How do I add additional custom views in Portfolio Mgr in 2007?

#1 11-29-2006, 04:20 AM

Outstanding! Thanks, Cal!

Mark

Cal Learner-- MVP wrote:
- quote -

> In microsoft.public.money, ATHiker95 wrote:
> > I just upgraded to MS Money 2007 from 2003 and I can't seem to figure
> > out how to add additional custom views in my Portfolio Manager. I
> > could do that in 2003. I don't see a way to do that in 2007. Am I
> > missing something? I would have one view showing all my investments, a
> > "custom" one showing just my taxable accounts and another "custom" one
> > showing my retirement accts. I'm hoping someone is going to tell me
> > there is a way to do this!
> Customize a view, and choose SaveAs (instead of Save).

11-28-2006, 10:51 PM

In microsoft.public.money, ATHiker95 wrote:

- quote -

> I just upgraded to MS Money 2007 from 2003 and I can't seem to figure
> out how to add additional custom views in my Portfolio Manager. I
> could do that in 2003. I don't see a way to do that in 2007. Am I
> missing something? I would have one view showing all my investments, a
> "custom" one showing just my taxable accounts and another "custom" one
> showing my retirement accts. I'm hoping someone is going to tell me
> there is a way to do this!

Customize a view, and choose SaveAs (instead of Save).

#-1 11-28-2006, 10:35 PM

I just upgraded to MS Money 2007 from 2003 and I can't seem to figure
out how to add additional custom views in my Portfolio Manager. I
could do that in 2003. I don't see a way to do that in 2007. Am I
missing something? I would have one view showing all my investments, a
"custom" one showing just my taxable accounts and another "custom" one
showing my retirement accts. I'm hoping someone is going to tell me
there is a way to do this!

Thanks,
Mark

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