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#8
09-15-2005, 10:01 PM
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 Re: Anyone else use Excel for their investment info In microsoft.public.money, Jim M. wrote: - quote - > I cannot find the add-in you referenced on the MS/Excel web site. Could you > tell me where I might find the add-in? http://www.ultrasoft.com/MoneyLink/download.shtml There is also a link via http://www.microsoft.com/money/Impor...taToExcel.mspx |
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#7
09-15-2005, 09:41 PM
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| Re: Anyone else use Excel for their investment info I cannot find the add-in you referenced on the MS/Excel web site. Could you tell me where I might find the add-in? Jim "Bill Sharpe" wrote: - quote - > Barrnabas Collins wrote: > > On Sat, 16 Jul 2005 14:52:28 -0500, "Michael Gordon, MVP" > > <gordonm[at]denison.edu> wrote: > > > > > I use Money data in Excel for two purposes: > > > 1. To Track IRR on an specific investment. > > > 2. To calculate and track asset allocation (the Money categories are, for my > > > needs, useless). > > > I set up a Lotus 123 spreadsheet many years ago to track my > > investments. Years ago I migrated it to Excel where it now > > resides. > > > I've never tried putting into money. The spreadsheet has served me > > well for 10+ years now. > > ------------------------------------------ > > > http://www.barnabascollins.blogspot.com > > > ----== Posted via Newsfeeds.Com - Unlimited-Uncensored-Secure Usenet News==---- > > http://www.newsfeeds.com The #1 Newsgroup Service in the World! 120,000+ Newsgroups > > ----= East and West-Coast Server Farms - Total Privacy via Encryption =---- > I've been using Excel's MoneyCentral add-in to track my mutual fund > portfolio for several years. I can update each fund's price daily just > by clicking once on the add-in's Update Now button. > Bill |
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#6
08-02-2005, 11:12 PM
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| Re: Anyone else use Excel for their investment info Curious... Why are you in the Money newsgroup ? Bobb "Barrnabas Collins" <BarnabasCollinsonSFNOSPAM[at]hotmail.com> wrote in message news  s1jd1h7nmfchrafgmmh8u4h58qcpm9aut[at]4ax.com...- quote - > On Sat, 16 Jul 2005 14:52:28 -0500, "Michael Gordon, MVP" > <gordonm[at]denison.edu> wrote: > > I use Money data in Excel for two purposes: > > 1. To Track IRR on an specific investment. > > 2. To calculate and track asset allocation (the Money categories are, for my > > needs, useless). > I set up a Lotus 123 spreadsheet many years ago to track my > investments. Years ago I migrated it to Excel where it now > resides. > I've never tried putting into money. The spreadsheet has served me > well for 10+ years now. > ---------- > http://www.barnabascollins.blogspot.com > ----== Posted via Newsfeeds.Com - Unlimited-Uncensored-Secure Usenet News==---- > http://www.newsfeeds.com The #1 Newsgroup Service in the World! 120,000+ Newsgroups > ----= East and West-Coast Server Farms - Total Privacy via Encryption =---- |
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#5
07-17-2005, 09:13 PM
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| Re: Anyone else use Excel for their investment info Barrnabas Collins wrote: - quote - > On Sat, 16 Jul 2005 14:52:28 -0500, "Michael Gordon, MVP"
portfolio for several years. I can update each fund's price daily just> <gordonm[at]denison.edu> wrote: > > I use Money data in Excel for two purposes: > > 1. To Track IRR on an specific investment. > > 2. To calculate and track asset allocation (the Money categories are, for my > > needs, useless). > I set up a Lotus 123 spreadsheet many years ago to track my > investments. Years ago I migrated it to Excel where it now > resides. > I've never tried putting into money. The spreadsheet has served me > well for 10+ years now. > ---------- > http://www.barnabascollins.blogspot.com > ----== Posted via Newsfeeds.Com - Unlimited-Uncensored-Secure Usenet News==---- > http://www.newsfeeds.com The #1 Newsgroup Service in the World! 120,000+ Newsgroups > ----= East and West-Coast Server Farms - Total Privacy via Encryption =---- I've been using Excel's MoneyCentral add-in to track my mutual fund by clicking once on the add-in's Update Now button. Bill |
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#4
07-16-2005, 10:23 PM
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| Re: Anyone else use Excel for their investment info On Sat, 16 Jul 2005 14:52:28 -0500, "Michael Gordon, MVP" <gordonm[at]denison.edu> wrote: - quote - > I use Money data in Excel for two purposes:
investments. Years ago I migrated it to Excel where it now> 1. To Track IRR on an specific investment. > 2. To calculate and track asset allocation (the Money categories are, for my > needs, useless). I set up a Lotus 123 spreadsheet many years ago to track my resides. I've never tried putting into money. The spreadsheet has served me well for 10+ years now. ---------- http://www.barnabascollins.blogspot.com ----== Posted via Newsfeeds.Com - Unlimited-Uncensored-Secure Usenet News==---- http://www.newsfeeds.com The #1 Newsgroup Service in the World! 120,000+ Newsgroups ----= East and West-Coast Server Farms - Total Privacy via Encryption =---- |
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#3
07-16-2005, 07:52 PM
