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MS Money Setting Problems w/ Planning and Investing Module RRS feed

  • Question

  • All of the sudden I am not any more able to use the MS Money "Investing" and "Planning" module since these are linked to the MS Money web page (i.e.http://money.msn.com/personal-finance/). I did not make any changes to my Program settings.

    I am looking for advice to reset MS Money to be able to use a/m functions. Thanks.

    Tuesday, February 15, 2011 11:48 AM

Answers

  • Besides the workarounds others have mentioned, you can add buttons to access functions like the planner to the toolbar. I think you right click on it and select "customize".
    Monday, December 17, 2012 1:56 AM

All replies

  • Services that use Microsoft servers to provide data to Microsoft Money are going away. Not everything has gone off at once, but I expect the feature you want has been affected by this. See http://www.microsoft.com/money/faq.mspx

     

    Tuesday, February 15, 2011 1:50 PM
    Moderator
  • Cal, thx for your note. I am aware of MS Money's service expiration. The problem described is, however, not caused by this. I am simply not able to use the Planning and Investing Module anymore. I did reinstall MS Money but w/o any success w.r.t. described problem. Somebody should know how to reset the program to avoid to load a money.msn.com web page. Rgds.
    Wednesday, February 16, 2011 9:43 AM
  • On Tue, 15 Feb 2011 11:48:47 +0000, BJBond wrote:
     
    >
    >
    >All of the sudden I am not any more able to use the MS Money "Investing" and "Planning" module since these are linked to the MS Money web page (i.e.http://money.msn.com/personal-finance/). I did not make any changes to my Program settings.
    >
    >I am looking for advice to reset MS Money to be able to use a/m functions. Thanks.
     
    You don't mention what is happening, or which version of Money you have.
     
    I have Money Plus Deluxe and, what I see is that when I select "Planning" (or "Investing") from the "second from top" menu, the option to select "Planning Tools" no longer appears. Rather, what happens is that an MSN web page opens.
     
    A workaround which I discovered is to select Help (click the "?" at the right end of the menu bar)
        Create Lifetime Plan
        Then select "Create a lifetime plan"
    That latter has an embedded hyperlink that takes you to the lifetime planner, and shows the expected dropdown.
    Do NOT select Planning Home or you'll be back where you started from.
     
    I haven't found a workaround for the Investing Tools (yet) and I don't know if these broken links are present in the Sunset edition.
     

    Ron
    Wednesday, February 16, 2011 12:57 PM
  • "I haven't found a workaround for the Investing Tools (yet) and I don't know if these broken links are present in the Sunset edition."

    I hope I am reading your problem correctly.

    If you want to get to the Investing Tools screen you can do it by starting from the Investment Summary box on the My Money Home Page, (at least in Money 2005 UK). Just click on an investment and you end up on the price history graph with Investing Tools highlighted. The Portfolio Manager and Portfolio Report work OK, Investing alerts just go to MSN. Online Price Detail works as well.

    Wednesday, February 16, 2011 5:32 PM
  • Sunset Edition has indentical linkage problems.
    Thursday, February 17, 2011 8:54 AM
  • On Thu, 17 Feb 2011 08:54:26 +0000, BJBond wrote:
     
    >Sunset Edition has indentical linkage problems.
     
    Well, you now have workarounds.
     

    Ron
    Thursday, February 17, 2011 1:08 PM
  • One other workaround is to go to the "My Money" home page and click on Lifetime Planner link on the left column there. Steve
    Thursday, February 17, 2011 3:14 PM
  • Also don't forget the "Add to Favorites > Favorite Web Sites" option in Money for an easy way to get to your Favorites :)
    Friday, February 18, 2011 12:10 AM
  • To get to the investing site, in the blue drop-down box at the top left, type in the following: http://money.msn.com/investing/

    then click on the arrow to the right of the box. It will take you to the MSN money page. On that page, click on "Portfolio Manger" and it will open your investment list within MS Money. You will have to click on the http id above each time you want to open the investment page, but luckily it will remain in the drop-down list as a selection, so you won't have to retype it each time. 

    It won't update share prices automatically. You can either enter those manually, or you can use the handy freeware found at:

    http://code.google.com/p/hle-ofx-quotes/

    My strategy didn't work to access the planning function, so thanks for the help with that.

    Wednesday, October 17, 2012 7:22 PM
  • Besides the workarounds others have mentioned, you can add buttons to access functions like the planner to the toolbar. I think you right click on it and select "customize".
    Monday, December 17, 2012 1:56 AM