planner tools

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
    - Category Totals Report I would like to hide the detail on the transactions by category. All I want to see is the total for each category. Is there a way to do this? Tag: planner tools Tag: 203939
  - 2
    - Money Deluxe 2006 hangs after successful install I am unable to start Money 2006 Deluxe after installing. I had no trouble installing the software. However, when I try to start it, entire computer hangs. Nothing works. I have to do a hard reset. One thing I noticed is that when the computer hangs, I am still able to move the mouse and can turn the Num Lock on and off. Nothing else works on the keyboard. There are no error messages in the event viewer. I was on the phone with Microsoft support for 2 hours and even they could not figure it out. Any ideas ???? Thanks! Tag: planner tools Tag: 203936
  - 3
    - What does Money do with an IRA contribution year? Hello All, I have been using MS Money, including managing my IRA accounts, for years. My current version is 2006 Delux. Yesterday I added a transfer from my bank's checking account into my Fidelity (IRA) contibution account, and Money asked me if I meant this to be 2005 or 2006 contribution... My question is: what does Money use this information for? I don't see any report where the year if the contribution is shown, nor do I see it anywhere on the transaction? I am curious about this now because I've been investing into an IRA as a recurring transaction for a long time and it never asked me this question, so I am wondering if all my previous data is labeled for the correct year or not, but I can't figure out where in MS Money this information is used/shown at all. Thanks for your time and any info you can provide about this! -Ed Tag: planner tools Tag: 203934
  - 4
    - Starting again Can you clear all info in money and start again without having to reload it? Tag: planner tools Tag: 203929
  - 5
    - MS Money and BillPay broken for all account changes and additions I just spent almost 2 hours on the phone with Checkfree and Money Support. Thank God I had the sense to insist they were on the same call to avoid the finger pointing. Both reps were good, but the bottom line for me is this. One of my banks that I use with Checkfree (I use 3) required me to add 3 numbers to my account number on checks that Checkfree printed. It turns out you can't change the account number within Checkfree on an existing account. At their direction, I added a new account and deleted the old account. After the proper transaction verification, I could not get the account to download properly. It always created a new account and would never merge them. It turns out that it is a known problem with no ETA on a fix. When BillPay and Checkfree merged software in November, something in the Checkfree Web interface is broken between MS Money and Checkfree. Nobody seems to own the fix. Old accounts are grandfathered and work, but any new accounts or changes to existing accounts will break the new accounts, and also seems to break any attempts at billpaying through the other accounts. I now have to revert to paper checks for everything, and I moved off that about 10 years ago. Microsoft said it is fixed with MS money 2007, but don't know if or when it will be fixed in 2006, or if anybody will be notified when it is.....nice customer service in my estimation. I've been a long time advocate of MS products and MS Money in particular, but there is considerable difference in their dedication to support of its consumer customers from it's enterprise customers. And I work on both sides of that coin. Does anybody know if and when the fix will be posted and if any notifications are going to be made? Tag: planner tools Tag: 203924
  - 6
    - Changing Investment Names Does anyone know how to change an Investment name throughout an account with one process? Like find and replace. Tag: planner tools Tag: 203918
  - 7
    - Setting up a paycheck, 401k account I've got Microsoft Money Deluxe 2006 and I've been spending the last few weeks inputting all of our financial data for the last year (all of 2005). For the most part I'm done and I'm really liking Money alot. I have been having some problems but those other problems will be the topic of another, later post. For now, I'm hoping I can get some help with properly setting up my paycheck's split transaction data and my associated 401k account. For each paycheck, I'm contributing 12% into my 401k and my employer is matching up to 3%. I have my paycheck set up with each line item -- federal, state taxes, etc, along with my pre and post tax deductions. If I do not include my employer's matching line item then everything balances out. My gross pay less taxes less pretax deductions less post tax deductions equals my net pay. If I try to add in my employer matching in there anywhere, it