Q: When I import my Excel Spreadsheet from QuickBooks®
no data gets loaded.
When you export to Excel from QuickBooks, choose
"New Excel Workbook" and uncheck the box next to
"Include a new worksheet that explains Excel
worksheet linking".
Q: What are the system requirements to run the software?
Microsoft ® Windows ® 98 2nd Edition, ME, 2000 Professional, XP Home & XP Pro. 400 MHz Pentium Processor or above, 128 MB RAM, CD ROM drive, Internet Explorer 6.0 or above.
Q: When I play the Tutorial Videos from the help menu in the program, they look fuzzy and I can't read the screens well. How can I fix this?
This is caused by the Windows media player trying to accelerate the playback on some very high-powered computers. To correct this, open Windows Media Player, and choose these options: Tools, Options, Performance, and then slide the Video Acceleration marker to the middle setting between Full and None. Try the tutorial videos again. If it is still not working, slide the Video Acceleration marker all the way to None.
Q: When I access the User's Manual, Glossary or Tutorial Videos from the help menu in the program, why does it throw me out of the Money Management Solutions program?
When using the web browser to access these help menu tools, the MMS program screen is automatically minimized to the bottom of your monitor screen. If this was not done, the web browser page containing the item you asked to view from the help menu would come up BEHIND the program screen and you would have to manually minimize the MMS program screen to view it. We decided that the automatic minimization is the best solution. To get back to the program simply select the minimized icon at the bottom of your monitor screen.
Q: Why doesn't the tutorial video start playing when I click on the title?
Your Internet Explorer restricted the file for security. Click on the bar to allow your computer access to the video. How to do this is also covered in the User's Manual under the topic "Viewing the Tutorial Videos."
Q: The tutorial video screen is too large and I can't see the entire screen. How can I fix this?
Press the F11 key on your computer keyboard to adjust the size of the video screen to fit your monitor screen. How to do this is also covered in the User's Manual under the topic "Viewing the Tutorial Videos."
Q: I can't see the navigator button toolbar on my computer screen. What do I do?
To display the navigator button toolbar go to FILE and choose SHOW NAVIGATION TOOLBAR. How to do this is also covered in the User's Manual under the topic "Opening/Closing the Navigator Button Toolbar."
Q: How do I stop financial planning for a company that I sold and delete its financial planning records?
Go to FILE and choose REVIEW COMPANY INFORMATION. Use the dropdown menu on the SELECT A DIFFERENT COMPANY TO EDIT AND choose the company information file you want to change. At the bottom of the window click the DELETE COMPANY button. This action will delete all of the financial planning records for this company. How to do this is also covered in the User's Manual under the topic "Deleting a Company."
Q: How do I change the accounting period dates for financial planning to end on Friday instead of Saturday?
Go to FILE and choose REVIEW COMPANY INFORMATION. Change the dates of the current period to the new dates you want to use. Close the window to save the information change. Now go to FILE and choose SELECT DIFFERENT COMPANY. Make sure you are in the company you want to work in and the dates should now be changed. If they are not, click the NEXT PERIOD and then the PREVIOUS PERIOD buttons to activate the change. You must Log In with your user name and password to start the financial planning process for that period.
Q: How do I review what was done in a previous financial planning period?
Go to FILE and choose SELECT DIFFERENT COMPANY. Click the PREVIOUS PERIOD button to go back to the previous period and Log In with your user name and password. Be sure to return to the current period before continuing with the financial planning for the company. How to do this is also covered in the User's Manual under the topic "Reviewing Previous Financial Planning Periods."
Q: I get an error message when I try to use the backup or restore feature in Windows Vista. How do I correct this?
What is happening here is that the program does not have enough access rights for saving files to the folder when you operate Vista in "User Mode". Click here for detailed step-by-step instructions on how to resolve this: http://www.moneymgmtsolutions.com/vista.html
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