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#9
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| Found the setting that got turned off in the upgrade. All works as it has for years. Assets on investments page but not included in accounts listing. Thanks "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:b07eu2ldh9ks87kmgbkvffiur2k9gg9a06[at]4ax.com... - quote - > In microsoft.public.money, John Barnes wrote: > > > > > > You are putting hundreds of transactions into a watch account? A > > > watch account is intended for pretend transactions. If these are > > > real, you probably would want to go to the account details, and make > > > the account not be called a watch account. > > > > > For Money 2002,3,4,5 this has been an easy way to track all the activity > > and > > have an easy place to see the value WITHOUT it being included in the > > assets > > section of the balance sheet. > I expect that to be true for Money 2007 also. However you would miss > out on performance data in the Portfolio view that for some reason > is not included for watch accounts. > I would have expected your transactions in your Money 2005 watch > account to come over into Money 2007. So if it didn't, it surprises > me. I guess my surprise threshold may be too low. Let us know what > you find out. > I don't know about the "balance sheet", but if it is like a report, > I would expect that you could Customize to determine what accounts > were included. I think Money Business has a way to mark an account > as personal. Wouldn't that keep the account out of the balance > sheet? |
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#8
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| The account list is what would usually be called a balance sheet. Assets - Liabilities = Net Assets (Total Account Balance) I will contact MSFT to find out why after 4 versions (at least) they didn't convert the Watch transactions (and didn't ask). "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:b07eu2ldh9ks87kmgbkvffiur2k9gg9a06[at]4ax.com... - quote - > In microsoft.public.money, John Barnes wrote: > > > > > > You are putting hundreds of transactions into a watch account? A > > > watch account is intended for pretend transactions. If these are > > > real, you probably would want to go to the account details, and make > > > the account not be called a watch account. > > > > > For Money 2002,3,4,5 this has been an easy way to track all the activity > > and > > have an easy place to see the value WITHOUT it being included in the > > assets > > section of the balance sheet. > I expect that to be true for Money 2007 also. However you would miss > out on performance data in the Portfolio view that for some reason > is not included for watch accounts. > I would have expected your transactions in your Money 2005 watch > account to come over into Money 2007. So if it didn't, it surprises > me. I guess my surprise threshold may be too low. Let us know what > you find out. > I don't know about the "balance sheet", but if it is like a report, > I would expect that you could Customize to determine what accounts > were included. I think Money Business has a way to mark an account > as personal. Wouldn't that keep the account out of the balance > sheet? |
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#7
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| In microsoft.public.money, John Barnes wrote: - quote - > > > You are putting hundreds of transactions into a watch account? A
I expect that to be true for Money 2007 also. However you would miss> > watch account is intended for pretend transactions. If these are > > real, you probably would want to go to the account details, and make > > the account not be called a watch account. > > For Money 2002,3,4,5 this has been an easy way to track all the activity and > have an easy place to see the value WITHOUT it being included in the assets > section of the balance sheet. out on performance data in the Portfolio view that for some reason is not included for watch accounts. I would have expected your transactions in your Money 2005 watch account to come over into Money 2007. So if it didn't, it surprises me. I guess my surprise threshold may be too low. Let us know what you find out. I don't know about the "balance sheet", but if it is like a report, I would expect that you could Customize to determine what accounts were included. I think Money Business has a way to mark an account as personal. Wouldn't that keep the account out of the balance sheet? |
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#6
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| - quote - > You are putting hundreds of transactions into a watch account? A
For Money 2002,3,4,5 this has been an easy way to track all the activity and> watch account is intended for pretend transactions. If these are > real, you probably would want to go to the account details, and make > the account not be called a watch account. have an easy place to see the value WITHOUT it being included in the assets section of the balance sheet. |
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#5
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| In microsoft.public.money, John Barnes wrote: - quote - > Thanks for your suggestions. Unfortunately both conditions are already
You are putting hundreds of transactions into a watch account? A> true. I will contact Microsoft, but I will have to go back to 2005 until I > get it resolved as there are hundreds of transactions missing which I don't > want to try to re-enter manually, and I don't want to get too far behind > with current transactions which I may have to re-enter. watch account is intended for pretend transactions. If these are real, you probably would want to go to the account details, and make the account not be called a watch account. - quote - > I think I remember
Have the data files named differently.> that you can run both versions, each with it's own files. Reinstall Money 2005. Open Sample.mny in its install folder to let updates apply. If the install will not install, you may have to un-install Money 2007 for a while. When you reinstall Money 2007, pay attention to not have the earlier version uninstalled during the process. - quote - > Would this be an
You will need to write down your serial number from your> option while waiting for results, and what is the best way to contact > Microsoft about this problem. retail-purchased Money 2007 installation (Help-> About), and supply that as your product identification number. In Money 2007, help will have info. It would get you to http://support.microsoft.com/oas/def...?&gprid=11403& |
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#4
