updating money to 2003
I just bought the MSMoney 2003 and I want to resotre my
file from MSMoney 2000. Everytime I try to resotre the
file, it gives me an error message stating that my file
can't be opened due to a possible read only file or I
don't have permission. I went to the support site and
tried their methods even using a program
called "salvage". still no luck. Can someone help me
please??? Thanks for your help. Oh I am using this
program on both Windows 2000 and XP. Tag: trying to upgrade Money 99 to 2003 Tag: 141444
Displaying date
I have never been able to get Money to display the date
formated as 23 Jul 2003 or Jul 23 2003 in check register
or printing on any check's. Any one know of any way to
format this date . I Have three version of MS Money and
none will work.
Thanks Tag: trying to upgrade Money 99 to 2003 Tag: 141443
Backing up to a CD-RW
I have tried every way that I know to back
up my MS Money files to a cd. Can you help me? I have
gotten the information from the online help, but that
did't work either. I cannot even change the path of my
backup files. Even if I manually copy the files to the
cd, Money will not open them. Your help will be greatly
appreciated. Tag: trying to upgrade Money 99 to 2003 Tag: 141435
transfer money 2003 program to a new computer
i want to transfer money 2003 to a new computer. can i just
use the old cd and put it in the new computer and install
it or does microsoft require anything to be done like
uninstall etc i would like it on both computers can i do
this or do i have to take it off the old one? Tag: trying to upgrade Money 99 to 2003 Tag: 141433
Stock Merger using Money 2002
I have a stock that merged with another stock.
I had 69 shares with the original stock and ended with
86.94 shares of the new stock.
The problem is that Money does not have an
activity "Merger" in the "edit Transaction" section.
How am I suppose to record a merger?
Thanks, Doug Tag: trying to upgrade Money 99 to 2003 Tag: 141424
Issues with Items not showing on reports
I need help with Money 2003 Deluxe. Some of my items are
not showing on reports. I have gone into some items and
changed the PAY TO and that works, but I'm not sure why I
should have to do that and what items I'm not seeing in
reports.
Thanks,
Todd Tag: trying to upgrade Money 99 to 2003 Tag: 141418
money express question
How can I get money express to update my accounts online? I'm running
Money2002.
TIA
-Megabyte Tag: trying to upgrade Money 99 to 2003 Tag: 141417
Refinance Home
Could someone tell me how to refinance my home in Money
2002? I have one account with the present loan but when
I create the new account with the new bank how do I pay
off the old loan??
Any help is appreciated. Tag: trying to upgrade Money 99 to 2003 Tag: 141416
*mny still not working
I found and copied a file called mymoney0.mny to the
JumpDrive, clicked it on. I got a screen asking what I
wanted to open it with. Selected Money. It went through
the installation questions. Said it would keep a copy of
my old version of Money. Went through the conversion,
but nothing is there. The file contains approx. 2.1 MB.
I also have a My Money Backup d1 and a My Money0 Backup. Tag: trying to upgrade Money 99 to 2003 Tag: 141411
Transfer of Data
I've used the db1 file. Loaded it to the hard drive,
clicked it on from where I stored it and Money begins
to 'work' then gets hung up. Must have tried 20 times
today. Have also tried restoring from the bak ext. No
luck. Is it possible to transfer from 1999 to 2003? Tag: trying to upgrade Money 99 to 2003 Tag: 141393
Upgrade from Money 99 to 03
I can't get my backup file into Money 2003 from Money
1999. I transfered all the data to a JumpDrive. It has
the ext. bak. I've put it on my C drive and tried to
open it from there. I've been on the phone with Compaq
for 3 hours and MSFT for 1. No one has been able to help
me yet. I've upgraded before it shouldn't be this hard.
Thanks Tag: trying to upgrade Money 99 to 2003 Tag: 141392
What I'd like to see in Money 2005
I thought that I would just voice a couple of things that I think would make
money a even better product. I know its a bit late for Money 2004 now, but
something to consider for the 2005 release.
