My Top Complaints about Microsoft Money


P

ProVega

These "issues" have been with Money for as long as I can remember,
even though I upgrade every year like an idiot. Each year they add
more crap and less things that actually help me manage my finances.

Top issues I would like to see fixed:

1.) Bulk Operations - Can I please say "accept all" for downloaded
transactions? Do I really have to download a 3rd party macro key
recorder to say "Yes" 239 times when I download trades? How about
multi-select and bulk delete / edit so I can clean things up at once,
or at least let the DEL key do a delete not say "are you sure" each
time, now I have to hit Up Arrow, Delete, Yes, Up Arrow, Delete, Yes
(up, another macro!)

2.) FOR THE LOVE OF GOD - Please make the investment register TIME
aware. If you buy, sell, buy and sell something multiple times in the
same day; Money goes nuts. It won't let me manually "re-order" the
Sale after the purchase; so MONEY freakn "Adds Shares" which is
useless and it won't let me delete shares until I go through all the
transactions and hunt and find the situation where the balance would
be negative. I would RATHER it allow a negative balance than the crap
it has now. Please either add the ability to re-order transactions
with in a single day or make the program acknowledge the date and TIME
of the transaction!!!

3.) Let me turn off the damn "Transaction Match Suggestion" feature.
It's worthless! The date, price, commission and maybe even the shares
are different and it wants to "suggest" that the transactions (6
months apart) are the same. What is WORSE is that if there are more
than one suggestions, I have to say "NO" to each, EACH TIME I am
trying to accept. I want a: "ACCEPT ALL AND DON"T SUGGEST ANYTHING"
feature.

Thank you!
 
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P

ProVega

Regarding #2 - This problem would go away 85% of the time, if Money
would default to putting the BUY transactions for the day first
instead of the SELL transactions. That way, even though the intra-day
share balance is off... it won't have to do the FREAKN "Add Shares"
nonse.

PLEASE, PLEASE, PLEASE - change the default order from putting the
"Sells" for the day first to putting the "Buys" first and STOP (STOP)
add sharings to fix the bug that would be fixed by changing this
default!
 
R

Retired Coal Miner

239 trades. In one day. I don't even have that many in total, in the last 15
to 20 years. And I counted them.

If you're doing that kind of trading, shouldn't you be looking beyond a
personal financial manager and find something more focused on market trading?
That's a question, and a suggestion. Those products are out there, and
then cost a lot more than $39.99 per year. And I think you get a more than M
has to offer.
 
P

ProVega

It is not 239 trades in a day, I am importing my trades since January
1st, because it is easier for me to DELETE EVERYTHING for the last 6
months then to try to "find" the one spot where my balance of shares
was negative, because Money wouldn't let me delete the DAMN "Add
Shares" transactions until I fixed EVERYTHING below.

I want to use Money because #1 I like Microsoft (seriously, I used to
work there) and #2 I track everything else in there and like the "360
degree view" of everything in one spot. These changes I am asking for
should be minor and I see no reason not to request them.
 
D

Dick Watson

The way around that case is to enter a temporary Buy or Add Shares
transaction, for the security in question, for something like 1,000,000
shares. Can't go negative now. Then fix everything. Then delete the
temporary transaction.
 
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D

Dick Watson

I should have added that you enter this transaction dated before the first
buy of the bunch in question.
 

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