Expert Assistant


B

BettyJ

I'm new to MS Money 2004, so suspect the problem is me -
however..here goes:
I am working with the Expert Assistant. I have set limits
for account balances and spending on certain categories.
Whilst I am able to display the Monthly Spending Progress
for the categoies I have chosen, I do not get any alerts
shown via Expert Assistant on my home page - I had
assumed there would be a list of items that exceeded
their chosen limits. All I get is the EA title plus a
link to customise it -which I have several times without
success! Any suggestions? I belive I have set it up
correctly - selecting Expert Assistant (All) and/or
Expert Assistant (Accounts and Bills) on my customised
homepage - all I get is the above title page and
customise link. HELP!! Thanks!
 
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G

Glyn Simpson, MVP

The alerts should come up as pop up messages, so if you set the minimum
account balance, and then make a transaction which makes the account balance
less than that, you should get an alert when you do so.
 

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