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Old 01-14-2005, 03:50 AM
Dick Watson
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Default Re: Any way to customize asset allocation categories in Money 2004?

Many of us wish for it. Instead we get Essential * and turn to Excel.

<matty_lewis[at]yahoo.com> wrote in message
news:1105677635.507391.117110[at]f14g2000cwb.googlegroups.com...
- quote -

> I want to be able to assign my own asset allocation categories to
> Microsoft Money to be able to group by them. For instance, Money would
> view a precious metals mutual fund as only a "mutual fund", but for me,
> it's really a separate investment class I want categorized under
> "precious metals".
> I'm pretty sure these categories aren't editable, so I was wondering if
> anyone has found a workaround (besides creating a separate Excel
> spreadsheet, which I already did).
> Thanks.



  #-1  
Old 01-14-2005, 03:40 AM
matty_lewis@yahoo.com
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Default Any way to customize asset allocation categories in Money 2004?

I want to be able to assign my own asset allocation categories to
Microsoft Money to be able to group by them. For instance, Money would
view a precious metals mutual fund as only a "mutual fund", but for me,
it's really a separate investment class I want categorized under
"precious metals".

I'm pretty sure these categories aren't editable, so I was wondering if
anyone has found a workaround (besides creating a separate Excel
spreadsheet, which I already did).

Thanks.

 

Tags
2004, allocation, asset, categories, customize, money
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