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Old 04-11-2007, 03:11 PM
Cal Learner-- MVP
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Default Re: M7 DIRECT STATEMENTS

In microsoft.public.money, JoeM wrote:

- quote -

> 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.


In Internet Explorer delete your browser temporary files with
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.


  #-1  
Old 04-11-2007, 12:33 PM
JoeM
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Posts: n/a
Default M7 DIRECT STATEMENTS

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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