completely skews the numbers. Is it possible for me to add my employer matching value anywhere? If so, where? An associated question: for the line item for my 401k deduction, I have it set up so that it counts it as a transfer to my 401k account (which I set up as a seperate account in money). So that for each paycheck, I see an associated transaction in the "Cash Transactions" view in my 401k account. So unless I should set that line item up as something else (and I may very well should as that is actually what my 3rd question below about), that's all well and good but (assuming I didn't do something wrong) what I'm trying to do is make it so that my employer's matching is added also. Is this not something I'm going to be able to do? My final question is this: In setting up all of the stocks in my 401k, I went to the website of the company who is handling our 401k (Paychex). Since the statements I get are only quarterly and since it doesn't detail all of fund's purchases (date, price, etc), I figure I could just start off with a single buy transaction using the date, number of stocks and vested balances that are detailed on my online statement. This is all well and good. It's showing totals matching the values those on the website. Here is where things get sticky (and not only for now but also for the future). If I go to the account summary view for my 401k account, it's showing not only the total values for the stocks in the fund but also the total of the contributions I made throughout last year. This is what makes me think I did something wrong setting up my pacheck such that it automatically credits my 401k as a 'cash contribution'. Did I, in fact, set my paycheck up wrong? If not, how can I tell it that my cash contributions went into puchasing shares in the stocks in my 401k fund? So that my account balances with the totals I'm seeing on the paychex website? I hope I articulated my problems and questions adequately. Any help you guys can provide would be most appreciated! thnx, Christoph Tag: planner tools Tag: 203916
  - 8
    - Money Canadian version - no stock split feature Unfortunately there is no deluxe version of the Canadian version of MS Money which means that that there is no built in support for performing "automatic" stock splits and mergers. Can anyone advise me the best procedure on how to do this manually? Tag: planner tools Tag: 203912
  - 9
    - Money file encrypted -----BEGIN PGP SIGNED MESSAGE----- Hash: SHA1 I'm using Money 2004 with a password protected file. Is that file encrypted on disk? IOW if someone steals a copy of that file and they don't know the password, is there any chance of them being able to read the file? TIA - -- To reply by email remove "_nospam" -----BEGIN PGP SIGNATURE----- Version: GnuPG v1.4.0 (MingW32) iEYEARECAAYFAkPVOc8ACgkQzIf+rZpn0oTEKwCgmW9Sa+b/Bl0XSl1wtmYNCRjc TDQAn33pG8HNcvlsB1fp4nU5FWCVkoBo =ERGM -----END PGP SIGNATURE----- Tag: planner tools Tag: 203907
  - 10
    - MS Money 2006 and Money for PPC I have installed MS Money2006 trial version and microsoft money for Pocket PC, Windows Mobile 5 operative system,device i-mate JASJAR. i can't sinchronize both money data pn PC and PPC and all the time ther is window with message "reading device databases". With Windows Mobile 2003 SE with same softwares there was no problems. I'm using also ZoneAlarm Firewall. If somebody know solution, I will appreciate it! Thanks in advance. Davor Opic P.S. Please, if you want, answer on my email addres: davor.opic@po.htnet.hr Tag: planner tools Tag: 203906
  - 11
    - Download tips for all businesses -- Directory of E-books: http://www.shoppin.dk \Martin Tag: planner tools Tag: 203903
  - 12
    - Problem downloading file I've been downloading files to my money 2004 for a while without any trouble, but since few days ago I get this message and I can''t download my transactions any more. My account is configured in Canadian Dollars and my bank is canadian. File Import: Your statement contained a default currency (CAD) which was unrelated to the currency of the account 'TD Visa'. Money does not support statements containing unrelated default currencies. Tag: planner tools Tag: 203901
  - 13