Currency rates:
At the moment if you want to see the currency rates you have to go into
options to list them. Being able to display a customisable list of them as
an entry on the home page, or on the portfolio page would be useful. This
information is already being synced anyway - likewise -
Tourist Rates:
Having approximate tourist rates, or tourist rates being offered by a
certain provider (Thomas Cook for example here in the UK) and being able to
display them on the home page / portfolio. With links to buy current at the
rate from the provider and perhaps even Travellers cheques.
Premium Bonds: (UK)
Proper premium bonds entry in the National Savings section of the Add
Investment wizard.
Further, the ability to enter the Bond numbers / Holders number into Money
and to have it check the bond numbers against the ERNIE information that is
available on the National Savings web site. (www.nationalsavings.co.uk)
Lottery Numbers:
Simple this one. Enter your lottery numbers in a form (for users who play
the same numbers) or in a box for random number players and have it check
them for you against on-line service results.
Endowment Insurance bonus tracking
On the Portfolio screen, have a little "Closed" entry appear once the index
/ Investments market has closed for the day / week.
A updated Windows CE based Handheld PC client (in currencies other than
US/CAN $ this time please)
In the UK edition, if you add the travel icon to the toolbar, the first time
you click it, it defaults to Expedia USA, this should default to
Expedia.co.uk
Thats all I can think of for now. I've submitted these to the 'Wish' Group.
Anyone got any other thoughts?
Chris Tilley
HPC:Factor - http://www.hpcfactor.com/
HPC:Factor SETI Group - http://www.hpcfactor.com/seti/group/ Tag: trying to upgrade Money 99 to 2003 Tag: 141391
pocket pc money
I purchase a HP IPAQ 2115 and I was trying to download
the pocket money pc for pocket pc 2003 and it want let me
download. It says it is an error and need to be download
on a pocket pc 2002. How do I install the money pocket
pc2003 to my new pocket pd?
Sincerely,
Janet Tag: trying to upgrade Money 99 to 2003 Tag: 141390
transferring money 97 to money 00 version 8.0
I need to know if it is possible to transfer data for my
older computer and into a newer computer that currently
has money 2000 version 8.0. If this is possible please
advise me on how to do this.Also, I have opened up a new
account and need this data into that acccount.
Thank you
Sandra Tag: trying to upgrade Money 99 to 2003 Tag: 141388
out of memory error message
I try to use the "transactions by payee" report report
and I get an error message, can't remember what that
says, but when I close that window another opens with the
error message that it's out of memory and it won't let me
close that window or box nor close down the program.
Then I do the control/alt/delete and the task manager
opens, let's me close the program that way but then I
can't close the task manager. HELP!
I need that report for our business and I need the task
manager to work. The MS Money2002 came installed on my
computer and I even installed the program again but it
didn't correct the problem. Can I uninstall and then
reinstall?
Kathy Tag: trying to upgrade Money 99 to 2003 Tag: 141378
Reallocating w/ Money 2002
Pretty new to Money
Can anyone explain why when I try to reallocate between
budget months that it increases/decreases the budgets for
that month? e.g. I reallocate $20 from July to June for
some category and my total monthly budget for July looks
like I have an extra $20 to spend, while June has $20
less. Shouldn't there be no change? Tag: trying to upgrade Money 99 to 2003 Tag: 141373
can't restore my back-up
I backed-up my files from MS money 2000/windows 98 and
installed money 2003/windows XP. When I try to restore the
back-up date into money 2003. I get "file is corrupted
or is not a .mny file" it is not a .mny file, it is
an .mbf file. I can't restore this data and have no other
copies. I have tried the repair utilities in the program
and the MS money web site. Any ideas?? Tag: trying to upgrade Money 99 to 2003 Tag: 141370
Restoring previous version Backups
Hi
My system had a major crash and needed a new hard drive. Went to
install Money 200 on the new drive and my Money 2000 cd must be damaged
as it wouldn't install.
So I went and bought Money 2003 that installed no problems but it won't
allow me to restore my backup Money file from the older version 2000.
Can anyone help as I'm really getting desperate and can't seem to locate
an old version of Money 2000 to buy to install so that I can recover my
data.
