Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #5  
Old 04-04-2005, 01:07 PM
Glyn Simpson, MVP
Guest
 
Posts: n/a
Default Re: Account type

Hi Dick - sorry it's not worded better, as i picked up some information I
had sent last year which I think was derived from someone else's posting
last year.

I would guess this is related to categorized items which are still in the
budget, but are in closed accounts. However, I can't see how to replicate
this to force the error easily (i have some ideas using the place in
categories where you can choose those accounts where spending comes from -
no chance to test at the moment), it's probably a bit more random than that
(ie, Money does it when it feels like it) as usual. The fix to open all
accounts and then close them again seems like a good one as it has been
reported to work a couple of times now.

--
Glyn Simpson, Microsoft MVP - Money
http://money.mvps.org

Check http://money.mvps.org/faq for tips and fixes for MS Money. To send
Microsoft your product wishes see http://money.mvps.org/wishes.aspx

I do not respond to any unsolicited email regarding Money

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:u4NJ8GROFHA.508[at]TK2MSFTNGP12.phx.gbl...
- quote -

> What do you mean by "closed accounts with income/expense categories
> associated to them"? I ask as I may add this to my UFAQ Issues, but want
> to clarify what the issue really is.
> "Glyn Simpson, MVP" <glyn[at]serf.org> wrote in message
> news:OS8kWaOOFHA.3880[at]tk2msftngp13.phx.gbl...
> > This can happen (it's not the only reason it can) if you have closed
> > accounts with income/expense categories associated to them. This is
> > something worth checking for. You could see if this is the case by
> > opening any closed accounts and see whether it works again. Once you've
> > opened them all, and if it works again, try closing those accounts again.



  #4  
Old 04-04-2005, 12:27 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: Account type

What do you mean by "closed accounts with income/expense categories
associated to them"? I ask as I may add this to my UFAQ Issues, but want to
clarify what the issue really is.

"Glyn Simpson, MVP" <glyn[at]serf.org> wrote in message
news:OS8kWaOOFHA.3880[at]tk2msftngp13.phx.gbl...
- quote -

> This can happen (it's not the only reason it can) if you have closed
> accounts with income/expense categories associated to them. This is
> something worth checking for. You could see if this is the case by opening
> any closed accounts and see whether it works again. Once you've opened
> them all, and if it works again, try closing those accounts again.



  #3  
Old 04-04-2005, 09:11 AM
Marty
Guest
 
Posts: n/a
Default Re: Account type

i think that fixed my problem thank you for your help.

"Glyn Simpson, MVP" wrote:

- quote -

> This can happen (it's not the only reason it can) if you have closed
> accounts with income/expense categories associated to them. This is
> something worth checking for. You could see if this is the case by opening
> any closed accounts and see whether it works again. Once you've opened them
> all, and if it works again, try closing those accounts again.
> --
> Glyn Simpson, Microsoft MVP - Money
> http://money.mvps.org
> Check http://money.mvps.org/faq for tips and fixes for MS Money. To send
> Microsoft your product wishes see http://money.mvps.org/wishes.aspx
> I do not respond to any unsolicited email regarding Money
> "Marty" <Marty[at]discussions.microsoft.com> wrote in message
> news:C8D43E6C-FBA2-434F-A76D-13A58F029794[at]microsoft.com...
> > Thank you for the reply. the only real issue i have with that is when i
> > try
> > to get a cash forcast it says i need to have a checking or savings account
> > which makes me think i setup my accounts wrong is this wrong or is there
> > another way to view my forcast.
> > > "Glyn Simpson, MVP" wrote:
> > > > Accounts created will only show one of a few options as an account type
> > > in
> > > their account details, irrespective of what you selected originally -
> > > Bank,
> > > Credit Card, Cash or Other, Asset and Liability are the options on my
> > > version [Investment accounts don't have the option]. So, if that's where
> > > you're looking, it's nothing to worry about. The mechanism for tracking a
> > > savings account and a checking account are the same in Money.
> > > > > --
> > > Glyn Simpson, Microsoft MVP - Money
> > > http://money.mvps.org
> > > > > Check http://money.mvps.org/faq for tips and fixes for MS Money. To send
> > > Microsoft your product wishes see http://money.mvps.org/wishes.aspx
> > > > > I do not respond to any unsolicited email regarding Money
> > > > > "Marty" <Marty[at]discussions.microsoft.com> wrote in message
> > > news:19926A98-A6F3-432A-A68B-733239964333[at]microsoft.com...
> > > > I have Money 2004 but i first had 2002 and i think i setup my accounts
> > > > wrong
> > > > i have a checking and savings account but money shows them as bank
> > > > accounts
> > > > how do i change them to read checking and savings accounts i tried
> > > > going
> > > > to
> > > > setup again and changing he details but there is no option for checking
> > > > or
> > > > savings accounts.
> > > > > >
  #2  
Old 04-04-2005, 07:03 AM
Glyn Simpson, MVP
Guest
 
Posts: n/a
Default Re: Account type

This can happen (it's not the only reason it can) if you have closed
accounts with income/expense categories associated to them. This is
something worth checking for. You could see if this is the case by opening
any closed accounts and see whether it works again. Once you've opened them
all, and if it works again, try closing those accounts again.