    - Can't install Money 2006 Standard I purchased Money 2006 Standard over the weekend and tried to upgrade the existing 2005 Standard I had on my laptop. It prompted me to remove 2005, which it did, and the rest of the install seemed to go fine. When the progress bar got all the way to the end, the screen banner changed to "Installation is complete" but had the following message in the middle: "Setup was unable to install some of the components needed to run Money. Try installing Money again." I have tried several times and cannot get Money to install properly. I've also tried: - installing as local administrator - installing in Safe Mode - installing as a brand new administrator level local user - following KB articles to remove all Money registry entries and do clean reboot When I was cleaning out the registry, I did find several entries that I could not delete or view ("access is denied"). I also found the following errors in the setupapi.log file: #-336 Copying file "e:\money\translr.wav" to "C:\Program Files\Microsoft Money 2006\MNYCoreFiles\sounds\translr.wav" via temporary file "C:\Program Files\Microsoft Money 2006\MNYCoreFiles\sounds\SET265.tmp". #E361 An unsigned or incorrectly signed file "e:\money\translr.wav" will be installed (Policy=Ignore). Error 1168: Element not found. #-336 Copying file "e:\money\webdone.wav" to "C:\Program Files\Microsoft Money 2006\MNYCoreFiles\sounds\webdone.wav" via temporary file "C:\Program Files\Microsoft Money 2006\MNYCoreFiles\sounds\SET267.tmp". #E361 An unsigned or incorrectly signed file "e:\money\webdone.wav" will be installed (Policy=Ignore). Error 1168: Element not found. #-086 Deleting registry value "HKCR\MoneyBackup.Document\Shell\Open\Command\Command" #E033 Error 5: Access is denied. #E065 Parsing DelReg section [DelReg.Msi] in "e:\money\mny.inf" failed. Error 5: Access is denied. #E064 Parsing install section [DefaultInstall.W2K] in "e:\money\mny.inf" failed. Error 5: Access is denied. I can't believe how difficult this is. Does anyone have any suggestions on how to get this install to work? Tag: planner tools Tag: 203899
  - 14
    - Mortgage Loan in Money 2005 I am trying to track my mortgage in Money 2005. The loan is a few years old and I cannot figure out how to show a loan intiation date versus the first payment. In other words, the loan was on January 1, 2002 but the first payment was not due until March of that year. As a result the payment is wrong so the amortization is wrong also. How do I set the loan origination date versus the first payment due date? Tag: planner tools Tag: 203897
  - 15
    - X2O Amazing Healt Water ON Air ..! ABC/CBS/ FOX..! www.x2obuilder.com/globalwater It's today's ULTIMATE BODY FUEL that is destined to become the world's most popular beverage. Not a Filter! Not a Pill! X2O is a tea bag (sachet) of natural ingredients that transforms ordinary water into a SUPER BEVERAGE that will ENERGIZE, DEFEND, CLEANSE and ALKALIZE your body like NO other beverage can! For Super Alkalizing Hydration, Nutrition & Energy, X2O beats... Gatorade, Orange Juice, Red Bull, Powerade, Apple Juice, Cranberry Juice, AMP and Many More! New! NASA Approved Lab Tested! 2 Patents. No one else has it. Drink more healthy water... Make YOURS the one & only X2O. Want to make money selling a SUPER Product with real health benefits and value? Work with professionals who are committed to X2O and to YOUR success. Start for only a $25 product purchase! No Fees! Your Satisfaction is Guaranteed. Get X2O and X2O business info: GO HERE www.xoomaworldwide.com/globalwater Tag: planner tools Tag: 203887
  - 16
    - Five suggestions to save money in 2006 Not as many people make New Year's resolutions as they used to. According to Stephen Sapiro of goalfree.com, only 45% of people will make a resolution this year. That's down from a high of 88% in past years. However, of those who do make New Year's resolutions, 34% will be financial ones. And one of the best financial resolutions you can make is to save more money. Here are five suggestions to save money in 2006? First of all, start saving money now. The U.S. Department of Commerce reported a negative national personal savings rate in October -- its lowest level in decades. If money is really tight, you can start off with saving as little as 1% of your gross income. But you want to get it up to 10% as soon as you can. Have money automatically deducted from you paycheck for savings. Take a look at your paycheck now. There is already money automatically deducted for Social Security and federal and maybe state income taxes. So the government is making sure it gets its share. Money set aside for your own financial well being should be treated the same way. For example, if your employer offers a 401(k) retirement plan sign up for it. You won't spend money that you don't see. http://www.new-budgeting.hands-free-marketing.com 20% of your savings should be allocated to an emergency fund. And that money can only be used for true emergencies. Traditional financial planning says that you should have three to six months living expenses set aside for emergencies -- those "unexpected" things that happen like a loss of a job, or unplanned medical expenses, or major repairs. 20% of savings should be allocated for "emotional spending." Emotional spending is defined as spending for things we want, but don't necessarily need -- vacations, a new TV, down payment on a second home, and all the "stuff" we like to accumulate. An emotional spending account is important because that's what makes saving money fun. 60% of saving should be for long-term investments. This is the money that should go into investment accounts like 40(k) plans and/or Roth IRAs. If you want to be financially free you must become an investor. If you increase your savings for 2006, you will automatically improve your financial life. And that right there will put you ahead of most people. According to In2M Corporation's financial fitness survey, 73% of Americans say they are in the same or worse financial condition compared with last year. That doesn't have to be you. http://www.new-budgeting.hands-free-marketing.com --- MAF Anti-Spam ID: 20030806202139I6k4TaH6 Tag: planner tools Tag: 203880
