Import account info from brokerage accounts
What is the best way for me to go about setting my brokerage accounts for
automatic updating into Money 2005?
I currently have a couple of accounts that I have been entering transactions
Is the best way to delete these accounts and download. Or download over the
existing accounts I have setup in Money.
The brokerage I will be using is e*Trade. Anyone have experience with them?
Any suggestions will be appreciated to help with a smooth transition.
In microsoft.public.money, Bishoop wrote:
>What is the best way for me to go about setting my brokerage account...CRM to GP Integration--Account # to Account ID
Has anybody else run across a problem integrating account
records in CRM--specifically the account numbers? We
would like to be able to assign an account number from
CRM once they become a customer and place the first
We have setup the integration to create GP customers on
order creation, but GP overrides whatever is entered in
the CRM account # field and writes the account name into
the GP Customer ID field.
One option we thought of was to create the records first
in GP, but this would be time consuming and there would
be no way to link the newly created custome...code for new rows and filling down
I have the following piece of code that inserts a new row
in a given position (the active cell row in current
worksheet) on each of the 8 listed worksheets below.
When the new row is inserted, the code then 'pulls down'
formulae from the above row - this is where the problem
lies, i only want certain cells to copy down from above,
eg where there is a formulae that needs to be copied down,
i do not want manual entry cells to copy actual data down
How can i specify which specific cells to copy down?
Is there a method by which i can fill down - as the coding
pres...Missing Stock in Brokerage Account
I recently timed out on my Money software and downloaded Money Plus Deluxe.
My existing brokerage account is now missing one of my stock holdings. While
I can see all the transactions in the account register, this particular stock
(WFC) does not show up in the account summary view and all the account
balances. Anyone know how to fix this?
In microsoft.public.money, Michael Villanueva wrote:
>I recently timed out on my Money software and downloaded Money Plus Deluxe.
>My existing brokerage account is now missing one of my stock holdings. While
>I can see al...Merging Accounts limited to JUST ONE MONTH?
As requested - I changed my ONLINE account set-up for MONEY 2006 as per your
online instructions - thank you. I turned OFF my account. Then re-setup and
re-downloaded the current data.
After doing this, without any warning, I learn mid merge that my
re-downloaded account and my previous updated account will only be merged for
the beginning of JULY. (the current month) YIKES! I had a years worth of
What do I do? Am I now to have 2 separate checking account records for this
year, pre JULY and post JULY, or is there a way I can "import" my other data?.
Thank y...Sync email account
How do you sync your hotmail account to outlook express. I keep getting an
error message telling me to check my username and password and make sure
they are correct. I have checked and double checked my entries and they are
correct. Can someone help me? :)
On 4/16/2010 6:20 AM, Matt wrote:
> How do you sync your hotmail account to outlook express. I keep getting an
> error message telling me to check my username and password and make sure
> they are correct. I have checked and double checked my entries and they are
> correct. Can someone help me? :)
...about accounting book relevant to excel
which site I can find best or relevent books about excel in accounting /
have a look at:
hassan barjini wrote:
> which site I can find best or relevent books about excel in
> accounting / others
I have code to save my file and make a copy of the file as a new name
All is great!
Sometimes on error I save the file twice... or try to, and I get a
Is there a way for me to add in my code
If Error 1004 then end the function?
Below is the code I have. Where would I add the code that I need also.
' Print_And_Save Macro
' Prints Proposal, saves proposal, then saves as to Completed Proposal
ActiveWindow.SelectedSheets.PrintOut Copies:=1, Collate:=True
Path = "C:\WINDOWS\...How void receipt/shipment with wrong Item account codes
Series : Purchase Order Processing
No sure by create a Purchase Return can help =96 my concern is wrong
account codes & the standard cost.
Under Item maintenance, the item (V0910) has already with wrong
account codes and wrong standard cost,
Has been wrong even BEFOFE the creation of the receipt shipment.
So, the Shipment transaction is now with the wrong accounts.
I am wondering if by doing a purchase return (Transaction > Purchasing
> Return Transaction Entry) can help to reversing all the wrong
entries f...Showing "BCC" and not showing "From" when writing new mail
Outlook 2007 on this computer, when you hit "New" opens a new mail
message that shows the "From" area and does not show the "BCC" area.
I'd like to know how to: (1) stop showing the "From" area and (2)
showing the BCC area on messages that I'm writing. Any help would be
appreciated. Thank you! Ivan
Look at the Options Tab
You can't miss it.
<IWHalperin@gmail.com> wrote in message
> Outlook 2007 on this computer, when you hit &q...Excel Showing a Calculation and a Value
I would like to know if it is possible to take the value from two cells and
calculated the value and have the information displayed in the calculating
cell as both what is being calculated and the calculated value.
C3 = 5
C2 = 10
C6 = C3/C2 and would show 50%, i would like it to show "(10/5) 50%"
With 3 in A1 and 12 in B1, this formula =B1&"/"&A1&" = "&B1/A1 displays
12/3 = 4
However, you will not be able to do arithmetic with the result
Bernard V Liengme
remove caps from email
"C...how do I show a discontinuous chart axis
See Jon Peltier's work
Microsoft Excel MVP
"SamR" <SamR@discussions.microsoft.com> wrote in message
...Incident and Account.Owner / Primary Contact
I've been looking at the deployment manager and It appears what I want
is possible but I want to make sure it will not "break" something. In
our incident form we have a field called "Case Contact". I would like
for this field to be populated with the Account's Primary Contact name
that is associated to the account.
