Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #6  
Old 06-07-2007, 03:29 PM
Ryan
Guest
 
Posts: n/a
Default Re: Money 2007 Budget Summary vs. Bills Summary

I have the same problem with 2006. I found that article and it doesnt seem
to pertain to MS Money 2006. I cant find where to perform the following
steps...

1. On the Planner menu, click Budget Planner.
2. Right-click the category that you want to edit, click Edit, and then
click OK.
3. In the Pay from box, click any account.
4. In the Next due date box, click a date from several months in the past.
5. At the bottom of this page, click This series will end at some point in
time.
6. In the Date of final transaction box, click the same date that you chose
in step 4.
7. Click OK.

Please help.

"Gary" wrote:

- quote -

> KB 318841
> --
> Gary
> "Ken" wrote:
> > Hi Gary, thanks for your thought's about Money 01 vis-a-vis 07.
> > > What is the number of the Knowledge Base article you are referring to for

> > this work around solution?
> > > Ken
> > > "Gary" <Gary[at]discussions.microsoft.com> wrote in message

> > news:BF859A56-25B0-4E61-9979-CADBE92A9195[at]microsoft.com...
> > > | A good question, Ken. I am beginning to wonder why I changed. I thought

> > | there would be six more years of debugging the product, but apparently I
> > am
> > | wrong.
> > |
> > | I just got off the online chat with MS tech support. It seems the problem
> > | is a "phantom" entry that results when a paycheck is entered through Bills
> > | Summary but does not disappear when the paycheck entry is deleted. There
> > is
> > | no fix for this mess, only a work around. The kb solution applies to
> > | versions up to Money 04, so the problem has been around a while.
> > Apparently,
> > | MS thinks it is cured; it isn't.
> > |
> > | I am going to give it a rest for a while and then decide if I want to
> > apply
> > | the work around or just build a new budget from scratch.
> > | --
> > | Gary
> > |
> > |
> > | "Ken" wrote:
> > |
> > | > Hi Gary,
> > | > > | > Think I gave you incorrect info this morning.
> > | > > | > For some reason I was thinking about Dept Reduction Planner, and of
> > course,
> > | > there is a reset button for this feature.
> > | > > | > I use Money 01 and setting changes are under Tool / Options, where as I
> > | > believe in Money 07 they are in Tools / Settings.
> > | > > | > There is a AutoBudget feature in Money, perhaps it might be interfering
> > with
> > | > your changes.
> > | > > | > I seldom make change there, but seem to recall, when I do things get out
> > of
> > | > wack until the program creates a new budget for the next month.
> > | > > | > Guess the reason I seldom make changes is because AutoBudget picks up
> > all my
> > | > income and expense for me.
> > | > > | > Am curious, why change from Money 01?
> > | > > | > Ken
> > | > > | > "Gary" <Gary[at]discussions.microsoft.com> wrote in message
> > | > news:47D8A5E5-3BB1-456B-92CA-D16FD37E1772[at]microsoft.com...
> > | > > | > | Ken,
> > | > | Unless I am missing something, I can retrieve an archived budget or
> > create
> > | > a
> > | > | new one. I don't see where I can fix this particular problem.
> > Perhaps
> > | > the
> > | > | only fix is to create a new budget, which is fairly high on my list of
> > | > things
> > | > | I do not want to do.
> > | > | --
> > | > | Gary
> > | > |
> > | > |
> > | > | "Ken" wrote:
> > | > |
> > | > | > Hi Gary,
> > | > | > > | > | > I think you can reset budget via Tools | Options.
> > | > | > > | > | > Ken
> > | > | > > | > | > "Gary" <Gary[at]discussions.microsoft.com> wrote in message
> > | > | > news:839AB89C-E638-42EC-98DB-5B4A2FBCC4A7[at]microsoft.com...
> > | > | > | I recently upgraded from Money 01 to Money 07. I never used the
> > | > budget
> > | > | > | function before but am trying to use it now. In the process of
> > | > learning,
> > | > | > I
> > | > | > | have created and deleted recurring paychecks in the Bills Summary.
> > | > When I
> > | > | > | create them, they properly show up in Income in the Budget
> > Summary,
> > | > but
> > | > | > when
> > | > | > | I deleted them from Bills Summary, they continue to show in the
> > Budget
> > | > | > | Summary. As a consequence, my Income in the Budget Summary is
> > showing
> > | > | > | multiples of my actual income, and I cannot figure out how to
> > correct
> > | > the
> > | > | > | problem.
> > | > | > | --
> > | > | > | Gary
> > | > | > > | > | > > | > > | > >
  #5  
Old 06-02-2007, 05:27 PM
Gary
Guest
 