Any help at all would be greatly appreciated.
Thanks
Swampy
--
Direct access to this group with http://web2news.com
http://web2news.com/?microsoft.public.money Tag: trying to upgrade Money 99 to 2003 Tag: 141364
Does "Balance this account" EVER work?
Every time I try to balance an account, I get the error where I have to
close everything down, start up the salv.exe program, and fix the My Money
file. Once I start it back up, I can balance the account. Certainly, this
is a royal pain. Is there a permanent fix for this?
Any assistance would be greatly appreciated
DLB Tag: trying to upgrade Money 99 to 2003 Tag: 141363
Export to EXCEL
Can I export my account list to MS EXCEL so I can edit the
transactions, specify the dates etc?
Thank you. Tag: trying to upgrade Money 99 to 2003 Tag: 141355
downpayment on hom purchase
Does anyone know how to enter a downpayment for a home
purchase. I can't seem to figure it out.
When I do a transfer from my checking account (where the
$ comes from), it actually incrases the value of the home
(when it only should include the net value).
Thanks in advance for your help,
Matt Tag: trying to upgrade Money 99 to 2003 Tag: 141346
Ms Money 2000
I have currently installed msmoney2000 on to my computer
running XP pro and it needs the CD to run why??
As Administrator it runs find but as a limited user it
say that it can not initialize the program and it needs
to be re-installed
Can Anyone
Heeeeeeeeeeeeeeeeeeeeeeellllllllllllllllllppppppppppppppp!
!!!!!!!!!!!!!! Tag: trying to upgrade Money 99 to 2003 Tag: 141345
reimbursable expenses
I'm curious if anyone has used the method in the faq as described at
http://www.bollar.org/msmoney/#S4Q3 (method #1 in question #3). Since you
are transferring between accounts, you lose the ability to enter
categories. How does one track reimbursables by just knowing the payee.
I'm in need of a good reimbursable expenses strategy and open to any
suggestions.
Bob Tag: trying to upgrade Money 99 to 2003 Tag: 141343
Manually changing interest
Hi,
I am entering a loan which started a while ago and has
already accrued interest. Money thinks that the interest
started today and so its calculated interest is
incorrect. I am trying to change the AMOUNT of interest I
owe, but any time i make an account adjustment, it adds it
to the principal INSTEAD of the interest. I can i fix
this? Tag: trying to upgrade Money 99 to 2003 Tag: 141338
Epay transactions
Greetings:
I would like a clarification as to the method of payment
for an Epay transaction. When I set up the transaction a
notation appears that states the payment will be to the
address provided.
Question: Does that mean that the payment will be sent by
mail or will it be made electronically? Tag: trying to upgrade Money 99 to 2003 Tag: 141337
Trouble downloading statements
Hello,
When I click the 'download to Money' icon on my bank's
website (also on my master card website) it isn't
actually downloading to my computer.
I've been using money for almost a year, and have never
had trouble with this before... any suggestions??
Thanks! Tag: trying to upgrade Money 99 to 2003 Tag: 141334
Money 2004 - Equity Option Problems
If anyone has any -Positive- experience with Money 2004 and Equity
Options, please post them.
I figure that either:
- Microsoft doesn't have anyone on their Money team with any
experience trading options?
- They're targeting Money for Joe Sixpack, who is more concerned with
paying the minimum payment on his Visa bill at the last possible
minute via epay.
Here are my main issues:
1. Money 2003 can't import buy/sell transactions for Equity Options.
(Equity transactions from my Vanguard and Scottrade accounts are
imported just fine.) You can MANUALLY enter Equity Option
transactions, however. I buy/sell a couple of these every week, and
probably spend at least an hour a week reconciling which Options have:
- Expired
- Repurchased
- Sold
- Sold with an in-the-money covered call
2. Money 2003 can't recognize when an out-of-the-money Equity Option
has expired. Money keeps it in your account forever, unless you find
it and then MANUALLY enter an "Expire" transaction for the old option.
