| |||||||
| | Thread Tools | Display Modes |
|
#2
| |||
| |||
| Chuck, There’s a good chance your problem is due to rounding errors on your investment purchases and investment sales. I don't like to delete the investment because you will lose all of the price history and you can always hide it in "Portfolio View" by unchecking "show closed positions". I suggest you try the following, it worked for me on Microsoft Money 2003: a) Create a backup file in case your want to revert to your current file b) Doublecheck all investment purchases/sales for rounding errors (share volumes should match exactly and should zero out) c) Verify on "Analysis View" that the share volume is zero d) On "Details View", remove symbol if present e) Also on "Details View", verify that “delete this investment” is available, but don’t delete f) Record a special 1 for 100 reverse split for the investment, the investment should now be gone from the investment summary on Page 1 g) Remove the newly created reverse split from "update prices" Hope it works, Lewis "Chuck Leven" wrote: - quote - > How do I hide my closed/sold investments in the Home Page Investment Summary > and Best and Worst Performers blocks? I would prefer that these blocks > reflect only my current/open investments. Is there any way to do that? > Thanks to all! |
|
#1
| |||
| |||
| Fred, There’s a good chance your problem is due to rounding errors on your investment purchases and investment sales. I don't like to delete the investment because you will lose all of the price history and you can always hide it in "Portfolio View" by unchecking "show closed positions". I suggest you try the following, it worked for me on Microsoft Money 2003: a) Create a backup file in case your want to revert to your current file b) Doublecheck all investment purchases/sales for rounding errors (share volumes should match exactly and should zero out) c) Verify on "Analysis View" that the share volume is zero d) On "Details View", remove symbol if present e) Also on "Details View", verify that “delete this investment” is available, but don’t delete f) Record a special 1 for 100 reverse split for the investment, the investment should now be gone from the investment summary on Page 1 g) Remove the newly created reverse split from "update prices" Hope it works, Lewis "Fred" wrote: - quote - > Chuck, I having the same problem. Did you find any solutions yet? > Hopefully? > "Chuck Leven" wrote: > > How do I hide my closed/sold investments in the Home Page Investment Summary > > and Best and Worst Performers blocks? I would prefer that these blocks > > reflect only my current/open investments. Is there any way to do that? > > Thanks to all! > > > |
| | |||
| |||
| Chuck, I having the same problem. Did you find any solutions yet? Hopefully? "Chuck Leven" wrote: - quote - > How do I hide my closed/sold investments in the Home Page Investment Summary > and Best and Worst Performers blocks? I would prefer that these blocks > reflect only my current/open investments. Is there any way to do that? > Thanks to all! |
|
#-1
| |||
| |||
| How do I hide my closed/sold investments in the Home Page Investment Summary and Best and Worst Performers blocks? I would prefer that these blocks reflect only my current/open investments. Is there any way to do that? Thanks to all! |
| Tags |
| closed, hide, home, investment, investments, page, performers, summary, worst |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| Investment Summary on Home Page The Merg: Okay, I have had investments that I have sold completely within an account and purchased other investments. When I go to "My Money" home page, it... | Microsoft Money | 1 | 05-18-2005 07:54 PM | |
| Re: Best and Worst Performers - closed investment. - Bobb -: Ditto, I owned some Tyco years ago - still appears in Worst of ... list "Gary A" <anonymous@discussions.microsoft.com> wrote in message... | Microsoft Money | 1 | 04-27-2004 07:57 AM | |
| Show all investments on home page Jonathan DuHamel: Money 2004 deluxe shows only the first 75 investments on the home page investment summary. How can I get it to show all of them ca. 250? Running... | Microsoft Money | 3 | 09-24-2003 02:31 PM | |
| Thread Tools | |
| Display Modes | |
| |