Is it possible to add Categories for transactions in Money Essenti

#4 08-11-2008, 04:04 PM

Note that Essentials cannot read any file produced by an earlier version!
:-(

--
Regards
Bob Peel,
Microsoft MVP - Money

For unofficial FAQs see
http://money.mvps.org/
or
http://umpmfaq.info/

I do not respond to any emails that I have not specifically asked for.

"SLC" <SLC[at]discussions.microsoft.com> wrote in message
news:34E5489F-94A3-4308-B2B0-A1CC746D883B[at]microsoft.com...
- quote -

> I have been using msmoney 2004 on my lap top. Decided to start keeping this
> program on my new TouchSmart. Downloaded Money Essential 2008. Was I
> surprised at the changes!! Is there any way to add categories to keep
> better
> track of transactions? The ones included are just too basic for someone
> trying to track expenses for 3 households. If this isn't possible...what
> is
> the most current year (2005, 2006) that still offers the 2004 format?

#3 08-11-2008, 04:02 PM

Ideally would have been the way to go but I didn't...so I have contacted
customer service in the hopes we can work something out. Thanks for your
help...it just may cost me another $30. Lesson learned.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, SLC wrote:
> > Great, I've bought/downloaded the wrong program. Wonder what I should do
> > now...short of deleting Essential and purchasing Deluxe. Nuts.
> Ideally you would have downloaded the free trial first.
> But now you want to return Essentials and buy Deluxe. Look for
> contact info in the email you got when you bought Essentials.
> > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, SLC wrote:
> > > > > > I have been using msmoney 2004 on my lap top. Decided to start keeping this
> > > > program on my new TouchSmart. Downloaded Money Essential 2008. Was I
> > > > surprised at the changes!! Is there any way to add categories to keep better
> > > > track of transactions? The ones included are just too basic for someone
> > > > trying to track expenses for 3 households. If this isn't possible...what is
> > > > the most current year (2005, 2006) that still offers the 2004 format?
> > > > > Money Plus Deluxe will convert your Money 2004 file. It lets you
> > > create categories and a lot more.
> > > > > http://www.microsoft.com/money/freetrial_deluxe.mspx
> >

#2 08-11-2008, 02:55 PM

In microsoft.public.money, SLC wrote:

- quote -

> Great, I've bought/downloaded the wrong program. Wonder what I should do
> now...short of deleting Essential and purchasing Deluxe. Nuts.

Ideally you would have downloaded the free trial first.

But now you want to return Essentials and buy Deluxe. Look for
contact info in the email you got when you bought Essentials.

- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, SLC wrote:
> > > > I have been using msmoney 2004 on my lap top. Decided to start keeping this
> > > program on my new TouchSmart. Downloaded Money Essential 2008. Was I
> > > surprised at the changes!! Is there any way to add categories to keep better
> > > track of transactions? The ones included are just too basic for someone
> > > trying to track expenses for 3 households. If this isn't possible...what is
> > > the most current year (2005, 2006) that still offers the 2004 format?
> > > Money Plus Deluxe will convert your Money 2004 file. It lets you
> > create categories and a lot more.
> > > http://www.microsoft.com/money/freetrial_deluxe.mspx
>

#1 08-11-2008, 02:48 PM

Great, I've bought/downloaded the wrong program. Wonder what I should do
now...short of deleting Essential and purchasing Deluxe. Nuts.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, SLC wrote:
> > I have been using msmoney 2004 on my lap top. Decided to start keeping this
> > program on my new TouchSmart. Downloaded Money Essential 2008. Was I
> > surprised at the changes!! Is there any way to add categories to keep better
> > track of transactions? The ones included are just too basic for someone
> > trying to track expenses for 3 households. If this isn't possible...what is
> > the most current year (2005, 2006) that still offers the 2004 format?
> Money Plus Deluxe will convert your Money 2004 file. It lets you
> create categories and a lot more.
> http://www.microsoft.com/money/freetrial_deluxe.mspx

08-11-2008, 02:32 PM

In microsoft.public.money, SLC wrote:

- quote -

> I have been using msmoney 2004 on my lap top. Decided to start keeping this
> program on my new TouchSmart. Downloaded Money Essential 2008. Was I
> surprised at the changes!! Is there any way to add categories to keep better
> track of transactions? The ones included are just too basic for someone
> trying to track expenses for 3 households. If this isn't possible...what is
> the most current year (2005, 2006) that still offers the 2004 format?

Money Plus Deluxe will convert your Money 2004 file. It lets you
create categories and a lot more.

http://www.microsoft.com/money/freetrial_deluxe.mspx

#-1 08-11-2008, 02:27 PM

I have been using msmoney 2004 on my lap top. Decided to start keeping this
program on my new TouchSmart. Downloaded Money Essential 2008. Was I
surprised at the changes!! Is there any way to add categories to keep better
track of transactions? The ones included are just too basic for someone
trying to track expenses for 3 households. If this isn't possible...what is
the most current year (2005, 2006) that still offers the 2004 format?

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