Automatic Online Updates?

I guess I have two questions. First of all, I'm new to money and I went ahead 
and hooked up my checking account to it and it seemed to work fine (in 
essential mode). But then after reading some, I decided to change my account 
to "Advanced" because I wanted to be able to split up transactions to fit my 
budget categories. Now I can't figure out how to get it to connect (do I have 
to start all over?) And also, do I have to use "Advanced" account register to 
categorize transactions and be able to split the transaction up?

Thanks in advance for any help

0
incwell (1)
1/12/2005 4:35:01 AM
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You can only update your accounts online in Essential Mode.
You can also edit your transactions ie: split categories after the updates 
are applied. The program is intuitive and recurring transactions will 
automatically apply the split categories to some degree.

The Essential Mode is basic. It will not for instance give you the detail 
needed to show all the tax deductions from your pay stub ie: Local,City, and 
State etc. The Advanced Mode would be needed if you were to use the 
information from MS Money to file your taxes.

Hope this helps.

"incwell" wrote:

> I guess I have two questions. First of all, I'm new to money and I went ahead 
> and hooked up my checking account to it and it seemed to work fine (in 
> essential mode). But then after reading some, I decided to change my account 
> to "Advanced" because I wanted to be able to split up transactions to fit my 
> budget categories. Now I can't figure out how to get it to connect (do I have 
> to start all over?) And also, do I have to use "Advanced" account register to 
> categorize transactions and be able to split the transaction up?
> 
> Thanks in advance for any help
> 
0
Daniel1 (174)
1/12/2005 7:31:01 AM
Nonetheless, most users prefer Essential modes. Or so we are told.

"Daniel" <Daniel@discussions.microsoft.com> wrote in message 
news:86761036-ED56-443D-B742-32D828CCD89D@microsoft.com...
> You can only update your accounts online in Essential Mode.
> You can also edit your transactions ie: split categories after the updates
> are applied. The program is intuitive and recurring transactions will
> automatically apply the split categories to some degree.
>
> The Essential Mode is basic. It will not for instance give you the detail
> needed to show all the tax deductions from your pay stub ie: Local,City, 
> and
> State etc. The Advanced Mode would be needed if you were to use the
> information from MS Money to file your taxes.
>
> Hope this helps.
>
> "incwell" wrote:
>
>> I guess I have two questions. First of all, I'm new to money and I went 
>> ahead
>> and hooked up my checking account to it and it seemed to work fine (in
>> essential mode). But then after reading some, I decided to change my 
>> account
>> to "Advanced" because I wanted to be able to split up transactions to fit 
>> my
>> budget categories. Now I can't figure out how to get it to connect (do I 
>> have
>> to start all over?) And also, do I have to use "Advanced" account 
>> register to
>> categorize transactions and be able to split the transaction up?
>>
>> Thanks in advance for any help
>> 


0
1/12/2005 1:45:14 PM
Is this true? Are you saying that MS Money 05 will only sync to MSN Money 
Plus in Essential Mode and not if you are using Advanced Mode?

"Daniel" wrote:

> You can only update your accounts online in Essential Mode.
> You can also edit your transactions ie: split categories after the updates 
> are applied. The program is intuitive and recurring transactions will 
> automatically apply the split categories to some degree.
> 
> The Essential Mode is basic. It will not for instance give you the detail 
> needed to show all the tax deductions from your pay stub ie: Local,City, and 
> State etc. The Advanced Mode would be needed if you were to use the 
> information from MS Money to file your taxes.
> 
> Hope this helps.
> 
> "incwell" wrote:
> 
> > I guess I have two questions. First of all, I'm new to money and I went ahead 
> > and hooked up my checking account to it and it seemed to work fine (in 
> > essential mode). But then after reading some, I decided to change my account 
> > to "Advanced" because I wanted to be able to split up transactions to fit my 
> > budget categories. Now I can't figure out how to get it to connect (do I have 
> > to start all over?) And also, do I have to use "Advanced" account register to 
> > categorize transactions and be able to split the transaction up?
> > 
> > Thanks in advance for any help
> > 
0
cybun (9)
1/12/2005 4:13:07 PM
I switched to essential mode and lost all my transactions prior to 2004 so 
as far as I'm concerned the ability to automatically update my transactions 
is far less worthwhile than manually downloading my bank account updates 
once a week and keeping my advanced register which allows me to split 
transactions and categorize expenses.
    Pierre Aterianus

