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| MoneyLink and several queries and some reports exported to CSV and Excel and I'm sure you can get there. With Money alone? Maybe not so much. "- Bobb -" <bobb[at]noemail.123> wrote in message news:eRfhyQChHHA.4904[at]TK2MSFTNGP05.phx.gbl... - quote - > I thought it should be easy for Money to watch the cash flow in/out of > brokerage, but I don't see how to capture that in a Net worth comparison > report. Any way to see this using a simple report in Money 2006? I > currently do it manually with Excel. > I'd like to see "how am I doing compared to Jan 1" so want not only " net > worth", but detail showing " how much my stuff went up" AND "how much did > I spend out of brokerage checking/savings this year ?" without seeing > detail on every account for each month. > My reason is that I just want to see that the "Savings plus Mutual Funds > etc" keeps going up ( as in 'not spending too much') , but also want to > see exactly how much AM I spending . > Assume on Jan 1 that > Savings plus Mutual Funds etc = $100,000 > on Feb 1 Savings plus Mutual Funds etc = 101,000 AND checks were written > for $1,500 (otherwise the total would have been $102,500.) > ... > May 1 , Savings plus Mutual Funds etc = $103,400 and checks were written > in April totalling $3,150 ..... |
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| I thought it should be easy for Money to watch the cash flow in/out of brokerage, but I don't see how to capture that in a Net worth comparison report. Any way to see this using a simple report in Money 2006? I currently do it manually with Excel. I'd like to see "how am I doing compared to Jan 1" so want not only " net worth", but detail showing " how much my stuff went up" AND "how much did I spend out of brokerage checking/savings this year ?" without seeing detail on every account for each month. My reason is that I just want to see that the "Savings plus Mutual Funds etc" keeps going up ( as in 'not spending too much') , but also want to see exactly how much AM I spending . Assume on Jan 1 that Savings plus Mutual Funds etc = $100,000 on Feb 1 Savings plus Mutual Funds etc = 101,000 AND checks were written for $1,500 (otherwise the total would have been $102,500.) .... May 1 , Savings plus Mutual Funds etc = $103,400 and checks were written in April totalling $3,150 ..... |
| Tags |
| cash, flow, gain, report |
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