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Old 05-13-2006, 12:16 AM
- Bobb -
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Default Re: how to add investment account's investments to Money 2004 portfolio

<rvsw[at]hotmail.com> wrote in message
news:1147143976.140653.111660[at]i40g2000cwc.googlegroups.com...
- quote -

> I recently imported my investment account into money 2004.
> However,the investments were not added into the Money portfolio.
> I remember that for another investment account that I had
> added a year ago, they were immediately added to the Money
> portfolio. Am I missing something?
> Any suggestions will be appreciated
> t


Detail questions ...
You stated above that you "recently imported my investment account into
money 2004", but then you said " I remember that for another investment
account that I had added a year ago, they were immediately added to the
Money portfolio ". Is this an account that you first setup in Money ,
then you just downloaded the info ? How did you (try to) import the data
? Did you do it the same way "Last time" ?

Bobb

 
Old 05-09-2006, 03:21 AM
Cal Learner-- MVP
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Default Re: how to add investment account's investments to Money 2004 portfolio

In microsoft.public.money, rvsw[at]hotmail.com wrote:

- quote -

> I recently imported my investement account into money 2004. However,
> the investments were not added into the Money portfolio. I remember
> that for another investment account that I had added a year ago, they
> were immediately added to the Money portfolio. Am I missing something?
> Any suggestions will be appreciated


I am not clear what you mean by not being added to the Money
portfolio. If you mean that that account is not showing up on your
Portfolio views, perhaps you had set that account up as a "Watch"
(pretend) account.

To see a Watch account, from the Portfolio view,
SeeADifferentView-> ShowWatchAccounts

To change an account from a Watch account to a real account, go to
the account details, and clear the Watch attribute.

Another possibility is that you are using a customized portfolio
view. For that you could go to a different view or reset the one you
are using.

  #-1  
Old 05-09-2006, 03:06 AM
rvsw@hotmail.com
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Posts: n/a
Default how to add investment account's investments to Money 2004 portfolio

I recently imported my investement account into money 2004. However,
the investments were not added into the Money portfolio. I remember
that for another investment account that I had added a year ago, they
were immediately added to the Money portfolio. Am I missing something?
Any suggestions will be appreciated
t

 

Tags
2004, account, add, investment, investments, money, portfolio
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