Portfolio Manager Proble

#4 02-27-2006, 12:57 AM

For not showing up transactions there is nothing to clik - they just not
showing up in PM only in Transactions and second, I have selected to show
Watch accounts also.
The onlyhow I can fors to show them up is to delet and add it again.
Any Ideas?
Please, help.
Tnak you.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Sandac wrote:
> > No, nothing change
> This seems inconsistent with what you write next.
> > - I still can not see most of the close position, but some
> > of them I can. Even if this will work I still need to have my investments
> > groupde by Accounts not by Positions, because I have multiple accounts.
> What you can do is to click the [+] sign to the left of the
> investment name, and see if there are transactions in the account
> that you thought should have had the transactions.
> Make sure that the real accounts are not marked as Watch accounts in
> the details for the account.
> > Any Ideas?
> > Please, help.
> > Tnak you.
> > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, Sandac wrote:
> > > > > > I am using MS Money 2006.
> > > > My Problem: "Portfolio Manager" (PM)doesn't show all transaction compare to
> > > > "Invesment Transactions" (IT). Many Investments transactions fpr Buy/Sell
> > > > stocks or options from IT doesn't show up in PM.
> > > > I do have turn ON "Show Closed Transactions" and "Show closed accounts".
> > > > I used MS Money versions from 2002 to 2006.
> > > > This problem start only with 2006.
> > > > Any ideas?
> > > > > In PM, select GroupBy: Position.
> > > > > Put a check mark on ChangePortfolioView-> ShowClosedPositions
> > > > > Do the transactions appear?
> >

#3 02-27-2006, 12:40 AM

In microsoft.public.money, Sandac wrote:

- quote -

> No, nothing change

This seems inconsistent with what you write next.

- quote -

> - I still can not see most of the close position, but some
> of them I can. Even if this will work I still need to have my investments
> groupde by Accounts not by Positions, because I have multiple accounts.

What you can do is to click the [+] sign to the left of the
investment name, and see if there are transactions in the account
that you thought should have had the transactions.

Make sure that the real accounts are not marked as Watch accounts in
the details for the account.

- quote -

> Any Ideas?
> Please, help.
> Tnak you.
> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Sandac wrote:
> > > > I am using MS Money 2006.
> > > My Problem: "Portfolio Manager" (PM)doesn't show all transaction compare to
> > > "Invesment Transactions" (IT). Many Investments transactions fpr Buy/Sell
> > > stocks or options from IT doesn't show up in PM.
> > > I do have turn ON "Show Closed Transactions" and "Show closed accounts".
> > > I used MS Money versions from 2002 to 2006.
> > > This problem start only with 2006.
> > > Any ideas?
> > > In PM, select GroupBy: Position.
> > > Put a check mark on ChangePortfolioView-> ShowClosedPositions
> > > Do the transactions appear?
>

#2 02-27-2006, 12:06 AM

No, nothing change - I still can not see most of the close position, but some
of them I can. Even if this will work I still need to have my investments
groupde by Accounts not by Positions, because I have multiple accounts.
Any Ideas?
Please, help.
Tnak you.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Sandac wrote:
> > I am using MS Money 2006.
> > My Problem: "Portfolio Manager" (PM)doesn't show all transaction compare to
> > "Invesment Transactions" (IT). Many Investments transactions fpr Buy/Sell
> > stocks or options from IT doesn't show up in PM.
> > I do have turn ON "Show Closed Transactions" and "Show closed accounts".
> > I used MS Money versions from 2002 to 2006.
> > This problem start only with 2006.
> > Any ideas?
> In PM, select GroupBy: Position.
> Put a check mark on ChangePortfolioView-> ShowClosedPositions
> Do the transactions appear?

#1 02-24-2006, 10:14 PM

In microsoft.public.money, Sandac wrote:

- quote -

> I am using MS Money 2006.
> My Problem: "Portfolio Manager" (PM)doesn't show all transaction compare to
> "Invesment Transactions" (IT). Many Investments transactions fpr Buy/Sell
> stocks or options from IT doesn't show up in PM.
> I do have turn ON "Show Closed Transactions" and "Show closed accounts".
> I used MS Money versions from 2002 to 2006.
> This problem start only with 2006.
> Any ideas?

In PM, select GroupBy: Position.

Put a check mark on ChangePortfolioView-> ShowClosedPositions

Do the transactions appear?

02-21-2006, 10:08 PM

.... and Second problem with PM:
In version 2006 , I start using online download transactions versus manual
input before and now Totals in PM and IT match betwen them but doesn't match
to numbers in broker's account online.
Thanks.

"Sandac" wrote:

- quote -

> I am using MS Money 2006.
> My Problem: "Portfolio Manager" (PM)doesn't show all transaction compare to
> "Invesment Transactions" (IT). Many Investments transactions fpr Buy/Sell
> stocks or options from IT doesn't show up in PM.
> I do have turn ON "Show Closed Transactions" and "Show closed accounts".
> I used MS Money versions from 2002 to 2006.
> This problem start only with 2006.
> Any ideas?
> Thanks.

#-1 02-21-2006, 09:58 PM

I am using MS Money 2006.
My Problem: "Portfolio Manager" (PM)doesn't show all transaction compare to
"Invesment Transactions" (IT). Many Investments transactions fpr Buy/Sell
stocks or options from IT doesn't show up in PM.
I do have turn ON "Show Closed Transactions" and "Show closed accounts".
I used MS Money versions from 2002 to 2006.
This problem start only with 2006.
Any ideas?

Thanks.

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