What would you like to fix in Money?

#**109** 07-09-2006, 03:11 PM

Is this thread still open? If so, it would be nice if the multiple users at
the same institution (e.g. Vanguard) problem would be fixed... apparently,
Money confuses accounts and retrieves statements from the wrong one when
multiple accounts at Vanguard are setup.

"Vadim Rapp" <vr[at]myrealbox.nospam.com> wrote in message
news:umakpnteGHA.3468[at]TK2MSFTNGP03.phx.gbl...
- quote -

> I don't see why it's a bug. I think when you change account back to IRA,
> it's not that "So it CAN recognize LOTS but by default Avg ", but what
> happens is the gain is already calculated (using your non-IRA method) and
> stored somewhere, so Money merely does not recalculate it. In fact, you
> tried to fool Money by specifying in non-IRA mode something that IRA
> account does not support. I don't think Money's non-supporting of the
> tricks like this could be qualified as a bug.
> As I understand, IRA does not support lots' allocation because with
> tax-deferred account it's irrelevant. Am I right? If so, then why do you
> want it?
> thanks,
> Vadim Rapp
> Hello -,
> You wrote in conference microsoft.public.money on Wed, 17 May 2006
> 09:51:10 -0400:
> B> "Vadim Rapp" <vr[at]nospam.myrealbox.com> wrote in message
> B> news:%23leC57$YGHA.3936[at]TK2MSFTNGP05.phx.gbl...
> B> > Hello,
> B> > B> > please respond to this thread with the annoying things you would like
> B> > fixed
> B> > in Money. I will try to reproduce them in the next Money Beta, so
> B> > there will
> B> > be a chance to have them fixed.
> B> > B> > Ideally, please post in the form of steps to take/expected result/real
> B> > result.
> B> > B> > regards,
> B> > B> > Vadim Rapp
> B> > B> I have Actual Cost Basis chosen selected for IRA accounts on the
> Account
> B> Details screen (as well as all the funds in the account)- yet it uses
> B> "Avg Cost Method" only ? That's a contradiction.
> B> Let's say in 1980 I bought 500 shares of fund xyz for $10 each,
> B> and in 1990 I bought 200 shares at $32,
> B> and in 2005 I bought 100 shares at $50.
> B> I now want to sell 500 shares at $52. The way it shows in my reports
> B> reflects OLD info ( the fact that it went from $10 to $50 over 25
> B> years). To get the view of my portfolio that I want ( that the fund has
> B> only gone up $2 in the past year), I'd LIKE to sell the 500 shares from
> B> 1980: but I can't - it's not an option with an IRA.
> B> I didn't know that until I tried to sell specific lots in an IRA and
> B> couldn't.
> B> From my note to Cal,
> B> What I see when I change the account from IRA to non-IRA :
> B> I unchecked " Retirement Account" and got a warning:
> B> " Will not be able to use Update Retirement Account Wizard. Any current
> B> info entered via the wizard will be lost. Click Ok."
> B> I then noticed another box appeared on the account details - below the
> B> retirement account checkbox named " Tax Deferred". I unchecked that.
> B> Then viewed portfolio,
> B> 1. I checked the account to make sure that " Actual Cost Basis" is
> still
> B> my selection ( It was prior to all of this) It is.
> B> 2. clicked the + next to one of the sold funds to see the entries. (
> B> will do one as a test)
> B> 3. scrolled to the Sell entry and right-clicked on it.
> B> 4. I now see reallocate lots as an option - Good.
> B> 5. I selected Reallocate Lots and then I see that it is now set to "
> Use
> B> default method - FIFO for stocks or Avg Cost Basis for mutuals funds".
> B> ( Even though I have " Actual Cost Basis" selected for the account and
> B> the fund name). I changed to " Let me choose which shares ..." and
> B> clicked Next, and for this test, I chose "Max Gain"- it selected the
> B> shares.
> B> 6. Back to the main Portfolio screen and I do see that the GAIN column
> B> has changed by ~$200.
> B> 7 Close Money. Reopen the test file
> B> 8. Change the account back to Retirement- select IRA. Get the " Now you
> B> can use the Update Wizard" message.
> B> 9. Back to Portfolio screen and the Gain reflects my lots being
> B> selected ( still ~$200 difference in gain ) , but I can't tell
> otherwise
> B> as the LOTS option is no longer a choice.
> B> So it CAN recognize LOTS but by default Avg Cost Method is selected for
> B> IRA's even when on the Account Details screen - I have Actual Cost
> Basis
> B> chosen for the account AND all of the funds.
> B> Bobb
> Vadim
> -------- > Vadim Rapp Consulting
> SQL, Access, VB Solutions
> 847-685-9073
> www.vadimrapp.com

#**108** 06-18-2006, 07:15 PM

I would like an interface to enter stock option information in a single table
format with columns for all dates, FMV, Federal taxes, State Taxes, and FICA
paid at time of exercise, etc. that are required to complete tax forms
eventually.
Quickens interface is a very awkward multi step process for each option and
from what I read Money's is not any better?