Posts: n/a
Default Re: Money 2007 Budget Summary vs. Bills Summary

KB 318841
--
Gary


"Ken" wrote:

- quote -

> Hi Gary, thanks for your thought's about Money 01 vis-a-vis 07.
> What is the number of the Knowledge Base article you are referring to for
> this work around solution?
> Ken
> "Gary" <Gary[at]discussions.microsoft.com> wrote in message
> news:BF859A56-25B0-4E61-9979-CADBE92A9195[at]microsoft.com...
> | A good question, Ken. I am beginning to wonder why I changed. I thought
> | there would be six more years of debugging the product, but apparently I
> am
> | wrong.
> |
> | I just got off the online chat with MS tech support. It seems the problem
> | is a "phantom" entry that results when a paycheck is entered through Bills
> | Summary but does not disappear when the paycheck entry is deleted. There
> is
> | no fix for this mess, only a work around. The kb solution applies to
> | versions up to Money 04, so the problem has been around a while.
> Apparently,
> | MS thinks it is cured; it isn't.
> |
> | I am going to give it a rest for a while and then decide if I want to
> apply
> | the work around or just build a new budget from scratch.
> | --
> | Gary
> |
> |
> | "Ken" wrote:
> |
> | > Hi Gary,
> | > | > Think I gave you incorrect info this morning.
> | > | > For some reason I was thinking about Dept Reduction Planner, and of
> course,
> | > there is a reset button for this feature.
> | > | > I use Money 01 and setting changes are under Tool / Options, where as I
> | > believe in Money 07 they are in Tools / Settings.
> | > | > There is a AutoBudget feature in Money, perhaps it might be interfering
> with
> | > your changes.
> | > | > I seldom make change there, but seem to recall, when I do things get out
> of
> | > wack until the program creates a new budget for the next month.
> | > | > Guess the reason I seldom make changes is because AutoBudget picks up
> all my
> | > income and expense for me.
> | > | > Am curious, why change from Money 01?
> | > | > Ken
> | > | > "Gary" <Gary[at]discussions.microsoft.com> wrote in message
> | > news:47D8A5E5-3BB1-456B-92CA-D16FD37E1772[at]microsoft.com...
> | > | > | Ken,
> | > | Unless I am missing something, I can retrieve an archived budget or
> create
> | > a
> | > | new one. I don't see where I can fix this particular problem.
> Perhaps
> | > the
> | > | only fix is to create a new budget, which is fairly high on my list of
> | > things
> | > | I do not want to do.
> | > | --
> | > | Gary
> | > |
> | > |
> | > | "Ken" wrote:
> | > |
> | > | > Hi Gary,
> | > | > | > | > I think you can reset budget via Tools | Options.
> | > | > | > | > Ken
> | > | > | > | > "Gary" <Gary[at]discussions.microsoft.com> wrote in message
> | > | > news:839AB89C-E638-42EC-98DB-5B4A2FBCC4A7[at]microsoft.com...
> | > | > | I recently upgraded from Money 01 to Money 07. I never used the
> | > budget
> | > | > | function before but am trying to use it now. In the process of
> | > learning,
> | > | > I
> | > | > | have created and deleted recurring paychecks in the Bills Summary.
> | > When I
> | > | > | create them, they properly show up in Income in the Budget
> Summary,
> | > but
> | > | > when
> | > | > | I deleted them from Bills Summary, they continue to show in the
> Budget
> | > | > | Summary. As a consequence, my Income in the Budget Summary is
> showing
> | > | > | multiples of my actual income, and I cannot figure out how to
> correct
> | > the
> | > | > | problem.
> | > | > | --
> | > | > | Gary
> | > | > | > | > | > |
  #4  
Old 06-02-2007, 02:25 PM
Ken
Guest
 