  - 17
    - Money 2006 doesn't upgrade I installed Money 2006 and started it at which point it said installing update. It got to 46% and stopped, now every time I start money it says downloading update and under "Tools" "Alerts" it says upgrade in progress but does nothing. I have re-installed 5 times and it hangs at 46% each time. Tag: planner tools Tag: 203878
  - 18
    - restore a sauvegarde je n'arrive pas dans money 2003 a transferer ma sauvegarde sur un nouvel ordinateur après avoir fait une nouvelle installation comment faire? blocage au deux tiers du transfert merci pour votre aide Tag: planner tools Tag: 203874
  - 19
    - Import data to Taxcut I've tried importing my data from Money 2006 to TaxCut but it says that I can't do that until Microsoft updates Money, which is expected in January. Anyone know if this is true and when it's supposed to be? It's kind of annoying. Thanks. Tag: planner tools Tag: 203873
  - 20
    - Unassigned value in split transactions in conversion from Quicken 2001 to Microsoft Money v 14 With Quicken withdrawing from the UK market I have taken the plunge and upgraded to MM v 14. There is a serious conversion issue with the processing of split transactions where the first entry is converted correctly but all the other lines from the split transaction generate "empty" split entries each with a blank category and description with a zero value. This leaves an unassigned value equal to the sum of the ignored split entries. I have two Quicken accounts my private accounts going back to 1987 which generated a vast number of these unassigned amounts in split transactions and a business account which is much smaller making testing of various import options easier. So far I have:- 1) Prefixed all the Quicken categories with "Q_" 2) Amended the default currency from Pound to British Pound All to no avail. Can anyone offer any advice on this problem? Thank you NB Tag: planner tools Tag: 203868
  - 21
    - Make money taking surveys and shopping. Absolutely free list of paid survey and secret shopper websites. No sign up required. These paid survey and secret shopper lists are free! Stop paying $35.00 or more for free information. Start earning money for shopping and taking surveys today. http://www.surveycache.com/surveysites.html Tag: planner tools Tag: 203867
  - 22
    - Investment Income Calculations I use M05 and am having errors in the reported income field for my investments. An example... A fund has issued a long term capital gains distribution (LCG) and a short term capital gains distribution (SCG). Both of these were reinvested. The LCG was for $150 and the SCG was for $400. The income is being reported as $1,100. It appears it is counting the distributions and reinvestments as income. Shouldn't just the distributions be totaled so the income should report $550. Also the price appreciation is showing as $900. Thus the gain is now reporting as $2,000. This is not right at all. Shouldn't the gain only be $1,450. Please someone help with this problem. Tag: planner tools Tag: 203866
  - 23
    - moving files between editions of Money If I have two computers, one with Money Deluxe 2005 and the other with Money Standard 2006, would I be able to move a single Money file back and forth between the two machines? Depending on the computer demands of my kids, it would be nice to take the CD containing the file to whichever machine happens to be free... Tag: planner tools Tag: 203862
  - 24
    - Catagorizing IRA Withdrawals I'm new to Microsoft Money. When I withdraw money from my regular IRA account and deposit the check in my savings account, how do I categorize the money so it shows up as retirement income on tax reports? The Transfer tab does not allow me to assign a category. The Withdraw tab allows me to categorize the withdrawal as Retirement Income: IRA Distributions, but does not add the withdrawal to the IRA cash balance, so I can then transfer it to my savings account. Suggestions, please. Tag: planner tools Tag: 203856
  - 25