As an example these are the column headings I use in excel to track my
options:
Grant ID Date Shares Price Split#1Shares
Split#1Price Split#2Shares Split#2Price Split#nShares Split#nPrice Shares Price Exercise
by Date VestYrs Current Value Option Exercised date Certificate
Date Certificate # # shares Exercised Option Price Option Cost FMV Bargain
Element Fedral W/H State W/H FICA W/H Total W/H DateSold # shares
Sold $ price Sold Additional Sales costs

"Vadim Rapp" wrote:

- quote -

> Hello,
> please respond to this thread with the annoying things you would like fixed
> in Money. I will try to reproduce them in the next Money Beta, so there will
> be a chance to have them fixed.
> Ideally, please post in the form of steps to take/expected result/real
> result.
> regards,
> Vadim Rapp

#**107** 06-17-2006, 05:27 PM

"Mark" <Mark[at]discussions.microsoft.com> wrote in message
news:1E9EF061-F216-4BE5-9301-9FDF79793776[at]microsoft.com...
- quote -

> Does any version of MS Money have a decent user interface for entering NQ
> stock options and Federal, State, and FICA taxes paid at the time the
> options
> were exercised? The interface on Quicken Premier for entering NQ stock
> options and Federal, State, and FICA taxes paid on each option could not
> implimented any worse then it is.

It does not.

I don't have NQ stock options, but my wife does participate in an ESPP in
which we make NQ sales. We ditch the stock as soon as it's granted. I
simply record the FMV at grant date in the memo, then record a $0 journal
entry (split) in the cash account moving the proceeds from capital gains to
regular income. It's not elegant but it doesn't happen very often. That
makes it not a hassle for me.
--
Chris Cowles
Gainesville, FL

#**106** 06-17-2006, 04:12 PM

In microsoft.public.money, Mark wrote:

- quote -

> Does any version of MS Money have a decent user interface for entering NQ
> stock options and Federal, State, and FICA taxes paid at the time the options
> were exercised?

Impatient?

You won't find the interface you are looking for in Microsoft Money.

#**105** 06-17-2006, 03:30 PM

Does any version of MS Money have a decent user interface for entering NQ
stock options and Federal, State, and FICA taxes paid at the time the options
were exercised? The interface on Quicken Premier for entering NQ stock
options and Federal, State, and FICA taxes paid on each option could not
implimented any worse then it is.

I found the interface on Quicken Premier very awkward to enter Federal,
State, and FICA taxes for 30 or so individual stock options. I find it hard
to believe that Quicken Premier does not have a more sophisticated interface
to enter taxes paid when NQ stock options are exercised! Are you sure there
isn’t a better way to make these entries into Quicken? I am very disappointed
if this is how cobbled together the user interface is meant to be.

QUICKENS RESPONSE TO MY NQ STOCK OPTION QUESTION:

Where / how do I enter taxes paid (Federal, State, and FICA) on each
exercised NQ stock option?

Thank you for contacting .
Mark, what I understand is that you want to enter the tax paid transaction
in Quicken.
To do it you need to create particular category in Quicken and assign
particular tax line to that transactions and use that category while entering
transaction. Please do the following steps to do it in Quicken:-
1) Open Quicken.
2) Go to edit---------> category list.
3) Create new category there.
4) While creating new category select the option "tax related" and assign
tax line to the category.
5) Now open the investment account in which you want to enter the
transactions, click on "enter transactions".
6) In the "enter transactions" option select the option "other cash
transactions".
7) Select the appropriate category there.

This procedure seams very awkward to enter Federal, State, and FICA taxes
for 30 or so individual stock options. I find it hard to believe that Quicken
Premier does not have a more sophisticated interface to enter taxes paid when
NQ stock options are exercised! Are you sure there isn’t a better way to make
these entries into Quicken? I am very disappointed if this is how cobbled
together the Quicken user interface is meant to be.

Thank you for contacting Quicken Customer Care.

Mark, I can understand your concern but this is that only option to enter
the type of transaction you want to enter in the Quicken.

I really apologize for the inconvenience occurred to you due to this
limitation of the Quicken.

