transfer of shares

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- Previous
  - 1
    - Server Name was not recognized I'm getting an error when I try and do a download from my financial institution. I can get updated quotes. The error is: Unable to contact Server.....Server Name was not recognized Does anyone have an idea? Thanks! Tag: transfer of shares Tag: 148832
  - 2
    - Adding Toronto Exchange to watch list I've just re-installed Money 03 and now I need to add the Toronto Stock Exchange (TSX) to my "Investment Watch List". It's not listed in the list of exchanges. Can someone help? Thanks Tag: transfer of shares Tag: 148830
  - 3
    - I don't understand why my balance in money is so mch bigger... I just loaded up money and got it to work. I m havving some problems with my balance though. I know I only have $98.00 in there right now but money is saying 526.00? Does it take a few days for it to fully sinc up with your checking account? Tag: transfer of shares Tag: 148827
  - 4
    - money keeps downloading the same transactions over and over Please Help! Money keeps downloading the same transactions from 3 days ago. I delete them , they come back.I keep them as mistakes and make the amount zero, they still come back. How do I stop this loop? Tag: transfer of shares Tag: 148824
  - 5
    - How do I restore money on my computer? I have made a few back ups of money, I have installed Money 2000 on my new operating system. Everytime I open Money 2000 it asks me to insert a disk, It looks like I have made the back up wrong. Any help would be appreciated Tag: transfer of shares Tag: 148821
  - 6
    - Money 2000 Online Download Problem I am having problems downloading account balances online. I never had a problem prior to July 2003, but now after Money 2000 downloads the balances, it wants me to choose an account to match with the downloaded account number. When I point it to the right account name, it gives me a message indicating "the bank associated with this account has already been enabled for Online Services through another service provider. Please create another Tag: transfer of shares Tag: 148816
  - 7
    - Backup files can't be read I had a question that I can't seem to resolve on the money support page. We have Money 97 (5.0) and have never been able to open any backup files we have made. Our computer crashed once and we lost everything. The files are recognized as money files, because when we click on them, the Microsoft Money program opens, but then it says, "There has been an error reading or writing the file . . .[file name]." It then instructs us that we need another file in order to fully open the program. What is the problem? I don't want to lose everything again, and if we get a new computer in the near future, I don't know how we'll transfer the information. Even with files that aren't specifically marked as "backup" copies, this same problem occurs. Thanks for your help, should you be able to help! Tag: transfer of shares Tag: 148815
  - 8
    - Flexible Spending Account Does anyone have a good way to setup a Flexible Spending Account (FSA or IRS 125 plan). For example I have $20 deducted from my paycheck each week and it goes to my FSA. As I incur medical costs I can get the money from my FSA. This is all pre-tax money. I setup an FSA as an account and it fills with $20 each paycheck. However I pay my medical expenses with checks and credit cards. How should this be done in Money to track my medical expenses properly? What should I have Money do with the FSA money? Thanks, Greg in New Hampshire Tag: transfer of shares Tag: 148814
  - 9
    - Can't Print Checks Money 2004 I installed Money 2004 and have printed checks, but today I entered three checks with print in check number and when I go to print, it says 'you have no accounts with checks to be printed'. I did see an old post about resetting the check number but don't know if that applies. Can anyone help me get back to printing my check????? Bob Tag: transfer of shares Tag: 148810
  - 10
    - ¤j¤á§ëª`!! The Big winning chance!! ³Ð³y©_ÂÝªººô¶: Great miracle website: http://www.cm618horse.com/ P¤O´£¨Ñ±µªñ¦Ê¥÷¦Ê¤W¦W°¨! To provided a horse for approx. 100% winning or placing in hong kong horse racing! Tag: transfer of shares Tag: 148809
  - 11
    - Application Error Cannot open Microsoft Monet 2002. I receive the following message: The Application failed to initialize properly (0xc0000005). Click on OK to terminate program. Have restarted computer several times and has not corrected problem. Until today (9/12) had not had any problems opening this software. Do I need to reinstall software? Thanks in advance for your help! Richard M. Fischer Tag: transfer of shares Tag: 148807
  - 12