Posts: n/a
Default Re: Money 2007 Budget Summary vs. Bills Summary

Hi Gary, thanks for your thought's about Money 01 vis-a-vis 07.

What is the number of the Knowledge Base article you are referring to for
this work around solution?

Ken

"Gary" <Gary[at]discussions.microsoft.com> wrote in message
news:BF859A56-25B0-4E61-9979-CADBE92A9195[at]microsoft.com...

| A good question, Ken. I am beginning to wonder why I changed. I thought
| there would be six more years of debugging the product, but apparently I
am
| wrong.
|
| I just got off the online chat with MS tech support. It seems the problem
| is a "phantom" entry that results when a paycheck is entered through Bills
| Summary but does not disappear when the paycheck entry is deleted. There
is
| no fix for this mess, only a work around. The kb solution applies to
| versions up to Money 04, so the problem has been around a while.
Apparently,
| MS thinks it is cured; it isn't.
|
| I am going to give it a rest for a while and then decide if I want to
apply
| the work around or just build a new budget from scratch.
| --
| Gary
|
|
| "Ken" wrote:
|
| > Hi Gary,
| | > Think I gave you incorrect info this morning.
| | > For some reason I was thinking about Dept Reduction Planner, and of
course,
| > there is a reset button for this feature.
| | > I use Money 01 and setting changes are under Tool / Options, where as I
| > believe in Money 07 they are in Tools / Settings.
| | > There is a AutoBudget feature in Money, perhaps it might be interfering
with
| > your changes.
| | > I seldom make change there, but seem to recall, when I do things get out
of
| > wack until the program creates a new budget for the next month.
| | > Guess the reason I seldom make changes is because AutoBudget picks up
all my
| > income and expense for me.
| | > Am curious, why change from Money 01?
| | > Ken
| | > "Gary" <Gary[at]discussions.microsoft.com> wrote in message
| > news:47D8A5E5-3BB1-456B-92CA-D16FD37E1772[at]microsoft.com...
| | > | Ken,
| > | Unless I am missing something, I can retrieve an archived budget or
create
| > a
| > | new one. I don't see where I can fix this particular problem.
Perhaps
| > the
| > | only fix is to create a new budget, which is fairly high on my list of
| > things
| > | I do not want to do.
| > | --
| > | Gary
| > |
| > |
| > | "Ken" wrote:
| > |
| > | > Hi Gary,
| > | | > | > I think you can reset budget via Tools | Options.
| > | | > | > Ken
| > | | > | > "Gary" <Gary[at]discussions.microsoft.com> wrote in message
| > | > news:839AB89C-E638-42EC-98DB-5B4A2FBCC4A7[at]microsoft.com...
| > | > | I recently upgraded from Money 01 to Money 07. I never used the
| > budget
| > | > | function before but am trying to use it now. In the process of
| > learning,
| > | > I
| > | > | have created and deleted recurring paychecks in the Bills Summary.
| > When I
| > | > | create them, they properly show up in Income in the Budget
Summary,
| > but
| > | > when
| > | > | I deleted them from Bills Summary, they continue to show in the
Budget
| > | > | Summary. As a consequence, my Income in the Budget Summary is
showing
| > | > | multiples of my actual income, and I cannot figure out how to
correct
| > the
| > | > | problem.
| > | > | --
| > | > | Gary
| > | | > | | |
  #3  
Old 06-02-2007, 12:31 AM
Gary
Guest
 
Posts: n/a
Default Re: Money 2007 Budget Summary vs. Bills Summary

A good question, Ken. I am beginning to wonder why I changed. I thought
there would be six more years of debugging the product, but apparently I am
wrong.

