Money 2007 Questions

#24 03-18-2007, 05:09 PM

I stumbled across this exact problem. It appeared to me in the Lifetime
Planner Yearly Snapshot that Taxes and Life Insurance were being accounted
for in the Living Expenses and also in the Ouflows section; effectively
double-counting both. HUGE problem and bug until Microsoft fixes!

"Kevin Campbell" wrote:

- quote -

> I entered a support request into the MS Support system about the Lifetime
> Planner Living Expenses problem and received a reply back that it was a
> known bug and there was no estimate on when (if) it would be fixed.
> Kevin
> "Kevin Campbell" <kcampbel[at]nospam.midmaine.com> wrote in message
> news:Ogi4IqsGHHA.2464[at]TK2MSFTNGP06.phx.gbl...
> > I think I got the LP issue pretty well cleared up. I stopped using the
> > Budget estimate and entered my own based on what Money 2004 had for an
> > estimate. That put my result back to about what it was in 2004.
> > > Now I'm going through the budge and trying to figure it out so I can get a
> > reasonable budget.
> > > Some things I noticed that I'm not too sure how they work.
> > > It appears that some budget items don't show up with any amounts in the
> > AutoBudget and I'm not sure why. My theory is that they are items that
> > deal with accounts that are being tracked by the Debt Reduction Planner.
> > For instance, I have a Home Equity Line of Credit that is my only
> > mortgage. The interest that is charged on that account is entered as
> > Bill:Home Mortgage Interest. That HELOC account is treated by Money like
> > a credit card instead of a loan. I have added this account into the Debt
> > Reduction Planner. When I look in the Budget at the Bills:Home Mortgage
> > category the AutoBudget feature shows $0 for an amount even though if I
> > click on the Show Transactions button in the AutoBudget dialog I see all
> > the transactions to this category. I think that because the payments to
> > this account are included in the Debt Reduction Planner budget item the
> > charges against that account don't show up in the budget. Does that make
> > sense? I think that it would be a double counting if they did. The
> > payment to that account (which is a transfer from checking to the HELOC
> > account) is included in the Debt Reduction Planner so if the interest
> > charged to that account were also budgeted it would in effect be counting
> > it twice.
> > > I also have found that the Mortgage interest transactions to this account
> > also do not show up in the Estimate Taxes function in Money. When I look
> > at the Mortgage Interest line item there it shows $0 and when I look at
> > the details it show no transactions. I'm wondering if it is because the
> > account is in the Debt Reduction Planner?
> > > Should transfers between accounts (credit card payments, etc) show up in
> > the Budget as items? Aren't the charges to those accounts the actual
> > spending that you want to track?
> > > Kevin

#23 01-06-2007, 12:46 PM

Yup. Money Express is GONE. It didn't work perfectly in M03 and was pretty
much broken in M04. So they "improved" it by removing it.

"kinj" <kinj[at]discussions.microsoft.com> wrote in message
news:26CAAA7C-EF58-4A20-BA77-3F72EB22C9A1[at]microsoft.com...
- quote -

> Thanks for the reply. It does show in 'upcoming' box; but the old way
> (Money
> 2003) had a flashing red icon in the tray section. If this is all there
> is
> as far as notification, I guess I have to accept it. It just seems that
> updates (2007 vs. 2003) are going backward rather than forward in regard
> to
> features.

#22 01-06-2007, 12:35 PM

Thanks for the reply. It does show in 'upcoming' box; but the old way (Money
2003) had a flashing red icon in the tray section. If this is all there is
as far as notification, I guess I have to accept it. It just seems that
updates (2007 vs. 2003) are going backward rather than forward in regard to
features.
--
kinj

"Dick Watson" wrote:

- quote -

> Home page section Bills and deposits?
> "kinj" <kinj[at]discussions.microsoft.com> wrote in message
> news:70B10A5D-5E04-4240-8A66-D9DB6F8EC949[at]microsoft.com...
> > I recently updated from Money 2003 to 2007. 2003 had an auxillary program
> > that let you set a time of days before a bill was due, and warned/reminded
> > you of the upcoming bill. 2007 does not have or support this feature. On
> > the 'bill settings' feature in 2007 you can set the number of days for a
> > reminder. I have set this (I'm in 'Advanced Bills'), and the date/dates
> > have
> > passed. Where does the reminder show up?