    - Debt Reduction Planner Headache OK, here's my story: I've been using Money for about 8 months. Money 2002 came bundled on my laptop. I started using the debt reduction planner about 7 months ago. I set it all up, put my 10 or so accounts (all credit cards) into it, and established that I could pay $400 per month. The minimum payments totaled to about $360, so this was fine. The software told me to make the minimum payments on all but the card with the highest APR, which was to get its minimum payment plus whatever was left out of the $400. This made perfect sense, and I started making and recording payments. The next month, the planner told me to pay this card (with the highest APR) a little more. The problem was, with all the payments, the total was a little over $400, and that's really all I can afford to pay each month. I realized it was in the middle of the month, and figured the software was a little confused by how much of that $400 was still left to pay credit cards. The next month it happened again, and this time I made sure it was at the beginning of all the monthly payments. It had me paying about $600 total. I did my own figuring and just paid what I thought appropriate, totaling $400. As you might have guessed, it kept getting worse. Soon, it was telling me to pay $800 just to that one card, in addition to making the other cards' payments. I upgraded to Money 2004 Deluxe, thinking Microsoft may have solved this problem. I was wrong. As of this past month, the software wants me to pay $1100 to the one card, and I only owe $950 total. I've checked for help on this, have reset the planner twice and have made sure all of the accounts are set up properly (not charge cards, open, etc.). It's still the same. Only the current month is messed up like this; the following months' payments all total to $400 each. It tells me I'll be out of debt by next year, which would be nice, but I would like to have at least a good estimate of when I'll REALLY be out of debt. If anyone can help me figure this out, I'll... well, I'll thank you. That's really all I'm willing to do for a complete stranger. Tag: transfer of shares Tag: 148806
  - 13
    - Must see! http://www.RichMails.com/cgi-bin/signup.cgi?r=admin@cayweb.com Tag: transfer of shares Tag: 148804
  - 14
    - Money 2004 After purchasing Money 2004 from Amazon UK, and installing I get an error message saying to reinstall the program since some files are missing or corrupt for one of the menu items. I had deactivated Norton Antivirus and the native firewall to Windows XP pro before installing. I am unable to fix this by reinstalling. Any help appreciated. Thanks Tag: transfer of shares Tag: 148803
  - 15
    - AFFILIATES & SUPER AFFILIATES (SERIOUS MONEY MAKERS ONLY) DUE TO THE RECENT INCREASE OF POPULARITY AND RESPECT THIS PROGRAM HAS ATTAINED, IT IS CURRENTLY WORKING BETTER THAN EVER. The makers of this program have now automated it. For a fee of only $30 you can get started immediately. Start Making Money within Minutes. Visit: http://explode.to/EasyMoney SIMPLY POST TO YOUR AFFILIATE LIST! PARENTS OF 15-YEAR-OLD FIND $71,000 HIDDEN IN HIS CLOSET! Does this headline look familiar? Of course it does. You most likely have just seen this story recently featured on a major nightly news program (USA) 20/20 & Oprah. His mother was cleaning and putting laundry away when she came across a large brown paper bag that was suspiciously buried beneath some clothes and a skateboard in the back of the 15-year-old son's closet. Nothing could have prepared her for the shock she got when she opened the bag and found it was full of cash. Five-dollar bills, twenties, fifties and hundreds, all neatly rubber-banded and labeled piles. "My first thought was that he had robbed a bank," says the 41-year-old woman. "There was over $71,000 in that bag - that's more than my husband earns in a year." The woman immediately called her husband at the car dealership where he worked to tell him what she had discovered. He came home right away and they drove together to the boy's school and picked him up. Little did they suspect that where the money came from was more shocking than actually finding it in the closet. As it turns out, the boy had been sending out, via e-mail, a type of "report" to e-mail addresses that he obtained off the Internet. Every day after school for the past 2 months, he had been doing this right on his computer in his bedroom. "I just got the e-mail one day and I figured what the heck, I put my name on it like the instructions said and I started sending it out," says the clever 15-year-old. The e-mail letter listed 5 addresses and contained instructions to send one $5 bill to each person on the list, then delete the address at the top and move the other addresses down, and finally to add your name to the top of the list. The letter goes on to state that you would receive several thousand dollars in five-dollar bills within 2 weeks if you sent out the letter with your name at the top of the 5-addressee list. "I get junk e-mail all the time- and really did not think it was going to work." the boy continues. Within the first few days of sending out the e-mail- the post office box that his parents had gotten him for his video-game magazine subscriptions began to fill up with not magazines, but envelopes containing $5 bills. "About a week later I rode my bike down to the post office and my box had one magazine and about 300 envelopes stuffed in it. There was also a yellow slip that said I had to go up to the post office counter. So thought I was in trouble or something (laughs)." He goes on- "I went up to the counter and they had a whole box of more mail for me. I had to ride back home and empty out my backpack because I could not carry it all. " Over the next few weeks, the boy