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Old 07-22-2007, 04:28 AM
Jim
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Default RE: Money 2k7 Lifetime Planner Estimated Investment Return

The same thing happens to me. I press "OK" and get taken to the window with
the two pie charts. There are no errors or "!"s there. I follow the asset
allocation thread all the way through "done", then I get taken right back to
"expected return" in the lifetime planner where it still tells me there's not
enough asset allocation information.

I sure wish somebody could tell me what the problem is.
  #1  
Old 06-24-2007, 09:02 PM
Ron Rosenfeld
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Default Re: Money 2k7 Lifetime Planner Estimated Investment Return

On Sun, 24 Jun 2007 12:56:00 -0700, cpa10house
<cpa10house[at]discussions.microsoft.com> wrote:

- quote -

> I am trying to get Money to estimate my future return on investments under
> the Expected Return section of the Lifetime Planner. When I select that
> button, a window pops up that tells me that there is information missing from
> my asset allocation area and that I should "fill in" any missing information
> and try again.
> For the life of me, I can't see where I am missing any information. Is
> there a way to track it down?
> Thanks - Steve


When you hit <OK> from that dialog box, on mine, it takes me to a page entitled
"Compare current and target asset allocations"

Below the title are two 3D pie graphs, and below that is a table.

Underneath the table is a "!" message and a list of investments (one in my
case) for which Money apparently does not have the asset class information.
--ron
 
Old 06-24-2007, 08:21 PM
Eric
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Default Re: Money 2k7 Lifetime Planner Estimated Investment Return

If you click OK you get to a screen where a "preferred" assets allocation is
compared to your own asses allocation. I didn't go further as I'm satisfied
with the custom rate.

Good luck,

Eric
"cpa10house" <cpa10house[at]discussions.microsoft.com> schreef in bericht
news:C806F1A2-6C15-4675-868D-032FF8A64186[at]microsoft.com...
- quote -

> I am trying to get Money to estimate my future return on investments under
> the Expected Return section of the Lifetime Planner. When I select that
> button, a window pops up that tells me that there is information missing
> from
> my asset allocation area and that I should "fill in" any missing
> information
> and try again.
> For the life of me, I can't see where I am missing any information. Is
> there a way to track it down?
> Thanks - Steve



  #-1  
Old 06-24-2007, 07:56 PM
cpa10house
Guest
 
Posts: n/a
Default Money 2k7 Lifetime Planner Estimated Investment Return

I am trying to get Money to estimate my future return on investments under
the Expected Return section of the Lifetime Planner. When I select that
button, a window pops up that tells me that there is information missing from
my asset allocation area and that I should "fill in" any missing information
and try again.

For the life of me, I can't see where I am missing any information. Is
there a way to track it down?

Thanks - Steve
 

Tags
2k7, estimated, investment, lifetime, money, planner, return
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