#21 01-06-2007, 12:23 PM

Home page section Bills and deposits?

"kinj" <kinj[at]discussions.microsoft.com> wrote in message
news:70B10A5D-5E04-4240-8A66-D9DB6F8EC949[at]microsoft.com...
- quote -

> I recently updated from Money 2003 to 2007. 2003 had an auxillary program
> that let you set a time of days before a bill was due, and warned/reminded
> you of the upcoming bill. 2007 does not have or support this feature. On
> the 'bill settings' feature in 2007 you can set the number of days for a
> reminder. I have set this (I'm in 'Advanced Bills'), and the date/dates
> have
> passed. Where does the reminder show up?

#20 01-06-2007, 10:54 AM

I recently updated from Money 2003 to 2007. 2003 had an auxillary program
that let you set a time of days before a bill was due, and warned/reminded
you of the upcoming bill. 2007 does not have or support this feature. On
the 'bill settings' feature in 2007 you can set the number of days for a
reminder. I have set this (I'm in 'Advanced Bills'), and the date/dates have
passed. Where does the reminder show up?
--
kinj

"Kevin Campbell" wrote:

- quote -

> I just "upgraded" from Money 2004 to Money 2007 and I have a couple of
> questions.
> 1. How do I turn off automatically connecting to the internet and updating?
> I have a dialup connection and every time I start Money it tries to open a
> connection.
> 2. Is there a problem with the Lifetime Planner? In Money 2004 the result
> graph showed a positive balance of all accounts through the entire graph
> period. When I went into the planner in Money 2007 the initial display of
> the graph showed the same as in Money 2004. However, when I stepped through
> the various steps of the planner (without changing ANY of the entries that
> had been in Money 2004) when I got to the result graph it now showed
> completely differently and shows a negative balance after only a couple of
> years into my retirement period whereas Money 2004 showed a correct positive
> balance. What gives? I didn't change any entries in then planner but Money
> 2007 comes up with a completely different outcome!!!
> 3. Speed seems to be an issue with Money 2007. It takes a couple of
> minutes to open when I start it compared to Money 2004. It also takes at
> least 20-30 seconds to save any transactions that I do in the register or
> when modifying bill entries in the Bills Summary area. It is much slower
> than Money 2004. Are there any things I can do to speed it up?
> Kevin

#19 12-11-2006, 07:04 PM

It is alleged that Kevin Campbell claimed:

- quote -

> Here is the reply I got from MS concerning Money 2007 connecting to the
> internet on startup, even if you set it to work offline:
> Hi Kevin,
> Thanks for your reply.
> Because those steps did not work you can try something else.
> You can go to file, internet options, and choose the connection tab and
> choose never dial a connection.
> Because you have a dial up connection, you will need to do the above steps
> to work offline in Money.
> The reason for this is because Money uses so many parts of the program that
> are actually interenet based and it will always try to connect.
> Sorry for the inconvenience this has caused you.

I am not on a dialup connection. I don't have a POTS modem connected,
I don't have any DUN connectoids configured.

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

"I swear if I live through this someone's going to find their automatic
shower preferences reprogrammed for ice water." (Cmdr. Ivanova, B5 "A
Day In The Strife")

#18 12-11-2006, 03:18 PM

Here is the reply I got from MS concerning Money 2007 connecting to the
internet on startup, even if you set it to work offline:

Hi Kevin,

Thanks for your reply.

Because those steps did not work you can try something else.

You can go to file, internet options, and choose the connection tab and
choose never dial a connection.

Because you have a dial up connection, you will need to do the above steps
to work offline in Money.

The reason for this is because Money uses so many parts of the program that
are actually interenet based and it will always try to connect.

Sorry for the inconvenience this has caused you.

If you have any questions please feel free to email me back.