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| Thanks for your suggestions. Unfortunately both conditions are already true. I will contact Microsoft, but I will have to go back to 2005 until I get it resolved as there are hundreds of transactions missing which I don't want to try to re-enter manually, and I don't want to get too far behind with current transactions which I may have to re-enter. I think I remember that you can run both versions, each with it's own files. Would this be an option while waiting for results, and what is the best way to contact Microsoft about this problem. Thanks again. "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:6kdcu25rt6ihjvrgli84je71o03amghf58[at]4ax.com... - quote - > In microsoft.public.money, John Barnes wrote: > > For example. Vanguard Federal Money Market Fund had activity in all 3 > > 'accounts' My IRA Investments to Watch and Investments. All 3 had > > balances > > before conversion. Now all the transactions for the Investments to watch > > account have disappeared but the ones for My IRA and Investments are all > > still there. > > Odd. Make sure you are in advanced register. Make sure that > View:AllTransactionsCoveringAllDates,SortedByDate( Increasing) is > selected. > If the problem persists, contact Microsoft. > > > "John Barnes" <jbarnes[at]email.net> wrote in message > > news:u2SkYd5WHHA.5068[at]TK2MSFTNGP03.phx.gbl... > > > I have been using the Investments to Watch section to track Investments I > > > don't want included in the assets section (like my wife's IRA), but want > > > to > > > track activities. All has worked well until I upgraded to Money 2007. > > > It > > > has deleted all the transactions from the accounts in this section. > > > I am tempted to reinstall my previous version and return Money 2007 to > > > Microsoft, but if there is a way to recover these transactions and get > > > them into 2007 I would like to know. In addition to the backed up files > > > 2007 made, I have made copies of the native files and retained them so a > > > reinstall of 2005 will be relatively easy. 2007 looks like 2005 with a > > > few buttons moved around |
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#3
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| In microsoft.public.money, John Barnes wrote: - quote - > For example. Vanguard Federal Money Market Fund had activity in all 3
Odd. Make sure you are in advanced register. Make sure that> 'accounts' My IRA Investments to Watch and Investments. All 3 had balances > before conversion. Now all the transactions for the Investments to watch > account have disappeared but the ones for My IRA and Investments are all > still there. View:AllTransactionsCoveringAllDates,SortedByDate( Increasing) is selected. If the problem persists, contact Microsoft. - quote - > "John Barnes" <jbarnes[at]email.net> wrote in message > news:u2SkYd5WHHA.5068[at]TK2MSFTNGP03.phx.gbl... > > I have been using the Investments to Watch section to track Investments I > > don't want included in the assets section (like my wife's IRA), but want to > > track activities. All has worked well until I upgraded to Money 2007. It > > has deleted all the transactions from the accounts in this section. > > I am tempted to reinstall my previous version and return Money 2007 to > > Microsoft, but if there is a way to recover these transactions and get > > them into 2007 I would like to know. In addition to the backed up files > > 2007 made, I have made copies of the native files and retained them so a > > reinstall of 2005 will be relatively easy. 2007 looks like 2005 with a > > few buttons moved around |
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#2
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| For example. Vanguard Federal Money Market Fund had activity in all 3 'accounts' My IRA Investments to Watch and Investments. All 3 had balances before conversion. Now all the transactions for the Investments to watch account have disappeared but the ones for My IRA and Investments are all still there. "John Barnes" <jbarnes[at]email.net> wrote in message news:u2SkYd5WHHA.5068[at]TK2MSFTNGP03.phx.gbl... - quote - > I have been using the Investments to Watch section to track Investments I > don't want included in the assets section (like my wife's IRA), but want to > track activities. All has worked well until I upgraded to Money 2007. It > has deleted all the transactions from the accounts in this section. > I am tempted to reinstall my previous version and return Money 2007 to > Microsoft, but if there is a way to recover these transactions and get > them into 2007 I would like to know. In addition to the backed up files > 2007 made, I have made copies of the native files and retained them so a > reinstall of 2005 will be relatively easy. 2007 looks like 2005 with a > few buttons moved around |
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#1
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| Yes. All the Investments I watched are listed. Before the conversion, 4-5 of the investments had years of transactions associated with them, some had zero balances, but several were active with shares costs and market values shown. Now there are no transactions and the columns are empty except the name last price and change. All of the lost transactions are in investments that show up in other tracked groups, like my IRA and Investments. Just the transactions associated with the Investments to Watch disappeared, the others are still there. "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:m77cu2ds2trcd6h64fmdoikp0nagnen3pi[at]4ax.com... - quote - > In microsoft.public.money, John Barnes wrote: > > I have been using the Investments to Watch section to track Investments I > > don't want included in the assets section (like my wife's IRA), but want > > to > > track activities. All has worked well until I upgraded to Money 2007. It > > has deleted all the transactions from the accounts in this section. > Are you saying you see the account, you can go to the account > register, but you not the transactions in your "Investments to > Watch" watch account? > > I am tempted to reinstall my previous version and return Money 2007 to > > Microsoft, but if there is a way to recover these transactions and get > > them > > into 2007 I would like to know. In addition to the backed up files 2007 > > made, I have made copies of the native files and retained them so a > > reinstall of 2005 will be relatively easy. 2007 looks like 2005 with a > > few > > buttons moved around |
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| In microsoft.public.money, John Barnes wrote: - quote - > I have been using the Investments to Watch section to track Investments I
Are you saying you see the account, you can go to the account> don't want included in the assets section (like my wife's IRA), but want to > track activities. All has worked well until I upgraded to Money 2007. It > has deleted all the transactions from the accounts in this section. register, but you not the transactions in your "Investments to Watch" watch account? - quote - > I am tempted to reinstall my previous version and return Money 2007 to > Microsoft, but if there is a way to recover these transactions and get them > into 2007 I would like to know. In addition to the backed up files 2007 > made, I have made copies of the native files and retained them so a > reinstall of 2005 will be relatively easy. 2007 looks like 2005 with a few > buttons moved around |
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#-1
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| I have been using the Investments to Watch section to track Investments I don't want included in the assets section (like my wife's IRA), but want to track activities. All has worked well until I upgraded to Money 2007. It has deleted all the transactions from the accounts in this section. I am tempted to reinstall my previous version and return Money 2007 to Microsoft, but if there is a way to recover these transactions and get them into 2007 I would like to know. In addition to the backed up files 2007 made, I have made copies of the native files and retained them so a reinstall of 2005 will be relatively easy. 2007 looks like 2005 with a few buttons moved around |
| Tags |
| investments, watch |
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