"Vadim Rapp" wrote:

- quote -

> Hello,
> please respond to this thread with the annoying things you would like fixed
> in Money. I will try to reproduce them in the next Money Beta, so there will
> be a chance to have them fixed.
> Ideally, please post in the form of steps to take/expected result/real
> result.
> regards,
> Vadim Rapp

#**104** 06-17-2006, 03:19 PM

Does any version of MS Money have a decent user interface for entering NQ
stock options and Federal, State, and FICA taxes paid at the time the options
were exercised? The interface on Quicken Premier for entering NQ stock
options and Federal, State, and FICA taxes paid on each option could not
implimented any worse then it is.

I found the interface on Quicken Premier very awkward to enter Federal,
State, and FICA taxes for 30 or so individual stock options. I find it hard
to believe that Quicken Premier does not have a more sophisticated interface
to enter taxes paid when NQ stock options are exercised! Are you sure there
isn’t a better way to make these entries into Quicken? I am very disappointed
if this is how cobbled together the user interface is meant to be.

QUICKENS RESPONSE TO MY NQ STOCK OPTION QUESTION:

Where / how do I enter taxes paid (Federal, State, and FICA) on each
exercised NQ stock option?

Thank you for contacting .
Mark, what I understand is that you want to enter the tax paid transaction
in Quicken.
To do it you need to create particular category in Quicken and assign
particular tax line to that transactions and use that category while entering
transaction. Please do the following steps to do it in Quicken:-
1) Open Quicken.
2) Go to edit---------> category list.
3) Create new category there.
4) While creating new category select the option "tax related" and assign
tax line to the category.
5) Now open the investment account in which you want to enter the
transactions, click on "enter transactions".
6) In the "enter transactions" option select the option "other cash
transactions".
7) Select the appropriate category there.

This procedure seams very awkward to enter Federal, State, and FICA taxes
for 30 or so individual stock options. I find it hard to believe that Quicken
Premier does not have a more sophisticated interface to enter taxes paid when
NQ stock options are exercised! Are you sure there isn’t a better way to make
these entries into Quicken? I am very disappointed if this is how cobbled
together the Quicken user interface is meant to be.

Thank you for contacting Quicken Customer Care.

Mark, I can understand your concern but this is that only option to enter
the type of transaction you want to enter in the Quicken.

I really apologize for the inconvenience occurred to you due to this
limitation of the Quicken.

"Vadim Rapp" wrote:

- quote -

> Hello,
> please respond to this thread with the annoying things you would like fixed
> in Money. I will try to reproduce them in the next Money Beta, so there will
> be a chance to have them fixed.
> Ideally, please post in the form of steps to take/expected result/real
> result.
> regards,
> Vadim Rapp

#**103** 06-10-2006, 03:44 AM

I've done 67 in the past year. I'm working off a large stock of 3-per Laser
Wallet stock. We don't get free checks, but we buy--or bought--them cheap.
(http://checksunlimited.com IIRC.)

Each year we use fewer checks. Our FCU just started a free Bill Pay service.
Believe it or not, I signed up. (No Money integration, not to worry on that
score.) I'm adding the utilities that don't take Discover first. That'll lop
off another 18 or so a year all by itself. Reducing the number of checks
printed has positive feedback--at least with the 3-per Laser Wallet stock.
Running the 2nd and 3rd through the printer multiple times causes problems
with my printer so I try to gang the checks up and get at least the first
two at a time. With only 5 or so per month, that gets very hard to do. So
more and more magazine renewals, et al., get the Discover number if they
take it. That rapidly will just leave things like birthday and xmas checks
for the kids. (They don't take Discover.) At some point it's not even worth
messing around with printing them. (Maybe I'm past that point but you all
know I'm a hardhead.)

If I ever buy checks again, I'll probably buy the singles to avoid the
print3 hassle. OTOH, at the declining rate of use, maybe why bother? The
declining rate of use also suggests that the stock that's left may last till
we next change banks. Haven't done THAT in a couple of decades...

"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:OYrhvoDjGHA.3780[at]TK2MSFTNGP03.phx.gbl...
- quote -

> Not that I use it.
> In a busy year, I use may 25 paper checks. I get those free from the bank.
> Buying and printing checks isn't worth the bother.

#**102** 06-10-2006, 03:04 AM

Absolutely!!!!

