Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #16  
Old 09-30-2007, 05:12 PM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Switch between essential and advanced budget - Money Deluxe 20

"TomLouie" <TomLouie[at]discussions.microsoft.com> wrote in message
news:BDA7F2E1-8B87-4235-9938-F0A2C9C83065[at]microsoft.com...
- quote -

> Matt's solution works, I stumbled on it myself after Money wouldn't
> let me
> switch back from Ess. to Adv Budgeting.
> I think my budge got corrupted after Money helpfully noticed that a
> split
> transaction with two different subcategories wasn't being tracked in
> my
> budget, and offered to track them. I said yes and my probs began.
> In the
> future, I'll decline that "helpful" offer.


There also may be reasons to intentionally not track certain
subcategories. I do that for imputed income on paychecks.
--
Chris Cowles
Gainesville, FL


  #15  
Old 09-30-2007, 03:08 PM
TomLouie
Guest
 
Posts: n/a
Default RE: Switch between essential and advanced budget - Money Deluxe 20

Matt's solution works, I stumbled on it myself after Money wouldn't let me
switch back from Ess. to Adv Budgeting.

I think my budge got corrupted after Money helpfully noticed that a split
transaction with two different subcategories wasn't being tracked in my
budget, and offered to track them. I said yes and my probs began. In the
future, I'll decline that "helpful" offer.

Tom
  #14  
Old 03-23-2006, 11:29 PM
Bryce White
Guest
 
Posts: n/a
Default RE: Switch between essential and advanced budget - Money Deluxe 20

Still nothing works!! Very frustrating - I've tried every type, I've repaid
the file, I've removed Money and reinstalled, and still nothing works.

Sometimes I really hate MS Money!!!!!

"Iowa chapman" wrote:

- quote -

> This works, I was thinking of doing this before I started searching, but
> thought ok maybe there is a easier solution on the MSN site. Needless to
> say, this pain in da arse solution does work, and is the only thing I have
> found that does work. Thanks for the post.
> Hopefully Microsoft will get it together to get this major bug fixed. What
> a pain, supposed to make our life easier not more of a headache.
>
> "matt" wrote:
> > Here's a way I found to reset the budget when there are "phantom" expenses
> > lurking around. Nothing else seemed to work
> > > Go to the budget tab.

> > Click on Edit expenses in the sidebar
> > Remove ALL categories (should say Total: $0) then click done
> > Now if you still have phantom expenses in your budget, and can't go to the
> > Advanced Budget, do the following
> > > Click on the Budget vs. Spending subtab

> > Make note of any phantom categories you see remaining in your budget (these
> > are what you need to get rid of)
> > Somehow, get to the Categories & Payees window (banking-> account tools-> ....)
> > For every category (subcategory) that you noted was a phantom in the budget:
> > - double click the (sub)category
> > - move all transactions to some temporary category (use only top-level
> > categories, no subcategories)
> > - when finished, click done
> > - from the Categories & Payess window, delete the phantom (sub)category
> > - when it asks for a new category to put the deleted stuff in, choose the
> > temporary category you just moved the transactions to
> > > After doing this for all phantom categories, go back to the budget tab.

> > Click on Edit expenses in the sidebar
> > You should now see the temporary categories - the phantoms have materialized!
> > Remove all the categories and click done
> > > This should have fully reset your budget. Move your transactions from the

> > temporary categories back to where they belong and rebuild your budget again
> > from the ground up.
> > > This worked for me. Hope it helps for you too.
> > > > > "mike" wrote:
> > > > Same issue here, and I can't get it fixed. Tried the KB article ... no luck.
> > > Repaired the file, no luck.
> > > > > Any other ideas out there?
> > > > > "Colety" wrote:
> > > > > > Same issue here, budgeting is essentially useless now that it will not switch
> > > > to Advanced mode. Anyone any ideas? I too have tried repairing file and
> > > > deleting all income and expenses. Nothing works. You would think a budget
> > > > would be simple enough to make actually work!
> > > > > > > "Carl K" wrote:
> > > > > > > > I have already created a budget that is using essential budget mode. I want
> > > > > to switch from essential to advance using the change settings link. When I
> > > > > attempt to change, nothing happens. All other areas (bills/reports, etc)
> > > > > that have the ability to switch between these modes will switch correctly.
> > > > > What am I not doing?