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| Re: Anyone else use Excel for their investment info I use Money data in Excel for two purposes: 1. To Track IRR on an specific investment. 2. To calculate and track asset allocation (the Money categories are, for my needs, useless). -- Michael Gordon MVP "- Bobb -" <rjschmoe[at]netscape.net> wrote in message news:%23PbnF9PhFHA.3300[at]TK2MSFTNGP15.phx.gbl... - quote - > I misspoke .. I do my finances in Money, but the stuff that money doesn't > do > .... like 2,4,7 week portfolio moving averages, pie-charts, > Morningstar-like > allocation tables for my mutual funds etc I do by using the data from > Money. > THAT's what I'm looking to tweak > Bobb > --------------------------- > "Retired Coal Miner" <...[at]...> wrote in message > news:QJmdnZi_KrBQGE3fRVn-uQ[at]comcast.com... > > I used to do some things in Excel (CCs for example), but gave on dual > > systems up a few years ago. Forced myself to start doing everything in > > Money, even if I didn't like some of the features or limitations Money > > imposed. > > > Most notable thing was I stopped recording info in the paper checkbooks, > > except when I write a check and I'm out of the house/away from the Money > > program, ... (and even then there's the palm ultrasoft program I almost > > always have with me). > > Bobb wrote: > I use Excel to track my finances - using my Money info - to get it better > organized , charting, newsletter allocations ,etc Anyone else do this ? > anything onlline ? ... I'd like to compare notes - get ideas ... on how > you .... ? Maybe swap a few speadsheets (with the data fields empty) > or after a major overhaul of portfolio, how to track "old data" ... do you > create a new tab for latest info ? > Leave on same sheet but move offscreen , etc |
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#2
07-10-2005, 03:23 AM
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| Re: Anyone else use Excel for their investment info I misspoke .. I do my finances in Money, but the stuff that money doesn't do ..... like 2,4,7 week portfolio moving averages, pie-charts, Morningstar-like allocation tables for my mutual funds etc I do by using the data from Money. THAT's what I'm looking to tweak Bobb --------------------------- "Retired Coal Miner" <...[at]...> wrote in message news:QJmdnZi_KrBQGE3fRVn-uQ[at]comcast.com... - quote - > I used to do some things in Excel (CCs for example), but gave on dual
I use Excel to track my finances - using my Money info - to get it better> systems up a few years ago. Forced myself to start doing everything in > Money, even if I didn't like some of the features or limitations Money > imposed. > Most notable thing was I stopped recording info in the paper checkbooks, > except when I write a check and I'm out of the house/away from the Money > program, ... (and even then there's the palm ultrasoft program I almost > always have with me). > Bobb wrote: organized , charting, newsletter allocations ,etc Anyone else do this ? anything onlline ? ... I'd like to compare notes - get ideas ... on how you .... ? Maybe swap a few speadsheets (with the data fields empty) or after a major overhaul of portfolio, how to track "old data" ... do you create a new tab for latest info ? Leave on same sheet but move offscreen , etc |
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#1
07-10-2005, 03:18 AM
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| Re: Anyone else use Excel for their investment info I misspoke .. I do my finances in Money, but the stuff that money doesn't do ..... like 2,4,7 week portfolio moving averages, pie-charts, Morningstar-like allocation tables for my mutual funds etc I do by using the data from Money. THAT's what I'm looking to tweak Bobb --------------------------- "Retired Coal Miner" <...[at]...> wrote in message news:QJmdnZi_KrBQGE3fRVn-uQ[at]comcast.com... - quote - > I used to do some things in Excel (CCs for example), but gave on dual
I use Excel to track my finances - using my Money info - to get it better> systems up a few years ago. Forced myself to start doing everything in > Money, even if I didn't like some of the features or limitations Money > imposed. > Most notable thing was I stopped recording info in the paper checkbooks, > except when I write a check and I'm out of the house/away from the Money > program, ... (and even then there's the palm ultrasoft program I almost > always have with me). > Bobb wrote: organized , charting, newsletter allocations ,etc Anyone else do this ? anything onlline ? ... I'd like to compare notes - get ideas ... on how you .... ? Maybe swap a few speadsheets (with the data fields empty) or after a major overhaul of portfolio, how to track "old data" ... do you create a new tab for latest info ? Leave on same sheet but move offscreen , etc |
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07-10-2005, 02:19 AM
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| Re: Anyone else use Excel for their investment info I used to do some things in Excel (CCs for example), but gave on dual systems up a few years ago. Forced myself to start doing everything in Money, even if I didn't like some of the features or limitations Money imposed. Most notable thing was I stopped recording info in the paper checkbooks, except when I write a check and I'm out of the house/away from the Money program, ... (and even then there's the palm ultrasoft program I almost always have with me). |
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#-1
07-09-2005, 04:08 PM
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| Anyone else use Excel for their investment info I use Excel to track my finances - using my Money info - to get it better organized , charting, newsletter allocations ,etc Anyone else do this ? anything onlline ? ... I'd like to compare notes - get ideas ... on how you .... ? Maybe swap a few speadsheets (with the data fields empty) or after a major overhaul of portfolio, how to track "old data" ... do you create a new tab for latest info ? Leave on same sheet but move offscreen , etc Or, on my sheet that shows my allocation pie chart .... I do not want to see anything with a $0 balance- but the next week they may be something in that field. How to easily add new items ? how to easily "see today's view" at a later date ? Bobb |
| Tags |
| excel, info, investment |
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