    - Restricted Stock Account (RSA) & Employee Option I am having a hard time tracking my dividends. I have the RSA setup, but the amounts don't balance. For example: I have 80 vested stocks at $21 each, but money tells me its only worth $252. Now we went through a merger and some dividends were paid and I have no idea how to track it, since it already appears to be incorrect. On the Employee Option I gave up a long time ago, did't even get it setup. Any help will be appreciated. Thanks. -- RPC Tag: planner tools Tag: 203854
- Next
  - 1
    - Money Accessibility I purchased Money 2006 Deluxe; set it up with Net Passport email and password. I have not used it for a while, now I try to access Money using the same email and password but I cannot open it. Any suggestions? I would really like to access my information. Help! Tag: planner tools Tag: 203847
  - 2
    - want to make money through the mail? real easy! READING THIS COULD CHANGE YOUR LIFE! I found this on a bulletin board and decided to try it. A little while back, I was browsing through 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 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 just kept coming in. In my first week, I made about $25.00. By the end of the second week I had made a total of over $1,000.00! In the third week I had over $10,000.00 and it's still growing. This is now my fourth week and I have made a total of just over $42,000.00 and it's still coming in rapidly. It's certainly worth $6.00, and 6 stamps, I have spent more than that on the lottery!! 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 its 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 the 4 easy steps to success: 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 (to prevent thievery). Next, place one paper in each of the 6 envelopes and seal them. You should now have 6 sealed envelopes, each with a piece of paper stating the above phrase, your name and address, and a $1.00 bill. What you are doing is creating a service. THIS IS ABSOLUTELY LEGAL! You are requesting 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: #1) ROBERT FARLAM 10 BROKE FARM DRIVE ORPINGTON KENT ENGLAND BR6 7SH.#2) Tony Nason 7847 s Emerald Chicago, IL. 60620#3) Zack Wilkinson 11815 Alden Rd. APT.#204, Jacksonville, Fl 32246.#4) Joshua Dartez 4811 Anchor Dr, New Iberia, LA 70560#5) Nick Burg 3566 Bonnie Lane Slinger, WI 53086 #6) Miranda Coomer 65 Alta Vista Drive, Walton, KY 41094 STEP 2: 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 3: Change anything you need to, but try to keep this article as close to original as possible. Now, post your amended article to at least 200 newsgroups. (I think there are close to 24,000 groups) All you need is 200, but remember, the more that you post, the more money you make! This is perfectly legal! If you have any doubts, refer to Title 18 Sec. 1302 & 1341 of the Postal lottery laws. 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 a person 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!!! 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 cursor at the beginning of this letter and drag your cursor to the bottom of this document, 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 cursor at the top of the blank page. From the 'edit' menu select 'paste'. This will paste a copy of the letter into notepad so that you can add your name to the list. STEP 3: Save your new notepad file as a text 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! Congratulations...THAT'S IT! All you have to do is jump to different newsgroups and post away, after you get the hang of it, it will take about 30 seconds 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** 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 amounts coming to you! Tag: planner tools Tag: 203846
  - 3
    - password Changed my password after 5 years - now can not remember. Any suggestions for getting in?? Thanx Andrew Tag: planner tools Tag: 203845
  - 4
    - Money 06 Hi, I installed Money 06. Now when I click the icon to start Money 06 nothing happens (at least I do not see visbile sign of any program starting ). I go to the Task manager and I do not see Money 06 in the application tab, However I do see msmoney.exe in the process tab. When I try clicking the icon again I get message box "Ms Money" already running. Tag: planner tools Tag: 203838
  - 5
    - 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 Friday, January 13, 2006. 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 169 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. Many of these items apply directly to Money 2006. If you are using Money 2005 or 2006 and have a question or if you are considering using Money 2005, please read http://umpmfaq.info/Money2005.htm. As noted at http://umpmfaq.info/Money2006.htm, my limited use of the Money 2006 trial indicates that much of what I wrote a year ago is still applicable to Money 2006. 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: planner tools Tag: 203831
  - 6
