PC & Mediji 2002 March/PCM_0203.iso/MEDIA/DEMO/M10USWEB.exe/RCDATA/CABINET/readme.txt

Text File | 2001-07-25 | 28KB | 677 lines

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     ReadMe File for Microsoft Money 2002 Version 10.0
                       July, 2002
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        (c) Copyright Microsoft Corporation, 2002


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CONTENTS
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  1: Installing Money 2002 Requires Hard Disk Space On Windows Drive
  2: Running Money 2002 And Earlier Versions Of Money On The Same Computer
  3: Money Not Compatible With Beta Versions of Operating Systems or
     beta versions of Internet Explorer
  4: Run Microsoft Windows NT 4.0 Service Pack #5
  5: File Size And Money 2002
  6: Internet Connections Require WinSock-Compliant ISP
  7: Restart Windows After Upgrading Internet Service Provider (ISP)
  8: Internet Explorer Security Settings
  9: Internet Options May Cause Money 2002 Areas To Wash Out
 10: Windows NT Error If You Remove Remote-Access Service
 11: Money 2002 On Windows 98 Hangs If Modem Not Plugged In To Phone Line
 12: Windows 98 Issues With U.S. Robotics ISDN Modem And Regular Modem
 13: Disable Remote WinSock If You Dial Up Directly To The Internet
 14: Trouble With Online Services Using Internet Explorer 5.0
 15: Printer Drivers
 16: Continuous Feed Wallet Checks On Windows NT
 17: Printing Partial Sheets Of Checks On Sheet Feed Printers
 18: Tour, Video, And Audio Help Requirements
 19: Display Color Settings
 20: How To Obtain Euro Currency Symbol
 21: Quicken Versions Supported By The Quicken Conversion Wizard
 22: Checks Remaining To Print Do Not Increment
 23: Money may appear to stop responding if AOL 5.0 users do not check the I use
     AOL to connect to the Internet setting in Tools/Options/Connections.
 24: Canadian users of Money 2002 Standard need to use Canadian Settings
 25: Error Message "File cannot be written to cache" when Downloading Statements
 26: Electronic Payments are Entered into the Account Register Using the Process Date
 27: Important Information about Online Services


__________________________________________________________________

1: Installing Money 2002 Requires Hard Disk Space On Windows Drive

When you install Money 2002, Money requires that you install
Internet Explorer 5.5 SP1, if it is not already on your computer.
This requires up to 90 MB of disk space on the drive Windows is
installed on. After installing Internet Explorer, you can choose
the drive on which you want to install Money 2002.

NOTE: If you already have Internet Explorer 5.5 SP1,
installing Money 2002 will require less space.

If you are low on disk space (less than 210 MB free if installing both
Money and IE 5.5 SP1, less than 90 if you are just installing Money 2002)
and want to free up more space on your hard drive, you can safely
delete the contents of the media folder. To do this, go to
the folder in which you installed Money, click the media folder
and delete all the files in the folder.

If you delete these files, you will be unable to watch the
Introductory video and listen to the audio in the Money Setup Assistant.
It will not prevent you from using any other features of Money 2002.

If you change your mind later, you can reinstall Money, and
these files will be restored
__________________________________________________________________

2: Running Money 2002 And Earlier Versions Of Money On The Same Computer

In general, Money has limited support for a side-by-side installation of
Money 2002 with earlier versions of Money. Before installing Money 2002, make
sure you have the CD/install source for the previous version available. If
you want to use Money 2002 while also using another version of Money,
please read the following:

A.  To install Money 2002 on the same computer with Money 2001

Note: If Money 2001 is installed on your computer, the default installation
point is c:\Program Files\Microsoft Money.

1.  Install Money 2002 on a different installation path than the earlier
version of Money.  (Example:  c:\program files\Money2002)
2.  Make a copy of your Money 2001 data file (Example:  MyMoney.mny)
3.  Click the Microsoft Money 2002 Start Menu icon to start Money 2002.

Money creates a backup file name MyMoney.mn9 (if your data file is named
MyMoney.mny) and Money upgrades your data file. You now have two backup files
you can use in Money 2001 if you choose to. In addition to the copy you made
in step 2, you have the MyMoney.mn9 file that you can open or copy and rename
to MyMoney2001.mny.

B.  To use the earlier version of Money, e.g. Money 2001

The first time you launch Money 2001 after installing Money 2002:

1.  Click the Microsoft Money 2001 Start Menu icon to start Money 2001.
2.  When the Password dialog box appears, click Cancel.
3.  Click OK.
4.  In the Open a File dialog box, select the Open/Work with an existing Money
    file option, and click Next.
5.  Browse to the Money backup file created by Money 2002 (e.g. My Money.mn9).
6.  Select this file and click Open.


