On Q2000 I was able to set price limits alerts offline for
any investment. When trying to move to Q2003, it no longer
allows offline price alerts setting - must update price
alert limits on a Quicken webpage (so need to be online)
and it only allows alerts for assets Quicken knows about
i.e. stocks and mutual funds. Each release of Quicken
removes user-friendly functionaility functionality.

I'm trying to migrate to MS Money but have found that the
cnoversion capabilities do not convert Quicken Inventory data.

Too bad. I have too much data to rebuild manuualy. Guess
I'm stuck.

My 2 cents

- quote -

"Bill Saxon" <bsaxon[at]adelphia.net> wrote in message
news:a3d46d42.0312280548.438a6243[at]posting.google.com...
- quote -

I've been doing exactly what you want to do for several years and am happy
with the system.

I use Wachovia and a BankOne VISA card (formerly FirstUSA) to pay for
everything. Where I feel confident in the vendor and can arrange it, I have
routine bills debited directly to one or the other. Examples of that are
local utilities and mortgage debit checking, and cell phone debits the
credit card. The credit card debits the checking account for last month's
balance, less any credits that occur in the interim.

In addition to the vendors that will debit my accounts directly, I use
Wachovia online bill pay (through Money, not the web-based version) to pay
both scheduled and unscheduled bills. Wachovia either prints and mails a
check, or pays the vendor directly using the ACH system. It's transparent to
me.

All transactions are downloaded directly into Money as they're posted. For
checks issued by Wachovia, a separate transaction marks the checks as
cleared when cashed by the vendor. Money will remember the last category for
a vendor, if you set the options to do that. You can also have several
aliases for the same vendor name, e.g., Target 123 and Target 456 can both
convert automatically to just plain Target. You can edit the list of aliases
if you make an association in error.

I only use a debit/ATM card for cash withdrawals. I occasionally buy
something small with it just so I can get cash back from the store.
Otherwise all other retail transactions are made with my Visa card and paid
off at the end of the cycle. Since everything is downloaded automatically,
there's little editing required by me to get everything recorded properly.
Budget actuals and tax history are easy to review as a result.

If your bank doesn't support direct banking with Money, you can still use
Checkfree or an equivalent vendor. I don't recommend using your bank's
web-based bill pay, if they don't support Money directly. In my opinion, it
defeats the purpose. If the number of transactions is low, though, perhaps
you'll not find that a problem.
--
Chris Cowles,
Gainesville, FL

- quote -

Yes, you can do this directly from Money. I set up long ago in an older
version of Money, but I would hazrd you do this by going to your Account
List, then select 'Manage Online Services" on the left. Then click 'set up
electronic bill pay service' near the bottom center.

- quote -

histories, and a stock portfolio.


"Bill Saxon" <bsaxon[at]adelphia.net> wrote in message
news:a3d46d42.0312280548.438a6243[at]posting.google.com...
- quote -

2003 and Money 2003 at the same time.
- quote -

tax season.
- quote -

website and uses ActiveSync. Great toy ;-).
- quote -

you have to click a few things, but it still does the same job.
- quote -

and play for awhile. I think you will like it, it does take some getting
used to. So be patient....
- quote -

Hi Dick

I find it very annoying and usually do not read the post if I have to scroll
to the bottom to read it. I (as you can see) also "top post"

Bob
"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:ONJHBShzDHA.1688[at]TK2MSFTNGP10.phx.gbl...
- quote -

- quote -

that I have a great deal of data in my file, so 20 MB is probably above
average.

Bob

What word would you use for this practice?

I top post for two reasons: 1) I use a newsreader that encourages it. 2)
Many (most) people who use this newsgroup use it from interfaces that are
NOT text based--i.e., not terminal emulators--and always show the top of a
post most prominently and require scrolling to the bottom rather than
spewing all of the text and requiring scrolling to get back to the top.

<Trent©> wrote in message news:3ra0vvo5pm3ni2c7g9ngen1ptu84ubngid[at]4ax.com...
- quote -

On Sun, 28 Dec 2003 14:06:07 -0700, "Dick Watson"
<littlegreengecko[at]mind-enufalready-spring.com> wrote:

- quote -

Why do you consider that a threat?

And why do you top post? lol


Have a nice week...

Trent

Fighting for peace is like screwing for virginity!

You'll probably get a lot farther starting a new thread rather than jumping
in an unrelated thread.

Are you talking about auto balancing to downloaded transactions? Have you
tried Tools|Options|Online Services|Automatically mark accepted transactions
as reconciled (R)?

But if you go back to Quicken, it really won't hurt many feelings here. Why
does everybody feel compelled to threaten us with this when we, by and
large, really couldn't care less?

"Karen" <anonymous[at]discussions.microsoft.com> wrote in message
news:010d01c3cd81$74770be0$a401280a[at]phx.gbl...
- quote -

What few things do you need to click to auto balance in
Money like Quicken? I am pulling my hair out with the
auto balance/reconcile thing on Money. I am seriously
considering going back to Quicken over this.


- quote -

entire year, I used Quicken 2003 and Money 2003 at the
same time.
- quote -

your needs.
- quote -

cleaning up for reporting and tax season.
- quote -

Very easy to setup and customize.
- quote -

downloaded via the Money website and uses ActiveSync.
Great toy ;-).
- quote -

Quicken will auto-balance. In Money, you have to click a
few things, but it still does the same job.
- quote -

2004. Import your Quicken data and play for awhile. I
think you will like it, it does take some getting used to.
So be patient....
- quote -

what....you have not been using auto-pay? i've used auto-
pay for 20+ years now and have no problems. it is too
much trouble sitting and paying bills. surfing to the
sites and doing all that work....
check out auto-pay....save time.
--- ""At any rate, I pay most of my bills by actually going
to the vendor's site...MBNA,electric company, etc...and
paying directly to them. A couple of mybills I pay thru
my bank...for vendor's that don't have a web site set up
for direct pay.""
-----------------------------------------
- quote -

On Sun, 28 Dec 2003 08:16:16 -0000, "Peter Wilkin"
<pw2[at]orbitsville.net.NOSPAM> wrote:

- quote -

quicken files are about 2.68 meg.

