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  #7  
Old 04-18-2007, 02:38 PM
Dan Johnson
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Posts: n/a
Default Re: Old Dude Newbie quesitons

Cal,

I hate to keep blowing holes in your solutions but I only write, at most, 6
checks/mo. The overwhelming other transactions are with credit/debit cards
and on-line payments as much as possible. This may seem odd but it is far
quicker, cheaper, and, quite frankly, the lazy way out. Besides I just don't
like writing checks.

I do understand your comments about when the data coming across not
necessarily in the same order as it was written in the original file. It
would be nice to see the transactions in the same order as the register to
follow along with its sequence. It is understandable, though, why it is
possible that it cannot be done.

However, the cleared/reconciled column, I would think, should come across.
All the other fields come and I was just wondering why it doesn't.

Thanks for the help.

Dan

--
Dan Johnson


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:trua23t3t1onqqrk0b4ls3b7islj51pvf1[at]4ax.com...
- quote -

> In microsoft.public.money, Dan Johnson wrote:
> > Cal,
> > > See answers below:
> > > --

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

> > news:2dda23t3405jo7c4ls92ut2nbn9g4edbu0[at]4ax.com...
> > > In microsoft.public.money, Dan Johnson wrote:
> > > > > > I have been running MS Money 2005 since it was new and synchronizing my
> > > > desktop that holds the primary program with my laptop which I have with
> > > > me any time that I am away. There are two issues that I have not been
> > > > able to resolve.
> > > > > > > 1.. The "Mark As" column on my laptop has never updated with the
> > > > information from the desktop (it is simply empty). Is there a setting
> > > > that I need to change to allow this functionality?
> > > > > > > > Where is the "Mark As" column? Are you talking about a palmtop
> > > computer running Pocket Money, rather than a laptop running
> > > Microsoft Money?

> Where/what is the "Mark As" column?
> > The problem exists on my laptop (both problems).

> OK Let's assume you have Microsoft Money installed on both the
> laptop and the desktop, and that you are using MoneyCentral/MSN
> Money to synchronize between the units. This should work for basic
> transaction data in Money 2005, but it does not fully sync all the
> data or settings in the file.
> If you really wants them to be identical, YOu have to edit only one
> file at a time, and when finished - copy that file over the *.mny
> file in the other computer.
> Be extra careful. Have Money set to backup onto each machine, and
> keep more than one version of backup. Also, keep some more backups
> on a USB drive.
> Alternatively, just replace the .mny on the laptop with a copy of
> the .mny file on the desk top. The files would be identical at that
> point. Then you could carry on as you were.
> > > > > > > > 2.. I use the "Sort by Order Entry" in both accounts but the one on my
> > > > laptop does not follow the order entry. I'm not certain what order it
> > > > is following. It is fairly close but not exactly. Again, is there a
> > > > setting I am missing?
> > > > > I would see if File-> RepairMoneyFile-> QuickFileRepair helps.

> > This didn't help.
> > > Your next post didn't ask why the Entry Order method but the answer lies

> > in the fact that it matches my checkbook register data entry.

> I did not think of that! It makes perfect sense. The order of entry
> for each transaction is not going to be based on when the
> transaction was made originally , but when it made its way into that
> Money file. So they could differ. Copying the Money file over would
> get them to match at that point.
> Perhaps you could sort by check number when comparing to written
> check register. You can do that by clicking the Num header.



  #6  
Old 04-18-2007, 02:12 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Old Dude Newbie quesitons

In microsoft.public.money, Dick Watson wrote:

- quote -

> I believe he's talking about Reconciled/Cleared.

Thanks.

- quote -

> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:trua23t3t1onqqrk0b4ls3b7islj51pvf1[at]4ax.com...
> > Where/what is the "Mark As" column?

  #5  
Old 04-18-2007, 01:28 PM
Dan Johnson
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Posts: n/a
Default Re: Old Dude Newbie quesitons

That is the column in reference. I suppose the question could be: is this a
field that synchronizes between the two locations?



--
Dan Johnson


"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:uhmBWSbgHHA.4064[at]TK2MSFTNGP02.phx.gbl...
- quote -

> I believe he's talking about Reconciled/Cleared.
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:trua23t3t1onqqrk0b4ls3b7islj51pvf1[at]4ax.com...
> > Where/what is the "Mark As" column?



  #4  
Old 04-18-2007, 12:25 PM
Dick Watson
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Posts: n/a
Default Re: Old Dude Newbie quesitons

I believe he's talking about Reconciled/Cleared.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:trua23t3t1onqqrk0b4ls3b7islj51pvf1[at]4ax.com...
- quote -

> Where/what is the "Mark As" column?


  #3  
Old 04-18-2007, 02:10 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Old Dude Newbie quesitons

In microsoft.public.money, Dan Johnson wrote:

- quote -

> Cal,
> See answers below:
> --
> Dan Johnson
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:2dda23t3405jo7c4ls92ut2nbn9g4edbu0[at]4ax.com...
> > In microsoft.public.money, Dan Johnson wrote:
> > > > I have been running MS Money 2005 since it was new and synchronizing my desktop that holds the primary program with my laptop which I have with me any time that I am away. There are two issues that I have not been able to resolve.
> > > > > 1.. The "Mark As" column on my laptop has never updated with the information from the desktop (it is simply empty). Is there a setting that I need to change to allow this functionality?
> > > > > Where is the "Mark As" column? Are you talking about a palmtop

> > computer running Pocket Money, rather than a laptop running
> > Microsoft Money?


