A Few Issues With Microsoft Money Essentials 2007

First I'd like to say this almost completely meets my needs; not doing too 
much but automatically aggregating and updating bank and credit card accounts 
seamlessly in the background.

However, here are the issues:
Small rant: Bank of America (WA) fails to sync at times. Manually running 
update  a number of times will usually get it to sync, but this is annoying, 
especially when I can manually access my account information online.

Bigger rant: Occasionally I transfer money to an account not tracked by 
Money and it forces me to categorize it as either an expense or income when 
it is neither. This screws up the monthly reports and using "Not an expense" 
under income isn't a very good solution.

I'm assuming an option is to upgrade to Deluxe. Any comments or other 
suggestions? 

-- 
Scott B
0
ScottB1 (5)
12/2/2006 7:09:00 PM
money 28651 articles. 7 followers. Follow

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You are maybe the first poster here who started with MEss. I'm not sure 
there have been any reports on upgrading from MEss to "real" Money. It may 
be possible and designed to work. Can't say for sure.

If you can upgrade to Deluxe, it would let you fix the second issue. It 
almost surely will not fix the first. But if you are happy with MEss, you 
will almost surely find real Money vast overkill. Maybe an analogy is 
scooter to mountain bike. If the scooter is working for you, perhaps the 
mountain bike won't be what you were imagining.

If you saved the install file for Essentials, you could download and install 
the Deluxe trial and, having also saved a copy of your data file, try 
opening it in Deluxe. If you don't like Deluxe, you'd probably end up 
reinstalling MEss. Again, there have been no reports here on this.

"Scott B" <ScottB@discussions.microsoft.com> wrote in message 
news:6137DF8E-AD21-460F-A5B1-059A94D61B9B@microsoft.com...
> First I'd like to say this almost completely meets my needs; not doing too
> much but automatically aggregating and updating bank and credit card 
> accounts
> seamlessly in the background.
>
> However, here are the issues:
> Small rant: Bank of America (WA) fails to sync at times. Manually running
> update  a number of times will usually get it to sync, but this is 
> annoying,
> especially when I can manually access my account information online.
>
> Bigger rant: Occasionally I transfer money to an account not tracked by
> Money and it forces me to categorize it as either an expense or income 
> when
> it is neither. This screws up the monthly reports and using "Not an 
> expense"
> under income isn't a very good solution.
>
> I'm assuming an option is to upgrade to Deluxe. Any comments or other
> suggestions?
>
> -- 
> Scott B 


0
12/2/2006 7:25:03 PM
Reply:

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