| | |||
| |||
| 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
| |||
| |||
| 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 |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| M04 closes when try to do investment report dmitat: While doing my taxes I tried to see a report for my investments over the years. I had set up investment account back in Money-98 and then upgraded to... | Microsoft Money | 1 | 02-14-2004 04:37 PM | |
| Investment Report Format Ross: How do I get investment performance reports to display in terms of percent instead of dollars? | Microsoft Money | 1 | 09-07-2003 04:48 AM | |
| Thread Tools | |
| Display Modes | |
| |