  #13  
Old 01-12-2006, 04:57 AM
Iowa chapman
Guest
 
Posts: n/a
Default RE: Switch between essential and advanced budget - Money Deluxe 20

This works, I was thinking of doing this before I started searching, but
thought ok maybe there is a easier solution on the MSN site. Needless to
say, this pain in da arse solution does work, and is the only thing I have
found that does work. Thanks for the post.

Hopefully Microsoft will get it together to get this major bug fixed. What
a pain, supposed to make our life easier not more of a headache.



"matt" wrote:

- quote -

> Here's a way I found to reset the budget when there are "phantom" expenses
> lurking around. Nothing else seemed to work
> Go to the budget tab.
> Click on Edit expenses in the sidebar
> Remove ALL categories (should say Total: $0) then click done
> Now if you still have phantom expenses in your budget, and can't go to the
> Advanced Budget, do the following
> Click on the Budget vs. Spending subtab
> Make note of any phantom categories you see remaining in your budget (these
> are what you need to get rid of)
> Somehow, get to the Categories & Payees window (banking-> account tools-> ....)
> For every category (subcategory) that you noted was a phantom in the budget:
> - double click the (sub)category
> - move all transactions to some temporary category (use only top-level
> categories, no subcategories)
> - when finished, click done
> - from the Categories & Payess window, delete the phantom (sub)category
> - when it asks for a new category to put the deleted stuff in, choose the
> temporary category you just moved the transactions to
> After doing this for all phantom categories, go back to the budget tab.
> Click on Edit expenses in the sidebar
> You should now see the temporary categories - the phantoms have materialized!
> Remove all the categories and click done
> This should have fully reset your budget. Move your transactions from the
> temporary categories back to where they belong and rebuild your budget again
> from the ground up.
> This worked for me. Hope it helps for you too.
> "mike" wrote:
> > Same issue here, and I can't get it fixed. Tried the KB article ... no luck.
> > Repaired the file, no luck.
> > > Any other ideas out there?
> > > "Colety" wrote:
> > > > Same issue here, budgeting is essentially useless now that it will not switch
> > > to Advanced mode. Anyone any ideas? I too have tried repairing file and
> > > deleting all income and expenses. Nothing works. You would think a budget
> > > would be simple enough to make actually work!
> > > > > "Carl K" wrote:
> > > > > > I have already created a budget that is using essential budget mode. I want
> > > > to switch from essential to advance using the change settings link. When I
> > > > attempt to change, nothing happens. All other areas (bills/reports, etc)
> > > > that have the ability to switch between these modes will switch correctly.
> > > > What am I not doing?

  #12  
Old 01-08-2006, 08:46 PM
SethD
Guest
 
Posts: n/a
Default RE: Switch between essential and advanced budget - Money Deluxe 20

Matt -

That worked. Thanks for the post.
--
Seth


"matt" wrote:

- quote -

> Here's a way I found to reset the budget when there are "phantom" expenses
> lurking around. Nothing else seemed to work
> Go to the budget tab.
> Click on Edit expenses in the sidebar
> Remove ALL categories (should say Total: $0) then click done
> Now if you still have phantom expenses in your budget, and can't go to the
> Advanced Budget, do the following
> Click on the Budget vs. Spending subtab
> Make note of any phantom categories you see remaining in your budget (these
> are what you need to get rid of)
> Somehow, get to the Categories & Payees window (banking-> account tools-> ....)
> For every category (subcategory) that you noted was a phantom in the budget:
> - double click the (sub)category
> - move all transactions to some temporary category (use only top-level
> categories, no subcategories)
> - when finished, click done
> - from the Categories & Payess window, delete the phantom (sub)category
> - when it asks for a new category to put the deleted stuff in, choose the
> temporary category you just moved the transactions to
> After doing this for all phantom categories, go back to the budget tab.
> Click on Edit expenses in the sidebar
> You should now see the temporary categories - the phantoms have materialized!
> Remove all the categories and click done
> This should have fully reset your budget. Move your transactions from the
> temporary categories back to where they belong and rebuild your budget again
> from the ground up.
> This worked for me. Hope it helps for you too.
> "mike" wrote:
> > Same issue here, and I can't get it fixed. Tried the KB article ... no luck.
> > Repaired the file, no luck.
> > > Any other ideas out there?
> > > "Colety" wrote:
> > > > Same issue here, budgeting is essentially useless now that it will not switch
> > > to Advanced mode. Anyone any ideas? I too have tried repairing file and
> > > deleting all income and expenses. Nothing works. You would think a budget
> > > would be simple enough to make actually work!
> > > > > "Carl K" wrote:
> > > > > > I have already created a budget that is using essential budget mode. I want
> > > > to switch from essential to advance using the change settings link. When I
> > > > attempt to change, nothing happens. All other areas (bills/reports, etc)
> > > > that have the ability to switch between these modes will switch correctly.
> > > > What am I not doing?

