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#1
10-15-2006, 08:12 PM
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 Re: Cash on hand across investment accounts This was very helpful. Thanks Ron. "Ron Rosenfeld" wrote: - quote - > On Sun, 15 Oct 2006 12:29:01 -0700, Dave <Dave[at]discussions.microsoft.com> wrote: > > Does anyone know how to generate a report that shows cash (only) across > > multiple accounts? > Portfolio Value by Investment Type will do that. > If you want to show ONLY cash, then: > Customize > Reset > Yes > Customize > Chart > Report > Investment > Select Investment Type > Other > OK > --ron |
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10-15-2006, 07:41 PM
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| Re: Cash on hand across investment accounts On Sun, 15 Oct 2006 12:29:01 -0700, Dave <Dave[at]discussions.microsoft.comwrote: - quote - > Does anyone know how to generate a report that shows cash (only) across
Portfolio Value by Investment Type will do that.> multiple accounts? If you want to show ONLY cash, then: Customize Reset Yes Customize Chart Report Investment Select Investment Type Other OK --ron |
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#-1
10-15-2006, 07:29 PM
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| Cash on hand across investment accounts Does anyone know how to generate a report that shows cash (only) across multiple accounts? |
| Tags |
| accounts, cash, hand, investment |
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