Money also uses the last trade as the value, so your account balance
is wrong until you enter the Expire transaction.
3. Money 2003 can't link your investment in the stock to your
profits/losses on the options. Last year, one of my stocks was up
around 10%, but I made +50% by owning the stock and trading the
covered calls. (Yes, I certainly lost money on others.)
I've been keeping these figures in my homegrown Excel spreadsheet. It
would be nice if Microsoft could figure some of this stuff out!
Please post any work-arounds or responses.
Thanks! Tag: trying to upgrade Money 99 to 2003 Tag: 141328
Converting M99.mny to M2003.mny.....
....I receive this error: "Money cannot open this file because it was
created by an incompatible version". My Money 99 is an italian version; I
downloaded trial version of M2003 (M11USWEB.exe) and I installed it in a
separated folder, anyway M03 changed my files in my original folder and I
had to reinstall Money 99 to fix up all. I think the two programs speak a
different language...
I should like to know if it will be possible to use my M99.mny file with
next Money 2004 and if this, or Money 2003, will be available also in
italian version (I noted that Italy is not in the list of international site
of Money).
Thank you. Tag: trying to upgrade Money 99 to 2003 Tag: 141325
odd behavior with bill pay to Discover Card
This doesn't happen with other bill pays (through Bank One, which uses
Checkfree behind the scenes).
When I schedule an e-pay say for July 31, the transaction is immediately
marked with "E". Obviously, nothing happens to my Checking account register
at the bank until July 31. Eventually when July 31 rolls around, when the
transaction shows up in my bank, then that statement when downloaded into
Money 2003, adds another line to the account register, throwing off all the
balances.
Q: Why is this e-pay to this party getting marked with "E" when I schedule
the payment and not when the payment clears the bank?
--
Aloke
---
to reply by e-mail remove 123 and change invalid to com Tag: trying to upgrade Money 99 to 2003 Tag: 141323
archive
how do I access an achived file that I burned to a CDR?
it says that it may be a write protected file, or a read
only file.
any suggestions?
vj Tag: trying to upgrade Money 99 to 2003 Tag: 141321
restoring an archived file from a burned cd
I archived a file by burning it to a cd. Now it says it
can't access the file possible because it is a write
protected file or a read only file.
I have about 4 years of data on that file, and do not
wish for it to be completely lost.
Any suggestions? Tag: trying to upgrade Money 99 to 2003 Tag: 141318
Money
HOW TO TURN $6 INTO $6,000!!!!!!
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, SURE, this must be a scam,but 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 friends, 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) Leo Chernavsky
189 Leland Farm Rd.
Ashland, MA 01721
#2) Skazka
159 Concord Street
Framingham, MA 01701
#3) Boris Vaserman
246 Captain Eames Cir.
Ashland, MA 01721
#4) Elena Tsiprin
13210 NE 10th Pl
Bellevue, WA 98005
#5) Isabelle Vaserman
5531 Lakemont Blvd, SE#203
Bellevue, WA 98006
#6) Patrina Lewis
118 RidgewoodAve
Newark, NJ 07108
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 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 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 .txt file. If you want to do your postings
in different settings, you'll always have this
file to go back to.
Step 4) Use Netscape or Internet
explorer and try searching for various
newsgroups (on-line forums, message
boards, chat sites, discussions.)
Step 5) Visit these message boards
and post this article as a new message by
highlighting the text of this letter and
selecting paste from the edit menu. Fill in
the Subject, this will be the header that
everyone sees as they scroll through the
list of postings in a particular group, click
the post message button. You're done
with your first one!
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 amount of mail you will
receive. If you wish to stay anonymous,
you can invent a name to use, as long as
the postman will deliver it. **JUST MAKE
SURE ALL THE ADDRESSES ARE
CORRECT.**
Now the WHY part:
Out of 200 postings, say I receive only 5
replies (a very low example). So then I
made $5.00 with my name at #6 on the
letter. Now, each of the 5 persons who
just sent me $1.00 make the MINIMUM
200 postings, each with my name at #5
and only 5 persons respond to each of the
original 5, that is another $25.00 for me,
now those 25 each make 200 MINIMUM
posts with my name at #4 and only 5
replies each, I will bring in an additional
$125.00! Now, those 125 persons turn
around and post the MINIMUM 200 with
my name at #3 and only receive 5 replies
each, I will make an additional $626.00!