  #11  
Old 12-03-2005, 11:04 PM
matt
Guest
 
Posts: n/a
Default RE: Switch between essential and advanced budget - Money Deluxe 20

Here's a way I found to reset the budget when there are "phantom" expenses
lurking around. Nothing else seemed to work

Go to the budget tab.
Click on Edit expenses in the sidebar
Remove ALL categories (should say Total: $0) then click done
Now if you still have phantom expenses in your budget, and can't go to the
Advanced Budget, do the following

Click on the Budget vs. Spending subtab
Make note of any phantom categories you see remaining in your budget (these
are what you need to get rid of)
Somehow, get to the Categories & Payees window (banking-> account tools-> ....)
For every category (subcategory) that you noted was a phantom in the budget:
- double click the (sub)category
- move all transactions to some temporary category (use only top-level
categories, no subcategories)
- when finished, click done
- from the Categories & Payess window, delete the phantom (sub)category
- when it asks for a new category to put the deleted stuff in, choose the
temporary category you just moved the transactions to

After doing this for all phantom categories, go back to the budget tab.
Click on Edit expenses in the sidebar
You should now see the temporary categories - the phantoms have materialized!
Remove all the categories and click done

This should have fully reset your budget. Move your transactions from the
temporary categories back to where they belong and rebuild your budget again
from the ground up.

This worked for me. Hope it helps for you too.



"mike" wrote:

- quote -

> Same issue here, and I can't get it fixed. Tried the KB article ... no luck.
> Repaired the file, no luck.
> Any other ideas out there?
> "Colety" wrote:
> > Same issue here, budgeting is essentially useless now that it will not switch
> > to Advanced mode. Anyone any ideas? I too have tried repairing file and
> > deleting all income and expenses. Nothing works. You would think a budget
> > would be simple enough to make actually work!
> > > "Carl K" wrote:
> > > > I have already created a budget that is using essential budget mode. I want
> > > to switch from essential to advance using the change settings link. When I
> > > attempt to change, nothing happens. All other areas (bills/reports, etc)
> > > that have the ability to switch between these modes will switch correctly.
> > > What am I not doing?

  #10  
Old 12-02-2005, 03:27 AM
mike
Guest
 
Posts: n/a
Default RE: Switch between essential and advanced budget - Money Deluxe 20

Same issue here, and I can't get it fixed. Tried the KB article ... no luck.
Repaired the file, no luck.

Any other ideas out there?

"Colety" wrote:

- quote -

> Same issue here, budgeting is essentially useless now that it will not switch
> to Advanced mode. Anyone any ideas? I too have tried repairing file and
> deleting all income and expenses. Nothing works. You would think a budget
> would be simple enough to make actually work!
> "Carl K" wrote:
> > I have already created a budget that is using essential budget mode. I want
> > to switch from essential to advance using the change settings link. When I
> > attempt to change, nothing happens. All other areas (bills/reports, etc)
> > that have the ability to switch between these modes will switch correctly.
> > What am I not doing?