    - Handling share conversions I hold an IRA in which, at one time two funds were represented. The IRA management team opted to move, or convert, all the shares from "Fund B" into "Fund A". How is this best handled in Money? Tag: planner tools Tag: 203827
  - 7
    - 401k Account Missing In Money 2005,I have a 401k account that shows up in my portfolo but on the Account List under Investment Accounts, just the name shows up and no balance. I can't print a report for this account (it will not show up on the list) or include this account in my lifetime planner. When I go into Change account settings, the retirement box is checked, under budget the "Include this account in the budget planner" is checked. The "use this account for budgeted savings goals" is not checked and the system will not let me check it. I have repaired the file just to make sure all the connections are ok in the system and it doesn't fix the problem. Any ideas on how I could fix this? Tag: planner tools Tag: 203823
  - 8
    - Microsoft money could not update your account... I have been using Money 2006 since mid 2005 with no problems. However, now several of my accounts will not complete internet updates. The Quotes/news and my American Express account update just fine. But my other credit card (MBNA) and bank accounts (WAMU) will not update. I get the following message with no further detail: Your las call encountered an error: 1/21/2006 11:21 AM Microsoft Money could not update your account. Please try to update your accountagain. If the problem continues, contact Customer Support. Do any of you know how to get more info on the error? I haven't had any luck with the support site. Thank you for your time!! Doug Tag: planner tools Tag: 203807
  - 9
    - Money 2006 Deluxe -PDF report option? Is there still no option to produce a PDF file from reports? It would be a good enhancement to allow sending a report in that format. Tag: planner tools Tag: 203801
  - 10
    - Auto Assigning Categories Is there a way to turn off the auto assignment of categories for downloaded transactions in Money 2006? We shop at Walmart, Costco, etc. where we purchase many different goods. We split most of these transactions into multiple categories. Money remembers the last split we have made and automatically assigns that split/category to the next dowloaded transaction from that store. I would rather assign cateogories myself and remove the "smart" feature of money. I would appreciate any input or suggestions. Doug Tag: planner tools Tag: 203798
  - 11
    - Balance discprency Hi My money summary page is showing my check account balance at $4000 more than it actually is. When I open the link to the check account the correct balance is displayed. The cash flow forecast is also using the incorrect high balance and as a result it s all out of whack. I've tried both options to repair the money file but it makes no differnce. Any ideas? TIA KIWI Tag: planner tools Tag: 203795
  - 12
    - Sales Receipt? I have Money 2006 Small Business. After I have received a payment for an invoice, is there a way to print up a receipt to send back to the customer? or perhaps a way to print a PAID invoice? Tag: planner tools Tag: 203793
  - 13
    - Want bill calendar on desk top How can I get the bill calendar to be available to my desk top? Tag: planner tools Tag: 203789
  - 14
    - Can't Get Automatic Updates I recently got a new PC with Money 2005, and I'm not able to set it up to automatically update when I open the program. I've read all the "help" advice and also exchanged a few e-mails with the HP (PC manufacturer) support group, but none of the advice fixed the problem. I must be overlooking some aspect of setting up my PC to get the automatic updates - any suggestions? Tag: planner tools Tag: 203786
  - 15
    - Synching w/ the web I upgraded from 2004 Standard to 2006 Standard on Friday. Since then, I have had nothing but problems. The problems I see include: 1. Taking literally forever for my accounts to synch up...I just get the 'update in progress' message for ever, even when I shut down the pc and restart. 2. If the updates are successful, I get two or three of every transaction, transaactions going back a year or more, mutual fund holdings that were long since disposed of. What I have found through hours and hours of playing around is that these problems only surface when I set up Money to synchronize with MSN's website. If I don't enable that, the updates happen quickly and appear to be accurate. When I do enable that function through the 'access your money data on the web' option things get pretty strange. At this point, I have restored from and old (and good) backup file to at least get me to where I should be. I have disabled the synch up with MSN, I have deleted all of my accounts from MSN. However, I had already done most of this once and it didn't work. I'm desperately trying to figure out how to get this done. I want to be able to look at my data on the web, but only enter it in Money. Help?! Tag: planner tools Tag: 203782
