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  #7  
Old 09-27-2005, 03:34 AM
Dick Watson
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Posts: n/a
Default Re: Money 2006 new feature

True enough. Nonetheless, I'd just as soon not have to enter anything.

"Shadowz" <Shadowz[at]NoSpam.com> wrote in message
news:11jg4i9g1e39d3d[at]corp.supernews.com...
- quote -

> I'm not 100% it really matters much. Just enter some default info. Since
> you change the unit price each time anyway having the bill default to say
> 1.00 unit price will not cause any problems.



  #6  
Old 09-26-2005, 03:23 PM
Shadowz
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Posts: n/a
Default Re: Money 2006 new feature


"Art McClinton" <art[at]nova.org> wrote in message
news:BHdZe.28057$hp.21688[at]lakeread08...
- quote -

> For the past 4 versions of money I have had a bill in place to purchase
> mutual funds on a biweekly basis. This is part of my 403B program and I
> know the amount of the purchase which does not change, but do not know
> the quantity or price since obviously this would change depending upon
> the market. Thus I had an outstanding bill to buy an unknown quantity
> at an unknown price and on a bi-weekly basis I would fill in the unit
> price which would yield a quantity. I recently needed to change the
> total amount of money but it will not let me save the bill without
> filling in the quantity and price.
> Is their anyway around this? If I could download the information
> without waiting for quarterly statements I probably would be happy with
> just doing that and not placing a manual entry. This now requires that I
> enter unchanging information bi-weekly. Seems like a step backward. I
> used Money 2006 for close to 3 months prior to needing to change the
> amount with no problems. It appears to be only a requirement on editing
> a bill.
> Art McClinton


I'm not 100% it really matters much. Just enter some default info. Since
you change the unit price each time anyway having the bill default to say
1.00 unit price will not cause any problems.


  #5  
Old 09-26-2005, 01:21 AM
Chris Cowles
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Posts: n/a
Default Re: Money 2006 new feature

johnbusc[at]hotmail.com wrote:
- quote -

> It does appear that one is now able to enter a NEW recurring investment
> purchase and enter any legal value for quantity, including zero or even
> a fractional share, without Money entering a corresponding price. But
> as soon as one attempts to edit this NEW recurring transaction OR any
> existing ones of course, Money will enter a corresponding price.


From that description, this seems like a bug more than bad intentional
design. That doesn't make any more likely to be fixed, though.
--
Chris Cowles
Gainesville, FL


  #4  
Old 09-25-2005, 04:01 PM
johnbusc@hotmail.com
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Posts: n/a
Default Re: Money 2006 new feature

Art,

I have had no need to edit any of my recurring Investment Purchases
since changing to M06, so was quite interested to learn of your recent
experience.

It does appear that one is now able to enter a NEW recurring investment
purchase and enter any legal value for quantity, including zero or even
a fractional share, without Money entering a corresponding price. But
as soon as one attempts to edit this NEW recurring transaction OR any
existing ones of course, Money will enter a corresponding price.

I suppose one workaround is to enter a new replacement recurring
investment purchase with the revised amount of the purchase and a
placeholder quantity followed by deletion of the old recurring
purchase.

I also plan to see if the conversion, without quantity, from M05 with
the existing transactions, may have led to some of the other weirdness
I've seen (eg, slow start-up with background update processes). I'm
not expecting much but am curious if there is any change by deleting
these recurring purchases. After all, no sense in keeping them since,
as you've pointed out, upon revision the new requirements will be
enforced.

However, I agree that something is amiss about the whole process and am
tempted to enquire with Money support. However, I imagine it will be
all too easy for them to just say its intended (more so than confirming
the madness of their methods)!

Regards,
JB


Art McClinton wrote:
- quote -

> I did set these up originally in 02 or earlier. Not certain when. I
> have since on each version changed the total amount of the purchase.
> This was the first time it would not allow me to do so.
> I agree that the developers seem to have missed the point on
> understanding what information that a user has available and how to
> model what is going on. I would think that on regular investment
> purchases I should be able to indicate the amount of the purchase and
> Money would figure out the current share price on the date and from that
> the number of shares.
> I have submitted this to the wish list as early as 1999, but I do not
> think that they read the wish list.
> Art McClinton
> Dick Watson wrote:
> > I haven't tried editing any of my similar transactions setup in M06. In M04,
> > you could leave these fields blank in an "Investment Purchase" series but
> > not in a Bill series that was "Buy Investment/CD."
> > > There are many bogus enforced restrictions in editing scheduled transactions

> > in Money versions after the M02 change to the scheduled transactions model.
> > These cases always enforce some restriction on a scheduled transaction that
> > does not exist and is not needed in the transaction registers.
> > > This is about the ONLY case where a restriction that makes sense for a