Best Regards,

Suzanne

Microsoft Finance Product Support Services

v-8sucam[at]mssupport.microsoft.com

Kevin

"Jeffrey Kaplan" <nomail[at]gordol.org> wrote in message
news:9v7nn21nb9uqkj9tcqfjhjan9erhsua63f[at]gordol.org...
- quote -

> It is alleged that Kevin Campbell claimed:
> > As for the internet connection I guess I'm just going to have to live
> > with
> > it. What I do now is cancel the connection when the dialog opens so I
> > don't
> > actually go online unless I feel like it. I'll probably enter a support
> I just installed Money 07. It's trying to go online even after I've
> closed it. My firewall has a dialog asking if the Money Background
> Banking should be allowed to access the internet.
> --
> Jeffrey Kaplan www.gordol.org
> The from userid is killfiled Send personal mail to gordol
> Meddle not in the affairs of crackpots, for they are persistent and can
> find your home phone number.

#17 12-11-2006, 11:45 AM

I entered a support request into the MS Support system about the Lifetime
Planner Living Expenses problem and received a reply back that it was a
known bug and there was no estimate on when (if) it would be fixed.

Kevin

"Kevin Campbell" <kcampbel[at]nospam.midmaine.com> wrote in message
news:Ogi4IqsGHHA.2464[at]TK2MSFTNGP06.phx.gbl...
- quote -

> I think I got the LP issue pretty well cleared up. I stopped using the
> Budget estimate and entered my own based on what Money 2004 had for an
> estimate. That put my result back to about what it was in 2004.
> Now I'm going through the budge and trying to figure it out so I can get a
> reasonable budget.
> Some things I noticed that I'm not too sure how they work.
> It appears that some budget items don't show up with any amounts in the
> AutoBudget and I'm not sure why. My theory is that they are items that
> deal with accounts that are being tracked by the Debt Reduction Planner.
> For instance, I have a Home Equity Line of Credit that is my only
> mortgage. The interest that is charged on that account is entered as
> Bill:Home Mortgage Interest. That HELOC account is treated by Money like
> a credit card instead of a loan. I have added this account into the Debt
> Reduction Planner. When I look in the Budget at the Bills:Home Mortgage
> category the AutoBudget feature shows $0 for an amount even though if I
> click on the Show Transactions button in the AutoBudget dialog I see all
> the transactions to this category. I think that because the payments to
> this account are included in the Debt Reduction Planner budget item the
> charges against that account don't show up in the budget. Does that make
> sense? I think that it would be a double counting if they did. The
> payment to that account (which is a transfer from checking to the HELOC
> account) is included in the Debt Reduction Planner so if the interest
> charged to that account were also budgeted it would in effect be counting
> it twice.
> I also have found that the Mortgage interest transactions to this account
> also do not show up in the Estimate Taxes function in Money. When I look
> at the Mortgage Interest line item there it shows $0 and when I look at
> the details it show no transactions. I'm wondering if it is because the
> account is in the Debt Reduction Planner?
> Should transfers between accounts (credit card payments, etc) show up in
> the Budget as items? Aren't the charges to those accounts the actual
> spending that you want to track?
> Kevin

#16 12-10-2006, 04:51 AM

It is alleged that Kevin Campbell claimed:

- quote -

> As for the internet connection I guess I'm just going to have to live with
> it. What I do now is cancel the connection when the dialog opens so I don't
> actually go online unless I feel like it. I'll probably enter a support

I just installed Money 07. It's trying to go online even after I've
closed it. My firewall has a dialog asking if the Money Background
Banking should be allowed to access the internet.

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

Meddle not in the affairs of crackpots, for they are persistent and can
find your home phone number.

#15 12-08-2006, 12:12 PM

I think I got the LP issue pretty well cleared up. I stopped using the
Budget estimate and entered my own based on what Money 2004 had for an
estimate. That put my result back to about what it was in 2004.

Now I'm going through the budge and trying to figure it out so I can get a
reasonable budget.

Some things I noticed that I'm not too sure how they work.