Once you have associated a Money data file with each version of Money, you can start the
version you want by clicking the appropriate Start Menu icon.

C.  To uninstall Money

1.  Use Add and Remove Programs to uninstall the version of Money you want to remove.
2.  If you uninstall either version, you may have to reinstall the version remaining on
    your computer.  Make sure you have the original installation CD before uninstalling
    either version.

D.  Other Notes:

1.  Do not double-click files to open Money.  Use the desktop icons or the Start menu
    shortcuts, so you know which version you are opening. You will need to associate the
    Money files with the correct version of Money first. Otherwise, you will get the
    password dialog box when the older version of Money tries to open an upgraded file.
2.  You cannot use different versions of Money for the same Money data file.
3.  You cannot run both versions of Money at the same time.
4.  Microsoft will not support more than two versions of Money installed at one time.

__________________________________________________________________

3: Money Not Compatible With Beta Versions of Operating Systems or
beta versions of Internet Explorer

Please upgrade to the released version of your operating system or
Internet Explorer before using Money.
_________________________________________________________

4: Run Microsoft Windows NT 4.0 Service Pack #5

If you are running Windows NT 4.0, you need to install Windows NT
Service Pack #5 (or later) to use Money 2002 successfully. Follow
these steps:

1. Go to http://support.microsoft.com/support.

2. Click Downloads.

3. Click Service Packs By Technology.

4. Install the latest high encryption service pack for your version of Windows NT
   4.0 (128-BIT).

__________________________________________________________________

5: File Size And Money 2002

The file format used by Money 2002 lets the Money team create
powerful features such as the Advisor FYI, the Lifetime Planner,
and the Monthly Report (all available for Deluxe users). You might
notice that your converted Money 2002 file is bigger than your old
Money file.

However, you'll find that Money's compressed backup files are much smaller
than your regular file. So if you need to take your data file to
another computer, you'll want to use the File/Backup command.

__________________________________________________________________

6: Internet Connections Require WinSock-Compliant ISP

Money 2002 allows you to make many connections to the Internet to
gather information and advice about your finances. To connect to
the Internet, you need an Internet service provider (ISP) that
works directly with the 32-bit WinSock included with Windows 95,
Windows 98, and Windows NT.

Most full-service Internet providers (those not requiring custom
software to access their service) will support the 32-bit WinSock.
If you have questions about your Internet connection
compatibility, ask your ISP if it supports the Windows 32-bit
WinSock.

NOTE: If your ISP is America Online, make sure that you are using
America Online Version 3.0a for Windows 95 or a later (not
preview) version.

__________________________________________________________________

7: Restart Windows After Upgrading Internet Service Provider (ISP)

If you install new software from your ISP, you should restart
Windows before attempting to make an Internet connection in Money.
Failure to restart after upgrading your ISP software may cause
miscellaneous errors in Money 2002.

__________________________________________________________________

8: Internet Explorer Security Settings

The following security settings are recommended when making
Internet connections in Money.

1. On the Tools menu in Money, click Connection Settings.

2. Click the Security tab.

3. In the security settings area, select the Internet zone (globe icon)

4. Using the slider below, move the slider to High (most secure).

Note: Internet Explorer 5.5 SP1 or later is required to run
Money, but Money still allows you to use your default browser.

__________________________________________________________________

9: Internet Options May Cause Money 2002 Areas To Wash Out

If you modify your Internet Explorer Multimedia settings and clear
the Show Pictures check box, several places in Money may appear
"washed out" and the text may be unreadable. Follow these steps to
resolve the problem:

1. On the Tools menu, click Connection Settings.

2. Click the Advanced tab.

3. Scroll down until you see the Multimedia section.

4. Check the Show pictures box.

__________________________________________________________________

10: Windows NT Error If You Remove Remote-Access Service

If you are running Money 2002 on a Windows NT 4.0 system and
remove Remote Access Service (RAS) after establishing a RAS
Internet connection method, Money reports an error if you attempt
to make an Internet connection.

If you are running Dr. Watson for Windows NT, Dr. Watson reports
an application error in MSMONEY.exe at Address 0x00000000.

If you are not running Dr. Watson, Windows NT reports an
Application Error that states:

   The instruction at "0x00000000" referenced memory at
   "0x00000000".
   The memory could not be "read".

Reinstall Remote Access Service to resolve this error. Refer to
Windows Help for instructions on installing Remote Access Service
on Windows NT.

