Money 2007: Customize asset classes?

#5 11-16-2006, 12:00 AM

Only viable option is to export to Excel and tweak the data there.

--
Michael Gordon

"SMIfan" <SMIfan[at]discussions.microsoft.com> wrote in message
news:C539B5F2-34B5-4E9D-BA2E-CCDBC6588D95[at]microsoft.com...
- quote -

> I would like to do this very same thing. Can anyone help us? Money could
> be
> so much more helpful if they would work this out!! I have used reports to
> try and use the asset classes better but it is still a problem
> "AA" wrote:
> > Is it possible to customize the pre-defined asset classes in Money 2007?
> > I'd
> > like to slice and dice my portfolio in more detail than just
> > cash/bonds/large-med-small cap/other.
> > > For example I have various international and REIT funds in my account.
> > I'd
> > like to track these seperate instead of dumping them in Other..
> > > Also, what about a blend fund that is 70% large, 20% med, 10% small, etc?
> >

#4 11-15-2006, 11:37 PM

It can't be done.
--
Chris Cowles
Gainesville, FL

"SMIfan" <SMIfan[at]discussions.microsoft.com> wrote in message
news:C539B5F2-34B5-4E9D-BA2E-CCDBC6588D95[at]microsoft.com...
- quote -

> I would like to do this very same thing. Can anyone help us? Money could
> be
> so much more helpful if they would work this out!! I have used reports
> to
> try and use the asset classes better but it is still a problem
> "AA" wrote:
> > Is it possible to customize the pre-defined asset classes in Money 2007?
> > I'd
> > like to slice and dice my portfolio in more detail than just
> > cash/bonds/large-med-small cap/other.
> > > For example I have various international and REIT funds in my account.
> > I'd
> > like to track these seperate instead of dumping them in Other..
> > > Also, what about a blend fund that is 70% large, 20% med, 10% small,
> > etc?
> >

#3 11-15-2006, 08:42 PM

I would like to do this very same thing. Can anyone help us? Money could be
so much more helpful if they would work this out!! I have used reports to
try and use the asset classes better but it is still a problem

"AA" wrote:

- quote -

> Is it possible to customize the pre-defined asset classes in Money 2007? I'd
> like to slice and dice my portfolio in more detail than just
> cash/bonds/large-med-small cap/other.
> For example I have various international and REIT funds in my account. I'd
> like to track these seperate instead of dumping them in Other..
> Also, what about a blend fund that is 70% large, 20% med, 10% small, etc?

#2 10-25-2006, 01:00 AM

re: asset allocation tool - that's unfortunate as many people invest in
non-domestic assets or have blend or "total market" funds that cover multiple
asset classes. Hopefully they will improve this in a future version.

Anyone know how Quicken handles asset allocation? I'm hoping to have one
tool that meets my needs instead of having to export to Excel in order to
rebalance my portfolio.

"Chris Cowles" wrote:

- quote -

> Customize: No.
> For the purpose of asset allocation, there's a button labeled 'Change' on
> the investment details screen. There, you can divvy it up across the
> pre-determined categories. But that only affects the Lifetime Planner.
> Also, Money may download that information automatically from its investment
> data sources.
> If you want to use the asset allocation tool, it understands only one asset
> class per investment, and you pick which one it is.
> --
> Chris Cowles
> Gainesville, FL
> "AA" <AA[at]discussions.microsoft.com> wrote in message
> news:506B9988-F1EE-42F9-A287-4DD0FA1DA3AB[at]microsoft.com...
> > Is it possible to customize the pre-defined asset classes in Money 2007?
> > I'd
> > like to slice and dice my portfolio in more detail than just
> > cash/bonds/large-med-small cap/other.
> > > For example I have various international and REIT funds in my account.
> > I'd
> > like to track these seperate instead of dumping them in Other..
> > > Also, what about a blend fund that is 70% large, 20% med, 10% small, etc?

#1 10-25-2006, 12:50 AM

Only way I've been able to slice and dice to my satisfaction is by exporting
to Excel and doing the fine stuff there.

--
Michael Gordon

"AA" <AA[at]discussions.microsoft.com> wrote in message
news:506B9988-F1EE-42F9-A287-4DD0FA1DA3AB[at]microsoft.com...
- quote -

> Is it possible to customize the pre-defined asset classes in Money 2007?
> I'd
> like to slice and dice my portfolio in more detail than just
> cash/bonds/large-med-small cap/other.
> For example I have various international and REIT funds in my account. I'd
> like to track these seperate instead of dumping them in Other..
> Also, what about a blend fund that is 70% large, 20% med, 10% small, etc?

10-24-2006, 01:17 AM

Customize: No.

For the purpose of asset allocation, there's a button labeled 'Change' on
the investment details screen. There, you can divvy it up across the
pre-determined categories. But that only affects the Lifetime Planner.
Also, Money may download that information automatically from its investment
data sources.

If you want to use the asset allocation tool, it understands only one asset
class per investment, and you pick which one it is.
--
Chris Cowles
Gainesville, FL

"AA" <AA[at]discussions.microsoft.com> wrote in message
news:506B9988-F1EE-42F9-A287-4DD0FA1DA3AB[at]microsoft.com...
- quote -

> Is it possible to customize the pre-defined asset classes in Money 2007?
> I'd
> like to slice and dice my portfolio in more detail than just
> cash/bonds/large-med-small cap/other.
> For example I have various international and REIT funds in my account.
> I'd
> like to track these seperate instead of dumping them in Other..
> Also, what about a blend fund that is 70% large, 20% med, 10% small, etc?

#-1 10-24-2006, 01:02 AM

Is it possible to customize the pre-defined asset classes in Money 2007? I'd
like to slice and dice my portfolio in more detail than just
cash/bonds/large-med-small cap/other.

For example I have various international and REIT funds in my account. I'd
like to track these seperate instead of dumping them in Other..

Also, what about a blend fund that is 70% large, 20% med, 10% small, etc?

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