Where/what is the "Mark As" column?




- quote -

> The problem exists on my laptop (both problems).

OK Let's assume you have Microsoft Money installed on both the
laptop and the desktop, and that you are using MoneyCentral/MSN
Money to synchronize between the units. This should work for basic
transaction data in Money 2005, but it does not fully sync all the
data or settings in the file.

If you really wants them to be identical, YOu have to edit only one
file at a time, and when finished - copy that file over the *.mny
file in the other computer.

Be extra careful. Have Money set to backup onto each machine, and
keep more than one version of backup. Also, keep some more backups
on a USB drive.

Alternatively, just replace the .mny on the laptop with a copy of
the .mny file on the desk top. The files would be identical at that
point. Then you could carry on as you were.


- quote -

> > > > > 2.. I use the "Sort by Order Entry" in both accounts but the one on my laptop does not follow the order entry. I'm not certain what order it is following. It is fairly close but not exactly. Again, is there a setting I am missing?
> > > I would see if File-> RepairMoneyFile-> QuickFileRepair helps.

> This didn't help.
> Your next post didn't ask why the Entry Order method but the answer lies in the fact that it matches my checkbook register data entry.


I did not think of that! It makes perfect sense. The order of entry
for each transaction is not going to be based on when the
transaction was made originally , but when it made its way into that
Money file. So they could differ. Copying the Money file over would
get them to match at that point.

Perhaps you could sort by check number when comparing to written
check register. You can do that by clicking the Num header.
  #2  
Old 04-18-2007, 12:07 AM
Dan Johnson
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Posts: n/a
Default Re: Old Dude Newbie quesitons

Cal,

See answers below:

--
Dan Johnson


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:2dda23t3405jo7c4ls92ut2nbn9g4edbu0[at]4ax.com...
- quote -

> In microsoft.public.money, Dan Johnson wrote:
> > I have been running MS Money 2005 since it was new and synchronizing my desktop that holds the primary program with my laptop which I have with me any time that I am away. There are two issues that I have not been able to resolve.
> > > 1.. The "Mark As" column on my laptop has never updated with the information from the desktop (it is simply empty). Is there a setting that I need to change to allow this functionality?

> > Where is the "Mark As" column? Are you talking about a palmtop

> computer running Pocket Money, rather than a laptop running
> Microsoft Money?

The problem exists on my laptop (both problems).
> > 2.. I use the "Sort by Order Entry" in both accounts but the one on my laptop does not follow the order entry. I'm not certain what order it is following. It is fairly close but not exactly. Again, is there a setting I am missing?

> I would see if File-> RepairMoneyFile-> QuickFileRepair helps.

This didn't help.

Your next post didn't ask why the Entry Order method but the answer lies in the fact that it matches my checkbook register data entry.

- quote -

> > Any help is appreciated.
> > > Regards,

  #1  
Old 04-17-2007, 09:10 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Old Dude Newbie quesitons

In microsoft.public.money, Dan Johnson wrote:

- quote -

> 2.. I use the "Sort by Order Entry" in both accounts but the one on my laptop does not follow the order entry. I'm not certain what order it is following. It is fairly close but not exactly. Again, is there a setting I am missing?
> Any help is appreciated.


I was thinking again about that. Normally you would want to sort by
date, and only sort by entry order in very special circumstances.
 
Old 04-17-2007, 09:05 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Old Dude Newbie quesitons

In microsoft.public.money, Dan Johnson wrote:

- quote -

> I have been running MS Money 2005 since it was new and synchronizing my desktop that holds the primary program with my laptop which I have with me any time that I am away. There are two issues that I have not been able to resolve.
> 1.. The "Mark As" column on my laptop has never updated with the information from the desktop (it is simply empty). Is there a setting that I need to change to allow this functionality?


Where is the "Mark As" column? Are you talking about a palmtop
computer running Pocket Money, rather than a laptop running
Microsoft Money?


- quote -

> 2.. I use the "Sort by Order Entry" in both accounts but the one on my laptop does not follow the order entry. I'm not certain what order it is following. It is fairly close but not exactly. Again, is there a setting I am missing?

I would see if File-> RepairMoneyFile-> QuickFileRepair helps.


- quote -

> Any help is appreciated.
> Regards,

  #-1  
Old 04-17-2007, 06:43 PM
Dan Johnson
Guest
 
Posts: n/a
Default Old Dude Newbie quesitons

I have been running MS Money 2005 since it was new and synchronizing my desktop that holds the primary program with my laptop which I have with me any time that I am away. There are two issues that I have not been able to resolve.

1.. The "Mark As" column on my laptop has never updated with the information from the desktop (it is simply empty). Is there a setting that I need to change to allow this functionality?

2.. I use the "Sort by Order Entry" in both accounts but the one on my laptop does not follow the order entry. I'm not certain what order it is following. It is fairly close but not exactly. Again, is there a setting I am missing?
Any help is appreciated.

Regards,

--
Dan Johnson


 

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