Discount as a invoice item
Hi All,
Does anyone know how to enter a discount or coupon as a line item in Money
SB 2004?
TIA
Brian W Tag: multiple accounts at a single bank Tag: 159493
ING Direct Online Services w/ Money 2004 Standard on XP
I have an OEM version of Money 2004 standard edition on
my laptop. I recently opened an ING savings account and
tried to set up web services. It shows that they have
direct download services to money. However, when I try
to set up web services, it asks for a userid and password
before it can connect. ING only gives me a customer
number and a PIN number. These don't work on trying to
start up online services. Calling ING, they say the
customer number and PIN are what I should be using.
Playing with it in Money, if I leave the password blank
and fill in my customer number, it asks for a userid and
password. If I put in an all number pin which mine may
be, it says the password may not contain numeric
characters. If I put in an all letter pin, it says your
password cannot contain alphabetic characters. How do I
get past this?
Michael Tag: multiple accounts at a single bank Tag: 159489
Powers down while using Money
My PC will spontaneously and quickly power down while I am
working in Money or while it is just up on the screen. No
ill effects upon powering back up. Tag: multiple accounts at a single bank Tag: 159484
microsoft money
I have installed microsoft money and cannot print it
without starting with the last page first. Even entering
information and checking a report shows it with A on the
bottom and Z items on the top. I have had an occasion
when it reversed itself to the proper position but that
quickly reverted to a back-assword report. What is
happening? How do I make the reports so that they are
entered from the top to the bottom. Tag: multiple accounts at a single bank Tag: 159483
Online Bank Statement Transactions do not show up
I have Money 2003 and I have been downloading my
transaction from my Bank and Credit Card Company.
Recently downloaded activity and cannot see the downloaded
transactions in the transaction registry. The account
manager says there are 2 statements to review, but once I
go to review these statements nothing shows up.
Please help.
HKD Tag: multiple accounts at a single bank Tag: 159478
deleting stocks and Mutual funds
In the list of stocks/mutual funds for updating there are
several for which I have long ago sold all shares/units.
How do I delete them so they do not appear on the list for
updating of prices? Tag: multiple accounts at a single bank Tag: 159474
Royal Bank
Does anyone know why Royal Bank does not appear in the
list of financial institutions for Money 2004? Is it in
the Canadian version perhaps? I find it a little strange
since most other Canadian banks are there (like
Laurentian Bank...). Tag: multiple accounts at a single bank Tag: 159473
Unmatching transactions
The help is weird. This is something I've often had a problem with. Money
doens't match up a transaction that d/l from the bank. I change and choose
the one to match it with and it's gray. It says see help...
"Unmatch transactions in a bank or credit card account
1.. In the account register , click the transaction you want to unmatch,
and then click Change .
2.. Do one of the following:
a.. To keep the bank item as a separate transaction in your register,
click Don't match these transactions .
b.. To match the bank item to something else in your register, click
Match the bank transaction to a different item , and select the check box or
check boxes for the register items you want to match to the bank item.
If the transaction you want to match it to is dimmed, it has been
matched to another item. You will have to unmatch that transaction before
you can select it.
3.. Click Done . "
Notice the last paragraph. And this is supposed to tell us how to do just
that!!! Catch 22 I guess is in full force.
Anyone know how to make this work? I normally just delete the recently d/l
transaction as there is no way to properly match it. There must be a better
way.
B. Tag: multiple accounts at a single bank Tag: 159472
Emailing Designer Invoice
Is it possible to email the full designer invoice instead
of just a text file attachment. Can it be copied or
printed to a file for emailing as the printed item?
Thanks Tag: multiple accounts at a single bank Tag: 159471
Current Month Report
When selecting 'January 2004' the system calculates,
displays a message that Micosoft Money has encountered an
error, then completely exits from Money.
I am using Microsoft Money 2004 Deluxe from Windows XP
Professional operating system.