  - 16
    - Message when Money starts Money is unable to verify your Online sign in. Money will now try to log you in using Work Offline sign in. Some online features, such as background banking, will be unavailable, possibly because of network problems. To use these online features, please close money and try to sign in again later. Why do I get the above message? Is it due to the fact that MS doesn't have one of my financial institutions in its listing of financial institutions. Both of my financial institutions have online statements, but I am unable to upload them to money. I have to input them manually. Tag: planner tools Tag: 203780
  - 17
    - Troubles Getting Data from Navy Federal Credit Union Is anyone having problems connecting to NFCU? Since upgrading to 2006 several days ago, I have been unable to connect to my bank. I've reinstalled, created new files, created new Passports, all no joy. Tech support tells me CashEdge serves as an intermediary, and that they may be the problem. Any ideas? TIA Tag: planner tools Tag: 203779
  - 18
    - TOP 15 online business This is the best place to find Top Online and Home Business The best of the best is there. Subscribe to get lattest news Updated daily TOP 15 online business: http://www.spot2biz.com Tag: planner tools Tag: 203776
  - 19
    - Retirement Setup? I would like to set up my retirement plan on my computer but it will not recognize the company from which I have a retirement plan. Can you update the system so that Guardian Life Insurance Company of America is on the list? Their web page is http://www.guardianretirement.com. Please reply as soon as possible. Thank you. Tag: planner tools Tag: 203775
  - 20
    - Changing date display format This is fairly simple, but I just can't figure out where to set it. How do I change the default date display format in Money 2003? - Bruce A. Johnson in Hardisty, Alberta, Canada - Bruce@BruceJohnson.ca Tag: planner tools Tag: 203769
  - 21
    - Old Fund data appearing in Home Page Reports I am running Microsoft Money 2004 Standard Edition. I have two accounts, both of which have one mutual fund in the account. Both accounts have a zero balance. Fund #1 no longer shows up in the "Pick Quotes to Download", the "Money Home Page Investment Summary" and the "Money Home Page Best and Worst Performers". Fund#1 behavior is what I would expect and what I want. Fund #2 does show up in the "Pick Quotes to Download", the "Money Home Page Investment Summary" and the "Money Home Page Best and Worst Performers". For Fund#2, I have deselected the fund in the "Pick Quotes to Download" and the quote is no longer downloaded. Fund#2 shows up in the "Money Home Page Investment Summary"and "Money Home Page Best and Worst Performers" using the quote of the last day that was downloaded. Needless to say, the Home Page reports are not accurate, since other funds are using a quote from today's date and Fund#2 is using a quote from an old date. It does not matter where I have the account for Fund#2 in an open or closed status, the result is the same. Does anyone have any ideas on how I can get Fund#2 to act like Fund#1. Tag: planner tools Tag: 203764
  - 22
    - Short Sell and Cover Short transactions on the same date Has anyone successfully entered a Short Sell transaction AND a Cover Short transaction for the same shares on the same date? Whenever I try to do this, Money complains that the share balance will become positive because it is trying to put the Cover Short transaction ahead of the Short Sell transaction. I suppose this is because Cover Short is alphabetically before Short Sell, but I am not sure. I have had this problem in all versions upto 2005. Seems pretty stupid but, of course, this is not the only thing stupid about MS Money. Tag: planner tools Tag: 203763
  - 23
    - How to change my fax number I am using small business edition of money 2005 and i wanted to change my fax number on the invoice. I forgot how to do that. Can someone show me how to change information about your company in money small business edition 2005? Tag: planner tools Tag: 203759
  - 24
    - Deleting Files Was treasurer for an organization; term has ended; want to delete that file entirely; can find no way to do it. I would appreciate any help in that area. TY -- HerbFry Tag: planner tools Tag: 203750
  - 25
    - Recording a consolidation fund transaction in a mutual fund. How do you record the transaction when you have mutual funds that combine (a consolidation) I have a Scudder IRA and last year they closed one of my funds and merged it with another fund. I have the number of shares transferred and the price per share but I don't know how to record this. The options given for investment transactions doesn't seem to cover this? Can anyone help? Tag: planner tools Tag: 203749