It appears that some budget items don't show up with any amounts in the
AutoBudget and I'm not sure why. My theory is that they are items that deal
with accounts that are being tracked by the Debt Reduction Planner. For
instance, I have a Home Equity Line of Credit that is my only mortgage. The
interest that is charged on that account is entered as Bill:Home Mortgage
Interest. That HELOC account is treated by Money like a credit card instead
of a loan. I have added this account into the Debt Reduction Planner. When
I look in the Budget at the Bills:Home Mortgage category the AutoBudget
feature shows $0 for an amount even though if I click on the Show
Transactions button in the AutoBudget dialog I see all the transactions to
this category. I think that because the payments to this account are
included in the Debt Reduction Planner budget item the charges against that
account don't show up in the budget. Does that make sense? I think that it
would be a double counting if they did. The payment to that account (which
is a transfer from checking to the HELOC account) is included in the Debt
Reduction Planner so if the interest charged to that account were also
budgeted it would in effect be counting it twice.

I also have found that the Mortgage interest transactions to this account
also do not show up in the Estimate Taxes function in Money. When I look at
the Mortgage Interest line item there it shows $0 and when I look at the
details it show no transactions. I'm wondering if it is because the account
is in the Debt Reduction Planner?

Should transfers between accounts (credit card payments, etc) show up in the
Budget as items? Aren't the charges to those accounts the actual spending
that you want to track?

Kevin

"Kevin Campbell" <kcampbel[at]nospam.midmaine.com> wrote in message
news:%23WPhY7uEHHA.4280[at]TK2MSFTNGP04.phx.gbl...
- quote -

> I just "upgraded" from Money 2004 to Money 2007 and I have a couple of
> questions.
> 1. How do I turn off automatically connecting to the internet and
> updating? I have a dialup connection and every time I start Money it tries
> to open a connection.
> 2. Is there a problem with the Lifetime Planner? In Money 2004 the result
> graph showed a positive balance of all accounts through the entire graph
> period. When I went into the planner in Money 2007 the initial display of
> the graph showed the same as in Money 2004. However, when I stepped
> through the various steps of the planner (without changing ANY of the
> entries that had been in Money 2004) when I got to the result graph it now
> showed completely differently and shows a negative balance after only a
> couple of years into my retirement period whereas Money 2004 showed a
> correct positive balance. What gives? I didn't change any entries in
> then planner but Money 2007 comes up with a completely different
> outcome!!!
> 3. Speed seems to be an issue with Money 2007. It takes a couple of
> minutes to open when I start it compared to Money 2004. It also takes at
> least 20-30 seconds to save any transactions that I do in the register or
> when modifying bill entries in the Bills Summary area. It is much slower
> than Money 2004. Are there any things I can do to speed it up?
> Kevin

#14 12-06-2006, 05:24 PM

I don't have a good answer besides one-by-one validating what it is doing.

"Kevin Campbell" <kcampbel[at]nospam.midmaine.com> wrote in message
news:%23yTDeWTGHHA.2112[at]TK2MSFTNGP03.phx.gbl...
- quote -

> It didn't do anything for the Lifetime Planner though. Not that it was
> expected to. I'm still not too sure how to fix that to show a result more
> like what the previous version did.

#13 12-06-2006, 11:54 AM

Doing the nuke-the-bills "feature" and re-creating my bills and deposits
entries did seem to help the speed issue. It also decreased the size of my
money file by about 6Mb.

It didn't do anything for the Lifetime Planner though. Not that it was
expected to. I'm still not too sure how to fix that to show a result more
like what the previous version did.

Kevin

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:%23DAHa0vEHHA.4508[at]TK2MSFTNGP02.phx.gbl...
- quote -

