a ton of online data issues I couldn't fix. I kept using the web interface for Billpay. Anyway, I gave Money 2006 a whirl. It recognized that my passport had stuff on the MSN Money site linked to it. It downloaded the payment bank information from MSN Billpay into Money as a bank. But it thinks the financial institution is MSN Billpay, not my bank. So, now I can't set it up to download the actual statements. Anyone know if I'm missing something basic here? It's driving me nuts. Tag: customize report with multiple months Tag: 194060
  - 12
    - 2006 Yodlee changes? The fact that you're using Yodlee to sync shouldn't require a Passport or data on MS servers. Password and other info could be held on your local PC like other online services, or accessed via an existing Yodlee account. Does Money 2006 still require a Passport and all data on MS servers to utilize the Yodlee sync services? Thanks - John Tag: customize report with multiple months Tag: 194058
  - 13
    - Can't find a way to enter Employee Stock Options for foreign stock I tried everything and still can't find a way to enter Employee Stock Option for a stock denominated in foreign currency (Euro for example). Microsoft support reproduced the problem - case# SRX050720601835. Was anyone able to find a way to do this? The help says that money supports investments in foreign currencies and as well as Employee Stock Options. The combination of these two however seems impossible. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/communities/newsgroups/list/en-us/default.aspx?mid=6c1a4540-b1b4-4bab-a854-239910682523&dg=microsoft.public.money Tag: customize report with multiple months Tag: 194047
  - 14
    - Custom investment types I have been waiting patiently for Money to support custom investment types (besides the stock "small cap stock", "bond", etc). I know 2006 again doesn't support this. Has anyone found a workaround that lets you group your investments in a customized way (for instance, you could group and total all your tech stocks, all your financial stocks, etc). Tag: customize report with multiple months Tag: 194043
  - 15
    - How do you reallocate yearly expenses in monthly budget? I have been using MS Money since 1995, but JUST started using the Budget feature. I can't figure out how to reallocate yearly expenses on a monthly basis. For example, I have Computer:Supplies in my budget for 80.00 per year (ink, etc.). So the budget shows 7.00 per month. However, when I purchased ink for 17.00 this month, I am over budget by 10.00. I can reallocate next month's amount for 7.00, but I am still 3.00 short. How can I make Money understand that the 17.00 should come out of the 80.00 and not show that it is an expense Overbudget? How does everyone else handle this problem? Lori Tag: customize report with multiple months Tag: 194041
  - 16
    - QIF file import problem in Money 2006 Hello, after upgrading to Money 2006, when I manually import a QIF file containing my credit card statement, the import dialog box proceeds normally and the account register shows the cradit card account has 20 transactions to review- but when I open the credit card account to review them they are not visible. This procedure worked fine before the upgrade (Money 2004). I have already repaired the Money file twice. Thanks in advance, Noah Tag: customize report with multiple months Tag: 194037
  - 17
    - Money 2006 is faster for me I up grade every year. Last was a major change. This year I see few changes but ones we all have wanted. Also for me, the program is much faster. I have a large file of almost 60k. My suggestion for those who have 2004 is go upgrade !!! marc Tag: customize report with multiple months Tag: 194036
  - 18
    - Question indirectly related to Money 2004/2005 Hi all, I've got a question that is indirectly related to Money 2004 onwards. I have designed a software application for recipes that has an interface similar to Money 2004+, in the following ways: 1. UI Layout is the same (ie, Menubar, toolbar, taskpad, main panel, help pane, etc) 2. A tabbed toolbar like Money 2005 is also included 3. Color scheme for the menubar is similar to Money 2004 4. The task-based homepage is the same as in Money 2004, and uses the same color scheme, style and layout. The html and css files of Money were used as a starting/learning point. I would also like to point out, that: 1. All controls (including menubar, toolbar, taskpad, etc) have been developed from the ground up by myself 2. All icons in the program have been designed to be unique for the product. So my question (actually 2) is: 1. Is everything legal and am I allowed to develop such a product? 2. Is there an email, contact form where I can contact MS about such issues? Thanks, Ivan Tag: customize report with multiple months Tag: 194033
  - 19
    - which version support msn portfolio I am using msn portfolio to track my investments, but its really screwy. Is their a version of Money 2006 that I can use to track my portfolio investments, even if I have to put them in manually. thanks Nick Tag: customize report with multiple months Tag: 194029
  - 20
