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  #2  
Old 10-08-2004, 05:45 AM
Cal Learner-- MVP
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Posts: n/a
Default Re: #2-Question on Money 2000, Version 8.1

In microsoft.public.money, Robert Getty wrote:

- quote -

> > Thanks for such a fast reply. Sorry, but you need to
> follow EXACTLY what I suggested above to get to the screen
> information that I referred to. What you gave me was how
> to sort the names of the accounts including the investment
> accounts. You need to click on the name of one of the
> Investment Accounts and then look for the word "View" &
> just below the word "View" are the words "Account Summary".
> (see my original notes above). It is the screen that comes
> up after you click on "Account Summary" that I need to
> know how to fix.


OK. Now we are looking at the same place.

I show Symbol, Name, LastTran., LastPrice, TotalQuantity, CostBasis,
Market Value, Gain, %Port, TargetPriceHigh, TargetPriceLow.

I can change the widths or reorder the columns by dragging. I even
think I have managed to change the mix.

Investing-> Portfolio-> SeeADifferentView-> HoldingsView.
SeeADifferentView-> CustomizeCurentView-?PortfolioColumns tab.
Add, Remove, MoveUp, MoveDown the available columns. When done, the
changes tp the HoldingsView are reflected back where we started.

I did not know that before, and I probably messed up something in
hthe description.

  #1  
Old 10-08-2004, 04:07 AM
Robert Getty
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Posts: n/a
Default Re: #2-Question on Money 2000, Version 8.1


- quote -

> -----Original Message-----
> In microsoft.public.money, Robert Getty wrote:
> > I will describe what happened a few days ago (I have had
> > the above program since 2000 & have used it daily since,
> > with no problems):
> > > With Money Open to "Home", click on "Accounts", click on

> > any one of my several investment accounts & a screen

comes
> > up and directly under the word "View" on the left side

of
> > the screen are the words "Account Summary". When I

click
> > on "Account Summary", the column headings and
> > corresponding data do not include all the same column
> > headings an data that showed up before this problem AND
> > the column headings and corresponding data are not the
> > same order as before this problem.
> > > QUESTION: How can I customize the "Account Summary"

> > column headings and their order? OR if I cannot

customize
> > them, how can I get them back to how they were before

this
> > problem?

> In the left column, click "Sort account list by" and make

your
> choices. You can also make changes by clicking the "-"

and "+"
> signs in squares.
> Thanks for such a fast reply. Sorry, but you need to

follow EXACTLY what I suggested above to get to the screen
information that I referred to. What you gave me was how
to sort the names of the accounts including the investment
accounts. You need to click on the name of one of the
Investment Accounts and then look for the word "View" &
just below the word "View" are the words "Account Summary".
(see my original notes above). It is the screen that comes
up after you click on "Account Summary" that I need to
know how to fix.

Thanks in advance, again. Bob Getty-Eugene, Oregon


 
Old 10-07-2004, 09:28 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Question on Money 2000, Version 8.1

In microsoft.public.money, Robert Getty wrote:

- quote -

> I will describe what happened a few days ago (I have had
> the above program since 2000 & have used it daily since,
> with no problems):
> With Money Open to "Home", click on "Accounts", click on
> any one of my several investment accounts & a screen comes
> up and directly under the word "View" on the left side of
> the screen are the words "Account Summary". When I click
> on "Account Summary", the column headings and
> corresponding data do not include all the same column
> headings an data that showed up before this problem AND
> the column headings and corresponding data are not the
> same order as before this problem.
> QUESTION: How can I customize the "Account Summary"
> column headings and their order? OR if I cannot customize
> them, how can I get them back to how they were before this
> problem?


In the left column, click "Sort account list by" and make your
choices. You can also make changes by clicking the "-" and "+"
signs in squares.

  #-1  
Old 10-07-2004, 07:11 PM
Robert Getty
Guest
 
Posts: n/a
Default Question on Money 2000, Version 8.1

I will describe what happened a few days ago (I have had
the above program since 2000 & have used it daily since,
with no problems):

With Money Open to "Home", click on "Accounts", click on
any one of my several investment accounts & a screen comes
up and directly under the word "View" on the left side of
the screen are the words "Account Summary". When I click
on "Account Summary", the column headings and
corresponding data do not include all the same column
headings an data that showed up before this problem AND
the column headings and corresponding data are not the
same order as before this problem.

QUESTION: How can I customize the "Account Summary"
column headings and their order? OR if I cannot customize
them, how can I get them back to how they were before this
problem?

I really don't know why these changes happened, but if you
need more information to help me, I could tell you in
detail what I was doing just prior to this happening.

I really would appreciate any help you can give me.
Thanking you in advance, Bob Getty-Eugene, Oregon.

 

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2000, money, question, version
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