How can I make this association, is there any documentation about
mapping fields from account to incident? I think I'm in worse shape
because I need to populate this field with a contact that is associated
to an account which does not seem to have...VBA code #5
What code could be used in vba that will find 2 values (1 in a column and
the other in row) and once found the values if we draw a line we would reach
the cell which contains the value I require.
Currently have the following formula's in a sheet which brings back the
value I am after however I would like to put it into VBA as I keep moving the
cell due to adding more values to the column & row.
cell 1 =+IF(Sheet1!I7>0,MATCH(LOOKUP(Sheet1!I7,numbers),numbers,1),"")
cell 2 =+MATCH(LOOKUP(Sheet1!E11,months),months,1)
cell with value required = IF(I7>0,IF(E11<&...code needed, please
I have a list I need to do some arranging in. Column A
(moving down one after another i.e A1, A2, etc) first has
the company name, then under it is the street address,
then under that is the city. It now repeats with new
information (every 3 lines are the same and there are no
spaces between the companies although in the end I would
like there to be 1 space). Now comes the tricky part. In
column B cell number 1 is the contact information for the
company in cells A1,A2,A3 and I would like that to appear
directly below the companies, and in column c we have the
phone numbers which woul...BCC Mail is not received but delivered to stray mail account
We have SBS2003 with exchange server installed with all SP's intalled. For
any of our employees, if an email is sent to them where they have been
identified in the BCC field only, the email is not received by them but
instead it is delivered to the designated stray mail account. Consequently
they may never receive some emails. Has anyone encountered this at all?
On Wed, 31 May 2006 23:48:01 -0700, ProgPac161
>We have SBS2003 with exchange server installed with all SP's intalled. For
>any of our employees, if an...Help needed with Vlookup code
I have noticed other vlookup codes in excel and after looking at them
have started to try and use them myself.
1) The codes i saw had a lot of $ signs in them. I dont use them when i
use vlookup and it seems to work fine. Is there a reason $ signs are
2) I have a vlookup code "=VLOOKUP(A9,Database!A1:F8000,2,FALSE)" and
so on for a few lines and when it finds a blank box it puts 0 in there
to represent that. Is there a way i can have it so that instead of
putting a zero in it just leaves the box blank?
-------------------------------------...Lookup for once
Need help on the following.
1 AAA001 AAA001
2 AAA001 BBB001
3 AAA001 BBB002
I need a formula in column V that could auto pick-up or
lookup what was inputed in column A and without repeating
in column V.
Maybe Data|Filter|Advanced filter|Unique Records only.
See Debra Dalgleish's site for nice instructions.
Kevin Lin wrote:
> Hi All,
> Need help on the following.
> A V
> 1 AAA001 ...Lookup formulas
I have 2 spread sheets:
Weeknr Code amount
4 2001 80.00
4 2002 90.00
5 2001 100.00
5 2003 10.00
A B C
1. Week nr 2001 2002
I want to insert a formula in B2:C4 the amount in spreadsheet 1 if code is
equal to B1and C1 and week nr is equal to A2-A4.
as an array formula, so commit with Ctrl-Shift-Enter
(remove nothere from the email address if mailing direct)
&quo...Credits showing up as Charges #2
I have the same problem as someone had already mentioned.
When ever I download the transactions from my bank into
the credit card account in money the payments are added
to the principle rather than deducted same problem with
my line of credit. I usually use the credit card payment
category. any ideas
Don't download transaction data?
<email@example.com> wrote in message
> I have the same problem as someone had already mentioned.
> When ever I download the transactions from my bank into
> the credit car...Recording new excel macro, relative reference button doesn't show
When recording a new macro in excel I want to select the relative reference
button in the stop recording box, but the stop recording box does not popup;
it's no where to be found. Everything I've read on-line says it just
appears, but it doesn't on my system.
It works fine on my co-workers machine, and he has the same system as mine.
We are both running Windows XP, with excel version 2003.
not sure why it isn't popping up on your machine. it does on mine. but you
can access it anyway.
Tools>customize>toolbar tab>check stop recording
scroll down.....Show jpg images?
I 'm programing a MFC Aplication which should show
a jpg images from hard disk.
How can I show jpg images? With bmp images, I haven't problem.
...excel 'file format is not valid'
I have an excel file which was retrieved from a computer
running Win 98. This computer crashed and when the file
was retrieved it will not open in any version of excel. I
keep getting the error message 'file format is not valid'.
The file does open in wordpad but this is gobbleygook and
would take ages to get the data reorganised. Can anyone
help? There are no viruses in the file - it just will not
You might be able to recover it by using another program--both xl2002 and
OpenOffice have better reputations for opening files that earlier versions of
(ht...book mark not valid
Ok we started trying to get exchange 2003 installed about 2 months ago,
with no luck. So we went and took a 2 day crash course. We got it set
up OWA works but when we try to setup Outlook 2003 clients we get "Name
not found. Book mark is not valid." Can anyone give me detailed
instruction on how to fix this problem? This is the 3rd time exchange
was installed in on this network. Is there anything that could be
messing up the domain controllers and not allowing the info to go
My knowledge of Exchange and Windows server 2003 is very limited. If
you could explain it like your ...SELF Account in Mailbox Properties
E2K3 SP1 Mixed Mode
All new users that I create in E2K3 have the SELF account on the Mailbox
Permissions. The actual user account never appears. I understand that the
SELF account appears when a mailbox is first created, but I thought that it
would be replaced by the user account once they logon and replication
occurs. All my E55 users that I have moved to E2K3 have their accounts
listed, but none of my original E2K3 users appear.
Is this normal?
This is not normal, looks like Recipient Update Service is not running, not
configured or not configured correctly.
Are addresses bein...