Online services, Fund quote updates


H

Harold Morgan

1. According to the box on Money 2004, online services are valid 3 years
from first use.
 
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C

C.T.

2 Short Questions:

1. Do online services expire after a certain amount period of time of
installing Money? I am trying to choose between Quicken and Money, and I
just discovered that Quicken now requires a monthly or yearly fee to
continue using online services (quote downloads, online statements) after
the first year of use. Does Money do something similar?

2. I have an US$ mutual fund managed by a Canadian bank (TD US Index -
US$). When I tried to search for the fund symbol, it can only find this
fund if I set the country setting to Canadian, but then this changes the
currency of the fund to Canadian too. Is there anyway to have a Canadian
fund in US$? Furthermore, even if I leave it as Canadian currency, the
quotes downloaded for this fund are always wrong. I was able to find
correct quotes for this fund on www.globefund.com but Morningstar seems to
always give me the quotes for the CDN$ version of this fund (a different
fund altogether).

Help please! Thanks a bundle in advance.
 
D

Dick Watson

A1) Yes. These services are free for 1 to 3 years, depending on version.
After that, they turn into pumpkins and you go buy a newer version of the
product. As goes Quicken, so goes Money.

A2) Hopefully Cal or somebody who knows can answer this. I suspect the
answer is, setup correctly, yes.
 
C

Cal Learner-- MVP

A1) Yes. These services are free for 1 to 3 years, depending on version.
After that, they turn into pumpkins and you go buy a newer version of the
product. As goes Quicken, so goes Money.
That is the stated commitment, tho I am not sure that any have
actually expired in fact for any version of Money. That is for
quotes. Deluxe will give you the three year commitment.

The downloads for the financial institutions is done by the
financial institutions. So as long as the institutions maintain the
download setup, the access should continue indefinitely, if my
understanding is correct. That is how it is working now.
A2) Hopefully Cal or somebody who knows can answer this. I suspect the
answer is, setup correctly, yes.
I don't think there is a symbol, and there therefore not a quote,
available.
 
T

tain

Combing for advice re balky updates to Money 2000 I came
across your post. If Microsoft is denying update service
to Money owners after 3 years, why not just inform them of
the cost to keep the program functional? I am suffering a
progressive failure on all portfolio updates that is
announced not by a request to pay fees, but by an error
message "unable to connect to server, etc." Is this
typical in your experience? Thanks in advance. tain
 
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D

Dick Watson

This may or may not be your problem and I tend to suspect not. At any rate.
M2K did not have an explicit time limit in the license nor, I suspect, any
mechanism to enforce one in the application.

Quotes have been intermittently problematic for many people, including me,
since around the time M03 first came out. There's never been a good
explanation why this was. Have you tried the download at off hours?
 
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