Cal (and Ken)

I tried deleting and then adding the accounts; it worked.
I think the reason that I had trouble was that I had originally started with
MS Money elements, which did not have the cash transactions option, so teh
account was stuck as being set up for positions only. Seems like a bug

In any case, it is OK now.

Hi, I sent two replies, this one and one with attachment.

Do you see reply with attachment?

Ken

"ElliotL" <ElliotL[at]discussions.microsoft.com> wrote in message
news:C867BD4B-F8C9-44F2-BEEA-C1ED37A69E01[at]microsoft.com...

| I know how to do a screen grab, but I do not see any options for attaching
a
| file to a post.
|
| "Ken" wrote:
|
| > Re: Is there a way to upload a file? If so I could upload a screen
grab.
| | > If you are using Microsoft server to post you can attach your screen
grab to
| > the post.
| | > Press 'Print Screen' on keyboard.
| | > Open Paint program ==> Start ==> Programs ==> Accessories ==> Paint.
| | > In Paint program ==> Edit ==> Paste. Screen grab should display.
| | > Next choose ==File ==> Save As. Save as type... JPEG File Interchange
Format
| > [*.jpg] file.
| | > Attach the saved file to your post.
| | > Ken
| | > "ElliotL" <ElliotL[at]discussions.microsoft.com> wrote in message
| > news:98EFD401-8D64-4F8C-9881-402B028C9483[at]microsoft.com...
| > | The cash transactions box just seems to not be there; not above the
| > Contact
| > | information for this account" heading or anywhere else. Is there a
way to
| > | upload a file? If so I could upload a screen grab. But anyway here
is a
| > | list of everything I see on my screen:
| > |
| > | Top row: File / Edit / Favorites / Tools / Help
| > |
| > | Next row: Left arrow / right arrow / pulldown menu with “change
account
| > | settings” / Go to this page arrow / stop button / refresh button /
| > shortcuts
| > | icon
| > |
| > | Next row: Home / Banking / Bills / Reports / Investing (which is
| > selected)
| > | / Planning / Taxes /
| > |
| > | Next row: Investing home / Investing tools (which is selected) /
Markets /
| > | Stocks / Funds / EFTs / Commentary / Brokers
| > |
| > | Left side: Dec 30, 2007 / icon for my “E*trade” (my broker) / Other
tasks
| > /
| > | Go to E*trade brokerage / Delete this account / Close this account /
add a
| > | new account / Global account settings
| > |
| > | Center area: Change account settings / Change account settings for
| > (pulldown
| > | menu with name of account) / Financial institution (pull-down menu
with
| > | E*trade) / Account number (xxx and then last 4 digits in box) / Update
| > | contact info for this bank or broker / (checked) favorite account
select
| > my
| > | favorites / (unchecked) this account has been closed / (unchecked)
| > retirement
| > | account / (unchecked) tax deferred /**** no cash transactions box
here****
| > | contact information for this account / contact name (blank) / Voice
phone
| > | (blank) / Fax phone (blank) / Budget : / (checked) include this
account
| > in
| > | the budget planner / (checked) use this account for budgeted savings
| > goals /
| > | Online services / change bank or brokerage passwords / customize
updates /
| > | Done.
| > |
| |

I know how to do a screen grab, but I do not see any options for attaching a
file to a post.

"Ken" wrote:

- quote -

The
Tools-> Settings-> AccountSettings(global)-> DisplayAllAccountsInTheAdvancedRegister box is indeed checked. So I am still stuck.

"Cal Learner-- MVP" wrote:

- quote -

Re: Is there a way to upload a file? If so I could upload a screen grab.

If you are using Microsoft server to post you can attach your screen grab to
the post.

Press 'Print Screen' on keyboard.

Open Paint program ==> Start ==> Programs ==> Accessories ==> Paint.

In Paint program ==> Edit ==> Paste. Screen grab should display.

Next choose ==File ==> Save As. Save as type... JPEG File Interchange Format
[*.jpg] file.

Attach the saved file to your post.

Ken

"ElliotL" <ElliotL[at]discussions.microsoft.com> wrote in message
news:98EFD401-8D64-4F8C-9881-402B028C9483[at]microsoft.com...
| The cash transactions box just seems to not be there; not above the
Contact
| information for this account" heading or anywhere else. Is there a way to
| upload a file? If so I could upload a screen grab. But anyway here is a
| list of everything I see on my screen:
|
| Top row: File / Edit / Favorites / Tools / Help
|
| Next row: Left arrow / right arrow / pulldown menu with “change account
| settings” / Go to this page arrow / stop button / refresh button /
shortcuts
| icon
|
| Next row: Home / Banking / Bills / Reports / Investing (which is
selected)
| / Planning / Taxes /
|
| Next row: Investing home / Investing tools (which is selected) / Markets /
| Stocks / Funds / EFTs / Commentary / Brokers
|
| Left side: Dec 30, 2007 / icon for my “E*trade” (my broker) / Other tasks
/
| Go to E*trade brokerage / Delete this account / Close this account / add a
| new account / Global account settings
|
| Center area: Change account settings / Change account settings for
(pulldown
| menu with name of account) / Financial institution (pull-down menu with
| E*trade) / Account number (xxx and then last 4 digits in box) / Update
| contact info for this bank or broker / (checked) favorite account select
my
| favorites / (unchecked) this account has been closed / (unchecked)
retirement
| account / (unchecked) tax deferred /**** no cash transactions box here****
| contact information for this account / contact name (blank) / Voice phone
| (blank) / Fax phone (blank) / Budget : / (checked) include this account
in
| the budget planner / (checked) use this account for budgeted savings
goals /
| Online services / change bank or brokerage passwords / customize updates /
| Done.
|

