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#2
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| I also use the CDN version and found that most of the financial institutuins are not supported for online update. I can only download the transactions from within the institution's website. In the contrary, Quicken has a similar function and it does support TD CanadaTrust for onlne updates. I hope MS Mondy will extend the support to the Canadian banks... "Trying New Stuff All the Time" wrote: - quote - > I've been a user of Money (CDN) software for over 8 years now and recently > decided to upgrade to MONEY 2006 (CDN) because our previous files are really > messed up. Files have not been updating properly and there are way too many > categories recorded. > I'd like to keep all my past history but things have just gotten far too > complicated so we thought we'd upgrade to 2006. > Problem is that there used to be a WIZARD that would walk you through set > up....now it asks for your MSN PASSPORT. When I enter that I get all kinds of > past history coming in from previous accounts, funds etc. Is there a way to > avoid this and truely start FRESH or do I need to create a new MSN PASSPORT > for use with MONEY 2006 perhaps??? > As well, it indicates that many of the banks and financial institutions that > we use here in Canada are not supported??? ie TD Canada Trust, ING Direct, > Manulife etc.. which is bizarre! even though elsewhere indicates that they > are supported...yet you can't find them in the alphabetical listings shown. > I'm really confused by what's happening here with 2006 but would really like > to get back to tracking my finances with online software. > Hope someone can help!!! |
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#1
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| I'm pretty sure it is loading the information from MoneyCentral. You can go into the old file, go to "Tools", "Settings" and "Access Your money Data on the web". Walk through the dialogs and disconnect from MoneyCentral and tell it to delete all the data on the Web Server. Then set up your new file, and if asked for a connection to MoneyCentral, tell it to only use your local data to publish to MoneyCentral. Other than MoneyCentral, if you are doing a fresh new file, not an upgrade of an existing file, then there is no connection to get data from the old file. Hope that helps. "Trying New Stuff All the Time" wrote: - quote - > I've been a user of Money (CDN) software for over 8 years now and recently > decided to upgrade to MONEY 2006 (CDN) because our previous files are really > messed up. Files have not been updating properly and there are way too many > categories recorded. > I'd like to keep all my past history but things have just gotten far too > complicated so we thought we'd upgrade to 2006. > Problem is that there used to be a WIZARD that would walk you through set > up....now it asks for your MSN PASSPORT. When I enter that I get all kinds of > past history coming in from previous accounts, funds etc. Is there a way to > avoid this and truely start FRESH or do I need to create a new MSN PASSPORT > for use with MONEY 2006 perhaps??? > As well, it indicates that many of the banks and financial institutions that > we use here in Canada are not supported??? ie TD Canada Trust, ING Direct, > Manulife etc.. which is bizarre! even though elsewhere indicates that they > are supported...yet you can't find them in the alphabetical listings shown. > I'm really confused by what's happening here with 2006 but would really like > to get back to tracking my finances with online software. > Hope someone can help!!! |
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| In microsoft.public.money, Trying New Stuff All the Time wrote: - quote - > I've been a user of Money (CDN) software for over 8 years now and recently
I suggest you consider QIF export and import.> decided to upgrade to MONEY 2006 (CDN) because our previous files are really > messed up. Files have not been updating properly and there are way too many > categories recorded. > I'd like to keep all my past history but things have just gotten far too > complicated so we thought we'd upgrade to 2006. - quote - > Problem is that there used to be a WIZARD that would walk you through set
Select Decline when you get to the section early in the process.> up....now it asks for your MSN PASSPORT. When I enter that I get all kinds of > past history coming in from previous accounts, funds etc. Is there a way to > avoid this and truely start FRESH or do I need to create a new MSN PASSPORT > for use with MONEY 2006 perhaps??? That will be followed by another box where you will confirm you do not want a Passport on that file. Then you will get a box asking about a conventional password. You can select to not have a password at all - quote - > As well, it indicates that many of the banks and financial institutions that
I don't have much to offer there. Let's hope one of the Canadian> we use here in Canada are not supported??? ie TD Canada Trust, ING Direct, > Manulife etc.. which is bizarre! even though elsewhere indicates that they > are supported...yet you can't find them in the alphabetical listings shown. > I'm really confused by what's happening here with 2006 but would really like > to get back to tracking my finances with online software. > Hope someone can help!!! users will have some suggestions there. A really neat way to find prior postings in this group is to use the Google Usenet Groups archive. http://groups.google.com/advanced_group_search enter words that you think would be in relevant posts into the "all of the words" box. Enter microsoft.public.money into the newsgroup box. Consider selecting Sort By Date. |
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#-1
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| I've been a user of Money (CDN) software for over 8 years now and recently decided to upgrade to MONEY 2006 (CDN) because our previous files are really messed up. Files have not been updating properly and there are way too many categories recorded. I'd like to keep all my past history but things have just gotten far too complicated so we thought we'd upgrade to 2006. Problem is that there used to be a WIZARD that would walk you through set up....now it asks for your MSN PASSPORT. When I enter that I get all kinds of past history coming in from previous accounts, funds etc. Is there a way to avoid this and truely start FRESH or do I need to create a new MSN PASSPORT for use with MONEY 2006 perhaps??? As well, it indicates that many of the banks and financial institutions that we use here in Canada are not supported??? ie TD Canada Trust, ING Direct, Manulife etc.. which is bizarre! even though elsewhere indicates that they are supported...yet you can't find them in the alphabetical listings shown. I'm really confused by what's happening here with 2006 but would really like to get back to tracking my finances with online software. Hope someone can help!!! |
| Tags |
| 2006, fresh, money, starting |
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