Previous month reports are fine --- I have no problem
generating reports from previous month Tag: multiple accounts at a single bank Tag: 159470
Sound is awful
The audio quality of the spoken help and other sounds
coming out of Money are all fuzzy. I have an Altec
Lansing speaker system that usually sounds great. Is
there anything I can do to make Money's audio quality
better? Tag: multiple accounts at a single bank Tag: 159469
Updating Quotes Online
I just noticed that when I Update Prices Online for my
portfolio that occasionally an investment's price does not
get updated. But if I right click on the invesment and go
to MSN online research, the price is correct. This has
been true for several price update requests today. Tag: multiple accounts at a single bank Tag: 159468
Using money on another computer
I am using Microsoft Money 2003 D&B. I have my computer
networked with my secretaries computer. I want her to pay
my bills on her computer. I tried installing money 2003
on her computer (after uninstalling on mine) and it
appeared to install properly but when I try and start it
using the desktop icon that was installed it pops on and
then off with no error message. I use Windows 98 on her
computer as there are some old programs I use that only
work on that operating system. Any solutions or
suggestions.
Also is there anyway to use this program over the network
so that it can be installed on 1 machine and used on
either one. For instance I would like her to pay the
biills bu tI would like to generate and review reports on
mine. Would I have to buy 2 programs to mak ethis work.
If so can I buy a version of 2004 and have it be
compatible my my present version of 2003.
Thanks for any help. Tag: multiple accounts at a single bank Tag: 159467
currency conversion of investment
In Money 2004 Canadian addition I tried to enter a
purchase of US stocks. After much trial and error I
discovered I had to enter the price in Canadian dollars
and let Money convert it automatically back to US
dollars. But now the transaction is recorded as being far
less than the actual purchase amount which gives me an
immediate large gain showing which is incorrect. All
other aspects of the transaction and its display seem to
be working. I can find no instructions on how to work
with investements demoninated in foriegn currencies. Tag: multiple accounts at a single bank Tag: 159458
entering us stocks in a canadian portfolio
I have a canadian portfolio but have been buying stocks
on the nasdaq. I am having a problem with entering the
purchase price because they are in us funds. When i enter
the price in us funds the profit and loss is way off. How
do I correct this> Tag: multiple accounts at a single bank Tag: 159457
"My Money"
How can I change or get rid of the title "My Money Home
Page" on the Money welcome screen. It's too homespun for
the Money Small Business product. Tag: multiple accounts at a single bank Tag: 159456
Investment Type
A mutual fund that holds bonds has been imported from
Quicken as a bond fund. As such, the symbol CNN.UN is not
recognized for automatic updating.
Is there a way to change Investment Type: BOND to
Investment Type: Mutual Fund? Tag: multiple accounts at a single bank Tag: 159444
money 2001
We dumped our ME and went to XP over the holidays. I
have my backup copy for money 2001, but I can't open it
without the program disk which I cannot find. Do I
really need to purchase money 2001 again? If I do, would
the newest version still allow me to open my 2001?
clueless Tag: multiple accounts at a single bank Tag: 159437
Money 2000
Problem with REPORTS.
When I press Customize in any report, my computer frezes.
This is a new issue which never happened in any version of
Money I ever used before.
Currently using Windows XP
Thanx
sbglazer@sympatico.ca Tag: multiple accounts at a single bank Tag: 159434
Sorting checking register
How do i sort my check register in Money 2004 Deluxe so
that uncleared transactions appear below cleared
transactions? In Quicken i could click on the column to
provide that sort. Tag: multiple accounts at a single bank Tag: 159425
Cash Flow Forcast Problem
I am recently getting the following error in Money 2004.
When I click Cash Flow it says,
Please create at least one checking, savings, or cash
account before you go to the cash flow forecast.
But when I am in an account register it still shows the 60
day forcast. Tag: multiple accounts at a single bank Tag: 159423
How come "pay to" not showing all items under "payees"
I have over 100 payees. When I add a new withdrawl and
select "pay to" I only see about 40 of them. How come I
only see some and nat all?????????????
Thanks
Peter Tag: multiple accounts at a single bank Tag: 159420
Tax Estimator and Schedule E
As I can setup tax lines and groups for my categories:
e.g., Create Property XXXX with sub-line: Rental Income and then make
the "Rental Income" hit tax line Schedule E, line: Rents Received,
Form Copy 1 and put the Group as "Rental Income".
On Tax Software Report, it shows up correctly.
On Tax Estimator, it does not show up at all.
One Note: If I try to add to the "Other Income" it can find (becuase I
can search by category) Rental Income and if I try to add it it will
switch it's tax line on me.
What kind of Tax Estimator can't factor in Schedule E's main line?
