In microsoft.public.money, Russell wrote:

- quote -

Two things come to mind. Go to the Portfolio Value by Investment
Account report. Click Customize and adjust to your preferences.

Right-click the report, and choose Print, Export, or Export to Excel
as you wish.

Alternatively, go to the portfolio. Choose a view, and then
ChangePortfolioView-> CustomizeCurrentView-> PortfolioColumns. Choose
the columns you want.
Then File-> Print.

Customizing the report is going to be the better one probably. You
can limit the report to just the account you want to present.

Do a report that has the data you want--probably some customization of
Portfolio Value by Investment Account. R-click on the edge of the report.
Export to Excel. There may also be a choice on the left for Export to Excel.
There is in M04. Perhaps Most Users Prefer(tm) not to have it and it has
been removed as an explicit choice in M05.

Alternately, there is MoneyLink which is an Excel Add-In that has some
useful queries directly from a designated Money data file into spreadsheets.
See http://www.ultrasoft.com (or post back) for more info on that.

"Russell" <russell7702REMOVE[at]THISearthlink.net> wrote in message
news:%rUOd.15289$wK.4531[at]newsread3.news.atl.earthlink.net...
- quote -

I have accounts with more than one mutual fund company and have set them up
for online access in Money 2005. I'd like to send a financial planner a
snapshot of my "portfolio" - basically fund name and the number of shares in
a spreadsheet / csv file, so that they can plug it into their software to
analyze my holdings. I've spent some time exploring Money (including the
Export choice which appears to export a single account (but all
transactions)) but can't seem to find a way to do it. Is what I'm trying to
do possible with Money 2005?

Thank you,

Russell