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  1. #1
    Star Lounger
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    Microsoft Money (2008 Plus)

    I could not find a MS Money forum, but since the smartest people moderate the Excel forum, I thought I'd start here. I'm trying out MS Money 2008 Plus edition. A small problem has cropped up about archiving old data, and I wasn't sure who to ask. Didn't have much luck on Microsoft's site or Google. Thanks a lot. (working from home today: jimwhitt@vvm.com)
    Jim Whitt
    Pharmacist
    Temple, Texas

  2. #2
    Plutonium Lounger Leif's Avatar
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    Re: Microsoft Money (2008 Plus)

    My money would be on the Software forum being the most applicable - can you expand on your problem after I've moved the thread there?
    (I think you'll find the smartest people check all sorts of forums here in the Lounge <img src=/S/grin.gif border=0 alt=grin width=15 height=15> )

  3. #3
    5 Star Lounger
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    Microsoft Money (2008 Plus)

    Cheers

    Steve

    Asking the questions everbody wants the answers too but feels too stupid to ask themselves :-)

  4. #4
    Star Lounger
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    Re: Microsoft Money (2008 Plus)

    Leif and Steve, thanks for replying. I had read the second of those two articles, Steve. The first one I had not seen, and I think this is the problem:

    "Splits containing transactions from unarchived accounts will remain in your registers, causing incorrect account balances."

    The transactions not being archived are paychecks that have deductions for my 401(k) and my savings accounts. So all my spending went to the archive file but the paychecks stayed. So, I guess I have to import those archive files back to make everything come out right. Fortunately, this is a trial version, because now I wonder whether it's worth the $49.99 minus $20 rebate.
    Jim Whitt
    Pharmacist
    Temple, Texas

  5. #5
    Star Lounger
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    Re: Microsoft Money (2008 Plus)

    Leif, I'm sorry, I really did not address your question:

    "My money would be on the Software forum being the most applicable - can you expand on your problem after I've moved the thread there?"

    For several years I used Money, then switched to Quicken Deluxe in 2004. By 2006 I had become tired of (to me) the bloat of Quicken. So I have tried a couple of Excel add-ins as a replacement. They haven't worked out, because they lack some of the nice features like auto-fill payee, category, and so on in Money and Quicken. I downloaded the trial version of MS Money Plus 2008 yesterday. It looked pretty good, bloated but manageable. I archived before I read the fine print. All my paychecks from 2005 are still in the register because they have links to my savings and 401(k) accounts. So I'll have to bring those transactions back from the archive, or find another software solution.

    I need two things in a financial program: (1) ability to import Quicken or Money format downloads from my credit union's web site, (2) an interface that uses auto fill and links payees to categories automatically. The second part is more for my wife than me. She is retired now, and if I can find suitable software, I could turn some of the routine financial stuff over to her. Hope that helps. Thanks!
    Jim Whitt
    Pharmacist
    Temple, Texas

  6. #6
    Uranium Lounger
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    Re: Microsoft Money (2008 Plus)

    If you don't like bloat, perhaps you could test Mjrz Personal finance manager and let us know what you think. <img src=/S/wink.gif border=0 alt=wink width=15 height=15>
    -John ... I float in liquid gardens
    UTC -7ąDS

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