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  #8  
Old 12-11-2006, 09:41 PM
Jeffrey Kaplan
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Default Re: Money 2007 Automatic Updates

It is alleged that Jeffrey Kaplan claimed:

- quote -

> It seems that in the portfolio manager, which was a bit of a hassle
> finding, unsetting the option to update prices ever XX minutes has
> solved this for me.


I spoke too soon.

--
Jeffrey Kaplan www.gordol.org
The from userid is killfiled Send personal mail to gordol

"I like you... your trouble." "Ha.. well thank you, that's the nicest
thing anybody's said about me in days." (Draal and Cmdr. Ivanova, B5
"Voices Of Authority")
  #7  
Old 12-11-2006, 06:43 PM
Jeffrey Kaplan
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Default Re: Money 2007 Automatic Updates

It is alleged that Jeffrey Kaplan claimed:

- quote -

> I don't want Money to go online unless I tell it to. I'll periodically
> update the share prices, and I'll periodically tell Money to download
> my statements. That's all the online activity I need it to do.
> How do I set it to not do anything online unless I tell it to, and then
> only that and nothing else?


It seems that in the portfolio manager, which was a bit of a hassle
finding, unsetting the option to update prices ever XX minutes has
solved this for me.

--
Jeffrey Kaplan www.gordol.org
The from userid is killfiled Send personal mail to gordol

"Women like a guy who looks trim, neat. You got to be sharp. I look
like I'm wearing a circus tent. Any minute now a little tiny car with
sixteen clowns in it is gonna come flying out my butt." (Sgt. Allen,
B5 "Voices Of Authority")
  #6  
Old 12-10-2006, 09:24 AM
RHinNC
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Default Re: Money 2007 Automatic Updates

Guess we have a quandry then...lol

"Kevin Campbell" wrote:

- quote -

> I'm having the exact opposite problem. When I start Money 2007 it
> automatically tries to open a network connection (I have a dialup
> connection) and I want to turn that off. I can't figure out how to stop it
> from automatically connecting to the internet and updating.
> Any help would be appreciated.
> Kevin
> "RHinNC" <rhinnc[at][get rid of this] hotmail.com> wrote in message
> news:Og5kFrWDHHA.4952[at]TK2MSFTNGP06.phx.gbl...
> > I searched but could not find the setting for automatically updating online
> > services (bank statements, etc) when I start money.
> > > Thanks

>
  #5  
Old 12-10-2006, 04:47 AM
Jeffrey Kaplan
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Posts: n/a
Default Re: Money 2007 Automatic Updates

It is alleged that Don Awalt claimed:

- quote -

> It's been awhile since I used Money 2004, but I think it's the same as
> Money 2007 - in Money 2007 you can go into Customize updates, and set
> any accounts to update automatically daily, so if you then log in the
> next day it will automatically download your statements/transactions etc.


I'm having the opposite problem. I just updated to MS Money 07 (trial)
from 02. I have a hands-off investment account, an FBO IRA I pretty
much cannot touch at all except for taking an annual forced withdrawal.
So I don't care about price changes on a per-minute basis, or even,
really, on a daily basis.

I don't want Money to go online unless I tell it to. I'll periodically
update the share prices, and I'll periodically tell Money to download
my statements. That's all the online activity I need it to do.

How do I set it to not do anything online unless I tell it to, and then
only that and nothing else?

In order to access my normal bank's online service, I had to create a
Windows Live login, so now I also need to use that to start MS Money.

--
Jeffrey Kaplan www.gordol.org
The from userid is killfiled Send personal mail to gordol

Peter's Top 100 Things I'd Do If I Ever Became An Evil Overlord, #84. I
will not have captives of one sex guarded by members of the opposite
sex.
  #4  
Old 11-28-2006, 11:58 AM
Kevin Campbell
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Posts: n/a
Default Re: Money 2007 Automatic Updates

I'm having the exact opposite problem. When I start Money 2007 it
automatically tries to open a network connection (I have a dialup
connection) and I want to turn that off. I can't figure out how to stop it
from automatically connecting to the internet and updating.

Any help would be appreciated.

Kevin

"RHinNC" <rhinnc[at][get rid of this] hotmail.com> wrote in message
news:Og5kFrWDHHA.4952[at]TK2MSFTNGP06.phx.gbl...
- quote -

> I searched but could not find the setting for automatically updating online
> services (bank statements, etc) when I start money.
> Thanks



  #3  
Old 11-22-2006, 02:50 PM
RHinNC
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Posts: n/a
Default Re: Money 2007 Automatic Updates

I do have them all set to update daily.