    - Bank Statement Download Issues I am downloading statements from our credit union and can only receive transactions through 6/6/2005. There are many transactions after this date that are displayed on the website, but they do not download. Is there a setting somewhere that is preventing transactions after 6/6/2005 from being downloaded? Another issue: The same account shows that there are transactions to be read, but I cannot them to indicate that they have been read. Please advise. Thanks in advance for your assistance. Tag: customize report with multiple months Tag: 194026
  - 21
    - Download from Bank Troubles I need help. My wife downloaded our statements from our bank online. This is something we have done successfully within Money many times. However, this time there was approximately 4 months worth of transactions and it took several attempts to actually receive the download without Money crashing. We finally did it. The problem is that when we click on "Read Online Statements" or "Transactions to read: 980" the scroll bar loading it finishes and then the program just hangs. The computer's hard drive keeps working (and will continue to do so for up to 20 hours) but all to no avail. At that point we can't do anything with the program except end it through the task manager. The transactions never do display. How can I delete the information we downloaded from the bank? I'm thinking we'll be o.k. if we can do that. We'll then try downloading the 4 months of info in 4 or 5 smaller chunks. So, how do I delete the info? By the way, I am using Microsoft Money 2000 v.8.0 on Win98SE. Any help would be greatly appreciated. Thanks Tag: customize report with multiple months Tag: 194019
  - 22
    - Budget and Account Transfers - Money 2006 Alright, I've been using Money 2003 for some time mainly as an electronic checkbook as it helps me balance easily from my bank. Well, I'm moving up to Money 2006, and trying to take advantage of some more of the features. I have a checking, savings, retirement, and home equity loan account. I want the home equity loan and retirement to show up as budgeted items, but they do not. I have read elsewhere that if you do not include those accounts in the budget then they will show up under "Transfers out of budget accounts". Well, I do that and they do not. I understand the idea behind cash flow, and debts and payments, but I still want it to show up in my budget. I've been using Excel for the longest time, but I'm duplicating efforts, and would like this budget to effectively show money leaving my checking and/or savings account. I don't care if it transferred to another account I have in Money or not. Thanks for any assistance you can provide. Tag: customize report with multiple months Tag: 194018
  - 23
    - Downloading transactions up-graded to money 2006 deluxe from 2005. unable to download tranactions from bank web sited to money. not a problem before until up-grade. any help? thanks -- JOHHNY M Tag: customize report with multiple months Tag: 194015
  - 24
    - money sucks money makes changes to the program to sell new copies of the same crap. money is adding and subtracting, if u feel the need to rebuy the same crap year after year, I have a car and a freeway for sale . Microsoft has me fed up with this crap...F Msoft Tag: customize report with multiple months Tag: 194010
  - 25
    - Re: money "CCrusher" <invalid@domain.com> wrote in message news:... > How many versions of money will there be? When will people get to stop > buying the same old program year after year. If Microsoft was into > landscaping, they would sell the same tree they planted in 1990 to the > buyer year after year.....Microsoft says "mam, you owe us 40 dollars".., > mam says " but you charged me for that tree 3 years ago"...Microsoft > says.." yes, but the tree has grown, and with increased ability of the > tree, you must constantly pay for the same tree. yet the tree is the same > tree." Intellectual property, or the same adding and subtracting program > resold year after year. Money blows...and Microsoft blows by limiting what > chinese ppl can search for with IE. Shame on microsoft and their good for > nothing ppl whom can only repackage the same old crap year after year. If > it wasnt for Macintosh, Msoft wouldnt know what an icon was. > Tag: customize report with multiple months Tag: 194007

Is there a way to break down expenses by category month by month (more than
last 30 days to current)? I want to see the categories and amounts for each
month, not a lump sum of the last 6 months. I want a column for 1/1 - 1/31,
2/1 - 2/28, etc. Can this be done?

Top

Re: customize report with multiple months by Glyn

Glyn
Sun Jul 31 07:33:07 CDT 2005

Yeah, this can be done. If you customize the 'monthly income and expenses'
report, you can change the columns to 'months', and then set a date range of
the last 6 months.

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

Check http://money.mvps.org/faq for tips and fixes for MS Money. To send
Microsoft your product wishes see http://money.mvps.org/wishes.aspx

I do not respond to any unsolicited email regarding Money

"garyd" <garyd@discussions.microsoft.com> wrote in message
news:B8AD72F2-034F-47D0-8A58-BC1D73F9B697@microsoft.com...
> Is there a way to break down expenses by category month by month (more
> than
> last 30 days to current)? I want to see the categories and amounts for
> each
> month, not a lump sum of the last 6 months. I want a column for 1/1 -
> 1/31,
> 2/1 - 2/28, etc. Can this be done?

Top