In microsoft.public.money, ElliotL wrote:

- quote -

Yep... that's the place. I wonder if you might be in Essentials
register mode for the account.

I would set
Tools-> Settings-> AccountSettings(global)-> DisplayAllAccountsInTheAdvancedRegister


- quote -

The cash transactions box just seems to not be there; not above the Contact
information for this account" heading or anywhere else. Is there a way to
upload a file? If so I could upload a screen grab. But anyway here is a
list of everything I see on my screen:

Top row: File / Edit / Favorites / Tools / Help

Next row: Left arrow / right arrow / pulldown menu with “change account
settings” / Go to this page arrow / stop button / refresh button / shortcuts
icon

Next row: Home / Banking / Bills / Reports / Investing (which is selected)
/ Planning / Taxes /

Next row: Investing home / Investing tools (which is selected) / Markets /
Stocks / Funds / EFTs / Commentary / Brokers

Left side: Dec 30, 2007 / icon for my “E*trade” (my broker) / Other tasks /
Go to E*trade brokerage / Delete this account / Close this account / add a
new account / Global account settings

Center area: Change account settings / Change account settings for (pulldown
menu with name of account) / Financial institution (pull-down menu with
E*trade) / Account number (xxx and then last 4 digits in box) / Update
contact info for this bank or broker / (checked) favorite account select my
favorites / (unchecked) this account has been closed / (unchecked) retirement
account / (unchecked) tax deferred /**** no cash transactions box here****
contact information for this account / contact name (blank) / Voice phone
(blank) / Fax phone (blank) / Budget : / (checked) include this account in
the budget planner / (checked) use this account for budgeted savings goals /
Online services / change bank or brokerage passwords / customize updates /
Done.

In microsoft.public.money, ElliotL wrote:

- quote -

You can also do that from the AccountList.

- quote -

I tend to like to make that a zero, and use an early-dated
transaction in the register if I want to account for an opening
balance. But the normal way works well too.

- quote -

The "General Information" is a bold heading rather than a tab. The
TrackCashTransactions box would be just above the "Contact
information for this account" heading.

- quote -

No. That is not a difference.


- quote -

MVP (and Steve). Thanks for the information. Now I see I need to enable
Cash Transactions. I could not find that check box. I looked in help under
"Cash Transactions" and I was directed to do the following:
1. Go to the Portfolio Manager.
2. Right-click the account, and then click See Account Settings.
3. Under General Information, select the Track cash transactions check
box.
4. Enter the opening balance, and then click Done.
The problem is that there is no "Cash Transactions" box under the general
tab (or anywhere else on the account settings page.

I am using a just downloaded version of Microsoft Money Plus trial verion.
Is the problem that I am using the trial version?

"Cal Learner-- MVP" wrote:

- quote -

=?Utf-8?B?RWxsaW90TA==?= <ElliotL[at]discussions.microsoft.com> wrote on
28 Dec 2007 in group microsoft.public.money:

- quote -

Investment accounts are split into two pieces -- one to track the
securities and one to track the cash. Open your investment account. In the
left column, click on "Cash Transactions". You'll find your cash transfer
there.

Free tip:
Most brokerages invest your cash balance in an in-house money market-type
security. It's your choice whether to track these transactions as actual
investments or just ignore them and think of them as cash. Your brokerage
might download the cash/in-house transactions for you, in which case your
cash side will always be zero. I recommend you think of this as actual
cash -- you'll have far fewer transactions to enter.

--
Steve B.
New Life Home Improvement

In microsoft.public.money, ElliotL wrote:

- quote -

In the investment account register, click CashTransactions on the
left.

If you don't have that choice, in Account Settings, tick
Tools-> Settings-> AccountSettings(global)-> DisplayAllAccountsInTheAdvancedRegister

If you still don't have that choice, tick TrackCashTransactions in
the account settings. You may then have to go back and re-do things
to get them to get into the CashTransactions register.

I am using Microsoft Money Plus Deluxe (just downloaded latest version)
In banking accounts, I can see all tranactions, but in invesment acocunts,
all I get is am list of my holdings. For example, I entered a tranasction in
a checking account showing a transfer into the investment (brokerage)
account, but I do not see any record of that when I look at the investment
(brokerage) account. How do I see it?