> > transaction entered into a register makes no sense for a scheduled
> > transaction. What sense is there in scheduling an investment and having to
> > know a future share price to do so?
> > > At any rate, the many restrictions enforced when editing scheduled

> > transactions cannot be avoided by any way I've ever found.
> > > "Art McClinton" <art[at]nova.org> wrote in message

> > news:BHdZe.28057$hp.21688[at]lakeread08...
> > > > For the past 4 versions of money I have had a bill in place to purchase
> > > mutual funds on a biweekly basis. This is part of my 403B program and I
> > > know the amount of the purchase which does not change, but do not know the
> > > quantity or price since obviously this would change depending upon the
> > > market. Thus I had an outstanding bill to buy an unknown quantity at an
> > > unknown price and on a bi-weekly basis I would fill in the unit price
> > > which would yield a quantity. I recently needed to change the total
> > > amount of money but it will not let me save the bill without filling in
> > > the quantity and price.
> > > > > Is their anyway around this? If I could download the information without
> > > waiting for quarterly statements I probably would be happy with just doing
> > > that and not placing a manual entry. This now requires that I enter
> > > unchanging information bi-weekly. Seems like a step backward. I used
> > > Money 2006 for close to 3 months prior to needing to change the amount
> > > with no problems. It appears to be only a requirement on editing a bill.
> > > > > Art McClinton

> >
  #3  
Old 09-25-2005, 01:09 PM
Art McClinton
Guest
 
Posts: n/a
Default Re: Money 2006 new feature

I did set these up originally in 02 or earlier. Not certain when. I
have since on each version changed the total amount of the purchase.
This was the first time it would not allow me to do so.

I agree that the developers seem to have missed the point on
understanding what information that a user has available and how to
model what is going on. I would think that on regular investment
purchases I should be able to indicate the amount of the purchase and
Money would figure out the current share price on the date and from that
the number of shares.

I have submitted this to the wish list as early as 1999, but I do not
think that they read the wish list.

Art McClinton

Dick Watson wrote:

- quote -

> I haven't tried editing any of my similar transactions setup in M06. In M04,
> you could leave these fields blank in an "Investment Purchase" series but
> not in a Bill series that was "Buy Investment/CD."
> There are many bogus enforced restrictions in editing scheduled transactions
> in Money versions after the M02 change to the scheduled transactions model.
> These cases always enforce some restriction on a scheduled transaction that
> does not exist and is not needed in the transaction registers.
> This is about the ONLY case where a restriction that makes sense for a
> transaction entered into a register makes no sense for a scheduled
> transaction. What sense is there in scheduling an investment and having to
> know a future share price to do so?
> At any rate, the many restrictions enforced when editing scheduled
> transactions cannot be avoided by any way I've ever found.
> "Art McClinton" <art[at]nova.org> wrote in message
> news:BHdZe.28057$hp.21688[at]lakeread08...
> > For the past 4 versions of money I have had a bill in place to purchase
> > mutual funds on a biweekly basis. This is part of my 403B program and I
> > know the amount of the purchase which does not change, but do not know the
> > quantity or price since obviously this would change depending upon the
> > market. Thus I had an outstanding bill to buy an unknown quantity at an
> > unknown price and on a bi-weekly basis I would fill in the unit price
> > which would yield a quantity. I recently needed to change the total
> > amount of money but it will not let me save the bill without filling in
> > the quantity and price.
> > > Is their anyway around this? If I could download the information without

> > waiting for quarterly statements I probably would be happy with just doing
> > that and not placing a manual entry. This now requires that I enter
> > unchanging information bi-weekly. Seems like a step backward. I used
> > Money 2006 for close to 3 months prior to needing to change the amount
> > with no problems. It appears to be only a requirement on editing a bill.
> > > Art McClinton

  #2  
Old 09-25-2005, 12:08 PM
William R Wood
Guest
 
Posts: n/a
Default Re: Money 2006 new feature


"Art McClinton" <art[at]nova.org> wrote in message
news:BHdZe.28057$hp.21688[at]lakeread08...
- quote -

> For the past 4 versions of money I have had a bill in place to purchase
> mutual funds on a biweekly basis. This is part of my 403B program and I
> know the amount of the purchase which does not change, but do not know the
> quantity or price since obviously this would change depending upon the
> market. Thus I had an outstanding bill to buy an unknown quantity at an
> unknown price and on a bi-weekly basis I would fill in the unit price
> which would yield a quantity. I recently needed to change the total
> amount of money but it will not let me save the bill without filling in
> the quantity and price.
> Is their anyway around this? If I could download the information without
> waiting for quarterly statements I probably would be happy with just doing
> that and not placing a manual entry. This now requires that I enter
> unchanging information bi-weekly. Seems like a step backward. I used
> Money 2006 for close to 3 months prior to needing to change the amount
> with no problems. It appears to be only a requirement on editing a bill.
> Art McClinton



Ah yes, another reason I have never "upgraded" beyond Money 2002.

