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#2
08-10-2003, 01:31 PM
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 Re: Quicken Won't Do It - Will Money? OK, it works - thanks - I had restricted my Securities List by hiding all my closed positions. As a result, it wasn't allowing them to be listed in the portfolio view. Now it does. On Sat, 09 Aug 2003 16:39:34 GMT, via_newsgroup[at]please.tnx(Cal Learner-- MVP) wrote: - quote - > In microsoft.public.money, John Graf wrote: > > The Portfolio View in Quicken acts the same as a report - it won't > > show previoulsy sold investments, no matter how you customize it. > > If you enter an "As of" date to a time you held the investment, it > will show the investment, even if the > SeeADifferentView-> ShowClosedPositions is not checked. If > SeeADifferentView-> ShowClosedPositions is checked, the stock is > shown even if the "As of" date has not been back-dated. |
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#1
08-09-2003, 04:39 PM
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| Re: Quicken Won't Do It - Will Money? In microsoft.public.money, John Graf wrote: - quote - > The Portfolio View in Quicken acts the same as a report - it won't
If you enter an "As of" date to a time you held the investment, it> show previoulsy sold investments, no matter how you customize it. will show the investment, even if the SeeADifferentView-> ShowClosedPositions is not checked. If SeeADifferentView-> ShowClosedPositions is checked, the stock is shown even if the "As of" date has not been back-dated. |
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08-09-2003, 03:54 AM
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| Re: Quicken Won't Do It - Will Money? In microsoft.public.money, moneyman wrote: - quote - > I have Money 2004 and if I set a date in the past - it will show the
The "Portfolio" view has an "As Of" date selector that lets you get> value and the investment I had at the time. And I could create a > report of that. > I don't know how much history it retains, and I only have had minor > changes. > Maybe someone who has a little more activity in their trades could > confirm this. the data as of a particular date. That view can be highly customized. It looks a lot like a report, but it is not in the reports section. |
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#-1
08-08-2003, 11:27 PM
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| Quicken Won't Do It - Will Money? I use Quicken. When I ask it to produce a report showing a historical value of investments, it shows only investments that are still owned today. It will not, for example produce an accurate report as of December 31, 2001 if you have sold any of the investments that you owned on December 31, 2001. Will Money do this? |
| Tags |
| money, quicken |
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