  #9  
Old 10-31-2005, 07:10 PM
Colety
Guest
 
Posts: n/a
Default RE: Switch between essential and advanced budget - Money Deluxe 2006

Same issue here, budgeting is essentially useless now that it will not switch
to Advanced mode. Anyone any ideas? I too have tried repairing file and
deleting all income and expenses. Nothing works. You would think a budget
would be simple enough to make actually work!

"Carl K" wrote:

- quote -

> I have already created a budget that is using essential budget mode. I want
> to switch from essential to advance using the change settings link. When I
> attempt to change, nothing happens. All other areas (bills/reports, etc)
> that have the ability to switch between these modes will switch correctly.
> What am I not doing?

  #8  
Old 10-22-2005, 03:04 PM
rikmar67
Guest
 
Posts: n/a
Default Re: Switch between essential and advanced budget - Money Deluxe 20

I'll tell you, I have spent hours and hours trying to get this damn thing
working. Finally, I did. What I did was create a new Money file. Then, BEFORE
importing your QIF switch to the Advanced Budget. The problem is that if you
import first then you can't switch. But switching first seemed to work, at
least for me.

Now if I could only get the budget figures to make sense...

"rikmar67" wrote:

- quote -

> I am having the same problem, can't switch to Advanced Budget. I removed all
> income and expense items from the budget as the KB suggested. I even repaired
> my database as suggested. Still no go. Whenever attempting to switch to
> Advanced Budget it just goes right back to Essential Budget. Is there a
> solution that really works?
> "SteveC" wrote:
> > Yeah, we all learn that the first time. Another feature that is useless
> > unless you do it permanently.
> > "big al" <bigal[at]discussions.microsoft.com> wrote in message
> > news:5257C6B2-0CEA-48F1-99B8-CEDFC420A402[at]microsoft.com...
> > > this has happened to me too
> > > > > unfortunately, you have to remove all your income and expenses, change to
> > > advanced and start again!
> > > useful, huh?
> > > > > Allan
> > > > > "Carl K" wrote:
> > > > > > I have already created a budget that is using essential budget mode. I
> > > > want
> > > > to switch from essential to advance using the change settings link. When
> > > > I
> > > > attempt to change, nothing happens. All other areas (bills/reports, etc)
> > > > that have the ability to switch between these modes will switch
> > > > correctly.
> > > > What am I not doing?
> > >
  #7  
Old 10-22-2005, 12:04 AM
onibocho
Guest
 
Posts: n/a
Default re:Switch between essential and advanced budget - Money Deluxe

did anyone ever get this thing to work? I've contacted Microsoft, bu
they aren't much more help than the KB file

I even went so far as to create a new money file and using th
export/import feature ... which is seriously lacking. i'm a smal
business user and all of the small business information is no
included with the export

maybe if i had 24 hours and 10,000mg of advil i could spend the tim
to re-key everything

  #6  
Old 10-14-2005, 04:22 AM
rikmar67
Guest
 
Posts: n/a
Default Re: Switch between essential and advanced budget - Money Deluxe 20

I am having the same problem, can't switch to Advanced Budget. I removed all
income and expense items from the budget as the KB suggested. I even repaired
my database as suggested. Still no go. Whenever attempting to switch to
Advanced Budget it just goes right back to Essential Budget. Is there a
solution that really works?

"SteveC" wrote:

- quote -

> Yeah, we all learn that the first time. Another feature that is useless
> unless you do it permanently.
> "big al" <bigal[at]discussions.microsoft.com> wrote in message
> news:5257C6B2-0CEA-48F1-99B8-CEDFC420A402[at]microsoft.com...
> > this has happened to me too
> > > unfortunately, you have to remove all your income and expenses, change to

> > advanced and start again!
> > useful, huh?
> > > Allan
> > > "Carl K" wrote:
> > > > I have already created a budget that is using essential budget mode. I
> > > want
> > > to switch from essential to advance using the change settings link. When
> > > I
> > > attempt to change, nothing happens. All other areas (bills/reports, etc)
> > > that have the ability to switch between these modes will switch
> > > correctly.
> > > What am I not doing?

