Money 98 Issues

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Bugs, "Features" & Product Updates

  • What patches have been released for Money?

Uh, none.  However Microsoft has subsequently released several Downloadable Files which do fix some problems and add some additional features.


Backups & File Size

  • My Money file is too large to fit on one diskette.  What can I do?

A Money 98 Multi-Disk Backup and Restore Utility is now available.  Link to Knowledge Base article Q179397 describing this new utility and how to obtain and use it.

  • By the way, exactly why is the Money file so large in this version?

Microsoft changed the format to the Jet (Access) database to allow for easier changes in future versions, and to make it possible to create add-on programs.  Link to Knowledge Base article Q174978 for more information.


Searching Transactions

  • I'm trying to find transaction information in Money, but it doesn't find text in splits.

This is a known issue, but there is a workaround.  Link to Knowledge Base article Q175136 for more information.


Printing

  • Money has lost track of the number of checks I have to print. Sometimes it tells me that I have many checks to print when I don’t have any. At other times, when I have one check to print, it tells me that I have no checks to print.

Microsoft has released a fix for this problem. 

Download Checkcnt.exe from the Money 98 Downloads site.

Save the file to a location on your hard disk (not in your Windows\System folder) and then double-click Checkcnt.exe. This extracts two files: Prncount.exe - This resets the check printing counter. Readme.txt - Information on how to use this file.

Study the readme carefully before running the utility.


Credit Cards

  • Why can't I change the credit limit on my credit card accounts?

You are using Money 98 Regular edition, which does not allow you to change the credit limit.  However, you can link to Knowledge Base article Q177027 for more information and a workaround.


Crashes, Corrupted Files & Converting Files

  • Whenever I try to use Money, my crash protection program says that Money has had a fault (GPF or IPF).

Crash protection programs like Crash Guard, First Aid & PC Medic may incorrectly trap some Money activity as a crash.  Money will not crash if those programs are disabled.  Link to Knowledge Base article Q174917 for more information.

On February 13, Microsoft released an updated mspfctlx.dll, which may allow one to use crash protection programs with Money.  It may also remove GPFs and IPFs on startup.  Link to Knowledge Base article Q174917 for more information.

  • I downloaded the U.S. trial version of Money, but I bought an international package and it won't read my file.

The file formats of the U.S. and international versions of Money are not compatible.  This warning was presented to you before you downloaded the trial.  

Otherwise, fortunately, Kimberly Smith, MVP for the Money Newsgroup has posted the following workaround:

Back by popular demand! <G> I am reposting the workaround that I had posted back in April of this year for Money 97 Trial version users who found themselves unable to export their data to an international version of Money.  Upon checking with Money support, I have been informed that "this should work" for Money 98 as well.

Here is a workaround for customers who have entered their data in the Trial Version only to find out that their data cannot be exported to go to an international version, or to an earlier version of Money. They can copy a Transaction Report into Excel and run an Excel macro which will turn the data into QIF files which can be brought into any version of Money. To get the macro, go to Knowledge Base article Q137480.  Print out the pages displayed and download the macro.

Make a Transaction Report from the Spending Habits section of the Report and Chart Gallery. In the Customize screen select all accounts, and check the columns for Memo, Account, Cleared flag, and category. Select Subtotal by: None, and date range All dates. View the report, and click Copy on the Edit menu. Then, if you have access to Excel, open Excel, paste the information into the spreadsheet, save the file (after making the formatting changes listed below), then load the macro by opening the xl2mny.xla file. A new menu option will appear called Money, just click Convert on that menu and the macro will step you through. If you have to take the data to a different computer, instead of clicking Copy, click the Export button on the bottom of the Report screen. This will save your data in a tab-separated text file which Excel can open.

When the QIF files have been made, open your non-trial version of Money and Import them. Make sure you import all the QIF files at once so that transfers between accounts will be handled properly.

Format Issues:
1)  Any transaction marked as Void will not be kept Void.  To change this, search through the check number field in the Excel spreadsheet for **VOID**. Delete the check number, then add the word Void to the front of the Payee name (with a space). For example, payee "John Smith" would become "Void John Smith".

2) Do a replace for "/" and replace with "-". Some subcategories have the "/" character and this causes QIF files to import incorrectly. The extra subcategory sections come in as classifications.

3) If there is a beginning balance in the account details, you will have to enter that manually.

Unfortunately the macro does not handle loans or Investment information. This will have to be re-entered manually. You can make transaction reports for these accounts so you will have the data available.


Financial Planning

  • I never thought I was stupid, but I can't figure out how Money's Lifetime Forecast works.

The Lifetime Forecast is a new feature in Money 98, and it is one of the best features in this new version.  Microsoft has released a white paper which describes how this works on the Money site.

 

Bibliography

In Association With Amazon.comIf you would like to find out more about the books, videos and CDs that I reference on these pages, you can do so here through an arrangement we have with Amazon.com.  These references will take you to Amazon.com's stacks and you can find out more about the source of the book, video or CD, reviews from readers, viewers & listeners as well as availability and links to other books, videos or CDs with similar titles, subjects and authors.  You can also leave your comments on each of the works!

Microsoft Money Companions by Microsoft Press

Basically, these books are the manuals which many think should have been included with the software that you have already purchased.  I think of it differently, and look at it as giving me cheaper software since I don't have to pay for the documentation.

  • Microsoft Money 98 At a Glance, Stephen L. Nelson, 1997.
    This book walks you through most tasks in a simple two-page format.  The instructions are very concise and clear, making it very easy to get the job done.

Microsoft Money Companions by Third Parties

  • Microsoft Money 98 for Dummies, Peter Weverka, 1997.
    I guess Money rates as a major personal finance package since "Dummies" is now writing for it!  In addition to the fine "We don't assume that you know anything" style that Dummies is known for, this book includes a trial version of Money 98 Financial Suite, so you can take it for a test drive.  I think this book is good value.

 

 

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