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#3
02-10-2005, 04:37 AM
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 Re: How to Add Ticker Symbol to Investment Report Hi Cal, Sounds like what I'd like to have isn't possible. It would be nice if the Portfolio tool provided an Export of what appears on-screen as they have nice customization tools. Too bad the Report tool is so lame. Anyway, your suggestion to rename the investment to include the Ticker is a reasonable workaround. Thanks, Emery "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, Emery Lane wrote: > > Hi, Thanks for your quick response. This works in the Portfolio tool but not > > in the Reports tool (at least I can't figure out how). I need it to work in > > the Reports tool so I can export it to Excel. > Oops... That is not an option. > I suggest you change name of the investment, as I do. For example, > change "Microsoft Corporation to "MSFT Microsoft Corp". This has the > further advantage (if you consider it so) that the symbol also > appears on the schedule D description. > > Emery > > > "Cal Learner-- MVP" wrote: > > > > In microsoft.public.money, Emery Lane wrote: > > > > > > Hi, Does anyone know how to add the Investment Ticker Symbol to the > > > > Investment Reports (say the Portfolio Value by Investment Type report). I use > > > > Money 2004. If this isn not possible in Money 2004, is this feature in Money > > > > 2005? Thanks. > > > > > ChangePortfolioView-> CustomizeCurrentView-> PortfolioColumns > > > Select Column, Click Add, and then click Save or SaveAs. > > > > |
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#2
02-10-2005, 04:20 AM
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| Re: How to Add Ticker Symbol to Investment Report In microsoft.public.money, Emery Lane wrote: - quote - > Hi, Thanks for your quick response. This works in the Portfolio tool but not
Oops... That is not an option.> in the Reports tool (at least I can't figure out how). I need it to work in > the Reports tool so I can export it to Excel. I suggest you change name of the investment, as I do. For example, change "Microsoft Corporation to "MSFT Microsoft Corp". This has the further advantage (if you consider it so) that the symbol also appears on the schedule D description. - quote - > Emery > "Cal Learner-- MVP" wrote: > > In microsoft.public.money, Emery Lane wrote: > > > > Hi, Does anyone know how to add the Investment Ticker Symbol to the > > > Investment Reports (say the Portfolio Value by Investment Type report). I use > > > Money 2004. If this isn not possible in Money 2004, is this feature in Money > > > 2005? Thanks. > > > ChangePortfolioView-> CustomizeCurrentView-> PortfolioColumns > > Select Column, Click Add, and then click Save or SaveAs. > > |
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#1
02-10-2005, 03:57 AM
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| Re: How to Add Ticker Symbol to Investment Report Hi, Thanks for your quick response. This works in the Portfolio tool but not in the Reports tool (at least I can't figure out how). I need it to work in the Reports tool so I can export it to Excel. Emery "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, Emery Lane wrote: > > Hi, Does anyone know how to add the Investment Ticker Symbol to the > > Investment Reports (say the Portfolio Value by Investment Type report). I use > > Money 2004. If this isn not possible in Money 2004, is this feature in Money > > 2005? Thanks. > ChangePortfolioView-> CustomizeCurrentView-> PortfolioColumns > Select Column, Click Add, and then click Save or SaveAs. |
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02-10-2005, 03:44 AM
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| Re: How to Add Ticker Symbol to Investment Report In microsoft.public.money, Emery Lane wrote: - quote - > Hi, Does anyone know how to add the Investment Ticker Symbol to the
ChangePortfolioView-> CustomizeCurrentView-> PortfolioColumns> Investment Reports (say the Portfolio Value by Investment Type report). I use > Money 2004. If this isn not possible in Money 2004, is this feature in Money > 2005? Thanks. Select Column, Click Add, and then click Save or SaveAs. |
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#-1
02-10-2005, 03:37 AM
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| How to Add Ticker Symbol to Investment Report Hi, Does anyone know how to add the Investment Ticker Symbol to the Investment Reports (say the Portfolio Value by Investment Type report). I use Money 2004. If this isn not possible in Money 2004, is this feature in Money 2005? Thanks. -- Emery Lane |
| Tags |
| add, investment, report, symbol, ticker |
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