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  #11  
Old 06-01-2006, 07:23 PM
Cindy Conover
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Default Re: Investment update

Arthur,

I can download buys and sells for Principal but I wanted to update the cost
and quanity but I can't get it to show up if I click the update account
link.

cindy


  #10  
Old 05-31-2006, 09:44 PM
arthur
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Posts: n/a
Default Re: Investment update

Does it show on the "View Update Results" page?

I am not sure just where you are looking and working from, but I see
only my Favorites on the above page and click "Update Now" and then
click "View Downloaded Statemtents" in the left panel.

arthur
==

On Wed, 31 May 2006 12:55:26 -0500, "Cindy Conover"
<cconover[at]kwfffftrucklease.com> wrote:

- quote -

> No

  #9  
Old 05-31-2006, 08:56 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Investment update

In microsoft.public.money, Cindy Conover wrote:

- quote -

> I tried adding a new investment to see if I could update the Bond &
> Mortgage, but it still does not show up. Is the a set limit on how many
> accounts can be shown on this screen?


I don't think there is a significant limit. The "Update your
*accountName* holdings" screen supports having scroll bars in Money
2006, and I assume it is the same in Money 2005. It should be able
to handle many different investments.

  #8  
Old 05-31-2006, 08:16 PM
Cindy Conover
Guest
 
Posts: n/a
Default Re: Investment update

Cal,

I tried adding a new investment to see if I could update the Bond &
Mortgage, but it still does not show up. Is the a set limit on how many
accounts can be shown on this screen?

Cindy


  #7  
Old 05-31-2006, 07:14 PM
Cindy Conover
Guest
 
Posts: n/a
Default Re: Investment update

Cal,

I will try this and let you know.


  #6  
Old 05-31-2006, 06:44 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Investment update

In microsoft.public.money, Cindy Conover wrote:

- quote -

> Investment Accounts/Account Summary
> At the bottom of the page Account Update


So in Money 2006 in the register for the investment account You
click AccountSummary-> UpdateTransactions. You get a list of the
various investments that the account contains-- except one of the
investments is not shown in the list.

If you click AddANewInvestment on the left and specify your non-zero
holding, I think it will get added to the list.
  #5  
Old 05-31-2006, 05:55 PM
Cindy Conover
Guest
 
Posts: n/a
Default Re: Investment update

No


  #4  
Old 05-31-2006, 05:55 PM
Cindy Conover
Guest
 
Posts: n/a
Default Re: Investment update

Cal,

Investment Accounts/Account Summary
At the bottom of the page Account Update


  #3  
Old 05-30-2006, 10:22 PM
arthur
Guest
 
Posts: n/a
Default Re: Investment update

Is it marked as a Favorite Account?

arthur
=

On Tue, 30 May 2006 15:58:36 -0500, "Cindy Conover"
<cconover[at]kwfffftrucklease.com> wrote:

- quote -

> I have one investment (Bond and Mortage Sep Acct) that does not show up when
> I try to update my account. I have done a repair file and the investment
> still does not show up. I have 12 other investments that do. Can anyone
> help me with a possible reason?
> TIA
> Cindy

  #2  
Old 05-30-2006, 09:41 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Investment update

In microsoft.public.money, Cindy Conover wrote:

- quote -

> No symbol assigned. When I click the link at the bottom of the investment
> page to update account, (I manually update price and quantity) all of my
> account show up except the Bond and Mortgage Sep Acct. (Money 2005).


Do you mean you are clicking the bottom of the Account Register for
an account?


Account

A collective place to place transactions, investments, cash, and
debt. An investment account would normally hold stocks, bonds,
and/or mutual funds. There are also bank, credit, and asset
accounts. Money Help item "account" gives a description.


Investment

A security such as stock, bond, or mutual fund. See Help item
"investment". Investment Buys and Sells are entered into an
investment (type) account, but an account is not an investment.
Normally when your broker assigns different account numbers, each
account number would correspond to an account. Each account can
contain many different types of investments.

  #1  
Old 05-30-2006, 09:15 PM
Cindy Conover
Guest
 
Posts: n/a
Default Re: Investment update

No symbol assigned. When I click the link at the bottom of the investment
page to update account, (I manually update price and quantity) all of my
account show up except the Bond and Mortgage Sep Acct. (Money 2005).

Cindy


 
Old 05-30-2006, 09:04 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Investment update

In microsoft.public.money, Cindy Conover wrote:

- quote -

> I have one investment (Bond and Mortage Sep Acct) that does not show up when
> I try to update my account. I have done a repair file and the investment
> still does not show up. I have 12 other investments that do. Can anyone
> help me with a possible reason?


When you say the investment does not show up, do you mean that you
don't get a price quote for that investment? If so, what do you have
as a symbol for the investment?
  #-1  
Old 05-30-2006, 08:58 PM
Cindy Conover
Guest
 
Posts: n/a
Default Investment update

I have one investment (Bond and Mortage Sep Acct) that does not show up when
I try to update my account. I have done a repair file and the investment
still does not show up. I have 12 other investments that do. Can anyone
help me with a possible reason?

TIA
Cindy


 

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investment, update
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