OK, now here is the fun part, each of
those 625 persons post a MINIMUM 200
letters with my name at #2 and they each
only receive 5 replies, that just made me
$3,125.00!!! Those 3,125 persons will all
deliver this message to 200 newsgroups
with my name at #1 and if still 5 persons
per 200 newsgroups react I will receive
$15,625,00! With an original investment of
only $6.00! AMAZING! When your name is
no longer on the list, you just take the
latest posting in the newsgroups, and
send out another $6.00 to names on the
list, putting your name at number 6 again.
And start posting again. The thing to
remember is: do you realize that
thousands of people all over the world are
joining the internet and reading these
articles everyday?, JUST LIKE YOU are
now!! So, can you afford $6.00 and see if
it really works?? I think so... People have
said, what if the plan is played out and no
one sends you the money? So what! What
are the chances of that happening when
there are tons of new honest users and
new honest people who are joining the
internet and newsgroups everyday and
are willing to give it a try? Estimates are at
20,000 to 50,000 new users, every day,
with thousands of those joining the actual
internet.
Remember: play FAIRLY and
HONESTLY and this will really work. Tag: trying to upgrade Money 99 to 2003 Tag: 141313
How to separate reports
I have two accounts in money, one personal and one for my
condo association. When I do reports it comhines both
accounts. How do I separate them? Also when entering
transactions all the payees are there for both accounts.
When I turn this over to a new treasurer I don't want them
to have access to my personal files. Does anyone know how
to do this? Tag: trying to upgrade Money 99 to 2003 Tag: 141310
Metavante (M&I) abandons billpaying in MS Money
I have been using Metavante for billing paying in MS Money 2000. They just
sent out a letter notifying users that they are terminating their MS Money
services as of the end of July 2003. What other options work with Money
2000? Any preferences? Tag: trying to upgrade Money 99 to 2003 Tag: 141306
Out-of-state checks holding period
Hello:
It's not about Money program but rather about the money itself.
I wrote a check to a foreign company. The funds were drawn from my account, but
didn't arrive at the recipient's bank. I called Bank One, and they said there's
15 days' holding period for all out-of-state checks, according to federal
regulations.
I wonder, who keeps the money and, naturally, the interest - is it Bank One
(unlikely), or the Fed (most likely)? as I recall, this must be a new
development, at least such a long term.
Vadim Tag: trying to upgrade Money 99 to 2003 Tag: 141304
Managing Inventory
I have Money2002, Deluxe & Business. How do I track and
manage inventory for a small business with this program? Tag: trying to upgrade Money 99 to 2003 Tag: 141302
Multi-Currency Account
I have an investment account which has both U.S. and Cdn stocks.
Is it better to have 1 account to hold both the U.S. and Cdn stocks or 1
account for each currency.
Terry Tag: trying to upgrade Money 99 to 2003 Tag: 141301
Money and PocketPC 2002
I am currently using Money 2003 (French version) on my
laptop and would like to synchronize with Money PocketPC
2002 (English Version). As-of-today, it does not seem
that both versions are compatible (why?). Any solutions
for me???
Thanks in advance for your help.
Mario Tag: trying to upgrade Money 99 to 2003 Tag: 141299
TD Waterhouse duplicating transactions
In OFX downloads, the transaction ID <FITID> is supposed to be the
same for a given transaction if you download it again. That way
Money realizes that a transaction has already been downloaded.
Additionally, the file should not include transactions dated before
the <DTSTART> date. Failure to do this is not bad if the <FITID> has
been maintained.
However TD Waterhouse has been, for the last week approximately,
been missing on both counts. As a consequence the transactions for
the last two months have been trying to duplicate in the downloads.
This is tricky to work around. The <FITID> for a given transaction
are not limited to a single change but seem to be different each
time I have checked.
