How to handle a re-financed mortgage (or sold mortgage)

[Kristine Marsh]

Following on my question regarding a possible glitch in my program, please advise, what do I do if a mortgage is sold to a new company, or if I refinance?

Separately I am getting an error message when I select Mortgages/Loans under "Account List."  So I think that I am not even able to add a new mortgage at this point.

Thank you in advance for your advice.

[M B II]

Refinance.   Close the old mortgage and start a new one.   That is in essence what you are doing with the bank, so do the same with your accounts.

MortgageServicerTransfer.   When this occurred with me, I just changed the names of the loan and the biller name.   Within the loan, I also added a transaction at 0 value for 'MortgageServicerTransfer' for my own notes.

I don't have any comments for the error message.  I will say that I can't get to mine either...and I wonder if it points to a defunct Microsoft website and that's the error.

[Kristine Marsh]

Thank you for this tip!  I will see if the following fix is helpful to get to the Mortgages tab so that I can follow your instructions.

As background, I explained on the microsoftmoneyoffline.wordpress.com site that I was having some tech issues with the program (like reaching the Mortgages tab) and that the version of the program on my computer references January 2010.  (It is MS Money Plus Deluxe Sunset v.17.0 Build 19045.)  The blog founder,  Ameridan, said that this patch was tweaked to remove an activation requirement and most online updating features:  https://microsoftmoneyoffline.wordpress.com/2012/12/02/windows-8-64-bit-version-compatibility-with-sunset-money/ 

I have not yet had a chance to install but will (after I back up my data!).

[Ameridan (microsoftmoneyoffline.wordpress.com)]

Regarding the Mortgages/Loan tab, one of my articles includes:

  Many of the Program tabs (BUDGET, INVESTING, PLANNING and TAXES) no longer function.  For instance, clicking on the INVESTING tab takes you to a MSN page, rather than the intended  Investing portal page within Money.  This behavior can be rectified by renaming urlmap.xml (admin privileges required; found in

%ProgramFiles(x86)%\Microsoft Money Plus\MNYCoreFiles\WebCache
→→for 64-bit Windows, OR
%ProgramFiles%\Microsoft Money Plus\MNYCoreFiles\WebCache
→→for 32-bit Windows)

to  urlmap.xml_disabled.

Thank you sc489;  it’s been 10 years, since my BUDGET, INVESTING, PLANNING and TAXES tabs worked properly!

[Ameridan (microsoftmoneyoffline.wordpress.com)]

Additionally:

 Nathan Giard also discovered that by doing the same for four more files, not only does Money open up quicker, but the behavior of those tabs (and their sub-tabs) will be improved even further:

misurls.xml  to  misurls.xml_disabled
rooturlCDN.xml  to  rooturlCDN.xml_disabled
rooturl.xml  to  rooturl.xml_disabled
urls.ini  to  urls.ini_disabled