|
#1
| |||
| |||
| Can someone decipher this: Hi CustomerName, My name is Lorraine from Microsoft Money Technical Support. I am writing to you in regards Microsoft Money 2006. I have tried contacting you by phone but you have privacy protection which did not allow me to contact you. I have read your Problem Statement and I to find a resolve for this issue a work around we should follow is listed in this email: 1. On the Investing menu, click Portfolio. 2. Choose Work with investments, then Choose a specific investment. 3. Pick a mutual fund. 4. Choose Details. 5. Next to "Change asset allocation", click the Change button. 6. Enter the Asset Allocation figures for the asset classes as needed. You can enter percentages for mutual funds, so try 50% small cap, 50% large cap, for example. 7. Click Done. 8. On the Investing menu, click Asset Allocation. 9. Choose Current vs. target Note that your current asset allocation does not accurately reflect the fact that holding in the mutual fund are split between two asset classes. If you choose Reallocate assets in plan, you can assign the mutual fund to a particular asset class, but then the wizard treats all holdings in that fund as the asset class you chose, it does not seem to in any way recognize that the asset class was set as split by percentages in the investment details. Please let me know what date and time you would like us to contact you by simply responding to this message and we will follow up with you as soon as possible. You can also call our frontline support as well, I am including Microsoft Support site that contains a list of support options available to our customers: <http://support.microsoft.com/?pr=cntactms> . My office hours are: Monday - Friday - 11:00 A.M. - 8:00 P.M Atlantic Time I hope to hear from you soon! Lorraine Thank you for using Microsoft Money Technical Support Services. **Now forget the fact that they don't include an email address to reply, I actually tried this though it was hard because this isn't exactly the way M2006 works. Still the problem is that Morgan Keegan downloads the average cost of the securities instead of the closing price. When Money gets this price, it interprets it as an updated price with today's date overriding yesterday's COB price. GIGO. This is an articulation problem between MK and Money and MK needs to straighten this out with Money instead of giving me the runaround. Dont you love the fact that I am addressed as Customer Name and they claimed they couldn't call me because I have privacy director so if the firm doesn't divulge its name and number when they call, they merely have to say the name to get through to me. No time to do that, just click. "SteveC" <src[at]conklan.us> wrote in message news:ug7uc%23IjFHA.3336[at]TK2MSFTNGP10.phx.gbl... - quote - > It is MK that is sending me erroneous statements. Problem is that > updating the quotes doesn't fix it since these two mutual funds are > apparently updated only each night so the download from MK is read as the > latest info by MSMoney putting my portforlio temporarily showing thousands > of dollars of loss. I guess they don't have a clue that they are sending > out wrong information now since Friday! And no tech support email on > their web site for me to tell them. I notified my consultant. IN a month > or so it might get fixed. > "SteveC" <src[at]conklan.us> wrote in message > news:OUos$R7iFHA.2644[at]TK2MSFTNGP09.phx.gbl... > > I am getting some weird results last two days with quotes in that two of > > my mutual funds that closed Friday at $30 + prices are being listed as $7 > > causing quite a stir in my portfolio. I double checked them on MSN and > > was able to delete the faulty prices (going to manual update). When I > > download new quotes the prices seem right so I am suspecting Morgan Keegan > > download as the culprit. I sent them an email. They should update again > > overnight so I will see in the morning if this has gone away. > > > Anyone else noticing this? > |
| | |||
| |||
| It is MK that is sending me erroneous statements. Problem is that updating the quotes doesn't fix it since these two mutual funds are apparently updated only each night so the download from MK is read as the latest info by MSMoney putting my portforlio temporarily showing thousands of dollars of loss. I guess they don't have a clue that they are sending out wrong information now since Friday! And no tech support email on their web site for me to tell them. I notified my consultant. IN a month or so it might get fixed. "SteveC" <src[at]conklan.us> wrote in message news:OUos$R7iFHA.2644[at]TK2MSFTNGP09.phx.gbl... - quote - > I am getting some weird results last two days with quotes in that two of my > mutual funds that closed Friday at $30 + prices are being listed as $7 > causing quite a stir in my portfolio. I double checked them on MSN and was > able to delete the faulty prices (going to manual update). When I download > new quotes the prices seem right so I am suspecting Morgan Keegan download > as the culprit. I sent them an email. They should update again overnight > so I will see in the morning if this has gone away. > Anyone else noticing this? |
|
#-1
| |||
| |||
| I am getting some weird results last two days with quotes in that two of my mutual funds that closed Friday at $30 + prices are being listed as $7 causing quite a stir in my portfolio. I double checked them on MSN and was able to delete the faulty prices (going to manual update). When I download new quotes the prices seem right so I am suspecting Morgan Keegan download as the culprit. I sent them an email. They should update again overnight so I will see in the morning if this has gone away. Anyone else noticing this? |
| Tags |
| 2006, problem, quotes |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| Money 2006 Online Services Problem David Harrison-Rand: Does anyone else have this problem: I just downloaded the trial version of Money 06 and when I try to "Check for new online services" or "Set up... | Microsoft Money | 2 | 07-17-2005 02:13 AM | |
| problem downloading quotes Don: I am having a problem downloading quotes. I hold about 180 different sticks. I asked Microsoft if there was a limit to the number of quotes I... | Microsoft Money | 4 | 06-08-2004 04:57 PM | |
| downloading Quotes problem quest: I havent been able to download Quotes since 5/13. Strange thing is I dont get an error message or any indication they failed excpept ... the 'Read... | Microsoft Money | 6 | 05-27-2004 08:51 AM | |
| M03 -- Ongoing problem downloading quotes Epictetus: Does anyone know why the technological challenge of downloading stock quotes is apparently beyond the competence of microsoft but a seemingly... | Microsoft Money | 10 | 11-14-2003 12:19 PM | |
| Updating Quotes problem with Money 2004 Ken Martin: Does anyone else have this problem? It was OK yesterday. So far today I have not been able to download the quotes. I have tried reinstalling... | Microsoft Money | 6 | 09-19-2003 03:00 PM | |
| Thread Tools | |
| Display Modes | |
| |