__________________________________________________________________

11: Money 2002 On Windows 98 Stops Responding If Modem Not Plugged In To Phone Line

Money may stop responding in the Initializing and Contacting Server portion
of the Call Progress dialog box. This occurs if you are using
Windows 98 and try to make a direct modem connection in Money 2002
while the modem is not connected to a phone line. You cannot use
any other Windows 98 modem application.

The solution is to restart Windows and make sure that the modem
is plugged in to the phone line before attempting to make a direct
modem connection.

__________________________________________________________________

12: Windows 98 Issues With U.S. Robotics ISDN Modem And Regular Modem

If you are using Windows 98 and have a U.S. Robotics 128k ISDN
adapter installed, Money 2002 may stop responding or return the following
error message when you try to connect to your online banking
service provider:

   Money could not complete the call due to a problem with your
   modem installation.

For information on how to troubleshoot this error, refer to the
Microsoft Knowledge Base article, "Money: Online Banking Hangs
with U.S. Robotics ISDN Adapter Installed." This article is
available at http://support.microsoft.com/support/kb/articles/q160/0/51.asp.

__________________________________________________________________

13: Disable Remote WinSock If You Dial Up Directly To The Internet

If you are establishing Dial-Up connections directly to the
Internet (using an Internet service provider or Dial-Up connection
through MSN), you need to disable Remote WinSock. You may not need
to disable Remote WinSock if you are dialing into a LAN or using a
corporate intranet. Consult your network administrator.

1. Click Start, point to Settings, and then click Control Panel.
2. Double-click WinSock Proxy Client.
3. Clear the Enable WinSock Proxy Client check box.

__________________________________________________________________

14: Trouble With Online Services Using Internet Explorer 5.5 SP1

If you install Money 2002 after you've installed Internet Explorer 5.5 SP1,
you might need to download Microsoft Strong Encryption from the
Money Web site in order to use Online Services. Install this
fix ONLY if you are using Internet Explorer 5.5 SP1 and have received
an error message telling you that you need a higher level of data encryption.

You can download the 128-bit Microsoft Strong Encryption from
http://www.microsoft.com/money/security

__________________________________________________________________

15: Printer Drivers

If you experience problems printing in Money 2002, you should get
an updated driver from the printer manufacturer. This is often the
first step in troubleshooting printing problems.

__________________________________________________________________

16: Continuous Feed Wallet Checks On Windows NT

If you are using continuous feed (dot-matrix) checks on Windows
NT, Money skips two checks after the fourth check in a series.
For this reason, wallet-sized continuous feed checks are not
recommended for Windows NT users.

If you must use continuous feed wallet checks on a Windows NT
system, you should not print more than four checks at a time.

__________________________________________________________________

17: Printing Partial Sheets Of Checks On Sheet Feed Printers

Money defines a partial sheet of checks as when you have removed
at least one of the checks from a single sheet prior to loading
the sheet of checks into the printer. Money prints partial sheets
of checks in landscape mode. (This orientation is similar to how
you print an envelope.)

Printing partial sheets of checks (single-sheet style) is not
supported by all laser or inkjet printers. Due to the feed
mechanisms of some printers, it is difficult to align and print on
partial sheets of checks.

The following printers have been tested and shown to have problems
printing partial sheets of checks in Money:

   Apple Color LW 12/660
   Canon Bubble-Jet BJC 4550
   Canon Bubble-Jet BJC-610
   Epson Stylus 1520
   Epson Stylus 800
   Epson Stylus Color Esc/P 2
   HP Color Laser Jet 5
   HP LaserJet 5000
   HP LaserJet 6P
   HP LaserJet Indra
   HP LaserJet 4MV
   IBM 4019 Laser Printer
   Lexmark ExecJet IIC 4076
   Tektronix Phaser 360

If your printer has difficulty feeding partial sheets of checks in landscape
mode, you can order Laser Voucher checks that never have partial
sheets. You can also print Laser Standard or Laser Wallet checks
in batches of three.

Depending on the feed mechanism of the printer, the following
method might work to feed partial check sheets:

1. Load the partial sheet into the printer as if it were a full
   sheet. Push the sheet all the way into the tray.

2. On the File menu, click Print Checks.

3. Verify that the number of checks to print equals the number of
   checks remaining on your partial sheet. If the number of checks
   to print is incorrect, follow these steps:

   a. Click Selected Checks.

   b. Select up to the number of checks remaining on the partial
      sheet.

   c. Click OK.

