Problems viewing the Cash Flow and Monthly reports or using the Debit Reduction Planner in Microsoft Money

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Article ID: 312814 - View products that this article applies to.
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SYMPTOMS

When you start Microsoft Money, you may experience the following symptoms:
  • When you use the account register for a particular account, you receive the following error message in the lower-right Cash flow section of the page:
    Money is unable to process your data because the amounts are too large to display.
  • When you click Cash Flow on the Money toolbar or click Cash Flow Review on the Accounts & Bills menu, nothing happens. The "Forecast your cash flow" page does not appear as expected.
  • When you try to use the Debt Reduction Planner in Microsoft Money, the amount that you type for the minimum payment differs from the amount that appears in the Debt Reduction Planner.
  • If you try to add a credit card account or change an account already in the Debt Reduction Planner, an inaccurate payment schedule may be displayed.
Additionally, you may receive the following error message: This operation cannot be performed.

Money (version) has encountered a problem and needs to close. We are sorry for the inconvenience.

When you click click here, you receive:
  • AppName: msmoney.exe
  • ModName: mnyob99.dll
If you installed Microsoft Money 2005 Standard, you may experience the following issue. You try to locate the Cash flow section of the program. Instead, you find the Assign budget amounts to accounts section. The Assign budget amounts to accounts section contains a link to the Forecast your cash flow page. When you click the Forecast your cash flow link, you receive the following error message:
This area isn't available in your version of Microsoft Money. For access to additional financial tools and information, upgrade to Money 2005 Deluxe, Premium or Small Business.

CAUSE

This behavior may occur if one or more of the following conditions are true:
  • Your Money data file is corrupted. It may contain an invalid or damaged account, damaged bill, or damaged transaction.
  • One or more of your scheduled bill entries are damaged.
  • One of the entries in your Budget is damaged.
  • One of the entries in your Debt Reduction Planner is damaged.

RESOLUTION

Note If you experience the Money 2005 issue that is mentioned in the "Symptoms" section, it is because cash flow forecasting is no longer available in Money 2005 Standard. You must upgrade to one of the Money versions that is indicated in the error message.

Note To resolve this behavior, use one of the following methods after you make a copy of your Money file. To make a copy of your Money file, follow these steps:
  1. Start Money.
  2. On the File menu, click Back Up.

Method 1: Reset the Debt Plan

  1. Start Money.
  2. Use the one of the following steps for your version of Money:
    • In Money 2005 and later versions, click Settings on the Tools menu, and then click Planner Settings or Planner Options.
    • In Microsoft Money 2002 through Microsoft Money 2004, click Options on the Tools menu, and then click the Planner tab.
  3. In the Debt Reduction Planner section, click Reset Debt Plan.

    Note When you reset your debt plan, all the accounts are moved out of the plan and any recurring debts payments that you have set up are set to $0.00.
  4. When you receive the following message, click Yes, and then click OK:
    Are you sure you want to clear all the information and permanently delete your Debt Plan?
  5. Close Money and then restart.
  6. Test to see whether you are still experiencing the issue. If you still experience the same issue, go to Method 2.

Method 2: Remove and replace damaged bills

  1. Determine which bill is damaged. To do this, note the bill details before the deletion process, and then delete one bill at a time. Test to see whether the issue is resolved after you delete each bill. If the issue is not resolved, continue the deletion process, one bill at a time, until you locate the damaged bill. For information about how to delete a bill, see Money Help.
  2. Create one or more new bills to replace the deleted bills.
If you delete all the bills and deposits in the list and this still does not resolve the issue, go to Method 3.

Method 3: Repair the Money data file

For more information about how to repair the Money data file, click the following article number to view the article in the Microsoft Knowledge Base:
182608 You receive error messages or notice unexpected behaviors in Money
If you still experience the issue after you follow the steps in the article, go to Method 4.

Method 4: Create a new budget

  1. Start Money.
  2. Click Budget.
  3. Click Create New Budget.
  4. When you receive the confirmation message, click Yes.

    Note In Money 2005 and later versions, you must be in the Advanced Budget mode to create a new one. For more information about how to switch between budget types, see the "Switch between an Essential Budget and an Advanced Budget" topic in Money Help.
  5. Test to see whether the symptoms are gone.
If creating a new Budget resolves the issue, you can re-create your Budget again. Make sure that you test the Cash Flow after some entries to verify that a specific entry is not causing the problem. If you still experience this issue after you complete these steps, go to Method 5.

