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Old 05-15-2007, 11:28 PM
Dick Watson
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Default Re: How do you refresh the 'My Money' Screen and Categories ... ?

In the case of Advisor FYI, I wonder if you are expecting it to work
differently than it works.

If, say, Advisor FYI issues a warning that Account X may have insufficient
funds for scheduled item Y on date Z, once it detects that condition and
reports, it never goes back to re-evaluate, no matter how you change X, Y,
or Z. It got concerned, told you its concern, and went back to looking for
future concern conditions. It never withdraws the concern.

I'm not necessarily defending it as a good or the most helpful design, but
that's how it works. Since I have a scheduled investment from 401k cash
accounts that draws them below $0 on the same day as a scheduled transfer of
the same amount of funds into the account, I see these kinds of vapid
messages a lot.

"Joe Graeber" <joe-spamisbad[at]microsageinc.takethisoff.com> wrote in message
news:284E8F65-F415-40C6-8C2E-D0AD268534DA[at]microsoft.com...
- quote -

> Are there any updates to this ... ?
> > If I make changes to my accounts and then come
> > back to the Home screen, certain things update (like graphs for spending
> > by
> > category, etc), however, the Advisor FYI Does not. How can I get that to
> > refresh?



 
Old 05-15-2007, 10:38 PM
Joe Graeber
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Default RE: How do you refresh the 'My Money' Screen and Categories ... ?

Are there any updates to this ... ?
--
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"Joe" wrote:

- quote -

> Hello, when I first logon to MSMoney 2007, I see the My Money Screen with
> Advisor FYI and other items. If I make changes to my accounts and then come
> back to the Home screen, certain things update (like graphs for spending by
> category, etc), however, the Advisor FYI Does not. How can I get that to
> refresh?
> Also, my reports keep telling me that I have $X in unassigned categories,
> yet when I do what it tells me (go to Budgets, click the assign categories
> box, etc), it doesn't list anything to fix?

  #-1  
Old 04-14-2007, 05:22 PM
Joe
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Posts: n/a
Default How do you refresh the 'My Money' Screen and Categories ... ?

Hello, when I first logon to MSMoney 2007, I see the My Money Screen with
Advisor FYI and other items. If I make changes to my accounts and then come
back to the Home screen, certain things update (like graphs for spending by
category, etc), however, the Advisor FYI Does not. How can I get that to
refresh?

Also, my reports keep telling me that I have $X in unassigned categories,
yet when I do what it tells me (go to Budgets, click the assign categories
box, etc), it doesn't list anything to fix?
 

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categories, money, refresh, screen
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