  #5  
Old 10-11-2005, 04:45 PM
SteveC
Guest
 
Posts: n/a
Default Re: Switch between essential and advanced budget - Money Deluxe 2006

Yeah, we all learn that the first time. Another feature that is useless
unless you do it permanently.
"big al" <bigal[at]discussions.microsoft.com> wrote in message
news:5257C6B2-0CEA-48F1-99B8-CEDFC420A402[at]microsoft.com...
- quote -

> this has happened to me too
> unfortunately, you have to remove all your income and expenses, change to
> advanced and start again!
> useful, huh?
> Allan
> "Carl K" wrote:
> > I have already created a budget that is using essential budget mode. I
> > want
> > to switch from essential to advance using the change settings link. When
> > I
> > attempt to change, nothing happens. All other areas (bills/reports, etc)
> > that have the ability to switch between these modes will switch
> > correctly.
> > What am I not doing?



  #4  
Old 10-11-2005, 01:16 AM
big al
Guest
 
Posts: n/a
Default RE: Switch between essential and advanced budget - Money Deluxe 2006

this has happened to me too

unfortunately, you have to remove all your income and expenses, change to
advanced and start again!
useful, huh?

Allan

"Carl K" wrote:

- quote -

> I have already created a budget that is using essential budget mode. I want
> to switch from essential to advance using the change settings link. When I
> attempt to change, nothing happens. All other areas (bills/reports, etc)
> that have the ability to switch between these modes will switch correctly.
> What am I not doing?

  #3  
Old 09-02-2005, 02:59 PM
Mike
Guest
 
Posts: n/a
Default Re: Switch between essential and advanced budget - Money Deluxe 20

I found this in the Knowledge Base:
http://support.microsoft.com/default...b;en-us;899628

but this didn't work for me either.

"Carl K" wrote:

- quote -

> "Shadowz" wrote:
> > > "Carl K" <CarlK[at]discussions.microsoft.com> wrote in message

> > news:38FFFB07-6D4E-467F-8EAC-C94273FBCF29[at]microsoft.com...
> > > I have already created a budget that is using essential budget mode. I

> > want
> > > to switch from essential to advance using the change settings link. When

> > I
> > > attempt to change, nothing happens. All other areas (bills/reports, etc)
> > > that have the ability to switch between these modes will switch

> > correctly.
> > > What am I not doing?
> > > Try repairing your money file. I had this same problem a few days ago.

> > Different situation I was on machine B and was opening money file that was
> > located on share on machine A. Machine B isn't all that stable and crashed
> > while in money. I was playing around with the budget feature also switching
> > back and forth. After a crash I started money and went back to the budget
> > area and noticed I was in essential mode when I new before the crash I was
> > in advanced mode. I tried to switch back to advance mode to play around
> > with it again and it wouldn't switch. I restored from a previous backup and
> > it fixed the problem. However in your case the backup may also be corrupted
> > and repairing may be your only option.
> > > Thanks Shadowz...for your response. I tried repairing the file and the log

> indicated there were no broken records to fix....still have the problem.

  #2  
Old 09-02-2005, 02:55 PM
Mike
Guest
 
Posts: n/a
Default Re: Switch between essential and advanced budget - Money Deluxe 20

I am also having this exact same problem. Repairing the Money file did not
change the results.

"Carl K" wrote:

- quote -

> "Shadowz" wrote:
> > > "Carl K" <CarlK[at]discussions.microsoft.com> wrote in message

> > news:38FFFB07-6D4E-467F-8EAC-C94273FBCF29[at]microsoft.com...
> > > I have already created a budget that is using essential budget mode. I

> > want
> > > to switch from essential to advance using the change settings link. When

> > I
> > > attempt to change, nothing happens. All other areas (bills/reports, etc)
> > > that have the ability to switch between these modes will switch

> > correctly.
> > > What am I not doing?
> > > Try repairing your money file. I had this same problem a few days ago.