Method 5: Locate the account that is damaged or invalid

To determine which of your accounts is damaged or invalid, close all the accounts, and then open them one-by-one to see which data produces the error message. To do this, follow these steps:
  1. Click Account List.
  2. Click Sort account list by, and then click to clear the Hide closed accounts check box.
  3. Right-click each account, and then click Account is Closed. If you are prompted to transfer open positions for an investment account to a new account, click No.
  4. Right-click the first account in the list, and then click Account is Open.
  5. On the Reports menu, click Report Gallery.
  6. Open the report that you tried to open when you received the error message that is mentioned in the "Symptoms" section.
  7. Repeat steps 4 through 6 for each account in the list until you receive the error message that is mentioned in the "Symptoms" section. When you receive the error message, you have located the account that is damaged.

Repair the damaged account

The problem may be because of a specific transaction in this account. Scan through the account's register to see whether you can find anything unusual that can be corrected or deleted. Backing up your Money data file and working through a process of trial and error to delete or reenter each transaction may resolve this issue. However, it may be simpler to export the account data, import it into a new account, and then delete the problem account.

Note When you export, Money does not remove the account from your current file. It only makes a copy of the account. Some information is not included, such as abbreviations, comments, and Lifetime Planner information. Therefore, exporting "cleans up" the data in an account that may be causing the damage.
  1. On the File menu, click Export.
  2. Click Loose QIF, and then click OK.
  3. In the Save in box, click Desktop.
  4. In the File Name box, type the name that you want to use for the temporary export file (for example, type Damaged Account), and then click OK.
  5. When you are prompted to select the type of account that you want to export, click the account type (Regular or Investment) of the damaged account, and then click OK.
  6. In the Account List box, click the damaged account, and then click Continue. Money exports the .qif file to the Desktop.
  7. When the export is complete, click OK.
For more information about how to repair the Money data file, click the following article number to view the article in the Microsoft Knowledge Base:
178830 How to export and import account information

Create a new account

  1. Click Account List.
  2. On the File menu, click New, and then click Account.
  3. Follow the instructions that appear on the screen to create an account that is a clean copy of the account that is damaged.

Import data to the new account

  1. Open the new account that you created.
  2. On the File menu, click Import.
  3. Follow the instructions that appear on the screen to import the temporary .qif file that you exported to the Desktop.

Delete the account that is damaged

  1. Click Account List.
  2. Click the account that is damaged, and then click Change account details.
  3. Click Delete this account. When you are prompted to confirm the deletion, click Yes.

MORE INFORMATION

For more information, click the following article number to view the article in the Microsoft Knowledge Base:
300226 You receive an error message "This operation cannot be performed" in Microsoft Money

Properties

Article ID: 312814 - Last Review: August 3, 2007 - Revision: 10.1
APPLIES TO
  • Microsoft Money Essentials
  • Microsoft Money Plus Deluxe
  • Microsoft Money Plus Home & Business
  • Microsoft Money Plus Premium
  • Microsoft Money 2007 Deluxe
  • Microsoft Money 2007 Home & Business
  • Microsoft Money 2007 Premium
  • Microsoft Money 2006 Deluxe
  • Microsoft Money 2006 Premium
  • Microsoft Money 2006 Small Business
  • Microsoft Money 2006 Standard
  • Microsoft Money 2005 Deluxe Edition
  • Microsoft Money 2005 Premium Edition
  • Microsoft Money 2005 Small Business Edition
  • Microsoft Money 2005 Standard Edition
  • Microsoft Money 2004 Deluxe Edition
  • Microsoft Money 2004 Premium Edition
  • Microsoft Money 2004 Small Business Edition
  • Microsoft Money 2004 Standard Edition
  • Microsoft Money 2003 Deluxe Edition
  • Microsoft Money 2003 Deluxe and Business Edition
  • Microsoft Money 2003 Standard Edition
  • Microsoft Money 2002 Standard Edition
  • Microsoft Money 2002 Deluxe Edition
  • Microsoft Money 2002 Deluxe and Business Edition
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