Getting Help

Bonnie Gagnon's Avatar

Bonnie Gagnon

26 Jan, 2010 05:55 PM

Thank you guys so much for the thoughtful personalized help you provide in the public discussion area. I have been using Quicken for years and getting help was almost impossible. In fact getting their "support staff" to read an email all the way through was a challenge. I am a new and enthusiastic Moneydance user, and my questions are answered quickly by people who really understand the program.
Thanks so much.

Bonnie

  1. 1 Posted by Ben Spencer on 26 Jan, 2010 06:01 PM

    Ben Spencer's Avatar

    You are most welcome! I appreciate you for your supportive words. Our support system if far from perfect (some cases are still not responded to in a timely manner) but we are getting there.

    Sincerely

    Ben Spencer

  2. 2 Posted by Beth on 13 Feb, 2010 02:10 AM

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    Seriously--you got a respone? I can't get anyone to respond to me from MD. I have totally given up on this software.

  3. 3 Posted by jimmplsmn on 13 Feb, 2010 02:24 AM

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    Beth - where are your questions? I did a search for Beth and I only came up with 4 discussions.

    • Jim
  4. 4 Posted by bchristi on 13 Feb, 2010 03:23 PM

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    I entered my problems under Private several days ago. then I went in and
    added info the next night. then I finally posted to the blog you are
    referring to in this e-mail cause I figured maybe you guys paid more
    attention to "praise" than to a person wanting a refund. I have
    uninstalled Moneydance and given up. How do i get a refund?

  5. 5 Posted by Ben Spencer on 13 Feb, 2010 03:57 PM

    Ben Spencer's Avatar

    Beth

    I am exrtemely sorry that noone of the support staff has responded to your post sooner. I have replied in your origional post offering some technical advice. However if you are sure you would prefer a refund respond confirming that and I will authorize one for you this morning.

    Sincerely

    Ben Spencer

  6. 6 Posted by bchristi on 13 Feb, 2010 07:22 PM

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    Ben--I just got this message--I will try downloading the newer version that
    you sent and then e-mail again after I try that.

  7. 7 Posted by bchristi on 13 Feb, 2010 07:42 PM

    bchristi's Avatar

    Ben,

    I tried using the link you sent to download the newer version and I only
    have the same situation. I have the Moneydance icon on the bottom of my
    Win 7 screen but when you click on it nothing happens. When I right click
    on it maximize is not an option. When I go to "All Programs" and click on
    it from there nothing happens. I guess I am just not going to be a
    Moneydance user. Please send me a refund and I will uninstall what I have
    here.

    Just FYI in case you are trying to debug this problem I downloaded the
    preview from online on Sunday. (I have a brand new HP laptop that is
    running Win 7.) I entered all the accounts and jan and feb financial
    data, reached 100 transactions and then paid to have the full version. The
    next time I started up my laptop which I believe was on Tuesday night this
    is when I first encountered the "ghost" of Moneydance. It looks like it is
    there but nothing will happen.

    Thank you for responding to me and trying to help me.
    Beth

  8. 8 Posted by Ben Spencer on 13 Feb, 2010 07:47 PM

    Ben Spencer's Avatar

    Hi Beth

    On windows 7 the maximize option is accessed slightly differently. Hovering the mouse pointer over the icon in the task bar causes a thumbnail to appear. Then right clicking on the thumbnail gets the "Maximum" option.

    Ben

  9. 9 Posted by bchristi on 13 Feb, 2010 07:51 PM

    bchristi's Avatar

    Oh my Gosh--I just did that and my stuff is there!!! Halleluiah!!!! Maybe
    now I can still do stuff with my data. On Sat, 13 Feb 2010 11:48:01 -0800,
    Ben Spencer
    <[email blocked]> wrote:
    > // Add your reply above here
    > ==================================================
    > From: Ben Spencer
    > Subject: Getting Help
    >
    > Hi Beth
    >
    > On windows 7 the maximize option is accessed slightly differently.
    Hovering
    > the mouse pointer over the icon in the task bar causes a thumbnail to
    > appear. Then right clicking on the thumbnail gets the "Maximum" option.
    >
    > Ben
    >
    > View this Discussion online:
    > http://help.infinitekind.com/discussions/praise/36-getting-help
    > --
    > Reply with #ignore to stop receiving notifications for this discussion.

  10. 10 Posted by bchristi on 13 Feb, 2010 07:54 PM

    bchristi's Avatar

    Ben--can you help me with a different problem? Now that my data is
    accessible I will ask what was stumping me before everything just
    disappeared.

    For an investment account: I have a janney mont scott investment account
    that consists of a cash balance and also some stocks. I have the account
    set up and the cash balance showing up, but I can't seem to get my three
    stocks to show up inthe account. I have added the securities and I have
    entered history, but when I go to portfolio view there is nothing there
    except the cash balance. I want my entire balance to show up.