4. Make sure to enter the correct check number for the first
   check.

5. In answer to the question "How many checks are on the first
   page?", click Three. This causes Money to print in portrait
   orientation.


NOTE: Harland, the provider of checks for Microsoft Money, offers
a Laser Form Leader (order # FL-L ) that you can use to feed
partial sheets of checks through a printer in portrait
orientation.

__________________________________________________________________

18: Tour, Video, And Audio Help Requirements

 - The Money Video Help, and Audio Help are not available
   in all versions of Money. They are not available if you
   downloaded the Trial version of Money 2002 from the Web or a CD
   Trial version. If Money came pre-installed on your computer, these
   may or may not be available, depending on the version on Money
   installed by your computer manufacturer.

 - The Videos and Audio Help are best experienced when
   your speakers are turned on and the volume is set
   appropriately.

 - To view the Videos, you must have Internet Explorer 5.5 SP1 or
   later installed. Money installs this automatically when you install Money 2002.

 - If you have manually removed Internet Explorer, you'll need to reinstall it.

 - If you need to reinstall Internet Explorer, run the
   IE5setup.exe program from the IE folder on the Money CD-ROM.

 - Your Internet Explorer security settings should be set to the
   default of Medium or lower to run the Tours for the first
   time.

____________________________________________________________
19: Display Color Settings

While Money 2002 contains some color scheme options that may work
in 16-color mode, Money 2002 was designed to work in 256-color
mode or higher.

The Money 2002 multimedia tours and help videos are designed to
work in 256-color mode or higher. If you run these in 16-color
mode, the tours and videos may run slowly or may be illegible. For
this reason, it is highly recommended that the tour and videos
never be run using this color setting.

To check or change your color mode, follow these steps:

1. Click Start on the Windows taskbar, point to Settings, and then click
   Control Panel.

2. Double-click Display.

3. Click the Settings tab.

4. Check the Color Palette setting to see which mode your computer
   is running in. If your video card supports 256 colors, you'll
   see that option in the Color Palette drop-down menu.

5. Choose 256 Color from the list, and then click OK.
   Windows will ask if you want to restart your computer so the
   change can take effect.  Click Yes.

__________________________________________________________________

20: How To Obtain Euro Currency Symbol

If you enable Money 2002 for the euro currency, Money may not
correctly display the euro currency symbol. For more information
on this issue, refer to the Microsoft Knowledge Base article,
"Money 2002: How to Obtain the Euro Symbol." This article is
available at
http://support.microsoft.com/support/kb/articles/q156/1/81.asp.

__________________________________________________________________

21: Quicken Versions Supported By The Quicken Conversion Wizard

Money can convert data files from Quicken versions 4, 5, 6, 7,
8, 9, 10 (Quicken 2001) if you have Internet access.

_________________________________________________________________

22: Checks Remaining To Print Do Not Increment

If you use the Print Checks Reminder in the account register,
Money does not increment the number of remaining checks the next
time you print checks. There are two workarounds for this problem:

 - Navigate to the Manage scheduled bills and deposits page or the
   account list before printing
   checks. If you use the Print Checks reminder in these areas,
   Money correctly increments the number of checks you have
   remaining on your sheet of checks.

 - Manually update the number of checks remaining on your sheet of
   checks whenever you print checks.

__________________________________________________________________


23:  Money May Appear to Stop Responding if AOL 5.0 Users Do Not Check
the I use AOL to connect to the Internet Setting in Tools/Options/Connections.


America Online (AOL) uses unique proprietary dialer software.  When using
Money with AOL, you must first connect to the Internet before using MoneyÆs
online features.  To connect to the Internet using AOL:
1. Start the AOL software.
2. Let the software dial and connect.
3. Minimize AOL.
   NOTE: Do not exit AOL. You must leave AOL running to provide the Internet
   connection.
4. Continue to use Money. The online features should now work automatically.

If you are an AOL user, and Money appears to stop responding, check to see if
you are online by opening the AOL window and navigating to the Internet.  If
you can navigate to the Internet within AOL, but Money is still not working
correctly, close Money (leave AOL running) and try again.


_____________________________________________________________________

24: Canadian Users of Money 2002 Standard Need to Use Canadian Settings

Attention Canadian Users of Money 2002 Standard: If you create a new file in
Money 2002, itÆs important that you run Money with Canadian settings before
creating the new file, in order to start with the appropriate set of default
categories.  If you are already using Money, you will know you are using U.S.
Settings if you have a Taxes menu in the navigation bar.  (See below for more
information on Canadian Taxes.)  Please refer to Help for more information on
how to switch to Canadian Settings.  Make sure that you click File, point to New,
and then click New File to create a new file after switching to Canadian Settings.

