You are right -- i guess i was thinking about the cash portion....thanks

"Dick Watson" wrote:

- quote -

Really?

Are you sure we are talking about the same thing: "balancing" the investment
portion of a regular investment account? (Not the cash portion, not a 401k.)

I don't believe this is do-able in M04 and don't believe M04 is different
from M03 in this regard. I accept correction gracefully. Just point me to
where it is in M03--the odds are incredibly high it's in the same place in
M04.

I assume the OP was talking about Investment Accounts when referring to "the
investments area." If the cash portion, see More cash tasks|Balance an
account.

"mnt" <mnt[at]discussions.microsoft.com> wrote in message
news:6F2C0C7F-244E-4086-94F0-9A1365AACB25[at]microsoft.com...
- quote -

So there is is no longer this feature?? I just upgraded from Money 2003 and
this was a feature that was avaible.

"Dick Watson" wrote:

- quote -

The Money view is one doesn't balance investment accounts.

Personally, I do check that share balances match at the As Of dates. I do it
by hand using data from portfolio view.

"mnt" <mnt[at]discussions.microsoft.com> wrote in message
news:BC688C7A-0DB6-45B8-B133-2AEF5FBD4067[at]microsoft.com...
- quote -

In Money 2005, in the investments area, where can i find the balance account
feature? In the regular accounts area (checking etc) its under common tasks
-- but i can not find it in the investment area. thanks