Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #1  
Old 10-12-2005, 07:16 PM
Mark
Guest
 
Posts: n/a
Default Re: Investment Account Summaries are always blank

The "position summary" is included in the Call Summary when you get a new
online statement from your broker. Once you've "read" (processed) that
statement it is cleared for the next statement download (the positions get
updated in the specific account so that they match with add/remove share
transactions if necessary).

As was mentioned if you want to see the Positions you can go to the
Portfolio Manager. You can add Portfolio Manager as a shortcut icon to make
it easier to access.

You could add the Investment Summary and/or Investment Performance module to
Money's home page. But since that will be looking at all of your investment
accounts, it may not provide exactly the information you want to see.

-Mark
"cmlacak" <cmlacak[at]discussions.microsoft.com> wrote in message
news:5F89A2B8-A698-4288-B59B-34BAE78A478E[at]microsoft.com...
- quote -

> I have the exact same problem!
> Did you ever find an answer to your question?
> "Steve" wrote:
> > I am a brand new user to Money 2006. After the very first time I set up

my
> > Ameritrade brokerage account, it neatly listed my positions in the

account
> > summary (after clicking on the account from the account list).
> > Unfortunately, that was the only time my holdings were displayed in the
> > summary. Now the summary is always blank, and I have to click on

Investing
> > Tools --> Portfolio Manager to see the positions. I have no idea what's
> > wrong. I even setup a manual (non-linked) investment account and it

does the
> > same thing, it wont display my holdings in the account summary. I have
> > repeatedly updated my account holdings, but nothing happens.
> > > Can someone please help? Thanks!



 
Old 10-12-2005, 06:20 PM
cmlacak
Guest
 
Posts: n/a
Default RE: Investment Account Summaries are always blank

I have the exact same problem!
Did you ever find an answer to your question?

"Steve" wrote:

- quote -

> I am a brand new user to Money 2006. After the very first time I set up my
> Ameritrade brokerage account, it neatly listed my positions in the account
> summary (after clicking on the account from the account list).
> Unfortunately, that was the only time my holdings were displayed in the
> summary. Now the summary is always blank, and I have to click on Investing
> Tools --> Portfolio Manager to see the positions. I have no idea what's
> wrong. I even setup a manual (non-linked) investment account and it does the
> same thing, it wont display my holdings in the account summary. I have
> repeatedly updated my account holdings, but nothing happens.
> Can someone please help? Thanks!

  #-1  
Old 09-02-2005, 06:06 PM
Steve
Guest
 
Posts: n/a
Default Investment Account Summaries are always blank

I am a brand new user to Money 2006. After the very first time I set up my
Ameritrade brokerage account, it neatly listed my positions in the account
summary (after clicking on the account from the account list).
Unfortunately, that was the only time my holdings were displayed in the
summary. Now the summary is always blank, and I have to click on Investing
Tools --> Portfolio Manager to see the positions. I have no idea what's
wrong. I even setup a manual (non-linked) investment account and it does the
same thing, it wont display my holdings in the account summary. I have
repeatedly updated my account holdings, but nothing happens.

Can someone please help? Thanks!
 

Tags
account, blank, investment, summaries
Similar Threads
Thread Forum Replies Last Post
Fidelity Investment Account Transactions - The Core Account Myster
David: Hi All, I have recently moved all of my accounts to fidelity, and the first one has settled. THis account is a Roth IRA, and thanks to some...
Microsoft Money 21 07-28-2005 01:48 AM
Sweep Account Within an Investment Account question?
Retired Coal Miner: I can't figure out how I should be recording the monthly dividend paid by a money market fund, when used as the sweep fund, in an Investment...
Microsoft Money 1 01-18-2004 05:00 AM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 12:49 PM.