And why can't I set up a new category to tie to Depreciation on
Schedule E? I'm not asking Money to compute anything, but just let me
choose that line and then export to a tax software accordingly. Tag: multiple accounts at a single bank Tag: 159419
Printing Account Register
Is it possible to print an account register at all, and if so, can I specify
the dates in which to print?
Thanks,
Missy Tag: multiple accounts at a single bank Tag: 159417
Software Question
Is there a software available for Mac (Macinthosh compatible) that is
similar to Money software ?
Thanks for helping me.
-----===(*)===-----
Steve Simard
http://www.free-home-business-factory.com
-----===(*)===----- Tag: multiple accounts at a single bank Tag: 159414
Cannot delete example names Amy and Charlie from MONEY2003
Cannot delete name from IRA name list. Example names
Charlie and Amy cannot be deleted. Where do I delete them.
Already changed personal information and saved. Charlie
and Amy no longer in personal information but still show
in IRA retirement investment drop down window for
assigning owners name to IRA.
HELPPP!!!!! Tag: multiple accounts at a single bank Tag: 159411
Money 2004
What do I have to do to save my money files
to a cd rom ( i have a writable cd ) but can
only copy to A drive Tag: multiple accounts at a single bank Tag: 159402
Microsoft Money Version 4.0A
Am I able to update my data from Money version 4.0A to
Money 2004?
Wilf Tag: multiple accounts at a single bank Tag: 159401
Updating newer version
I have money 99 preinstalled and would lioke to know if
and how I can install money 2003 and not lose my checkbook
records etc. Tag: multiple accounts at a single bank Tag: 159400
Money 2004 Trial Import issue
Microsoft Money is not recognizing data imports from the
month of sept, 2003. The application is inverting the
date and any date with a DAY less than 12 is brought into
the system with day = month. Any transaction with a date
greater than 12th day of month is not recognized and
errors are provided. Changed regional settings on
computer to US-MM/DD/YYYY format to see if this would
resolve, but same error occurs.
It is important to note that all other transactions from
August 2003-January 2004 have been imported successfully
with correct date.
The other important point to note is that I have
downloaded the "Trial" version, so I cannot log a bug or
get Microsoft to identify or validate this as a bug.
"Frustrated, and not wanting to purchase..."
Clutch
Anyone have any thoughts? Tag: multiple accounts at a single bank Tag: 159398
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Money 2004 Setup
I am trying to setup Money 2004, during the install
process it asks me what languange, and gives me about a
half dozen choices, including Singapore, Ireland, Hong
Kong, and other odd choices, but no USA English. I have
to choose one of them. I select 'Other'. Then on
account setup, I only given about 8 financial
institutions, all either Spanish or South Americans.
The spelling in my installed version is very UK English.
Any idea how to fix this either during install or post
install?
THanks Tag: multiple accounts at a single bank Tag: 159395
"Date" column right-justified?
WinXP-Money2002 Standard OEM-minimalist user
Hi: Often using Reports my "Date" column becomes
justified to the right (including the word Date) and
mashes up against the Payee column where it stays locked.
Tried adjusting column widths etc., doesn't help--in fact,
using this feature is one of the causes of the problem.
Also, Income categories and Expense categories invert, so
that all of my income appears at the bottom of the
report. Tried clicking arrows in headings but that only
affects the individual transactions.
These things seem to happen randomly and I've yet to
discover what I am doing to cause it. I end up resetting,
starting over. Thanks. Mag. Tag: multiple accounts at a single bank Tag: 159388
Portfolio Default Page
When I open my Portfolio I would like for my custom page
to open ( be the default page ). How to I make my Custom
page my default page. Also, sometimes when I open my
Portfolio it may display currency other than $-most often
the Euro & Ph. I have the $ as the default currency. How
do I get the $ to show each time?
Thanks, Jamedare Tag: multiple accounts at a single bank Tag: 159384
Odd problem
The balance in the Account list for my Pending Account does not agree with
the balance that is displayed when the account is selected.