continued sending out the e-mail. "The money just kept coming in and I just kept sorting it and stashing it in the closet, I barely had time for my homework." He had also been riding his bike to several of the banks in his area and exchanging the $5 bills for twenties, fifties, and hundreds. "I didn't want the banks to get suspicious, so I kept riding to different banks with like five thousand at a time in my backpack. I would usually tell the lady at the bank counter that my dad had sent me in to exchange the money and he was outside waiting for me. One time the lady gave me a really strange look and told me that she would not be able to do it for me and my dad would have to come in and do it, but I just rode to the next bank down the street (laughs)." Surprisingly, the boy did not have any reason to be afraid. The reporting news team examined and investigated the so-called "chain letter" the boy was sending out and found that it was not a chain letter at all. In fact, it was completely legal according to US Postal and Lottery Laws, Title 18, Sections 1302 and 1341, or Title 18, Section 3005 in the US code, also in the code of federal regulations. Volume 16, Sections 255 and 436, which state a product or service must be exchanged for money received. Now automated for a fee of only $30 you can get started immediately. Money deposited directly into your Storm Pay or Pay Pal account. Start Making Money within Minutes. Visit: http://explode.to/EasyMoney Thanks to the computer age and the Internet! Making money has never been so easy! Yours in the best of Health, Wealth & Happiness. Jason Tag: transfer of shares Tag: 148802
  - 16
    - International Version Selling Will Microsoft release a finally release for Money 2004 International Version? Tag: transfer of shares Tag: 148799
  - 17
    - Net.pass I use Money 2003 and I would like to get rid of net.pass but retain a password. My internet goes out and when that happens I can't get into my MS Money 2003. Tag: transfer of shares Tag: 148796
  - 18
    - Please Help Please select the plan you wish to order below: Feature Standard Advanced Commerce Price $12.95/month $17.95/month $24.95/month Setup Fee FREE FREE FREE Secure Web Space 50MB 100MB 200MB POP3 Email Accounts 50 100 200 Bandwidth 3000MB 5000MB 7000MB Domains (.com, .net, .org, NEW - .biz, .info) 1 1 1 Sub-Domains 0 2 3 FTP Accounts 1 2 3 Dedicated IP Yes Yes Yes MySQL PostgreSQL 10 10 10 Shared SSL Yes Yes Yes Mailing List 10 20 30 Anonymous FTP No No Yes Reseller Discount Yes Yes Yes Shopping Cart No No Yes 24/7 Emergency Support Yes Yes Yes 30 Day Money Back Guarantee Yes Yes Yes Redundant OC-3 Lines Yes Yes Yes PHP 4.10 W/ Zend Optimizer Yes Yes Yes Private CGI-BIN Yes Yes Yes PERL 5.6 5.6 5.6 High Speed Servers Yes Yes Yes Telnet/SSH Yes Yes Yes Quick Account Setup Yes Yes Yes Tag: transfer of shares Tag: 148795
  - 19
    - 401k Manager does not show valid account Money 2003 OEM Edition I created a new 401k account. Was adding the figures from my statements, then went back to the 401k manager. The account was not showing up there. It was showing up in the normal account list... Any idea how to get it back into the 40k manager? James Tag: transfer of shares Tag: 148794
  - 20
    - Money Deluxe 2004 When I open money, the bank balance on the home page is incorrect. When I actually open the bank register, the balance is correct, as is the balance on my financial reports. Why is the balance incorrect on the home page? I have re-installed money, same problem Tag: transfer of shares Tag: 148791
  - 21
    - Password failure on Restore Backup I am restoring from a back-up file and cannot get past the password. I am certain that I am using the right password and even checked the .NET passport password. Logged in on-line while Money was rejecting it. New system is XP Home, old was 2000 Professional. Going from Money 2002 to Money 2002, so no change in version. Any clues? Tag: transfer of shares Tag: 148789
  - 22
    - Transfer of data Microsoft Money 2003 on a Windows 98 machine. Made back up. Can't seem to get the data over to a newer Windows XP machine. Installed original software from disk just fine. Tried to import the data into it from the backup disk. Tried to restore from the backup disk. Info fine on the floppy, copied fine to the hard drive but it does not seem to want to take it. Is there a better way to transfer data from old progam on older machine to same program on a newer machine? Tag: transfer of shares Tag: 148788
  - 23
    - Open existing file I recently got a new computer and want to move my Money files to that computer. This is what I have done so far: - installed current version of Money 2003 on new PC - copied current Money file from old PC to CD - copied current Money file from CD to new PC - am able to perform File, Open and it appears to want to open existing file However, my data does not appear anywhere - accounts, payees, reports, etc. Its like it hasn't opened it at all. How can I get it to open an existing file that the new PC has never seen before? Thx. Tag: transfer of shares Tag: 148783
  - 24
    - Money 02 Installation I just installed XP Pro and want to install Money 2002. It says I need Serive Pack 5 on the box under System Requirements. Do I really need it to install and run this application properly? Many thanks. Tag: transfer of shares Tag: 148781
