PSA: collected thoughts on where we go from here


D

Dick Watson

I put a page on my site that attempts to collect my understanding of the
situation and thoughts other users may want to consider as they deal with
Microsoft's abandonment of Money.

See http://umpmfaq.info/MoneyNextNot.htm if you are interested.
 
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M

md

Great . Thanks. Only one thing to think about...is that by Jan 2011 we may
not have any better options than we have now....But thanks

Marc
 
D

Dick Watson

True. I'm hopeful we will. But I'm making my plans assuming we won't.
 
J

John Pollard

Dick said:
I put a page on my site that attempts to collect my understanding of
the situation and thoughts other users may want to consider as they
deal with Microsoft's abandonment of Money.

See http://umpmfaq.info/MoneyNextNot.htm if you are interested.
I have one question I could not find answered in your comments: if one has
a not-activated (read only) version of Money, can that Money export QIF
files?
 
D

Dick Watson

Just posted: a lightly updated version with one typo fixed and some missing
links added. No big deal if you've already read it.
 
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B

Bill Becker

Dick,
Very nice summary. Thanks for putting this together. As some point it
would be useful to list the versions of MSMoney and the issues with trying to
maintain each of them past 1/31/2011. Given the incomplete and somewhat
contradictory information from Microsoft, it's probably too soon to put much
time into that.
 
D

Dick Watson

Thanks for the feedback. Last I looked this page had over 150 hits since I
posted it. I'm glad the word is getting out to at least some users. I do
wonder about the million, or whatever it is now, users who aren't aware of
this issue and researching what their issues and options are before
irreversible things start happening.

I agree about gettting more version-specific info, but I don't have the data
to put it together. The M05 issues are clear so I put them in there. Less
clear is exactly which versions/editions/distribution channels have
activation requirements.

My key message for getting that posted now is that you needn't do anything
rash besides thinking through whether you want to order more M+ activation
key prior to June 30, 2009.

I'm hopeful but hardly confident that there will be a better solution to the
activation in perpetuity problem prior to January 31, 2011. For this reason I
will probably drop another $40 before the end of the month as insurance
against things I can't see right now. (For two more activated platforms
primarily, expiration won't be that big a deal to me since I don't download
transaction data) My data/capability is that important to me. It'll pain me.
But I'll do it.
 
D

Dick Watson

The answer I got:
====
Yes, never-activated Money always allow export of QIF data. It does have an
annoyingly repetitive and persistent reminder that you’re not activated
though.
Apart from the annoyance factor, expiration of never-activated product
simple prevents editing or creating any transaction after the expiration of
the grace period.

Activated but expired, still supports importing bank statements after
expiration, and users can permanently turn off the reminder to
re-activate/extend.
 
J

John Pollard

Thanks.

That might be useful for some folks.

Dick said:
The answer I got:
====
Yes, never-activated Money always allow export of QIF data. It does
have an annoyingly repetitive and persistent reminder that you’re not
activated though.
Apart from the annoyance factor, expiration of never-activated product
simple prevents editing or creating any transaction after the
expiration of the grace period.

Activated but expired, still supports importing bank statements after
expiration, and users can permanently turn off the reminder to
re-activate/extend.
 
M

Mark Fields

I don't live under a rock, but about ten minutes ago was the first I read
about Microsoft discontinuing Money. Of course I turned to this newsgroup
which I check only about once every two weeks. I used to check the
newsgroup daily but Roadrunner discontinued newsgroup hosting a while back
and left me on my own to find this free server. Seems like a lot of things
we depend on sometimes just disappear.

I used Money 2007 and maybe I now have only 10 days to "upgrade " to a
product that is obsolete?

To be honest this action by microsoft is worse than the change from analog
to digital TV. Not that I was against it, but the planned date was early
this year and had been announced for years. Then it was extended for a few
months. This is too fast.

This says a lot about microsoft.

After I get an understanding on what I will do the next step will probably
be to systematically move away from anything related to microsoft, e.g. use
Linux or go to Mac and find applications that will do the things I want to
do.

Dick thank you for having the website I will be poring over it to figure out
everything to do.

Is there a checklist somewhere to help figure out this mess that Bill Gates
has dumped onto so many people? .e.g how do I remove the password thing, do
I 'upgrade' first then move to other software like Quicken, etc?

Mark

PS - I feel sorry for people who are money users who do not use this
newsgroup and may not know about this situation. I have been using Money
since version 2.
 
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C

Cal Learner-- MVP

I used Money 2007 and maybe I now have only 10 days to "upgrade " to a
product that is obsolete?
See http://www.microsoft.com/money/faq.mspx

Note that it says "I am Money 2007 user. Should I upgrade to Money
Plus before sales end?

If you are still using Money 2007, it is not recommended that you
upgrade to Money Plus at this time. "

Keep reading, but note that statement. I can only guess the full
implication. It would seem to say that those who are using Money
2007 are in a better position than those using Plus.
 
D

Dick Watson

Their rationale for that statement, however, remains a complete mystery.

IF you are willing to spend some to preserve all options, you only have
until the end of the month to buy keys and get the installation file for M+.
I can't/won't recommend people do this, but if I were in that position, I
would probably do it. (Especially if my M07 was the downloaded, hence
activated one, not the retail CD.) It may ended up wasted money. Kinda like
car insurance. We have no idea what, if anything, may change between now and
1/31/2011.
 
