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Old 09-12-2005, 06:37 AM
Cal Learner-- MVP
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Default Re: account balance over time

In microsoft.public.money, namsilat wrote:

- quote -

> I am using Money 2004 Deluxe. For a particular investment account, how
> do I see the TOTAL portfolio value of this particular over time, much
> like how I can see the networth over time? I already tried "Account
> Balance over time", but that only has available the cash part of the
> account, while I want to see the entire value of the account.


You could also make a customized version of the Net Worth over Time
report. Customize, and select the Account Tab.
 
Old 09-12-2005, 06:13 AM
Wally
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Default RE: account balance over time

Go to the the Reports tab from the home page and choose the Portfolio Value
by Investment Account report. This will give you the value of your account
for any given date. The Performance by Investment Account report will give
you the change in value of your investments over a range of dates. It does
not, however, include the cash portion of your account.

"namsilat" wrote:

- quote -

> I am using Money 2004 Deluxe. For a particular investment account, how
> do I see the TOTAL portfolio value of this particular over time, much
> like how I can see the networth over time? I already tried "Account
> Balance over time", but that only has available the cash part of the
> account, while I want to see the entire value of the account.

  #-1  
Old 09-12-2005, 02:15 AM
namsilat
Guest
 
Posts: n/a
Default account balance over time

I am using Money 2004 Deluxe. For a particular investment account, how
do I see the TOTAL portfolio value of this particular over time, much
like how I can see the networth over time? I already tried "Account
Balance over time", but that only has available the cash part of the
account, while I want to see the entire value of the account.
 

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account, balance, time
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