  - 25
    - screen size shifted Since I downloaded Norton, my MSMoney program shifted and only fills 3/4 of the screen. It refuses to be dragged to the left. I cannot see my running balance. Tag: transfer of shares Tag: 148780
- Next
  - 1
    - money 2002 invoices is there any way to add a signature line to an invoice? I have tried to customize every way I know how, but do not see the ability to add anything not already set up. many thanks-- Tag: transfer of shares Tag: 148779
  - 2
    - Can't delete deposit from budget I deleted a paycheck from my bill & deposits. The deposit still shows up when I run budget reports for the months originally covered by the deleted deposit (no future months). When I look at the calander tab within Bills & deposits it still shows up but with a line through it. I just want to remove it entirely from my budget. Any thoughts?? Thanks Tag: transfer of shares Tag: 148778
  - 3
    - Downloaded: Items to Review I am having trouble downloading information from my bank account into Microsoft Money 2002. Whenever I go the download process that I have always done, none of the new downloaded information shows up in the register but the register screen does indicate that I have "x" number of new items to view. What do I do to review and balance those items? Tag: transfer of shares Tag: 148775
  - 4
    - Investment transactions in a category report I am new to Microsoft Money and am trying to generate a report that I previously generated in Quicken. Specifically I would like to generate a category report that produces the detail of income and expenses. The reports that I am generating in Money only show expense categories. The investment income such as dividends, interest and capital gains are all combined under the heading of the brokerage account and are not subtotalled by category. Please help! Tag: transfer of shares Tag: 148774
  - 5
    - Download stock quotes I have been trying to down load stock quotes to my 2003 Microsoft Money-Deluxe. Previously I had phone modem and it was connected through AOL and I had no problems, now I have VOW cable internet. I do not know how to set up connection setting so I my microsoft money is updated with latest stock quotes. Will appreciate. Thank you. Another Email is Abdul@cct.org Tag: transfer of shares Tag: 148773
  - 6
    - Money 2003 trial version Every time i shut down the computer money seem to uninstall.The program is still active,but when I reopen it money try to reinstall asking for it's path,and there is no way to reopen unless uninstalling and reinstalling. Tag: transfer of shares Tag: 148768
  - 7
    - transfering to laon I have just set up a loan for a car. When trying to transfer money to make a payment, the loan does not show up on the list of accounts in the category list - like all my other non-loan accounts. However, the associated asset does. If I select the asset, Money decides the value of the asset goes up by the amount of the payment. This seems screwy. The value of the car has not changed in reality, only my equity in the car. In addition, nothing is reflected in the loan account itself. How do I record these payments? Thanks. Tag: transfer of shares Tag: 148766
  - 8
    - Downloaded transactions balance not equal to registers transaction balance Using MS Money 2003 and online services to download transactions from my credit card account. I just downloaded the latest transactions from my account today and though 1 particular transaction has posted to the online account, Money didn't download it and put it in the register for my credit card account. It DID, however, change the balance to reflect the correct amount under the "Downloaded" info section in the upper left of the credit card register screen. I have run salvage with no luck?! Tag: transfer of shares Tag: 148764
  - 9
    - 04 Deluxe: troublesome transaction keeping account out of balance... This is the text of my querry to ms money support, posting here too to see if anyone can help. Many thx! I have a credit card account that is several years old that I have been balancing monthly. About 2 years ago there was a transaction from my checking account to the credit card account for payment (from checking acct set up as a transfer to the cc account) that for some reason was voided and entered again. The amount of these transaction appears correctly in the account balance section (the voided transaction has no impact however the re-enetered transaction has the correct credit amount). The cc account was balanced after this transaction, however the voided transaction appears as reconciled "R" while the re-enetered transaction does not appear with the reconciled "R" flag. Subsequent balancing of the cc account all appear correct in that after downloading the statement from the cc issuer (done on a monthly basis as a downloaded statement). What is strange is that the cc account when viewed from the money home page or from the account list shows a credit balance of the amount of that 2-year old payment that is not reconciled. When I look at the account from the account view, this descrepancy is not there. My attempts to get this account to balance have been