> comments inline.
> "Kevin Campbell" <kcampbel[at]nospam.midmaine.com> wrote in message
> news:%23WPhY7uEHHA.4280[at]TK2MSFTNGP04.phx.gbl...
> > I just "upgraded" from Money 2004 to Money 2007 and I have a couple of
> > questions.
> > > 1. How do I turn off automatically connecting to the internet and
> > updating? I have a dialup connection and every time I start Money it
> > tries to open a connection.
> I'm not sure there is a way.
> > 2. Is there a problem with the Lifetime Planner? In Money 2004 the
> > result graph showed a positive balance of all accounts through the entire
> > graph period. When I went into the planner in Money 2007 the initial
> > display of the graph showed the same as in Money 2004. However, when I
> > stepped through the various steps of the planner (without changing ANY of
> > the entries that had been in Money 2004) when I got to the result graph
> > it now showed completely differently and shows a negative balance after
> > only a couple of years into my retirement period whereas Money 2004
> > showed a correct positive balance. What gives? I didn't change any
> > entries in then planner but Money 2007 comes up with a completely
> > different outcome!!!
> There haven't been reports of widespread issues. Some problems associated
> with the data it is getting about your annual expenses from Advanced
> Budget have been reported. I'd check the plan very carefully. Something
> that you didn't change explicitly has probably changed implicitly. Like
> the link to paychecks. Or something.
> > 3. Speed seems to be an issue with Money 2007. It takes a couple of
> > minutes to open when I start it compared to Money 2004. It also takes at
> > least 20-30 seconds to save any transactions that I do in the register or
> > when modifying bill entries in the Bills Summary area. It is much slower
> > than Money 2004. Are there any things I can do to speed it up?
> I had similar issues with M06. See http://umpmfaq.info/faqdb.php?q=187 for
> information on a thing I like to think of as the Nuke-The-Bills feature.
> Big Pain. Well worth it at the end. You've been around quite a while so
> your data file has too. I suspect you will get to the same conclusions.

#12 12-06-2006, 11:50 AM

I'm not sure what you mean by the LP now includes taxes, etc. Shouldn't it?
I don't really understand how the budget works anyway. I have trouble
following the numbers that it is trying to give me.

Is there any way to correct the LP to work more like it did in previous
versions?

You say the expense estimate is way over what it was because it is
double-counting taxes, etc. Is there a way to fix that?

Kevin
"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:eNIwtm2EHHA.3436[at]TK2MSFTNGP03.phx.gbl...
- quote -

> "Kevin Campbell" <kcampbel[at]nospam.midmaine.com> wrote in message
> news:%23WPhY7uEHHA.4280[at]TK2MSFTNGP04.phx.gbl...
> > I just "upgraded" from Money 2004 to Money 2007 and I have a couple of
> > questions.
> > > 1. How do I turn off automatically connecting to the internet and
> > updating? I have a dialup connection and every time I start Money it
> > tries to open a connection.
> > > 2. Is there a problem with the Lifetime Planner? In Money 2004 the
> > result graph showed a positive balance of all accounts through the entire
> > graph period. When I went into the planner in Money 2007 the initial
> > display of the graph showed the same as in Money 2004. However, when I
> > stepped through the various steps of the planner (without changing ANY of
> > the entries that had been in Money 2004) when I got to the result graph
> > it now showed completely differently and shows a negative balance after
> > only a couple of years into my retirement period whereas Money 2004
> > showed a correct positive balance. What gives? I didn't change any
> > entries in then planner but Money 2007 comes up with a completely
> > different outcome!!!
> The relationship between budget, expenses, and the LP changed considerably
> in 07. There's no longer an intelligent link to the LP. The expense
> estimate in LP is now basically what's left over after you deduct taxes,
> savings, and debt from income. There's an option to use the annual budget
> estimate, but that now *includes* taxes, rather than excluding them as in
> previous versions.
> I'm betting you used that budget estimate in the previous version, and
> it's still set for that. If you go to the Living Expenses tab and click on
> the Estimate Expenses button, you'll see the budget estimate is way over
> what it used to be. The result is double-counting taxes, savings, and
> debt.
> I preferred the previous method. It was far more intelligent and adapted
> automatically to budget estimates. The new method is not so impressive.
> --
> Chris Cowles
> Gainesville, FL

#11 11-30-2006, 11:17 PM

It was not prescribed for that--failure to update accounts--condition.

"Ellis Gutshall" <EllisGutshall[at]discussions.microsoft.com> wrote in message
news:CFFEF13A-A4B9-4D1E-BFDF-88868706F020[at]microsoft.com...
- quote -

> This nuke-the-bills did not fix the problem.