R

Ron Rosenfeld

Note that it says "I am Money 2007 user. Should I upgrade to Money
Plus before sales end?

If you are still using Money 2007, it is not recommended that you
upgrade to Money Plus at this time. "

Keep reading, but note that statement. I can only guess the full
implication. It would seem to say that those who are using Money
2007 are in a better position than those using Plus.
A recent contact by me with MS Money Support resulted in a response that
indicated that I would have to upgrade if I wanted to continue to have any
online services, including downloading of stock quotes.

I queried as to why MS was making the recommendation to NOT upgrade, for M2007
users, but I have yet to receive any response.
--ron
 
M

Marilyn & Bob

Mark Fields said:
I don't live under a rock, but about ten minutes ago was the first I read
about Microsoft discontinuing Money. Of course I turned to this newsgroup
which I check only about once every two weeks. I used to check the
newsgroup daily but Roadrunner discontinued newsgroup hosting a while back
and left me on my own to find this free server.
The best way to access this group is on Microsoft's newsserver
"msnews.microsoft.com" . You do not need to read its repropogation through
a usenet server.
--
Peace,
BobJ


Seems like a lot of things
we depend on sometimes just disappear.
PS - I feel sorry for people who are money users who do not use this
newsgroup and may not know about this situation. I have been using Money
since version 2.
Using Plus we got a message a few days ago when opening Money that it would
be discontinued and providing a link to an FAQ. I'm sure this appear in
2007 as well. Don't know why you didn't see it.
 
S

Steve

The best way to access this group is on Microsoft's newsserver
"msnews.microsoft.com" .  You do not need to read its repropogation through
a usenet server.
--
Peace,
BobJ

  Seems like a lot of things> we depend on sometimes just disappear.

 <snip>




Using Plus we got a message a few days ago when opening Money that it would
be discontinued and providing a link to an FAQ.  I'm sure this appear in
2007 as well.  Don't know why you didn't see it.




- Show quoted text -
I have Microsoft Money 2007 Premium, the box version. I did NOT
receive any notice that they were stopping sales after 6/30/09. I have
had the product running since September, 2006 and it is set to expire
the online services on September 1, 2009. I moved the program to a new
computer in January, 2008. Steve
 
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M

Mark Fields

Dick Watson said:
Their rationale for that statement, however, remains a complete mystery.

IF you are willing to spend some to preserve all options, you only have
until the end of the month to buy keys and get the installation file for
M+. I can't/won't recommend people do this, but if I were in that
position, I would probably do it. (Especially if my M07 was the
downloaded, hence activated one, not the retail CD.) It may ended up
wasted money. Kinda like car insurance. We have no idea what, if anything,
may change between now and 1/31/2011.
I'm going to consider buying it but right now I'm not sure.

- I have never used the online banking features in Money '07 (or previous
versions). If I click on 'manage passwords' it is an empty list.
- A long time ago I electtonically connected two old company credit cards to
the Money accounts for the same inside Money. I downloaded one statement
each, and hated it. Instead I manually enter all transactions.
- Tonight I deleted my Windows Live ID from the file. I backed up first
then removed it from the file. Closed the program and then opened if back
up. It was a little wierd not going through the sign in screen, but then
again for the last 10 years of so the old email address and password I used
never changed. Due to fears about not getting into my files, I have paid
that old ISP about $5 per month for the last 7 years just to keep that email
address. It never occurred to me to remove the password from the file.

A few questions.

1) I guess now I have to download updates manually if I read things right.
Thats not too much of a biggie for me. The two things I like to get
automatically is the software updates and the stock & mutal fund quotes. I
don't need anything else. How can I tell when these will go away? Is there
a date embedded in the file or something?
2) When I click on 'View Downloaded statements' Those two oil company credit
card accounts show up. It shows the account name and a zero behind it, e.g.
'BP Oil Card (0)'. The zero is for number of items. Items of what? The
'last downloaded' and 'Bank Balance' columns show 'N/A'. Local balance
shows the balance I know to be true, by my manual transactions. Is there a
way to 'unhook' these accounts from downloading? I don't intend to ever do
it. I hope I never inadvertantly click on 'Get online statements'. I don't
want to create a new problem. Should I worry about that?

Sorry for a long post MS didn't leave much notice to get everything in
order.

TG for this newsgroup.

Mark
 
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D

Dick Watson

Attempts at answers below.

1) I guess now I have to download updates manually if I read things right.
Thats not too much of a biggie for me. The two things I like to get
automatically is the software updates and the stock & mutal fund quotes.
I don't need anything else. How can I tell when these will go away? Is
there a date embedded in the file or something?
Help | About lists expiration date in M+. IIRC it did in M07 as well.
2) When I click on 'View Downloaded statements' Those two oil company
credit card accounts show up. It shows the account name and a zero behind
it, e.g. 'BP Oil Card (0)'. The zero is for number of items. Items of
what? The 'last downloaded' and 'Bank Balance' columns show 'N/A'. Local
balance shows the balance I know to be true, by my manual transactions.
Is there a way to 'unhook' these accounts from downloading? I don't
intend to ever do it. I hope I never inadvertantly click on 'Get online
statements'. I don't want to create a new problem. Should I worry about
that?
I wouldn't worry too much about it. The last time I got it thinking I wanted
to download forever like this I had the ability to revert to a backup.
IIRC--guessing a little here--you may also be able to solve this by removing
the Financial Institution in the Account Details. If you try that, please
report back.
 

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