unsuccessful. I have tried setting the old transaction to "R" during the monthly balance process however then money wants to enter reconciliation transaction to offset the diference it starting balance, if it do this then the account appears correctly when viewed from the money home page or account listings, but when viewed from the account itself, the reconciliation transaction is making the "amount i owe" appear the amount of the 2-year old payment transaction plus current charges. So my question is, how do i force this account to reconcile and keep the view of the accoutn on money home and from within the account in synch? please note that i have been trying various approaches to fix the account on a backup version of the file so I can backtrack on this. Tag: transfer of shares Tag: 148756
  - 10
    - Changed from M2004US trial into M2004UKversion I started with Money 2004 US trial version. Now I bought M2004 UK. Using now the UK version, the money file created with the US version generates errors. Please advise how to "import" the US file into the UK version. Tag: transfer of shares Tag: 148754
  - 11
    - $10000/month possible !!!!! Vous voulez des preuves? Allez voir cette page: http://www.snoozland.com/truesys/ Tag: transfer of shares Tag: 148751
  - 12
    - Very Slow DownloadTimes When I download a particular transaction from my online statments, it takes almost 40 seconds. With 15 transactions to download, that's 10 minutes. It used to take only about 2 or 3 seconds per transaction. Any thoughts out there would be greatly appreciated. The culprit may be that I have transactions from the beginning of 1997 (6.5 years). Is that the case? If so, do I have to delete a bunch of already downloaded and recorded transactions or is there another solution? Tag: transfer of shares Tag: 148750
  - 13
    - Printing a Budget I've done a group search and this question seems to have been asked 3 times without an answer. I have no idea why I think asking a 4th time will turn up a good answer, but here goes.. How do I print my budget without printing a budget report? I'm using Money 2002. I don't really want to see how I did on my spending relative to my budget, I just want a hard copy of how much I've allocated, monthly and yearly, to my spending categories. Anyone? Please??? B. Clay Tag: transfer of shares Tag: 148746
  - 14
    - money 2004 installation problem Installation goes okay. When I run the program by clicking on the desktop icon, an error message appears. Content is "either registry key is missing or a registrey value is invalid." Can someone help? I removed the program and reinstalled several times. Same problem. I disabled both Antivirus and Firewall. Tag: transfer of shares Tag: 148739
  - 15
    - Disappearing Transactions I have Microsoft Money 2002 I've been downloading my statements to money using Money download option. Unfortunately every time I make a download it screws up the existing transactions in Microsoft Money. That is, I can have my Money account perfectly balanced with my Suncorp accounts, then when I download my latest transactions from Suncorp my money transactions get messed up. The new transactions are brought over perfectly, but when they come over some of my previous transactions in Money disappear. This means I have to go through every transaction in Money to see which transactions have been mysteriously disappeared, then re enter it manually. .............................. I emailed the above to my bank Suncorp Metway bank here in Australia and got the following response: Thank you for your secure message sent 08/09/03. Even though we offer the option to download we do not offer support for Downloading your transaction history, as this is not our area of expertise. Below are the steps you would follow to download the transactions to Money. Verify the extension you are using for MONEY is .ofc To download your transaction history results, please follow these steps. 1. Logon to Online Access using your Customer ID and Password. 2. Perform a transaction history search from Everyday Banking or Loans. This will give you the transaction results page. 3. Select the package you would like to download the transactions into. Then select if you would like to download this page or all transactions. For results that have less than 25 transactions selecting either option will download all transactions presented. 4. A pop up box will be displayed once the download link is selected. The pop up box will advise you what extension you will need to save the file as. For MONEY the extension is .ofc, QUICKEN is .qif and ASCII is .txt as indicated above. 5. The 'File Download' box will be displayed to ask you where you would like to save this file. Select 'Save this file to disk'. Click Ok. 6. Save the file to a location that you will remember. Don't forget to save the file with the necessary extension. For MONEY the extension is .ofc, QUICKEN is .qif and ASCII is .txt. Type in the File Name of the document and the correct extension and then click save. 7. Open the spreadsheet package that you wish to download the transactions into. 8. Select the option to import files. 9. Go to the location in your directory where you saved the file. Double click on the file to open it. 10. The transactions will download your transaction history search results into your accounting package. The other suggestion we could provide is to contact the Money support desk and ask them if they could provide you with some assistance. If we can be of further assistance, please feel free to contact the Customer Service Team on 1300 65 53 25. We are available 24 hours a day, 7 days a week. Regards Charo ............................. Doing the above doesn't help Is there a fix to this? It's very frustrating. I want to keep my Money up to date but because of this problem I only download once a week or less. I really don't want to have to enter everything manually Cheers, James Tag: transfer of shares Tag: 148732