"Kevin" <nospam[at]nospam.com> wrote in message
news:ev%236RABjGHA.4044[at]TK2MSFTNGP03.phx.gbl...
- quote -

> Annoyance/Bug
> When closing Money Deluxe 2006. File > Close.
> The "Back Up When Money Closes" window opens with
> "Settings...", "Back Up Now" and "Postpone" options buttons.
> If you wanted to cancel the "Close" and continue using Money,
> clicking the "X" on the title bar of the "Back Up When Money
> Closes" window closes Money as if you chose "Postpone"
> Clicking the "X" should just close the window not the program.
> Thanks,
> -Kevin

#**101** 06-10-2006, 03:01 AM

Not that I use it.

In a busy year, I use may 25 paper checks. I get those free from the bank.
Buying and printing checks isn't worth the bother.

--
Chris Cowles
Gainesville, FL
(Waiting for a riposte about time spent making online banking work.)

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:OwoXGRDjGHA.1552[at]TK2MSFTNGP03.phx.gbl...
- quote -

> Indeed. Again.
> "Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
> news:O$TxYuBjGHA.4660[at]TK2MSFTNGP03.phx.gbl...
> > "Vadim Rapp" <vrapp[at]nospam.polyscience.com> wrote in message
> > news:urJWVF$iGHA.5020[at]TK2MSFTNGP02.phx.gbl...
> > > OK, I'll check in m07 tonight. Just curious, what's the point of having
> > > payment method = 'Print this transaction'?
> > > It puts it in the queue for printing a check. You remember paper checks,
> > don't you? Some people like to run pre-printed check forms through a
> > printer, rather than write them out by hand.

#**100** 06-10-2006, 02:19 AM

Indeed. Again.

"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:O$TxYuBjGHA.4660[at]TK2MSFTNGP03.phx.gbl...
- quote -

> "Vadim Rapp" <vrapp[at]nospam.polyscience.com> wrote in message
> news:urJWVF$iGHA.5020[at]TK2MSFTNGP02.phx.gbl...
> > OK, I'll check in m07 tonight. Just curious, what's the point of having
> > payment method = 'Print this transaction'?
> It puts it in the queue for printing a check. You remember paper checks,
> don't you? Some people like to run pre-printed check forms through a
> printer, rather than write them out by hand.

#99 06-09-2006, 11:22 PM

"Vadim Rapp" <vrapp[at]nospam.polyscience.com> wrote in message
news:urJWVF$iGHA.5020[at]TK2MSFTNGP02.phx.gbl...
- quote -

> OK, I'll check in m07 tonight. Just curious, what's the point of having
> payment method = 'Print this transaction'?

It puts it in the queue for printing a check. You remember paper checks,
don't you? Some people like to run pre-printed check forms through a
printer, rather than write them out by hand.
--
Chris Cowles
Gainesville, FL

#98 06-09-2006, 10:00 PM

Annoyance/Bug

When closing Money Deluxe 2006. File > Close.

The "Back Up When Money Closes" window opens with
"Settings...", "Back Up Now" and "Postpone" options buttons.

If you wanted to cancel the "Close" and continue using Money,
clicking the "X" on the title bar of the "Back Up When Money
Closes" window closes Money as if you chose "Postpone"

Clicking the "X" should just close the window not the program.

Thanks,

-Kevin

#97 06-09-2006, 06:20 PM

OK, I'll check in m07 tonight. Just curious, what's the point of having
payment method = 'Print this transaction'?

thanks

Vadim

#96 06-08-2006, 03:37 AM

Indeed.

"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:%23V4BJcqiGHA.4276[at]TK2MSFTNGP03.phx.gbl...
- quote -

> "Vadim Rapp" <vr[at]myrealbox.nospam.com> wrote in message
> news:uqKB7PqiGHA.3440[at]TK2MSFTNGP02.phx.gbl...
> > > OK, OK Dick, let's calm down a little, I'm here to help :-) what is
> > "scheduled Print item" to begin with?
> A scheduled bill with a payment method of 'Print this transaction'?

#95 06-08-2006, 02:55 AM

"Vadim Rapp" <vr[at]myrealbox.nospam.com> wrote in message
news:uqKB7PqiGHA.3440[at]TK2MSFTNGP02.phx.gbl...
- quote -

> OK, OK Dick, let's calm down a little, I'm here to help :-) what is
> "scheduled Print item" to begin with?

A scheduled bill with a payment method of 'Print this transaction'?