My suggestion is to make sure you have a good backup file before
downloading so you can restore the backup if you don't like the
download. There are other possible workarounds that vary according
to the version of Money you have.
And those of you who keep overwriting the same backup file should
consider mending your ways! Have more than one fairly recent backup
file. That is not specific to TD Waterhouse, but is important to
all. Tag: trying to upgrade Money 99 to 2003 Tag: 141295
Loan is broken in Money 2k3
I'm trying to get money to recalculate the p&i on past
payments. It says it will, but does nothing.
The problem is that the first 6 payments look normal, the
next 2 registers too high an interest payment, the next 3
register NO interest payments, the next registers a HUGE
increase in principal (it's supposed to go DOWN!!!), and
the last registers a small increase in principal.
Every time I go back to the loan details and try to
reconfirm the settings (6.75%, 30yr fixed), it says there
are 13 payments to update, but does not touch any of
them. Tag: trying to upgrade Money 99 to 2003 Tag: 141294
Loan not working correctly- again =(
I just realized that my loan information was set up
incorrectly, and Im not sure how to fix it. Okay, like I
said in my post, I am trying to create a loan which is
accruing interest NOW, BUT i dont have to make payments
until 05. However, when I try setting up the loan, it
doesnt calculate interest now. It just has it at the
principal amount and does not start caclulating interest
until 2005. Secondly, I have a question about making the
payments. I would like to start making payments on my
loan now. When I tried to do so under "incorrect" loan
account", it won't let me make payments until Nov. '05.
Any suggestions to resolve these two problems? Any help
would be appreciated! Tag: trying to upgrade Money 99 to 2003 Tag: 141286
One more loan question =)
Hi,
I am trying to pay a loan off EARLY; I plan on making
sporadic payments of different amounts. There is interest
accruing on the account, but I am not scheduled to make
any payments until 2005. I have successfully entered the
loan into Money (thanks Bonnie) using the official
repayment date (Nov. 2005), but when I try and make a
payment to the loan, Money says that I can not do so until
2005. How can I change this so I can make payments of
irregular amounts (whatever I can afford for the month)
now? Tag: trying to upgrade Money 99 to 2003 Tag: 141274
Scheduled Bills
Occasionally when I download my bank statement and edit
all of the transactions to match my scheduled bills &
deposits, some are not recognized. Most of the time when
there is a transaction that is a scheduled bill/deposit,
it will prompt me to verify if it is one of the scheduled
items. However, sometimes it doesn't prompt me and an
overdue bill will sit as unpaid accumulating days past due.
Is there a way to get scheduled bill to recognize the
appropriate transaction without using the skip this
occurrence function? Or does it not hurt anything to just
use the skip this occurrence function? Thanks in advance
for your help. Tag: trying to upgrade Money 99 to 2003 Tag: 141270
Suggestions / Help
Hi:
I would like some advice on setting up the budget and
accounts in Money 2003. I have been using excel for years
to do our finances but would like to switch to Money 2003.
I believe the problems I am having are not unique. I am
open to suggestions for improving the workflow. Any help
would be appreciated.
Here is some background information:
* A primary checking account.
* A primary savings account
* An ING account
* Two credit cards
* Mortgage
* CarLoan
* One 401(k)
* Two Roth-IRAs
I have a fairly detailed budget.
All of the monthly bills are on autopay and are deducted
automatically from the checking account or charged
automatically on one of the credit cards.
Here are the problems I am having and some of my suggestions:
* I would like to set up the bills as recurring but not
have them show up in the budget. (I would like to use my
own budget). Currently if I make anything recurring, it
gets is own budget entry and I have two budget items for
everything and I am not able to delete the ones the Money
created from the budget unless I also cancel the
recurring/bill feature for them.
* For the items/bills that are not due every month,
(car insurance (A), real-estate taxes (B), home-insurance
(C), car-maintenance etc.) I divide them into 12 and
transfer a monthly amount to the savings: (A+B+C..)/12.