  - 16
    - Report Question Please How do I print a copy of the check register in date order just as it appears in the checkbook? I do not want the deposits to be seperated from the checks. Thanks in advance... Bob Tag: transfer of shares Tag: 148731
  - 17
    - can't connect to Schwab I can't connect to Schwab site today to directly download statement. I called Schwab to reset password and it is still not working. Error code OFXIE12031 keeps showing. This is first time I experience this problem. Tag: transfer of shares Tag: 148728
  - 18
    - can't download statement from Schwab I can't connect to Schwab site today to directly download statement. I called Schwab to reset password and it is still not working. Error code OFXIE12031 keeps showing. This is first time I experience this problem. Tag: transfer of shares Tag: 148727
  - 19
    - "Earmark" money? I'm refining my budget, but I've always wondered if there is a way to "earmark" money. Say I budget $100 for some category each month, but only spend $75 in a particular month. Is there a way to "earmark" the unspent funds? So that the balance in that account could also be viewed as the virtually-dedicated funds. So that I'd know what funds should be set aside to maintain projected/budgeted expenses. Hope that makes sense. BTW - I'm still using Money 97, so let me know if the answer is that I should upgrade to use a certain feature that'd solve this. -Nef Tag: transfer of shares Tag: 148724
  - 20
    - Double Entry Problem w/ invoice and bank download I have an invoice that I receive payment for and automatically register it in my bank account. Then I log into my bank account after I deposit the payment and see that there are now two entries. One for the payment transaction the other for the actual deposit. The one that is deposited cannot be labled payment of invoice. It gives and error, and then when I opt to change it so that I can assign it the other transaaction the pyament of invoice tranasaction does not show up as an option. This results in a double entry, if I delete the payment of invoice my invoice blance increases back to the original value. If I delete the downloaded one then I just delayed the problem until next time I download. Please advice Tag: transfer of shares Tag: 148715
  - 21
    - Getting corrupt data message when downloading account transactions I recently purchased a new computer and loaded a new copy of Money 2004 and copied my file to the new PC. when I try to download account transactions from SunTrust, I get a corrupt download error message. This did not occur on my other machine. When I set up a new account in Money, I get the same message... Please help! Tag: transfer of shares Tag: 148708
  - 22
    - Can't find Australian Banks Online On the list of financial institutions I can only find American banks. I also have Australian accounts that I would like to add. Could you please advise if this is possible? I am using Microsoft Money 2004. Thanks, Jason Tag: transfer of shares Tag: 148707
  - 23
    - setup for Wells Fargo Money is still stuck with a 4 character password and my Well Fargo account is a 6 word password. There must be a way around this. I have installed Money 2004. Any help would be great. CHEERS Tag: transfer of shares Tag: 148705
  - 24
    - Money 2003 Deluxe & Business -> Money 2004 ? Hello all... I'm using Money 2003 Deluxe & Business. What's the correct upgrade path to Money 2004? Is it Money 2004 Deluxe? Or Money 2004 Small Business? Something else? Help is appreciated. Thanks. ..Bill Tag: transfer of shares Tag: 148703
  - 25
    - Interest period for loan calculation I'm getting started in Money 2004. I imported my Quicken 2003 data file into Money without any errors. Afterward, I checked the amortization schedule for my loan in Money, and I noticed that it was different than in Quicken. After some investigation using Excel, I've deduced that Money is calculating the interest and principal breakdown for each payment based on the *actual number of days* between payment due dates. However, my lender uses the "30/12" method for calculating payments, meaning payments are based on 12 payments per year with 30 days in each month. (This is how Quicken calculates the payments, too.) The "30/12" method is very standard for home mortgages, so I'm sure there is some way to configure Money to calculate the payments and amortization schedule using this methodology. Unfortunately, I can't seem to figure out how. Is anyone familiar with how to do this? Thanks for the help. Tag: transfer of shares Tag: 148702