I just got off the online chat with MS tech support. It seems the problem
is a "phantom" entry that results when a paycheck is entered through Bills
Summary but does not disappear when the paycheck entry is deleted. There is
no fix for this mess, only a work around. The kb solution applies to
versions up to Money 04, so the problem has been around a while. Apparently,
MS thinks it is cured; it isn't.

I am going to give it a rest for a while and then decide if I want to apply
the work around or just build a new budget from scratch.
--
Gary


"Ken" wrote:

- quote -

> Hi Gary,
> Think I gave you incorrect info this morning.
> For some reason I was thinking about Dept Reduction Planner, and of course,
> there is a reset button for this feature.
> I use Money 01 and setting changes are under Tool / Options, where as I
> believe in Money 07 they are in Tools / Settings.
> There is a AutoBudget feature in Money, perhaps it might be interfering with
> your changes.
> I seldom make change there, but seem to recall, when I do things get out of
> wack until the program creates a new budget for the next month.
> Guess the reason I seldom make changes is because AutoBudget picks up all my
> income and expense for me.
> Am curious, why change from Money 01?
> Ken
> "Gary" <Gary[at]discussions.microsoft.com> wrote in message
> news:47D8A5E5-3BB1-456B-92CA-D16FD37E1772[at]microsoft.com...
> | Ken,
> | Unless I am missing something, I can retrieve an archived budget or create
> a
> | new one. I don't see where I can fix this particular problem. Perhaps
> the
> | only fix is to create a new budget, which is fairly high on my list of
> things
> | I do not want to do.
> | --
> | Gary
> |
> |
> | "Ken" wrote:
> |
> | > Hi Gary,
> | > | > I think you can reset budget via Tools | Options.
> | > | > Ken
> | > | > "Gary" <Gary[at]discussions.microsoft.com> wrote in message
> | > news:839AB89C-E638-42EC-98DB-5B4A2FBCC4A7[at]microsoft.com...
> | > | I recently upgraded from Money 01 to Money 07. I never used the
> budget
> | > | function before but am trying to use it now. In the process of
> learning,
> | > I
> | > | have created and deleted recurring paychecks in the Bills Summary.
> When I
> | > | create them, they properly show up in Income in the Budget Summary,
> but
> | > when
> | > | I deleted them from Bills Summary, they continue to show in the Budget
> | > | Summary. As a consequence, my Income in the Budget Summary is showing
> | > | multiples of my actual income, and I cannot figure out how to correct
> the
> | > | problem.
> | > | --
> | > | Gary
> | > |
  #2  
Old 06-01-2007, 11:03 PM
Ken
Guest
 
Posts: n/a
Default Re: Money 2007 Budget Summary vs. Bills Summary

Hi Gary,

Think I gave you incorrect info this morning.

For some reason I was thinking about Dept Reduction Planner, and of course,
there is a reset button for this feature.

I use Money 01 and setting changes are under Tool / Options, where as I
believe in Money 07 they are in Tools / Settings.

There is a AutoBudget feature in Money, perhaps it might be interfering with
your changes.

I seldom make change there, but seem to recall, when I do things get out of
wack until the program creates a new budget for the next month.

Guess the reason I seldom make changes is because AutoBudget picks up all my
income and expense for me.

Am curious, why change from Money 01?

Ken

"Gary" <Gary[at]discussions.microsoft.com> wrote in message
news:47D8A5E5-3BB1-456B-92CA-D16FD37E1772[at]microsoft.com...