#94 06-08-2006, 02:34 AM

Hello Dick,
You wrote in conference microsoft.public.money on Tue, 6 Jun 2006
21:30:13 -0600:

DW> Something that NEVER CEASES TO ANNOY me:

DW> Go to enter a scheduled Print item that's scheduled for some time in
DW> the future. It changes the date to today when it displays the
DW> transaction. That's mildly annoying. Change the date back to what you
DW> wanted in the first place then click enter. Go look in the
DW> register--or, worse, print the damn thing then look--and it IGNORES the
DW> date you changed it BACK to and reverts the transaction to TODAY--thus
DW> ignoring explicit instruction to do otherwise TWICE. That's ANNOYING IN
DW> EXTREMIS. If I met the Microsoft Money guy who thinks "most users
DW> prefer" this, I might do something extreme on his shoes.

OK, OK Dick, let's calm down a little, I'm here to help :-) what is
"scheduled Print item" to begin with?

Vadim

#93 06-07-2006, 03:30 AM

Something that NEVER CEASES TO ANNOY me:

Go to enter a scheduled Print item that's scheduled for some time in the
future. It changes the date to today when it displays the transaction.
That's mildly annoying. Change the date back to what you wanted in the first
place then click enter. Go look in the register--or, worse, print the damn
thing then look--and it IGNORES the date you changed it BACK to and reverts
the transaction to TODAY--thus ignoring explicit instruction to do otherwise
TWICE. That's ANNOYING IN EXTREMIS. If I met the Microsoft Money guy who
thinks "most users prefer" this, I might do something extreme on his shoes.

M04, M06, M03, Metc.

"Vadim Rapp" <vr[at]nospam.myrealbox.com> wrote in message
news:%23leC57$YGHA.3936[at]TK2MSFTNGP05.phx.gbl...
- quote -

> please respond to this thread with the annoying things you would like
> fixed
> in Money. I will try to reproduce them in the next Money Beta, so there
> will
> be a chance to have them fixed.
> Ideally, please post in the form of steps to take/expected result/real
> result.

#92 06-03-2006, 12:39 AM

Hello -,
You wrote in conference microsoft.public.money on Thu, 1 Jun 2006
18:36:45 -0400:

B> 1. M2006 Deluxe - I want to use IE for internet browsing not Money.
B> So I have "use default browser" selected, yet when I right-click on a
B> fund in my portfolio and select "quote detail", it goes to MSN http://moneycentral.msn.com/scripts/...ymbol=US:MUHLX

B> inside Money - it does not use separate IE window as it did in prior
B> years. ( below)

filed.

As for the other suggestions - in my x years' beta experience, I don't
recall one suggestion that was actually implemented. Niether mine, nor
miriads of those posted in newsgroups and forums. And it's not only
Microsoft, it's with all software companies. You'd think that occasionally
they would hit one or two just incidentally, but no, never.

Vadim

#91 06-01-2006, 10:36 PM

1. M2006 Deluxe - I want to use IE for internet browsing not Money.
So I have "use default browser" selected, yet when I right-click on a fund in my portfolio and select "quote detail", it goes to MSN
http://moneycentral.msn.com/scripts/...ymbol=US:MUHLX

inside Money - it does not use separate IE window as it did in prior years. ( below)

2. Also, my " update price" example from yesterday ... the quote server is slow again today. Using M2004 I have updated all my prices ( using method I showed yesterday) and can see my daily gain. Using M2006, all I see is "unch" in the price column so I would have no idea how I did today.

"Vadim Rapp" <vr[at]nospam.myrealbox.com> wrote in message news:%23leC57$YGHA.3936[at]TK2MSFTNGP05.phx.gbl...
- quote -

> Hello,
> please respond to this thread with the annoying things you would like fixed
> in Money. I will try to reproduce them in the next Money Beta, so there will
> be a chance to have them fixed.
> Ideally, please post in the form of steps to take/expected result/real
> result.
> regards,
> Vadim Rapp

#90 05-31-2006, 11:40 PM

In M2006 I can no longer select Portfolio Mahager as my homepage.
Get rid of the SETTINGS page. Go back to OPTIONS and give me the option
for hompage : " CHOOSE CURRENT PAGE " so that I can login and be on the
page that I want to be on . So from Portfolio Mgr page I would click on
Tools - Options - set homepage - Use Current ( like in IE).

And tell the Money folks ( I'm not kidding) that the more I use M2006
the more I like M2004 and M2001 .

"Vadim Rapp" <vr[at]nospam.myrealbox.com> wrote in message
news:%23leC57$YGHA.3936[at]TK2MSFTNGP05.phx.gbl...
- quote -

> Hello,
> please respond to this thread with the annoying things you would like
> fixed
> in Money. I will try to reproduce them in the next Money Beta, so
> there will
> be a chance to have them fixed.
> Ideally, please post in the form of steps to take/expected result/real
> result.
> regards,
> Vadim Rapp

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