What's the correct way to transfer shares of one mutual
fund to another when there is no capital gain/loss issues?
Example: Exchange Vanguard Investor Shares into Admiral
Shares?

Re: transfer of shares by Dick

Dick
Fri Sep 12 17:17:53 CDT 2003

There's a capital gain/loss issue if it's in a non-deferred account. If it's
in a retirement account, the account status will take care of deferring the
gain/loss for tax purposes. Do what your broker does. Sell the one and Buy
the other.

"Richard Chewning" <dr.chewning@griffinobgyn.com> wrote in message
news:052001c37970$5af3c8d0$a101280a@phx.gbl...
> What's the correct way to transfer shares of one mutual
> fund to another when there is no capital gain/loss issues?
> Example: Exchange Vanguard Investor Shares into Admiral
> Shares?

Re: transfer of shares by Mark

Mark
Sat Sep 13 02:45:11 CDT 2003

"Richard Chewning" <dr.chewning@griffinobgyn.com> wrote in message
news:052001c37970$5af3c8d0$a101280a@phx.gbl...
> What's the correct way to transfer shares of one mutual
> fund to another when there is no capital gain/loss issues?
> Example: Exchange Vanguard Investor Shares into Admiral
> Shares?

Transferring shares does not happen in the real world so it can't be
duplicated in Money.

There has to be two transactions:

e.g.

1) Sell 100 shares Vanguard Investor for $10 each = $1000
and immediately
2) Use the $1000 to buy 50 shares Admiral for $20 each.

Mark Fields

Re: transfer of shares by XB77

XB77
Sat Sep 13 10:45:24 CDT 2003

You are not transferring shares. You are converting Investor Class shares
into Admiral Class shares. There is no change in basis. Your original
Investor Class purchase dates still apply. There are no capital gains or
losses. The best way to account for these conversions in Money is to just
change the name (symbol, etc.) of the security if both share classes have
the same price. If not, then you must account for the change in pricing and
number of shares by doing a stock split. Typically these are not integer
splits. Thus you will need to take the ratio out to some large numbers to
get the resultant number of shares to be correct. Dick Watson has a nice
little algorithm for finding the best split ratio. Cal Leamer might be able
to come up with a good ratio also.