Money Essentials- Balances on main screen vs register

#4 11-26-2008, 04:18 PM

In microsoft.public.money, gregar_kj wrote:

- quote -

> The account settings does not have the option for starting balance. that is
> what seems so strange to me. I am using the trial version but if I cannot
> get a good balance I am not going to buy it.

I recommend you try the Money Plus Deluxe trial. It is much more in
tune with your needs.

I expect it will be able to open the Essentials file that you
already created, if you so choose.

- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, gregar_kj wrote:
> > > > I created a new account and downloaded all the data for the whole year from
> > > the bank but it does not ask what the starting balance should be. So the
> > > account list shows one balance and the register shows the bank's balance.
> > > How do I get them to match up? I have not entered any pending items or
> > > anything. thanks
> > > I don't use Essentials, but it is mostly a subset of Deluxe.
> > > There will be two balances you will see. One is the sum of the
> > transactions that are in the register plus the starting balance, and
> > one is the "bank balance" as reported by the bank.
> > > If you want to adjust the starting balance to make up for the
> > difference, see if you can go to the AccountList, right-click the
> > account, choose AccountSettings, and change the OpeningBalance
>

#3 11-26-2008, 03:17 PM

Thank you, yes I am very frustrated. I will try that!

"Marilyn & Bob" wrote:

- quote -

> Save your Money. MEss does not do very much and will quickly frustrate you
> with its lack of functionality. Download the trial version of M+ Deluxe and
> see if you think that version is worth the cost for you.
> --
> Peace,
> BobJ
> "gregar_kj" <gregarkj[at]discussions.microsoft.com> wrote in message
> news:522622EA-7EEE-4F15-9639-5EDEB65B150D[at]microsoft.com...
> > The account settings does not have the option for starting balance. that
> > is
> > what seems so strange to me. I am using the trial version but if I cannot
> > get a good balance I am not going to buy it.
> > > > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, gregar_kj wrote:
> > > > > > I created a new account and downloaded all the data for the whole year
> > > > from
> > > > the bank but it does not ask what the starting balance should be. So
> > > > the
> > > > account list shows one balance and the register shows the bank's
> > > > balance.
> > > > How do I get them to match up? I have not entered any pending items or
> > > > anything. thanks
> > > > > I don't use Essentials, but it is mostly a subset of Deluxe.
> > > > > There will be two balances you will see. One is the sum of the
> > > transactions that are in the register plus the starting balance, and
> > > one is the "bank balance" as reported by the bank.
> > > > > If you want to adjust the starting balance to make up for the
> > > difference, see if you can go to the AccountList, right-click the
> > > account, choose AccountSettings, and change the OpeningBalance
> >

#2 11-26-2008, 03:09 PM

Save your Money. MEss does not do very much and will quickly frustrate you
with its lack of functionality. Download the trial version of M+ Deluxe and
see if you think that version is worth the cost for you.
--
Peace,
BobJ

"gregar_kj" <gregarkj[at]discussions.microsoft.com> wrote in message
news:522622EA-7EEE-4F15-9639-5EDEB65B150D[at]microsoft.com...
- quote -

> The account settings does not have the option for starting balance. that
> is
> what seems so strange to me. I am using the trial version but if I cannot
> get a good balance I am not going to buy it.
> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, gregar_kj wrote:
> > > > I created a new account and downloaded all the data for the whole year
> > > from
> > > the bank but it does not ask what the starting balance should be. So
> > > the
> > > account list shows one balance and the register shows the bank's
> > > balance.
> > > How do I get them to match up? I have not entered any pending items or
> > > anything. thanks
> > > I don't use Essentials, but it is mostly a subset of Deluxe.
> > > There will be two balances you will see. One is the sum of the
> > transactions that are in the register plus the starting balance, and
> > one is the "bank balance" as reported by the bank.
> > > If you want to adjust the starting balance to make up for the
> > difference, see if you can go to the AccountList, right-click the
> > account, choose AccountSettings, and change the OpeningBalance
>

#1 11-26-2008, 02:42 PM

The account settings does not have the option for starting balance. that is
what seems so strange to me. I am using the trial version but if I cannot
get a good balance I am not going to buy it.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, gregar_kj wrote:
> > I created a new account and downloaded all the data for the whole year from
> > the bank but it does not ask what the starting balance should be. So the
> > account list shows one balance and the register shows the bank's balance.
> > How do I get them to match up? I have not entered any pending items or
> > anything. thanks
> I don't use Essentials, but it is mostly a subset of Deluxe.
> There will be two balances you will see. One is the sum of the
> transactions that are in the register plus the starting balance, and
> one is the "bank balance" as reported by the bank.
> If you want to adjust the starting balance to make up for the
> difference, see if you can go to the AccountList, right-click the
> account, choose AccountSettings, and change the OpeningBalance

11-26-2008, 01:53 PM

In microsoft.public.money, gregar_kj wrote:

- quote -

> I created a new account and downloaded all the data for the whole year from
> the bank but it does not ask what the starting balance should be. So the
> account list shows one balance and the register shows the bank's balance.
> How do I get them to match up? I have not entered any pending items or
> anything. thanks

I don't use Essentials, but it is mostly a subset of Deluxe.

There will be two balances you will see. One is the sum of the
transactions that are in the register plus the starting balance, and
one is the "bank balance" as reported by the bank.

If you want to adjust the starting balance to make up for the
difference, see if you can go to the AccountList, right-click the
account, choose AccountSettings, and change the OpeningBalance

#-1 11-26-2008, 01:41 PM

I created a new account and downloaded all the data for the whole year from
the bank but it does not ask what the starting balance should be. So the
account list shows one balance and the register shows the bank's balance.
How do I get them to match up? I have not entered any pending items or
anything. thanks

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