Just thinking there might have been a new setting in 2007, this pretty much
looks the same as 2004.

Perhaps I am not giving it enough time to update. I notice the MSN data gets
updated automatically, but I have been having to manually select "update now"
to get my checking, AMEX and Discover card to download data.

Thanks

"Don Awalt" wrote:

- quote -

> It's been awhile since I used Money 2004, but I think it's the same as
> Money 2007 - in Money 2007 you can go into Customize updates, and set
> any accounts to update automatically daily, so if you then log in the
> next day it will automatically download your statements/transactions etc.
> RHinNC wrote:
> > In Money 2004 when I started Money it would automatically check my bank and
> > other financial institutions (credit cards, etc) and check them for
> > reconciled transactions and/or purchases etc.
> > > Money 2007 I have to manually update the online services.
> > > > "Michael Gordon" wrote:
> > > > Take a look at Portfolio Manager - Other Tasks - More - under the General
> > > tab. Is this what you're looking for?
> > > > > --
> > > Michael Gordon
> > > > > > > "RHinNC" <rhinnc[at][get rid of this] hotmail.com> wrote in message
> > > news:Og5kFrWDHHA.4952[at]TK2MSFTNGP06.phx.gbl...
> > > > I searched but could not find the setting for automatically updating online
> > > > services (bank statements, etc) when I start money.
> > > > > > > Thanks
> > > > > > >
  #2  
Old 11-22-2006, 01:22 PM
Don Awalt
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Posts: n/a
Default Re: Money 2007 Automatic Updates

It's been awhile since I used Money 2004, but I think it's the same as
Money 2007 - in Money 2007 you can go into Customize updates, and set
any accounts to update automatically daily, so if you then log in the
next day it will automatically download your statements/transactions etc.

RHinNC wrote:
- quote -

> In Money 2004 when I started Money it would automatically check my bank and
> other financial institutions (credit cards, etc) and check them for
> reconciled transactions and/or purchases etc.
> Money 2007 I have to manually update the online services.
> "Michael Gordon" wrote:
> > Take a look at Portfolio Manager - Other Tasks - More - under the General
> > tab. Is this what you're looking for?
> > > --

> > Michael Gordon
> > > > "RHinNC" <rhinnc[at][get rid of this] hotmail.com> wrote in message

> > news:Og5kFrWDHHA.4952[at]TK2MSFTNGP06.phx.gbl...
> > > I searched but could not find the setting for automatically updating online
> > > services (bank statements, etc) when I start money.
> > > > > Thanks
> > > >
  #1  
Old 11-22-2006, 03:06 AM
RHinNC
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Posts: n/a
Default Re: Money 2007 Automatic Updates

In Money 2004 when I started Money it would automatically check my bank and
other financial institutions (credit cards, etc) and check them for
reconciled transactions and/or purchases etc.

Money 2007 I have to manually update the online services.


"Michael Gordon" wrote:

- quote -

> Take a look at Portfolio Manager - Other Tasks - More - under the General
> tab. Is this what you're looking for?
> --
> Michael Gordon
> "RHinNC" <rhinnc[at][get rid of this] hotmail.com> wrote in message
> news:Og5kFrWDHHA.4952[at]TK2MSFTNGP06.phx.gbl...
> > I searched but could not find the setting for automatically updating online
> > services (bank statements, etc) when I start money.
> > > Thanks

>
 
Old 11-22-2006, 12:49 AM
Michael Gordon
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Posts: n/a
Default Re: Money 2007 Automatic Updates

Take a look at Portfolio Manager - Other Tasks - More - under the General
tab. Is this what you're looking for?

--
Michael Gordon


"RHinNC" <rhinnc[at][get rid of this] hotmail.com> wrote in message
news:Og5kFrWDHHA.4952[at]TK2MSFTNGP06.phx.gbl...
- quote -

> I searched but could not find the setting for automatically updating online
> services (bank statements, etc) when I start money.
> Thanks



  #-1  
Old 11-21-2006, 11:44 AM
RHinNC
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Posts: n/a
Default Money 2007 Automatic Updates

I searched but could not find the setting for automatically updating online
services (bank statements, etc) when I start money.

Thanks


 

Tags
2007, automatic, money, updates
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