I am virtually positive that Dick Watson is correct - the Money developers
are clueless and should be forced to use their own software so that they can
see how dumb some of their brilliant ideas really are

The really scary part is what negative changes will they make in Money 2007,
2008 etc which folks will now be forced to buy if they want to continue
downloads.

Money 2002 is still available at Amazon and it represents a real upgrade
from 2006!


Regards,

Bill Wood
Fountain Hills, AZ


  #1  
Old 09-24-2005, 09:35 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: Money 2006 new feature

This is definitely different in M06. What a POS. It INSISTS on having a
quantity and won't even let you skip it to put in a price and a total
leaving Money to put in a qty.

Yet more proof that this thing is being designed by people who don't
actually use it or have the slightest clue how it does get used.

"Art McClinton" <art[at]nova.org> wrote in message
news:BHdZe.28057$hp.21688[at]lakeread08...
- quote -

> For the past 4 versions of money I have had a bill in place to purchase
> mutual funds on a biweekly basis. This is part of my 403B program and I
> know the amount of the purchase which does not change, but do not know the
> quantity or price since obviously this would change depending upon the
> market. Thus I had an outstanding bill to buy an unknown quantity at an
> unknown price and on a bi-weekly basis I would fill in the unit price
> which would yield a quantity. I recently needed to change the total
> amount of money but it will not let me save the bill without filling in
> the quantity and price.
> Is their anyway around this? If I could download the information without
> waiting for quarterly statements I probably would be happy with just doing
> that and not placing a manual entry. This now requires that I enter
> unchanging information bi-weekly. Seems like a step backward. I used
> Money 2006 for close to 3 months prior to needing to change the amount
> with no problems. It appears to be only a requirement on editing a bill.



 
Old 09-24-2005, 04:03 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: Money 2006 new feature

I haven't tried editing any of my similar transactions setup in M06. In M04,
you could leave these fields blank in an "Investment Purchase" series but
not in a Bill series that was "Buy Investment/CD."

There are many bogus enforced restrictions in editing scheduled transactions
in Money versions after the M02 change to the scheduled transactions model.
These cases always enforce some restriction on a scheduled transaction that
does not exist and is not needed in the transaction registers.

This is about the ONLY case where a restriction that makes sense for a
transaction entered into a register makes no sense for a scheduled
transaction. What sense is there in scheduling an investment and having to
know a future share price to do so?

At any rate, the many restrictions enforced when editing scheduled
transactions cannot be avoided by any way I've ever found.

"Art McClinton" <art[at]nova.org> wrote in message
news:BHdZe.28057$hp.21688[at]lakeread08...
- quote -

> For the past 4 versions of money I have had a bill in place to purchase
> mutual funds on a biweekly basis. This is part of my 403B program and I
> know the amount of the purchase which does not change, but do not know the
> quantity or price since obviously this would change depending upon the
> market. Thus I had an outstanding bill to buy an unknown quantity at an
> unknown price and on a bi-weekly basis I would fill in the unit price
> which would yield a quantity. I recently needed to change the total
> amount of money but it will not let me save the bill without filling in
> the quantity and price.
> Is their anyway around this? If I could download the information without
> waiting for quarterly statements I probably would be happy with just doing
> that and not placing a manual entry. This now requires that I enter
> unchanging information bi-weekly. Seems like a step backward. I used
> Money 2006 for close to 3 months prior to needing to change the amount
> with no problems. It appears to be only a requirement on editing a bill.
> Art McClinton



  #-1  
Old 09-24-2005, 02:49 PM
Art McClinton
Guest
 
Posts: n/a
Default Money 2006 new feature

For the past 4 versions of money I have had a bill in place to purchase
mutual funds on a biweekly basis. This is part of my 403B program and I
know the amount of the purchase which does not change, but do not know
the quantity or price since obviously this would change depending upon
the market. Thus I had an outstanding bill to buy an unknown quantity
at an unknown price and on a bi-weekly basis I would fill in the unit
price which would yield a quantity. I recently needed to change the
total amount of money but it will not let me save the bill without
filling in the quantity and price.

Is their anyway around this? If I could download the information
without waiting for quarterly statements I probably would be happy with
just doing that and not placing a manual entry. This now requires that I
enter unchanging information bi-weekly. Seems like a step backward. I
used Money 2006 for close to 3 months prior to needing to change the
amount with no problems. It appears to be only a requirement on editing
a bill.

Art McClinton
 

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2006, feature, money
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