    Then, assuming I can get my securities to show up how do I have it go
    online and update to the most recent stock price for each? I used to do
    that daily on Quicken.

    thanks,
    Beth

  11. 11 Posted by bchristi on 13 Feb, 2010 09:56 PM

    bchristi's Avatar

    Hooray! I figured it out by myself (and with help from the forum), I have
    my securities showing up in my invesgtment account. It has taken hours but
    I have it!

    Beth

  12. 12 Posted by Ben Spencer on 15 Feb, 2010 07:26 PM

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    I'm glad to hear things are looking better. Please let me know if I can be of further assistance.

    Ben

  13. 13 Posted by bchristi on 20 Feb, 2010 12:28 AM

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    Hi Ben,

    Well, it has been a few days since I was on my computer, and tonight I
    turned it on and there is no Moneydance icon. The program doesn't show up
    in all programs either. I did a search of my C drive and I can find many
    moneydance files saved there. I can't figure out what to do. Should I
    download this again? this will be the fourth time. I have my fingers
    crossed that once again my data is there once I get the program to show up.

    I tried to copy/paste the big list of files but it won't work. Do you have
    any idea what I should do? or why this keeps happening?

    Beth

  14. 14 Posted by Ben Spencer on 20 Feb, 2010 06:22 PM

    Ben Spencer's Avatar

    Hi Beth

    I realize this must be very frustrating and I am sorry for the trouble this is causing you.

    Moneydance does not have the capability to delete its self from your computer (at least not unless you run the uninstall program). If the icon on your desktop has been removed it has either been removed by a clean up job run by your operating system or it has inadvertently been removed by a user. I know that windows has a feature that hides infrequently used programs from the All Programs list. Is there an arrow at the bottom of that list. If there is click it to reveal infrequently used programs. If that doesn't help you have two options. You can manually recreate the short cuts on the desktop and the All programs list or you can reinstall the software. The first option is somewhat technical so if i were you I would reinstall the software. Your data will not be affected.

    Sincerely

    Ben Spencer

  15. 15 Posted by Beth Christian on 21 Feb, 2010 12:13 PM

    Beth Christian's Avatar

    Thanks Ben. I did reinstall the software again and once again
    everything was there. I have also uninstalled the trial version of
    norton antivirus, and switched to AVG, to see if maybe the norton was
    doing something to it. I am almost afraid to turn it on again!
    beth

    Sent from my iPhone

  16. 16 Posted by bchristi on 24 Apr, 2010 04:37 PM

    bchristi's Avatar

    Hi Ben,

    I am having some new problems that I need help with.

    1. I have an account with Janney Montgomery Scott that contains some
    securities and a sweep account that is essentially a money market. I have
    it set up with the securities and a "cash balance" that is the money
    market. I recently deposited another $4500 into this account paid by a
    check from my checking account. I can't enter a "deposit" into the janney
    Investment account. How do I get the money showing up there?

    2. I have a TIAA-CREF retirement account that I put money into each pay,
    and my employer matches. I read a help discussion back in January and used
    that to set up a "Retirement Holding" account in MD. (which was one of two
    options they suggested to handle this) Each pay the amount that is going
    into TIAA-CREF, both mine and my employer's goes into the Retirement
    Holding account. and now that the quarterly report is here I wanted to
    transfer that balance into the correct TIAA-CREF investments. Now I can't
    find the help discussion that says what to do at this point. I should have
    saved it.

    3. When I try to download the MD user's guide it just get a blank page.

    can you help?

    Beth Christian

  17. 17 Posted by Ben Spencer on 24 Apr, 2010 08:47 PM

    Ben Spencer's Avatar

    Hi Beth

    1) You can enter a deposit directly into an investment account by doing a transfer from an income category. See the attached screenshot for an example.

    2) To transfer into your TIAA-CREF investment account enter a transaction of type Xfr in the investment register as in #1. And specify the "Retirement Holding" account in the transfer field.

    3) I'm not sure which link you are using. Try the following one:

    http://help.infinitekind.com/faqs/frequently-asked-questions-2/down...

    Ben

  18. 18 Posted by bchristi on 28 Apr, 2010 06:23 PM

    bchristi's Avatar

    Hi Ben--thanks for the link to the user's guide. I tried the XFr idea to
    get my money from checking to the Janney account. the only problem is I
    had already recorded the check there. Now the transaction is duplicated.
    Is there a way I can write a check out of checking and have that go into
    Janney investment. Or a way to merge these two transactions?

    Thanks,
    Beth

  19. 19 Posted by Ben Spencer on 29 Apr, 2010 03:40 PM

    Ben Spencer's Avatar

    Absolutely. You can enter a transaction in your checking account and select the Janney investment account as the category. That will perform a transfer.

    Ben

  20. Angie Rauscher closed this discussion on 24 Jul, 2011 07:47 PM.

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