any MS Money 2007 users?
May 31, 2009 11:05 PM   Subscribe

In MS Money 2007, I am able to open my MS Money 2002 file and everything is great except for one difference that is causing me fits. I like to put all my Bills in the bill section and then I can easily see what the balance is going to be in my account after all those bills go through to make sure I have enough money (Shift+Click), but it seems that starting in MS Money 2006, that functionality was taken away. I am not aware of a way to select multiple bills to see the balance after paying all of them.



Reason for upgrading to 2007: I recently installed a new hard drive and my MS Money 2002 backup file would not open for me anymore (it asked for a password that I didn't have, seems that's a 'feature' to get you to upgrade).


Apologies: I know I should probably find a forum more specific to Microsoft and their software's problems but there is so little help there so thanks for indulging me on this active site.


I've spent some time googling and here's what I found:


Someone asking this same question with no real responses on eggheadcafe

List of features removed from MS Money over the versions, my problem is similar to this one (although I am able to see my balance, but just after the single bill I have selected, not multiples).


I see in the eggheadcafe question the guy seemed to answer his question with making the bills online payable but I've looked around and I don't think the banks I use support paying online (I'm in Canada).


I guess I'm asking if there's a way to find out what my balance will be after a bunch of bills that are scheduled to be paid are actually paid and if not, other recommended financial software; this is a deal breaker for me if I can't get it to work.
posted by royalchinook to Computers & Internet (3 answers total)
 
I have MS Money Plus Deluxe, which I believe is a later version of Money 2007. From what I can see in looking in "Bills Summary", the only way to check your balance after payment of a whole series of bills is to highlight each bill individually and click on "Enter in register" at the bottom of the listing. Then, you can go to the register and see your balance.

This may create different problems (that darn old law of unintended consequences) by leaving the impression that those particular bills have been paid when, in fact, they haven't.

In my case, I use "Bills Summary" only for those bills which are the same amount every month and can be set up as Apay, or Direct Debit.

I've never been able to effectively use MS Money's budgeting system (especially in a household where one income is rock-steady and the other is variable) and, as a result, also use an Excel spreadsheet to monitor cashflow. But, that's a whole 'nother story.
posted by John Borrowman at 9:37 AM on June 1, 2009


for anyone stumbling on this post and having the same issues, I've decided to export my money files as qif and import them back in to an older version of MS Money which doesn't have this limitation. I'm mid way through this and it seems to be working pretty well.
posted by royalchinook at 11:30 AM on June 2, 2009


2nd update - the qif import ended up being kinda messy so I just sucked it up and went with MS 2007 even though they don't have that feature. Their replacement is to see the history chart which works alright if you just turn all the automatic guessing stuff that they think of off and only leave the bills on. Decent solution and not much of a pain.
posted by royalchinook at 1:55 PM on June 23, 2009


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