Until recently if you wanted your financial files on the PPC you had
to use Money. You can now get Pocket Quicken for the PPC.

I will forever stay with Money 2000, since Microsoft in their infinite
wisdom stopped supporting the HPC platform.


------------ "It took us 15 years to McGyver this thing."
-------------------------Carter on Stargate

To send me e-mail exorcise NO Spam from
my e-mail address.


-----= Posted via Newsfeeds.Com, Uncensored Usenet News =-----
http://www.newsfeeds.com - The #1 Newsgroup Service in the World!
-----== Over 100,000 Newsgroups - 19 Different Servers! =-----

On 28 Dec 2003 05:48:27 -0800, bsaxon[at]adelphia.net (Bill Saxon) wrote:


- quote -

Hi, Bill...

I'm not Tim...lol...but...

My file for the first year is about 4 meg. But I do only personal,
simple stuff.

- quote -

Yes...quite easily.

- quote -

MONEY doesn't actually pay the bills, does it? At any rate, I pay
most of my bills by actually going to the vendor's site...MBNA,
electric company, etc...and paying directly to them. A couple of my
bills I pay thru my bank...for vendor's that don't have a web site set
up for direct pay.

All this is accessed thru my browser. And there's no charge for any
of this, of course.

I like paying my bills thru the vendor when I can...which is for most
of my bills. There's only a day lag time that way...which means I can
keep my money working longer for me that way. When I pay thru the
bank, they suggest a 7-10 day lead time...which is way too much for my
liking.

- quote -

I don't think there IS a normal size, Bill. Everybody would have a
different size...depending on their usage.

My wife has an OE index file on her computer that's approaching 1 gig
in size...without any major problems. So I would hope MS has
incorporated that database technology into Money.

I personally like the cash flow graph. The only minor gripe I have
about that...they don't have an automatic setting that will do a
forecast from the current date to the end of the year. But you CAN
easily set up a scenario for that.

I have a coupla other minor gripes, too. But, all in all, its a very
good program (2003).

Good luck.


Have a nice week...

Trent

Fighting for peace is like screwing for virginity!

On Sat, 27 Dec 2003 23:21:05 -0800, "Jason"
<anonymous[at]discussions.microsoft.com> wrote:

- quote -

I thought the 2004 version of Money does this also.


Have a nice week...

Trent

Fighting for peace is like screwing for virginity!

"Jason" <anonymous[at]discussions.microsoft.com> wrote in message news:<316F4158-5901-4E65-81B7-2C68790F8203[at]microsoft.com> ...
- quote -


Believe it or not my Quicken data file is hugh and growing by leaps
and bounds daily. It is about 145 MB. It somehow got corrupted
awhile back, I think when I converted the data in the Q03
installation.

Quicken, as you know, has no Support except at $2 a minute but I
realized an Export/Import was the only fix. I did so with every
precaution I could think of but still after several attempts to get
the best transfer I have hours of fixes because of the archaic nature
of the QIF files. The program doesn't handle transfers and split
trans too well.

I downloaded the trial version of Money and it handled the conversion
perfectly with no problems I have found so far. The file is about 25
MB. Is this pretty normal in size for Money?

I can fix the result (with hours spent) and it reduces the file size
to about 7MB but I felt Intuit left me out to dry. I have a few
questions if you would be so kind as to help me in my decision.

1. I use a Quicken Visa and it download the transactions, virtually
all my living expenses. Can I do this with Money comparably?
2. I use Checkfree to pay all my bills that don't go on the card.
Can I do something like this in Money?
3. Is the 25 MB data file size normal for an active Money file?


Thanks,

They are both the same in many ways. I used Quicken for about 4 years before I thought about MS Money. Then for an entire year, I used Quicken 2003 and Money 2003 at the same time.

1.) The first thing that stands out is the Money homepage. Here you can edit a lot of content that suits your needs.
2.) Another nice feature would be how Money allows you to edit transactions. This comes especially handy when cleaning up for reporting and tax season
3.) Money has a much better user interface then Quicken (my opinion)
4.) Bills & Deposit: right from the homepage you can see what you have coming. It also plays into the forecast. Very easy to setup and customize
5.) If you have PocketPC, you can download your money to your device (nothing for smartphone). This utility can be downloaded via the Money website and uses ActiveSync. Great toy ;-)

One downside is the auto-reconcile feature. Quicken has this mastered. When downloading transaction from bank, Quicken will auto-balance. In Money, you have to click a few things, but it still does the same job

In closing, I am now a Money user. I uninstalled Quicken and only use Money now. Download the 30-day trial of Money 2004. Import your Quicken data and play for awhile. I think you will like it, it does take some getting used to. So be patient...

----- Tim Koltek wrote: ----

How does Money compare to Quicken

Tim Kolte
tkoltek[at]hotmail.co

check with the websites and compare?
read all the stuff including any footnotes.
i get money free with rebates and taxcut purchase every
year so that's what i use.

- quote -

How does Money compare to Quicken?

Tim Koltek
tkoltek[at]hotmail.com