For Canadian Tax functionality, click Categories & Payees on the
Accounts & Bills menu in Money. In the left pane, click Set up tax categories
to select the Tax Forms and Tax Lines that are associated with each category.
When you are ready to do your taxes, click Export to Tax Software on the File menu.

_____________________________________________________________________

25: Error Message "File cannot be written to cache" when Downloading Statements
from a Financial Institution's Web Site

If you download a statement file from a financial institution's Web site and save
the file to disk or open it in Money, you may get the following error message:

File cannot be written to cache.

The current resolution for this issue is to download and install a Hotfix as
described by a Knowledge Base article Q281119. This article also describes the
cause of the error in Internet Explorer.

http://support.microsoft.com/support/kb/articles/Q281/1/19.ASP

Alternatively, the fix for this problem is located on the Money 2002 CD in the
PSS folder.
To access the fix, do the following:
1. Insert the Money 2002 CD into your CD-ROM.
2. Click Start on the Windows taskbar, and then click Run.
3. In the Open box, type D:\PSS\ (substitute the letter name if your CD-ROM drive is not D:\)
4. Double-click 299168.exe.

**This will install a security fix to alleviate the problem.

____________________________________________________________________

26: Electronic Payments are Entered into the Account Register Using the Process Date

Money 2002 enters electronic payments into the account register using the
process date. After this date, payments can no longer be canceled. However, the
funds may not be withdrawn on this date based upon the payment method used by your
financial institution or bill payment provider.

If you would prefer to not have Money use the processing date for entering
scheduled electronic payments into the account register, clear the "Enter
electronic payments in the register with the processing date" check box in
Tools, Options, Online Services Tab. All future payments scheduled by your
financial institution or bill payment provider will show in the register with
either the due date, or the date funds are withdrawn from your account, whichever
is earlier.

1. On the Tools menu, click Options.
2. Click the Online Services tab.
3. Uncheck the 'Enter electronic payments in the register with the processing date' checkbox.
4. Click the OK button.

All future payments scheduled by your finalcial institution or bill payment
provider will show in the register on either the due date, or the date funds are
withdrawn from your account, whichever is earlier.

Note: This date may be after the date when a payment may be canceled. To see the
processing date, right-click the payment and select Payment Status. The processing
date will be displayed. Unchecking this option does not change the date of previous
transactions.

____________________________________________________________________

27: Important Information about Online Services


In previous versions of Money, some financial institutions used an older
format to exchange data. These financial institutions are listed below. (If your
bank is not on the list, your services will not be affected, and you can disregard
this section).

In Money 2002, all of the institutions listed below are upgrading to the newest
data exchange format called OFX.   This upgrade will occur when you accept an
online service update from the financial institution. The upgrade is necessary
if you want to use direct connection services with your bank or brokerage in
Money 2002.

Note: If you do accept this upgrade in Money 2002 you will be unable to continue
using direct services in Money 2001 unless you follow the steps below. It may not
be possible to revert to using versions of Money prior to Money 2001.

In order to resume online banking with a Money 2001 file, you will need to copy
the file "fipartnr.ini" from the PSS folder on the CD into your System
folder where Money 2001 is installed, replacing the existing fipartnr.ini file.
( usually at C:\Program Files\Microsoft Money\System\fipartnr.ini ).  Then in
Money 2001, navigate to the Online Setup for your bank, hold down the Ctrl+Shift
keys and click the Modify button. The button text will change to Update. Click
Update and follow the conversion steps that Money will suggest.


The following banks will be upgrading to OFX for Money 2002:

American National Bank
Arizona Bank
Bank Boston
Bank of Stockton
Bank One -- Chicago, MI, FL
BankAtlantic
Centura Bank
Chase Bank of Texas
Chase Manhattan Bank
Commerce Bank
Commercial Federal Bank
Compass Bank
Crestar Bank
E Direct
EAB
Eastern Bank
First Union
Fleet/Bank Boston
Home Savings
Huntington Bank
Key Bank
Laredo National Bank
LaSalle
Manufacturers & Traders Trust
Marquette Banks
Michigan National Bank
National Penn Bank
Nevada State Bank
NorwestBank
Regions Bank
Reich and Tang Marketing
Reich and Tang Technical
Republic National Bank of NY
Sanwa Bank
Smith Barney
South Trust Bank
Standard Federal Bank
SunTrust
Union Bank of California
US Bank
Vectra
Wells Fargo
Zions Bank