> > Different situation I was on machine B and was opening money file that was
> > located on share on machine A. Machine B isn't all that stable and crashed
> > while in money. I was playing around with the budget feature also switching
> > back and forth. After a crash I started money and went back to the budget
> > area and noticed I was in essential mode when I new before the crash I was
> > in advanced mode. I tried to switch back to advance mode to play around
> > with it again and it wouldn't switch. I restored from a previous backup and
> > it fixed the problem. However in your case the backup may also be corrupted
> > and repairing may be your only option.
> > > Thanks Shadowz...for your response. I tried repairing the file and the log

> indicated there were no broken records to fix....still have the problem.

  #1  
Old 08-23-2005, 08:35 PM
Carl K
Guest
 
Posts: n/a
Default Re: Switch between essential and advanced budget - Money Deluxe 20

"Shadowz" wrote:

- quote -

> "Carl K" <CarlK[at]discussions.microsoft.com> wrote in message
> news:38FFFB07-6D4E-467F-8EAC-C94273FBCF29[at]microsoft.com...
> > I have already created a budget that is using essential budget mode. I

> want
> > to switch from essential to advance using the change settings link. When

> I
> > attempt to change, nothing happens. All other areas (bills/reports, etc)
> > that have the ability to switch between these modes will switch

> correctly.
> > What am I not doing?

> Try repairing your money file. I had this same problem a few days ago.
> Different situation I was on machine B and was opening money file that was
> located on share on machine A. Machine B isn't all that stable and crashed
> while in money. I was playing around with the budget feature also switching
> back and forth. After a crash I started money and went back to the budget
> area and noticed I was in essential mode when I new before the crash I was
> in advanced mode. I tried to switch back to advance mode to play around
> with it again and it wouldn't switch. I restored from a previous backup and
> it fixed the problem. However in your case the backup may also be corrupted
> and repairing may be your only option.

Thanks Shadowz...for your response. I tried repairing the file and the log
indicated there were no broken records to fix....still have the problem.
 
Old 08-22-2005, 01:49 PM
Shadowz
Guest
 
Posts: n/a
Default Re: Switch between essential and advanced budget - Money Deluxe 2006


"Carl K" <CarlK[at]discussions.microsoft.com> wrote in message
news:38FFFB07-6D4E-467F-8EAC-C94273FBCF29[at]microsoft.com...
- quote -

> I have already created a budget that is using essential budget mode. I
want
> to switch from essential to advance using the change settings link. When

I
> attempt to change, nothing happens. All other areas (bills/reports, etc)
> that have the ability to switch between these modes will switch

correctly.
> What am I not doing?


Try repairing your money file. I had this same problem a few days ago.
Different situation I was on machine B and was opening money file that was
located on share on machine A. Machine B isn't all that stable and crashed
while in money. I was playing around with the budget feature also switching
back and forth. After a crash I started money and went back to the budget
area and noticed I was in essential mode when I new before the crash I was
in advanced mode. I tried to switch back to advance mode to play around
with it again and it wouldn't switch. I restored from a previous backup and
it fixed the problem. However in your case the backup may also be corrupted
and repairing may be your only option.


  #-1  
Old 08-19-2005, 08:59 PM
Carl K
Guest
 
Posts: n/a
Default Switch between essential and advanced budget - Money Deluxe 2006

I have already created a budget that is using essential budget mode. I want
to switch from essential to advance using the change settings link. When I
attempt to change, nothing happens. All other areas (bills/reports, etc)
that have the ability to switch between these modes will switch correctly.
What am I not doing?
 

Tags
2006, advanced, budget, deluxe, essential, money, switch
Similar Threads
Thread Forum Replies Last Post
05 - stuck in Essential Budget
Chris Cowles: I can't seem to display the Advanced Budget. I'm stuck in Essential (ie: dumb) even though I repeatedly attempt to change budget settings from...
Microsoft Money 5 03-24-2005 03:33 AM
Advanced budget problem - please help
Mark: I am trying to use the advanced budget. I enter all of my expenses and Money automatically enters some my apay bills. Everything on the expenses...
Microsoft Money 1 03-13-2005 03:47 AM
Money 2005 Account Adjustments Essential vs advanced...
abright: I'm near giving up. Quicken and Money have almost defeated me again. I've been using Money 2005 and I cannot for the love of Pete figure out why I...
Microsoft Money 8 02-16-2005 06:56 AM



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 10:51 AM.