|
#1
| |||
| |||
| 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! |
| | |||
| |||
| 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
| |||
| |||
| 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 | |
| |