| Ken,
| Unless I am missing something, I can retrieve an archived budget or create
a
| new one. I don't see where I can fix this particular problem. Perhaps
the
| only fix is to create a new budget, which is fairly high on my list of
things
| I do not want to do.
| --
| Gary
|
|
| "Ken" wrote:
|
| > Hi Gary,
| | > I think you can reset budget via Tools | Options.
| | > Ken
| | > "Gary" <Gary[at]discussions.microsoft.com> wrote in message
| > news:839AB89C-E638-42EC-98DB-5B4A2FBCC4A7[at]microsoft.com...
| > | I recently upgraded from Money 01 to Money 07. I never used the
budget
| > | function before but am trying to use it now. In the process of
learning,
| > I
| > | have created and deleted recurring paychecks in the Bills Summary.
When I
| > | create them, they properly show up in Income in the Budget Summary,
but
| > when
| > | I deleted them from Bills Summary, they continue to show in the Budget
| > | Summary. As a consequence, my Income in the Budget Summary is showing
| > | multiples of my actual income, and I cannot figure out how to correct
the
| > | problem.
| > | --
| > | Gary
| |
  #1  
Old 06-01-2007, 06:41 PM
Gary
Guest
 
Posts: n/a
Default Re: Money 2007 Budget Summary vs. Bills Summary

Ken,
Unless I am missing something, I can retrieve an archived budget or create a
new one. I don't see where I can fix this particular problem. Perhaps the
only fix is to create a new budget, which is fairly high on my list of things
I do not want to do.
--
Gary


"Ken" wrote:

- quote -

> Hi Gary,
> I think you can reset budget via Tools | Options.
> Ken
> "Gary" <Gary[at]discussions.microsoft.com> wrote in message
> news:839AB89C-E638-42EC-98DB-5B4A2FBCC4A7[at]microsoft.com...
> | I recently upgraded from Money 01 to Money 07. I never used the budget
> | function before but am trying to use it now. In the process of learning,
> I
> | have created and deleted recurring paychecks in the Bills Summary. When I
> | create them, they properly show up in Income in the Budget Summary, but
> when
> | I deleted them from Bills Summary, they continue to show in the Budget
> | Summary. As a consequence, my Income in the Budget Summary is showing
> | multiples of my actual income, and I cannot figure out how to correct the
> | problem.
> | --
> | Gary

 
Old 06-01-2007, 05:53 PM
Ken
Guest
 
Posts: n/a
Default Re: Money 2007 Budget Summary vs. Bills Summary

Hi Gary,

I think you can reset budget via Tools | Options.

Ken

"Gary" <Gary[at]discussions.microsoft.com> wrote in message
news:839AB89C-E638-42EC-98DB-5B4A2FBCC4A7[at]microsoft.com...
| I recently upgraded from Money 01 to Money 07. I never used the budget
| function before but am trying to use it now. In the process of learning,
I
| have created and deleted recurring paychecks in the Bills Summary. When I
| create them, they properly show up in Income in the Budget Summary, but
when
| I deleted them from Bills Summary, they continue to show in the Budget
| Summary. As a consequence, my Income in the Budget Summary is showing
| multiples of my actual income, and I cannot figure out how to correct the
| problem.
| --
| Gary

  #-1  
Old 06-01-2007, 05:24 PM
Gary
Guest
 
Posts: n/a
Default Money 2007 Budget Summary vs. Bills Summary

I recently upgraded from Money 01 to Money 07. I never used the budget
function before but am trying to use it now. In the process of learning, I
have created and deleted recurring paychecks in the Bills Summary. When I
create them, they properly show up in Income in the Budget Summary, but when
I deleted them from Bills Summary, they continue to show in the Budget
Summary. As a consequence, my Income in the Budget Summary is showing
multiples of my actual income, and I cannot figure out how to correct the
problem.
--
Gary
 

Tags
2007, bills, budget, money, summary
Similar Threads
Thread Forum Replies Last Post
bills summary
pbw: I keep showing old recurring entries on the home page of my money 2006 version. To be more specific, I am showing deposits from my old job as...
Microsoft Money 4 08-31-2006 07:56 PM
Bills Summary Question
Kelly Wilcox: Hello, I just bought Microsoft Money 2005 Standard, which is an upgrade from Money 2000 for me. Back in the 2000 version, on the "Pay Bills"...
Microsoft Money 13 12-24-2004 03:17 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 11:00 PM.