--
Glyn Simpson, Microsoft MVP - Money
http://money.mvps.org

Check http://money.mvps.org/faq for tips and fixes for MS Money. To send
Microsoft your product wishes see http://money.mvps.org/wishes.aspx

I do not respond to any unsolicited email regarding Money

"Marty" <Marty[at]discussions.microsoft.com> wrote in message
news:C8D43E6C-FBA2-434F-A76D-13A58F029794[at]microsoft.com...
- quote -

> Thank you for the reply. the only real issue i have with that is when i
> try
> to get a cash forcast it says i need to have a checking or savings account
> which makes me think i setup my accounts wrong is this wrong or is there
> another way to view my forcast.
> "Glyn Simpson, MVP" wrote:
> > Accounts created will only show one of a few options as an account type
> > in
> > their account details, irrespective of what you selected originally -
> > Bank,
> > Credit Card, Cash or Other, Asset and Liability are the options on my
> > version [Investment accounts don't have the option]. So, if that's where
> > you're looking, it's nothing to worry about. The mechanism for tracking a
> > savings account and a checking account are the same in Money.
> > > --

> > Glyn Simpson, Microsoft MVP - Money
> > http://money.mvps.org
> > > Check http://money.mvps.org/faq for tips and fixes for MS Money. To send

> > Microsoft your product wishes see http://money.mvps.org/wishes.aspx
> > > I do not respond to any unsolicited email regarding Money
> > > "Marty" <Marty[at]discussions.microsoft.com> wrote in message

> > news:19926A98-A6F3-432A-A68B-733239964333[at]microsoft.com...
> > > I have Money 2004 but i first had 2002 and i think i setup my accounts
> > > wrong
> > > i have a checking and savings account but money shows them as bank
> > > accounts
> > > how do i change them to read checking and savings accounts i tried
> > > going
> > > to
> > > setup again and changing he details but there is no option for checking
> > > or
> > > savings accounts.
> > >


  #1  
Old 04-04-2005, 06:41 AM
Marty
Guest
 
Posts: n/a
Default Re: Account type

Thank you for the reply. the only real issue i have with that is when i try
to get a cash forcast it says i need to have a checking or savings account
which makes me think i setup my accounts wrong is this wrong or is there
another way to view my forcast.

"Glyn Simpson, MVP" wrote:

- quote -

> Accounts created will only show one of a few options as an account type in
> their account details, irrespective of what you selected originally - Bank,
> Credit Card, Cash or Other, Asset and Liability are the options on my
> version [Investment accounts don't have the option]. So, if that's where
> you're looking, it's nothing to worry about. The mechanism for tracking a
> savings account and a checking account are the same in Money.
> --
> Glyn Simpson, Microsoft MVP - Money
> http://money.mvps.org
> Check http://money.mvps.org/faq for tips and fixes for MS Money. To send
> Microsoft your product wishes see http://money.mvps.org/wishes.aspx
> I do not respond to any unsolicited email regarding Money
> "Marty" <Marty[at]discussions.microsoft.com> wrote in message
> news:19926A98-A6F3-432A-A68B-733239964333[at]microsoft.com...
> > I have Money 2004 but i first had 2002 and i think i setup my accounts
> > wrong
> > i have a checking and savings account but money shows them as bank
> > accounts
> > how do i change them to read checking and savings accounts i tried going
> > to
> > setup again and changing he details but there is no option for checking or
> > savings accounts.

 
Old 04-03-2005, 03:03 PM
Glyn Simpson, MVP
Guest
 
Posts: n/a
Default Re: Account type

Accounts created will only show one of a few options as an account type in
their account details, irrespective of what you selected originally - Bank,
Credit Card, Cash or Other, Asset and Liability are the options on my
version [Investment accounts don't have the option]. So, if that's where
you're looking, it's nothing to worry about. The mechanism for tracking a
savings account and a checking account are the same in Money.

--
Glyn Simpson, Microsoft MVP - Money
http://money.mvps.org

Check http://money.mvps.org/faq for tips and fixes for MS Money. To send
Microsoft your product wishes see http://money.mvps.org/wishes.aspx

I do not respond to any unsolicited email regarding Money

"Marty" <Marty[at]discussions.microsoft.com> wrote in message
news:19926A98-A6F3-432A-A68B-733239964333[at]microsoft.com...
- quote -

> I have Money 2004 but i first had 2002 and i think i setup my accounts
> wrong
> i have a checking and savings account but money shows them as bank
> accounts
> how do i change them to read checking and savings accounts i tried going
> to
> setup again and changing he details but there is no option for checking or
> savings accounts.



  #-1  
Old 04-02-2005, 06:19 AM
Marty
Guest
 
Posts: n/a
Default Account type

I have Money 2004 but i first had 2002 and i think i setup my accounts wrong
i have a checking and savings account but money shows them as bank accounts
how do i change them to read checking and savings accounts i tried going to
setup again and changing he details but there is no option for checking or
savings accounts.
 

Tags
account, type
Similar Threads
Thread Forum Replies Last Post
What is the best type of account for Home Mortgage?
Sharon: For years I have listed my Home Mortgage and my Home Equity Loans as Account Type "Loan and Liability". They were set up this way thru the wizard...
Microsoft Money 5 08-22-2004 09:37 PM
Changing Type of Account
Nitin: Can anyone help me with the following? I have couple of CD (Certificates of Deposit) with a bank. I added them to Money 2004 Deluxe. I added...
Microsoft Money 1 07-30-2004 03:00 AM
Which account type?
Mish: Hiya, I have MS Money 2001 and am having trouble determining what kind of account to use to set my mortgage which is a line of credit. I've...
Microsoft Money 2 06-22-2004 05:50 AM
Creating a new account type in 2004
Mike: I have 3 general account types: Bank, Credit, and Investment. I would like to partition my Investment accounts (n=10) into 2 new groups -...
Microsoft Money 1 12-31-2003 12:34 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 07:05 AM.