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Old 10-11-2004, 04:02 PM
Wally
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Default Value by Investment Report Bug

Interesting. I tried this in Money 2003. The report
produced a blank screen. So does the chart. I also
tried customizing one of my favorite charts this way. I
got an error message saying that my chart had become
corrupted and that I would have to delete and rebuild
it. Your workaround did solve the problem.
- quote -

> -----Original Message-----
> Here's a problem I stumbled upon and it appears to

affect both Money 2004
> and 2005.
> I'm trying to display a Pie Chart that shows the value

of each of my
> investments in a 401(k) account. I selected

the "Portfolio by Investment
> Type" report and customize it as follows:
> 1. Click Customize
> 2. Click on the Rows & Columns tab
> 3. Select "Subtotal by: None" (this selection makes it

show each individual
> fund or stock in your accounts)
> 4. Click on Account tab
> 5. Deselect all accounts except for the 401(k) account

(this could be any
> account you want to display that has multiple funds).
> 6. On the Chart tab, select "Pie"
> The above should display a pie chart that shows slices

for each fund in the
> selected account. Instead it fails and returns to the

original report with
> all customization reset.
> The workaround I've found that gets most of the way

there, is to select two
> accounts in step 5 above. The second account can be any

account, even a
> closed one. So I selected a closed account which gives

me the report I want
> with the only annoyance that the legend next to the pie

lists the closed
> account.
> Must be a bug that has carried on for a long while.
> Jeff
> .

  #-1  
Old 10-10-2004, 04:16 PM
Jeff
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Posts: n/a
Default Value by Investment Report Bug

Here's a problem I stumbled upon and it appears to affect both Money 2004
and 2005.

I'm trying to display a Pie Chart that shows the value of each of my
investments in a 401(k) account. I selected the "Portfolio by Investment
Type" report and customize it as follows:

1. Click Customize
2. Click on the Rows & Columns tab
3. Select "Subtotal by: None" (this selection makes it show each individual
fund or stock in your accounts)
4. Click on Account tab
5. Deselect all accounts except for the 401(k) account (this could be any
account you want to display that has multiple funds).
6. On the Chart tab, select "Pie"

The above should display a pie chart that shows slices for each fund in the
selected account. Instead it fails and returns to the original report with
all customization reset.

The workaround I've found that gets most of the way there, is to select two
accounts in step 5 above. The second account can be any account, even a
closed one. So I selected a closed account which gives me the report I want
with the only annoyance that the legend next to the pie lists the closed
account.

Must be a bug that has carried on for a long while.

Jeff


 

Tags
bug, investment, report
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