The Account list shows a balance of $38.50
The Account balanced when you open the account is $5.00
Actual account balance is $5.00
So how can I fix this?? Tag: multiple accounts at a single bank Tag: 159380
Microsoft Money 2004 Balance Error
When I change a CREDIT CARD account from "sorted by date
(Increasing)" to "sorted by date (Decreasing)" the
balance display messes up (try it, the math doesn't make
any sense, create a credit card with 0 opening balance,
and creater 3 transacations of $50, the math just doesn't
make sense). The math doesn't add up? Any idea how I
submit this to microsoft as a bug? Tag: multiple accounts at a single bank Tag: 159367
Transfer Money to new PC
I got a new PC and want to transfer all my account
information from Money 2003 on my old PC to Money 2003 on
the new one. I have the two PC's networked, but can't
find one specific file that I need to transfer. Thanks
for any help. Tag: multiple accounts at a single bank Tag: 159361
Unable to convert my data file when upgrading to Money 2003
I upgraded from Money 99 to Money 2003. During this
process, the "my money.mny" data file conversion failed
and I was unable to access my financial data. As such, I
had to uninstall 2003 and reinstall 99. Any suggestions on
how to get my data file updated? Tag: multiple accounts at a single bank Tag: 159358
quicken account conversion failed
i have several 'cash flow' and 'investment' accounts in
quicken. none transfered. the error message was
Your Quicken file contained invalid transaction types.
well maybe it does, maybe not, but atleast quicken
handled them. did anyone else get this and what's the
work around. i have several years of data to transfer.
neil Tag: multiple accounts at a single bank Tag: 159355
Using two MS Money accounts on one PC.
I am using MS Money 2003 Standard Edition. Is there any way I can set up
accounts for two people on the same computer with the one program
without running into problems? TIA. Tag: multiple accounts at a single bank Tag: 159354
money graphs
I would like to use Money 2004 to summarize my annual
spending, so I can compare spending by category across
months. The software can do many complex things, but I
can't seem to make this simple procedure work. I have
input all the data, I just need it summarized by month,
and compared across specified months, preferably with bar
or line graphs annotated with the figures. Has anyone
figured out how to do that? Tag: multiple accounts at a single bank Tag: 159352
Selling a piece of Real Estate
I recently sold a piece of investment real estate.
I had a mortgage and an asset account set up.
How do I record this transaction properly? Tag: multiple accounts at a single bank Tag: 159350
multiple accounts
Hi, I have more than one account at Ameritrade, and would
like to use online/direct services with Money 2004. I
have successfully got one account working, but do not see
how to add the other account number. Can this be done?
Thanks, Tag: multiple accounts at a single bank Tag: 159346
Investments
I am evaluating Money 2004 and was wondering if there was
a way to track my gold and silver bullion acquisions and
auto update pricing like you can for stocks Tag: multiple accounts at a single bank Tag: 159342
Problems sync to MSN
I have my MSMoney 2004 Deluxe set up properly to sync to
MSN. After sync with MSN, I continually have two
accounts that show up with entries to be acknowledged.
The same few transactions show up every time as new,
regardless of how many times I 'Accept' them in MSMoney
and resync to MSN.
Additionally, one of these is a duplicate - shows up
twice when reviewing the account details in MSN, shows up
once on the provider's site. I've updated the account in
MSN, same results.
Not a real problem, but annoying enough that I might turn
off MSN Sync...I get all the MSN-based portfolio updates
and tools even if I don't sync with MSN, right?
Any thoughts?
Thanks - John Tag: multiple accounts at a single bank Tag: 159339
upgrade
I have the Money98 Financial Suit Version 6. Can I
upgrade to Money 2004 Deluxe without physically reentering
all the data now in Money 98? Tag: multiple accounts at a single bank Tag: 159338
Fidelity Netbenefits
Fidelity Netbenefits is listed for Direct Services on the MS Website, but does not show up on the financial instituion menu in Money 2004. Is there an update available? Tag: multiple accounts at a single bank Tag: 159332
Applying Payments To Invoices In 2004
I currently have Deluxe & Business 2003. One of the main things that annoys
me in this versio is that when I am in the receive payment window when
entering the payment in, I cannot just double click the invoice in the list
and have that amount apply. I have to click the checkmark and then manually
enter the amount to apply. Does 2004 have the ability to just double click
and stop the double entry?
Thanks Much!
Derek Tag: multiple accounts at a single bank Tag: 159330
Can anyone help me set up downloads for multiple accounts
at a single institution? When I change account numbers,
it deletes the previous account. Thanks
Re: multiple accounts at a single bank by via_newsgroup
via_newsgroup
Wed Jan 21 20:50:14 CST 2004
In microsoft.public.money, MichaelG wrote:
>Can anyone help me set up downloads for multiple accounts
>at a single institution? When I change account numbers,
>it deletes the previous account. Thanks