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  #4  
Old 09-07-2006, 11:27 AM
Don Awalt
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Posts: n/a
Default Re: Question on new feature in Money 2007

Thanks guys.


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

> Don,
> More specifically, statements with no new transactions will show up
> with a hyper-link on the Accounts List page, but M07 will automatically
> reconcile them whether you want it to or not! I suppose this is a M07
> example of "most users prefer...."
> Regards,
> JB
> Don Awalt wrote:
> > So to clarify, statements with no new transactions will not show up with
> > a hyper-link on the My Accounts page? That's ok by me and cleaner, I
> > just want to make sure I know why they are not showing up.
> > > thanks.
> > > johnbusc[at]hotmail.com wrote:
> > > Don Awalt wrote:
> > > > Is this by design?
> > > YES (and no way to switch between auto and manual as best can be
> > > determined)!
> > > > > Regards,
> > > JB

> >
  #3  
Old 09-06-2006, 07:36 PM
johnbusc@hotmail.com
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Posts: n/a
Default Re: Question on new feature in Money 2007

Don,

More specifically, statements with no new transactions will show up
with a hyper-link on the Accounts List page, but M07 will automatically
reconcile them whether you want it to or not! I suppose this is a M07
example of "most users prefer...."

Regards,
JB


Don Awalt wrote:
- quote -

> So to clarify, statements with no new transactions will not show up with
> a hyper-link on the My Accounts page? That's ok by me and cleaner, I
> just want to make sure I know why they are not showing up.
> thanks.
> johnbusc[at]hotmail.com wrote:
> > Don Awalt wrote:
> > > Is this by design?
> > > YES (and no way to switch between auto and manual as best can be

> > determined)!
> > > Regards,

> > JB

  #2  
Old 09-06-2006, 03:16 PM
Michael Gordon, MVP
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Posts: n/a
Default Re: Question on new feature in Money 2007

The "new transactions" list is gone -- and a lot of folks are happy that it
is. If there were no transactions in an investment account, it displayed the
number of securities -- which often confused people who weren't sure whether
there was new data or not.

--
Michael Gordon
MVP


"Don Awalt" <dawalt[at]comcast.net> wrote in message
news:%233XwCKc0GHA.2072[at]TK2MSFTNGP06.phx.gbl...
- quote -

> So to clarify, statements with no new transactions will not show up with a
> hyper-link on the My Accounts page? That's ok by me and cleaner, I just
> want to make sure I know why they are not showing up.
> thanks.
> johnbusc[at]hotmail.com wrote:
> > Don Awalt wrote:
> > > Is this by design?
> > > YES (and no way to switch between auto and manual as best can be

> > determined)!
> > > Regards,

> > JB

>


  #1  
Old 09-06-2006, 02:41 PM
Don Awalt
Guest
 
Posts: n/a
Default Re: Question on new feature in Money 2007

So to clarify, statements with no new transactions will not show up with
a hyper-link on the My Accounts page? That's ok by me and cleaner, I
just want to make sure I know why they are not showing up.

thanks.

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

> Don Awalt wrote:
> > Is this by design?

> YES (and no way to switch between auto and manual as best can be
> determined)!
> Regards,
> JB

 
Old 09-05-2006, 08:20 PM
johnbusc@hotmail.com
Guest
 
Posts: n/a
Default Re: Question on new feature in Money 2007


Don Awalt wrote:
- quote -

> Is this by design?

YES (and no way to switch between auto and manual as best can be
determined)!

Regards,
JB

  #-1  
Old 09-05-2006, 07:06 PM
Don Awalt
Guest
 
Posts: n/a
Default Question on new feature in Money 2007

I am testing Money 2007 Premium on my laptop, and so far so good (it is
using a converted copy of my Money 2006 file).

One thing I have seen that I don't understand. Prior, when I do an
online update, then go back to my Account list, under the "To Review"
column I would see links of both transactions to be accepted and
statements to review - for example, my update of my mutual fund account
would show the updated share/price etc. information for the account.

In 2007, only transaction links show up - if you pop over to the Account
List page quickly, you will see the links "Statement to review" there,
but then they disappear one by one - like Money is deleting the links
because there is no transaction change or something?

Is this by design?
 

Tags
2007, feature, money, question
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