#10 11-30-2006, 11:07 PM

I think you are describing a very different issue than Kevin is describing.

"Ellis Gutshall" <EllisGutshall[at]discussions.microsoft.com> wrote in message
news:BE6D0589-056F-4A43-8046-46427B282D96[at]microsoft.com...
- quote -

> I have recently upgraded to Money 2007 and have the same problem of
> "updating
> accounts" making it impossible to use Money. This recommended fix did not
> work for me??

#9 11-30-2006, 12:22 PM

"Kevin Campbell" <kcampbel[at]nospam.midmaine.com> wrote in message
news:%23R%23VO$HFHHA.4880[at]TK2MSFTNGP03.phx.gbl...
- quote -

> BTW, what happens when you reset the Lifetime Planner? Does it delete ALL
> entries that you've put in and you essentially have to start all over?

That is my understanding. I've never done it.

- quote -

> I may do that as well. After printing out everything first of course.
> Should I delete old expense and other entries in the Lifetime Planner that
> have already gone by?

I would if reset doesn't get there first.

- quote -

> Currently I just click the Exclude from LP checkbox which grays out the
> entry and it is excluded from the LP calculations. Would it be better to
> just delete those entries instead?

Probably. Keep it simple. That way it's easier to validate the results.

#8 11-30-2006, 12:02 PM

Thank you for the information. I will look into the Nuke-the-Bills option
and see if that is worth doing. It may be!

As for the internet connection I guess I'm just going to have to live with
it. What I do now is cancel the connection when the dialog opens so I don't
actually go online unless I feel like it. I'll probably enter a support
request with MS about this (as much good as that will do) just to get it
recorded if nothing else.

BTW, what happens when you reset the Lifetime Planner? Does it delete ALL
entries that you've put in and you essentially have to start all over? I
may do that as well. After printing out everything first of course. Should
I delete old expense and other entries in the Lifetime Planner that have
already gone by? Currently I just click the Exclude from LP checkbox which
grays out the entry and it is excluded from the LP calculations. Would it
be better to just delete those entries instead?

Kevin

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:%23DAHa0vEHHA.4508[at]TK2MSFTNGP02.phx.gbl...
- quote -

> comments inline.
> "Kevin Campbell" <kcampbel[at]nospam.midmaine.com> wrote in message
> news:%23WPhY7uEHHA.4280[at]TK2MSFTNGP04.phx.gbl...
> > I just "upgraded" from Money 2004 to Money 2007 and I have a couple of
> > questions.
> > > 1. How do I turn off automatically connecting to the internet and
> > updating? I have a dialup connection and every time I start Money it
> > tries to open a connection.
> I'm not sure there is a way.
> > 2. Is there a problem with the Lifetime Planner? In Money 2004 the
> > result graph showed a positive balance of all accounts through the entire
> > graph period. When I went into the planner in Money 2007 the initial
> > display of the graph showed the same as in Money 2004. However, when I
> > stepped through the various steps of the planner (without changing ANY of
> > the entries that had been in Money 2004) when I got to the result graph
> > it now showed completely differently and shows a negative balance after
> > only a couple of years into my retirement period whereas Money 2004
> > showed a correct positive balance. What gives? I didn't change any
> > entries in then planner but Money 2007 comes up with a completely
> > different outcome!!!
> There haven't been reports of widespread issues. Some problems associated
> with the data it is getting about your annual expenses from Advanced
> Budget have been reported. I'd check the plan very carefully. Something
> that you didn't change explicitly has probably changed implicitly. Like
> the link to paychecks. Or something.
> > 3. Speed seems to be an issue with Money 2007. It takes a couple of
> > minutes to open when I start it compared to Money 2004. It also takes at
> > least 20-30 seconds to save any transactions that I do in the register or
> > when modifying bill entries in the Bills Summary area. It is much slower
> > than Money 2004. Are there any things I can do to speed it up?
> I had similar issues with M06. See http://umpmfaq.info/faqdb.php?q=187 for
> information on a thing I like to think of as the Nuke-The-Bills feature.
> Big Pain. Well worth it at the end. You've been around quite a while so
> your data file has too. I suspect you will get to the same conclusions.