i just imported money files from 2000 to 2005 , and cannot find the debt
reduction planner. it is not in the planner tool bar. help says there is a
planner tools button , but it is missing..any help?

Top

Re: planner tools by Chris

Chris
Tue Jan 24 18:20:50 CST 2006

"jim" <jim@discussions.microsoft.com> wrote in message
news:29697B61-1749-4ADC-8FE3-64298C012B00@microsoft.com...
>i just imported money files from 2000 to 2005 , and cannot find the debt
> reduction planner. it is not in the planner tool bar. help says there is a
> planner tools button , but it is missing..any help?

Standard or Deluxe? I don't know if there's a difference, in that regard.
--
Chris Cowles
Gainesville, FL

Top

Re: planner tools by jim

jim
Tue Jan 24 18:37:29 CST 2006

standard edition, came with new computer

"Chris Cowles" wrote:

> "jim" <jim@discussions.microsoft.com> wrote in message
> news:29697B61-1749-4ADC-8FE3-64298C012B00@microsoft.com...
> >i just imported money files from 2000 to 2005 , and cannot find the debt
> > reduction planner. it is not in the planner tool bar. help says there is a
> > planner tools button , but it is missing..any help?
>
> Standard or Deluxe? I don't know if there's a difference, in that regard.
> --
> Chris Cowles
> Gainesville, FL
>
>
>
>

Top

Re: planner tools by Chris

Chris
Tue Jan 24 19:43:07 CST 2006

"jim" <jim@discussions.microsoft.com> wrote in message
news:A74D5D46-55E0-4BB4-A9C1-C51BB0DE9CB9@microsoft.com...
> standard edition, came with new computer

From
http://www.microsoft.com/money/ProductDetails.aspx?pid=001&active_tab=Compare,
it appears that the DRP is not part of Standard. You can buy a copy of
Deluxe at Sam's for <= $25 with no rebate hassle, or get one cheap with
Taxcut.

There is not upgrade from Standard to Deluxe. At that price, would you
expect one?
--
Chris Cowles
Gainesville, FL

Top