"Daniel" <Daniel@discussions.microsoft.com> wrote in message 
news:86761036-ED56-443D-B742-32D828CCD89D@microsoft.com...
> You can only update your accounts online in Essential Mode.
> You can also edit your transactions ie: split categories after the updates
> are applied. The program is intuitive and recurring transactions will
> automatically apply the split categories to some degree.
>
> The Essential Mode is basic. It will not for instance give you the detail
> needed to show all the tax deductions from your pay stub ie: Local,City, 
> and
> State etc. The Advanced Mode would be needed if you were to use the
> information from MS Money to file your taxes.
>
> Hope this helps.
>
> "incwell" wrote:
>
>> I guess I have two questions. First of all, I'm new to money and I went 
>> ahead
>> and hooked up my checking account to it and it seemed to work fine (in
>> essential mode). But then after reading some, I decided to change my 
>> account
>> to "Advanced" because I wanted to be able to split up transactions to fit 
>> my
>> budget categories. Now I can't figure out how to get it to connect (do I 
>> have
>> to start all over?) And also, do I have to use "Advanced" account 
>> register to
>> categorize transactions and be able to split the transaction up?
>>
>> Thanks in advance for any help
>> 


0
aterianus (30)
1/12/2005 11:40:37 PM
This is the first I had heard of this also.
    Pierre Aterianus

"cybun" <cybun@discussions.microsoft.com> wrote in message 
news:B89F4B07-FF3E-4945-95CF-9881B99B716C@microsoft.com...
> Is this true? Are you saying that MS Money 05 will only sync to MSN Money
> Plus in Essential Mode and not if you are using Advanced Mode?
>
> "Daniel" wrote:
>
>> You can only update your accounts online in Essential Mode.
>> You can also edit your transactions ie: split categories after the 
>> updates
>> are applied. The program is intuitive and recurring transactions will
>> automatically apply the split categories to some degree.
>>
>> The Essential Mode is basic. It will not for instance give you the detail
>> needed to show all the tax deductions from your pay stub ie: Local,City, 
>> and
>> State etc. The Advanced Mode would be needed if you were to use the
>> information from MS Money to file your taxes.
>>
>> Hope this helps.
>>
>> "incwell" wrote:
>>
>> > I guess I have two questions. First of all, I'm new to money and I went 
>> > ahead
>> > and hooked up my checking account to it and it seemed to work fine (in
>> > essential mode). But then after reading some, I decided to change my 
>> > account
>> > to "Advanced" because I wanted to be able to split up transactions to 
>> > fit my
>> > budget categories. Now I can't figure out how to get it to connect (do 
>> > I have
>> > to start all over?) And also, do I have to use "Advanced" account 
>> > register to
>> > categorize transactions and be able to split the transaction up?
>> >
>> > Thanks in advance for any help
>> > 


0
aterianus (30)
1/12/2005 11:42:09 PM
This is incorrect.
You can sync with MSN Money regardless of whether or not any/all specific
accounts are in Essential or Advanced mode.

-Mark

"Pierre Aterianus" <aterianus@hotmail.com> wrote in message
news:eb5YXBQ%23EHA.3708@TK2MSFTNGP14.phx.gbl...
> This is the first I had heard of this also.
>     Pierre Aterianus
>
> "cybun" <cybun@discussions.microsoft.com> wrote in message
> news:B89F4B07-FF3E-4945-95CF-9881B99B716C@microsoft.com...
> > Is this true? Are you saying that MS Money 05 will only sync to MSN
Money
> > Plus in Essential Mode and not if you are using Advanced Mode?
> >
> > "Daniel" wrote:
> >
> >> You can only update your accounts online in Essential Mode.
> >> You can also edit your transactions ie: split categories after the
> >> updates
> >> are applied. The program is intuitive and recurring transactions will
> >> automatically apply the split categories to some degree.
> >>
> >> The Essential Mode is basic. It will not for instance give you the
detail
> >> needed to show all the tax deductions from your pay stub ie:
Local,City,
> >> and
> >> State etc. The Advanced Mode would be needed if you were to use the
> >> information from MS Money to file your taxes.
> >>
> >> Hope this helps.
> >>
> >> "incwell" wrote:
> >>
> >> > I guess I have two questions. First of all, I'm new to money and I
went
> >> > ahead
> >> > and hooked up my checking account to it and it seemed to work fine
(in
> >> > essential mode). But then after reading some, I decided to change my
> >> > account
> >> > to "Advanced" because I wanted to be able to split up transactions to
> >> > fit my
> >> > budget categories. Now I can't figure out how to get it to connect
(do
> >> > I have
> >> > to start all over?) And also, do I have to use "Advanced" account
> >> > register to
> >> > categorize transactions and be able to split the transaction up?
> >> >
> >> > Thanks in advance for any help
> >> >
>
>


0
abcd7779 (838)
1/14/2005 12:41:08 AM
Reply:

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