Whenever a particular item is due, I transfer the amount
back to the checking account and pay the bill. How should I
set this up? A separate account for each of these items
where I "transfer" to each of these accounts monthly and
"transfer" back when they are due? My goals for this:
o know at a glance how much I have saved for each
purpose
o be reminded when they are due
o easy reconcilliation when they get deducted
from my checking/credit account or transferred to/from the
savings account.
* At the end of every month, I would like to:
o Make up for the shortfall in some budget items
with excesses in other categories and then if something is
remaining in a category, roll some of it over to the next
month i.e. say I have a food budget to 200 and I spent only
150 and I know there are guests coming in next month, I
would like to roll over the excess 30 to the next month
food budget and use 20 to make up for the extra I spent on
movies. Or put it in long term savings if I choose to. If
there is a deficit, I would like to roll the deficit over
so that next month's budget is less. The default behavior
would be to just roll the balance or deficit over to the
same category automatically.
o bills that fall around the end of the month get
cashed the next month but I would like to somehow tell
Money that they are for previous month without changing the
transaction date.
* I would like to set up the home and car as assets
with loans attached to them and have recurring bills but
use my own budget categories for them.
* How do I categorize things that I know are temporary,
e.g. $20 that I loan to someone this month but get it back
next month or I pay $50 for something which has a $40
coming back in 8 weeks as mail in rebate.
* How do I reconcile the credit-card payment which show
up on both in the checking account and in the credit card
statement?
* How do I resolve budget items that span two major
categories e.g. car insurance. Does it go under insurance
or under automobile? (Ideally I would like it to be both
but not duplicated). I guess my suggestion is to allow
overlapping categories.
* Although I anticipate all my transactions to be
downloaded from statements, it would be nice to have a way
of entering transactions without having to choose the
account first. For me accounts are secondary, it is "what"
and "how much" that is important. When I start Money, I
would like to see a summary of recent transactions (sorted
by date) with the account name in the last column. Then I
should be able just append a new transaction manually to
that list choosing the account the last from a popup menu
(after entering date, category, payee, amount etc). This
way one can grab a bunch of accumulated receipts and enter
them easily without jumping around among accounts.
Thanks.
--rks. Tag: trying to upgrade Money 99 to 2003 Tag: 141267
Weighted Average Price
I have a stock in my portfolio that keeps reporting that
the value has changed 'x' percent based on a weighted
average cost of $0.00. I have only two transactions
(buys) for this stock and the price has been input
correctly for both transactions. Is there something I am
missing to get the weighted average price to calculate
correctly? The percent change is being calculated
correctly based on what the weighted average cost should
be, but as I mentioned the reported weighted average is
$0.00.
All other stocks in my portfolio have their averages
calculated and reported correctly so I can't figure out
what could be causing this. I have WinXP Pro SP1 and
Money 2003. Thanks in advance for any suggestions. Tag: trying to upgrade Money 99 to 2003 Tag: 141265
Unbudgeted expense report
I'm looking for a way to easily show/print a report of all unbudgeted
expense transactions? When showing the Monthly Budget report, there is one
line item for "Other Expenses". I can display those transactions by
double-clicking on that line item. But can I print them somehow?
Is there a way to do this Money 2002 Deluxe?
-Stephen Tag: trying to upgrade Money 99 to 2003 Tag: 141264
download stock portfolio prices
downloading my stock portfolio on money 2003 takes an
average of 4 minutes to download and up to 10 minutes
sometimes on my old money 2001 it never took over 2
minutes. what can i do to speed up the downloads Tag: trying to upgrade Money 99 to 2003 Tag: 141258
When Money 2003 trys to convert the 99 file it says that
it is not a compatable version, how can I upgrade my 99
file to be compatable with 2003
FAQ answer to "Incompatible Versions" just posted to thread "Restoring
previous version Backups."
"Paul" <pauld@multibuild.com.au> wrote in message
news:03d101c342ae$1376c780$a501280a@phx.gbl...
> When Money 2003 trys to convert the 99 file it says that
> it is not a compatable version, how can I upgrade my 99
> file to be compatable with 2003