Some of us have been saying that for a decade now. I suppose if it was
worthwhile all those years for Red Sox fans, it might pay off eventually for
Money users too.

"Colin M. McGroarty" <CMcGroarty[at]hotmail.com> wrote in message
news:eCSvyHa9EHA.824[at]TK2MSFTNGP11.phx.gbl...
- quote -

Thanks to everyone for the feedback. The answers are in line with what I
expected to hear after having played around with the software. I guess I
had just hoped that I overlooked these features. Oh well, maybe next
year...

Kind Regards,

--
Colin M. McGroarty, MCSE, MCP+I, NT-CIP
2004 Microsoft MVP, Windows Server - General
www.McGroarty.org

In microsoft.public.money, Colin M. McGroarty wrote:

- quote -

No. You could put in a dummy transaction that you Void/Unvoid
before/after balancing, but that is not what you are looking for.

- quote -

I don't know if it is similar or not. Go to Help-> MicrosoftMoneyHelp
and enter "savings goal" into the search box.

- quote -

Go to the Portfolio view. By
ChangePortfolioView-> CustomizeCurrentView-> PortfolioColumns you can
see what is available. Morningstar fund ratings is not one of them.
When you make changes, you might want to do SaveAs to work with your
customized views.


- quote -

I suggest you peruse the reports gallery. Click a report or so, and
note the power of Customize.

Review your backup strategy. USB flash drive are very nice.

[M05]Tools-> Settings-> AccountSettings(global)-> ConfirmNewPayees
will give you the option to not add a payee to the list that you
are using one time only.

[M05]Banking-> AccountTools-> Categories&Payees-> Payees-> GoToPayeeRulesManager.
Your downloaded transactions may come with some generic term where
the Payee should be. Excluded Payee Names identifies words and
phrases that should be ignored from the payee field (e.g., check,
deposit, purchase). Add words that are generically added by your
bank.

Set
[M05]Tools-> Settings-> OnlineServices-> ShowStandardizedPayeeNames to
combine payees that differ only by a number at the end. This may
work better after you have combined payees from previous downloads.

Consider
[M05]Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField

Answers below.

"Colin M. McGroarty" <CMcGroarty[at]hotmail.com> wrote in message
news:uZayuVQ9EHA.4004[at]tk2msftngp13.phx.gbl...
- quote -

No. Many of us prefer the fact that Money does not enable all manner of ways
for the program to tell you the lies you want to hear, but I understand some
users like that. Q is better at that.

- quote -

It's kinda lame, but it's in Budget Planner.

- quote -

We keep asking, but instead we get Essential * modes, which, we are told,
most users prefer.

- quote -

Sorry I didn't have more of the answers you were hoping for.

I'm a long time Quicken user and have just gotten a copy of Microsoft Money
Premium 2005. I'm tinkering with the idea of switching to Money but am
having a hard time finding some options that I've become quite accustomed
to.

First, I'm wondering if there is a way to exclude minimum balances from
showing in the register. Example, checking account has a $5,000 in it with
a $2,000 minimum balance. I'd like the register to show a $3,000 current
balance.

Second, is there a savings goal feature similar to that found in Intuit's
Quicken?

Third, I see that one can pull stock ratings into the investment register,
is there a way to also pull Morningstar fund ratings?

Thanks in advance for any assistance.

Kind Regards,

--
Colin M. McGroarty, MCSE, MCP+I, NT-CIP
2004 Microsoft MVP, Windows Server - General
www.McGroarty.org