#7 11-29-2006, 02:51 AM

"Kevin Campbell" <kcampbel[at]nospam.midmaine.com> wrote in message
news:%23WPhY7uEHHA.4280[at]TK2MSFTNGP04.phx.gbl...
- quote -

> I just "upgraded" from Money 2004 to Money 2007 and I have a couple of
> questions.
> 1. How do I turn off automatically connecting to the internet and
> updating? I have a dialup connection and every time I start Money it
> tries to open a connection.
> 2. Is there a problem with the Lifetime Planner? In Money 2004 the
> result graph showed a positive balance of all accounts through the entire
> graph period. When I went into the planner in Money 2007 the initial
> display of the graph showed the same as in Money 2004. However, when I
> stepped through the various steps of the planner (without changing ANY of
> the entries that had been in Money 2004) when I got to the result graph
> it now showed completely differently and shows a negative balance after
> only a couple of years into my retirement period whereas Money 2004
> showed a correct positive balance. What gives? I didn't change any
> entries in then planner but Money 2007 comes up with a completely
> different outcome!!!

The relationship between budget, expenses, and the LP changed considerably
in 07. There's no longer an intelligent link to the LP. The expense
estimate in LP is now basically what's left over after you deduct taxes,
savings, and debt from income. There's an option to use the annual budget
estimate, but that now *includes* taxes, rather than excluding them as in
previous versions.

I'm betting you used that budget estimate in the previous version, and it's
still set for that. If you go to the Living Expenses tab and click on the
Estimate Expenses button, you'll see the budget estimate is way over what
it used to be. The result is double-counting taxes, savings, and debt.

I preferred the previous method. It was far more intelligent and adapted
automatically to budget estimates. The new method is not so impressive.
--
Chris Cowles
Gainesville, FL

#6 11-28-2006, 06:13 PM

In microsoft.public.money, Dick Watson wrote:

- quote -

> Too bad the effect of that can't be isolated to just Money. I suspect that's
> closer to what Kevin is looking for.

It's hard to distinguish between people who want to know what they
can do vs being stuck by what they can't do. I would agree that I
would like software to take commands rather than phoning home on its
own.

We could also add, that as a troubleshooting technique, Kevin could
set IE to work offline, and then open Money.

- quote -

> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news

l0pm25d9pn6137r2gc48pmnnc9h6a6t1j[at]4ax.com...
> > In IE I would select
> > Tools-> InternetOptions-> Connections-> NeverDialAConnection. Set up
> > a shortcut to dial when you want, and disconnect whenever you want.

#5 11-28-2006, 06:03 PM

In microsoft.public.money, Kevin Campbell wrote:

- quote -

> I just "upgraded" from Money 2004 to Money 2007 and I have a couple of
> questions.
> 1. How do I turn off automatically connecting to the internet and updating?
> I have a dialup connection and every time I start Money it tries to open a
> connection.
> 2. Is there a problem with the Lifetime Planner? In Money 2004 the result
> graph showed a positive balance of all accounts through the entire graph
> period. When I went into the planner in Money 2007 the initial display of
> the graph showed the same as in Money 2004. However, when I stepped through
> the various steps of the planner (without changing ANY of the entries that
> had been in Money 2004) when I got to the result graph it now showed
> completely differently and shows a negative balance after only a couple of
> years into my retirement period whereas Money 2004 showed a correct positive
> balance. What gives? I didn't change any entries in then planner but Money
> 2007 comes up with a completely different outcome!!!

In IE I suggest deleting temporary files. Also consider resetting
the planner.

- quote -

> 3. Speed seems to be an issue with Money 2007. It takes a couple of
> minutes to open when I start it compared to Money 2004. It also takes at
> least 20-30 seconds to save any transactions that I do in the register or
> when modifying bill entries in the Bills Summary area. It is much slower
> than Money 2004. Are there any things I can do to speed it up?

On a copy of your file, consider removing the Bills with
Files-> Repair. See if the speed change makes it of interest.

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