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Old 10-17-2006, 02:25 AM
Cal Learner-- MVP
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Posts: n/a
Default Re: Viewing a single investment in Money 2006

In microsoft.public.money, Foxtrot wrote:

- quote -

> I think that I am slowly going nuts. I went through these steps and
> brought up the investment that I was interested in.
> 1. Go to "Home"
> 2. Choose the investment account from the list under "Favorite Accounts."
> 3. Choose "Account Summary"
> 4. Choose the investment you are interested in and right click on it.
> 5. Choose "See Investment Activity."
> The list of transactions in that investment shows like I was looking
> for. Unbelievably I can't find any way to print it. I don't see any
> print icons and when I click on "File" the print option is grayed out.
> This operation was very simple in the old version of money that I have.
> How do I print out the list of transactions in the investment?


I suggest you go to the InvestmentTransactions report. (If you don't
see that report, switch to advanced reports.)

Click Customize-> Investment. ClearAll. Then select only the
particular investment you want transactions for. Click Date, and
select Range:AllDates. Click OK.

File-> Print.


  #1  
Old 10-17-2006, 01:26 AM
Foxtrot
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Posts: n/a
Default Re: Viewing a single investment in Money 2006

I think that I am slowly going nuts. I went through these steps and
brought up the investment that I was interested in.

1. Go to "Home"
2. Choose the investment account from the list under "Favorite Accounts."
3. Choose "Account Summary"
4. Choose the investment you are interested in and right click on it.
5. Choose "See Investment Activity."

The list of transactions in that investment shows like I was looking
for. Unbelievably I can't find any way to print it. I don't see any
print icons and when I click on "File" the print option is grayed out.
This operation was very simple in the old version of money that I have.
How do I print out the list of transactions in the investment? Maybe
something is missing because of the money file that I imported from my
Version 3 of Money.

JS

Cal Learner-- MVP wrote:
- quote -

> In microsoft.public.money, Foxtrot wrote:
> > I recently moved very old mny files from my old version of MS Money
> > version 3.0 which is the version that I used for years. They
> > transferred over just fine to 2006. Ive used Version 3 since I bought my
> > first Windows 3.1 computer but this old version of Money, which worked
> > on W98, won't work on XP.
> > > In the old version I could click on "Investment Account" and choose the

> > account such as Vanguard or Schwab and then could click on "View" and
> > open any investment in the account and view it by itself and not show
> > the other investments. For instance if I had the Vanguard Index 500
> > fund and the Vanguard Small Cap index fund I could click on Investment
> > Account and then choose "Vanguard" from the list and then choose "Index
> > 500 fund from that list. I can't see any way to do this using Ms Money
> > 2006. All I can do is show all of the investments at once under each
> > Investment account and thus all of the transactions for Index 500 and
> > Small Cap would be on the same page.

> You can locate the investment in the Portfolio, right-click that
> investment and choose one of the top 4 items in that menu.

 
Old 10-16-2006, 10:25 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Viewing a single investment in Money 2006

In microsoft.public.money, Foxtrot wrote:

- quote -

> I recently moved very old mny files from my old version of MS Money
> version 3.0 which is the version that I used for years. They
> transferred over just fine to 2006. Ive used Version 3 since I bought my
> first Windows 3.1 computer but this old version of Money, which worked
> on W98, won't work on XP.
> In the old version I could click on "Investment Account" and choose the
> account such as Vanguard or Schwab and then could click on "View" and
> open any investment in the account and view it by itself and not show
> the other investments. For instance if I had the Vanguard Index 500
> fund and the Vanguard Small Cap index fund I could click on Investment
> Account and then choose "Vanguard" from the list and then choose "Index
> 500 fund from that list. I can't see any way to do this using Ms Money
> 2006. All I can do is show all of the investments at once under each
> Investment account and thus all of the transactions for Index 500 and
> Small Cap would be on the same page.


You can locate the investment in the Portfolio, right-click that
investment and choose one of the top 4 items in that menu.

  #-1  
Old 10-16-2006, 10:16 PM
Foxtrot
Guest
 
Posts: n/a
Default Viewing a single investment in Money 2006

I recently moved very old mny files from my old version of MS Money
version 3.0 which is the version that I used for years. They
transferred over just fine to 2006. Ive used Version 3 since I bought my
first Windows 3.1 computer but this old version of Money, which worked
on W98, won't work on XP.

In the old version I could click on "Investment Account" and choose the
account such as Vanguard or Schwab and then could click on "View" and
open any investment in the account and view it by itself and not show
the other investments. For instance if I had the Vanguard Index 500
fund and the Vanguard Small Cap index fund I could click on Investment
Account and then choose "Vanguard" from the list and then choose "Index
500 fund from that list. I can't see any way to do this using Ms Money
2006. All I can do is show all of the investments at once under each
Investment account and thus all of the transactions for Index 500 and
Small Cap would be on the same page.

js
 

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2006, investment, money, single, viewing
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