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| In microsoft.public.money, JoeM wrote: - quote - > I have been a long time user of Money (since 1993) and am very satsified
In Internet Explorer delete your browser temporary files with> with the product. > After upgrading from Money 2004 to Money 2007 the other day, I've > encountered two odd problems. First, I download direct statements from > Discover and USAA Federal Savings Bank. Since the upgrade, the program > attempts to retrieve statements immediately after launch but fails. When I > try manually to download statements, it also fails; however, sometimes if I > exit the program and restart it, the downloaded statements will be visible > and properly matched. Tools-> InternetOptions-> DeleteFiles or Tools-> InternetOptions-> Delete-> DeleteFiles. Then in Money do File-> RepairMoneyFile-> QuickFileRepair again. I would consider turning off the first item under Tools-> Settings. Then use AccountList-> UpdateNow when you want to update. You also could remove the LiveID if you like. If you did not like the results, you could File-> Restore to yesterday's backup. Here are some other suggestions, tho they do not bear on what you asked: Clear Portfolio-> UpdatePrices-> UpdateAutomaticallyEvery__Minutes for better speed when entering the portfolio view. If you download stock dividends from your broker, it is probably best to disable the dividend forecast estimates from being inserted into your register for you. You can disable that forecasting with Portfolio-> ChangePortfolioSettings-> (General)NotifyMeOfDividendsForMyHoldings Alternatively de-select the various dividends from being entered into the register when the DividendDistributionNotice appears at the ex-dividend day. By default, the backup of Money 2006 and later is much improved in that it will make more than one backup. I suggest you raise from the default of 4 to a new bigger number. Also, I suggest scheduled backups to a USB flash drive. You will, however, have to manually trim the older files in the USB flash drive, due to a relatively harmless bug/quirk. |
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| I have been a long time user of Money (since 1993) and am very satsified with the product. After upgrading from Money 2004 to Money 2007 the other day, I've encountered two odd problems. First, I download direct statements from Discover and USAA Federal Savings Bank. Since the upgrade, the program attempts to retrieve statements immediately after launch but fails. When I try manually to download statements, it also fails; however, sometimes if I exit the program and restart it, the downloaded statements will be visible and properly matched. Also, the tax estimator in Money 2004 worked reasonably well for me. In Money 2007 however, there is a refundable credit of $2,000 shown but I'm unable to trace it's source in Money. I did receive a state tax refund for 2006, but it's not anywhere near the $2,000. Any idea or suggestions? Thanks, |
| Tags |
| direct, statements |
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