Cannot display Portfolio

#6 08-22-2007, 09:26 PM

Thanks.

I'll give it a go.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Captain Bob wrote:
> > Cal,
> > > You seem to have answered Mike's problem but not mine which started the
> > query. Please note, I am a UK user so my investments are all in Sterling.
> I don't know the answer to your question.
> I don't know if this is a Money 2004 thing or a UK thing. I brought
> up Money 2004, and the Portfolio in Money 2004 works for me.
> I would try to get the Deluxe portfolio working at
> http://moneycentral.msn.com/stock_portfolio working
> using the tips listed on
> http://articles.moneycentral.msn.com...orkstatus.aspx
> In the process of getting that working, it might get the M04
> portfolio working for you.
> You might try the microsoft.public.uk.money group if you think it
> might be a UK thing.
> > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, Austin Mike wrote:
> > > > > > Thanks for the explanation. I have one concern about your workaround. If I
> > > > blank out the symbol for my Vanguard money market fund, and then later
> > > > download a statement from Vanguard into Money, will I be out of balance with
> > > > the downloaded statement?
> > > > > Not as a consequence of this.
> > > > > > > > > > > "Cal Learner-- MVP" wrote:
> > > > > > > > In microsoft.public.money, Austin Mike wrote:
> > > > > > > > > > I also use Money 2004. When I downloaded the share prices this evening,
> > > > > > I was able to get to my Portfolio screen, but there was something really
> > > > > > weird going on for me too. One of my money money accounts suddenly had a
> > > > > > value on 12/31/06 of about $30,000 than it should be, and the YTD return of
> > > > > > my overall portfolio went overnight from positive to negative. I restored my
> > > > > > backup from last Friday, and will do without the price update for today. I
> > > > > > hope they fix whatever the problem is soon.
> > > > > > > > > The workaround I suggest is to blank the symbol in the Details for
> > > > > the fund and then delete any non-$1 prices from the list. You want
> > > > > to have at least one $1 entry dated from before you first held that
> > > > > fund. You could enter a new manual Update with a date from last
> > > > > century.
> > > > > > > > > Go to Investment-> Portfolio and right-click the fund. Choose
> > > > > SeeInvestmentDetails. There you can blank out the symbol. You can
> > > > > optionally add the symbol to the comments or rename the security to
> > > > > incorporate the symbol in the name. Then, from the Details, click
> > > > > PriceHistory-> UpdatedPrices-> UpdatedPricesManually.
> > > > > Delete all of the non-$1 prices. This should not be too difficult
> > > > > since the Delete button will autorepeat. If you have an older
> > > > > version of Money, the navigation may be a little different.
> > > > > > > > > This occurred during an update Friday evening that involved a quote
> > > > > supplier change. I have seen a positive effect, but there is a
> > > > > negative one that has popped up for some users. It appears that most
> > > > > MMFs with a public symbol are now downloading a bogus (not $1) price
> > > > > from the new quote server. If the 7-day annualized yield is 4.8%,
> > > > > the price is downloaded as $4.80. This results in inflated portfolio
> > > > > values.
> > > > > > > > > > > > > > > > > > > > > > > "Captain Bob" wrote:
> > > > > > > > > > > > I have been using Money for years, current version is 2004. I did my usual
> > > > > > > download of share prices this evening. After that I clicked the Portfolio
> > > > > > > icon but the screen just falshed and wouldn't let me in.
> > > > > > > > > > > > > Does anyone have any ideas please?
> > > > > >

#5 08-22-2007, 01:55 AM

In microsoft.public.money, Captain Bob wrote:

- quote -

> Cal,
> You seem to have answered Mike's problem but not mine which started the
> query. Please note, I am a UK user so my investments are all in Sterling.

I don't know the answer to your question.

I don't know if this is a Money 2004 thing or a UK thing. I brought
up Money 2004, and the Portfolio in Money 2004 works for me.

I would try to get the Deluxe portfolio working at
http://moneycentral.msn.com/stock_portfolio working
using the tips listed on
http://articles.moneycentral.msn.com...orkstatus.aspx

In the process of getting that working, it might get the M04
portfolio working for you.

You might try the microsoft.public.uk.money group if you think it
might be a UK thing.

- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Austin Mike wrote:
> > > > Thanks for the explanation. I have one concern about your workaround. If I
> > > blank out the symbol for my Vanguard money market fund, and then later
> > > download a statement from Vanguard into Money, will I be out of balance with
> > > the downloaded statement?
> > > Not as a consequence of this.
> > > > > > > "Cal Learner-- MVP" wrote:
> > > > > > In microsoft.public.money, Austin Mike wrote:
> > > > > > > > I also use Money 2004. When I downloaded the share prices this evening,
> > > > > I was able to get to my Portfolio screen, but there was something really
> > > > > weird going on for me too. One of my money money accounts suddenly had a
> > > > > value on 12/31/06 of about $30,000 than it should be, and the YTD return of
> > > > > my overall portfolio went overnight from positive to negative. I restored my
> > > > > backup from last Friday, and will do without the price update for today. I
> > > > > hope they fix whatever the problem is soon.
> > > > > > > The workaround I suggest is to blank the symbol in the Details for
> > > > the fund and then delete any non-$1 prices from the list. You want
> > > > to have at least one $1 entry dated from before you first held that
> > > > fund. You could enter a new manual Update with a date from last
> > > > century.
> > > > > > > Go to Investment-> Portfolio and right-click the fund. Choose
> > > > SeeInvestmentDetails. There you can blank out the symbol. You can
> > > > optionally add the symbol to the comments or rename the security to
> > > > incorporate the symbol in the name. Then, from the Details, click
> > > > PriceHistory-> UpdatedPrices-> UpdatedPricesManually.
> > > > Delete all of the non-$1 prices. This should not be too difficult
> > > > since the Delete button will autorepeat. If you have an older
> > > > version of Money, the navigation may be a little different.
> > > > > > > This occurred during an update Friday evening that involved a quote
> > > > supplier change. I have seen a positive effect, but there is a
> > > > negative one that has popped up for some users. It appears that most
> > > > MMFs with a public symbol are now downloading a bogus (not $1) price
> > > > from the new quote server. If the 7-day annualized yield is 4.8%,
> > > > the price is downloaded as $4.80. This results in inflated portfolio
> > > > values.
> > > > > > > > > > > > > > > > > > "Captain Bob" wrote:
> > > > > > > > > > I have been using Money for years, current version is 2004. I did my usual
> > > > > > download of share prices this evening. After that I clicked the Portfolio
> > > > > > icon but the screen just falshed and wouldn't let me in.
> > > > > > > > > > > Does anyone have any ideas please?
> > > >

#4 08-21-2007, 06:50 PM

Cal,

You seem to have answered Mike's problem but not mine which started the
query. Please note, I am a UK user so my investments are all in Sterling.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Austin Mike wrote:
> > Thanks for the explanation. I have one concern about your workaround. If I
> > blank out the symbol for my Vanguard money market fund, and then later
> > download a statement from Vanguard into Money, will I be out of balance with
> > the downloaded statement?
> Not as a consequence of this.
> > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, Austin Mike wrote:
> > > > > > I also use Money 2004. When I downloaded the share prices this evening,
> > > > I was able to get to my Portfolio screen, but there was something really
> > > > weird going on for me too. One of my money money accounts suddenly had a
> > > > value on 12/31/06 of about $30,000 than it should be, and the YTD return of
> > > > my overall portfolio went overnight from positive to negative. I restored my
> > > > backup from last Friday, and will do without the price update for today. I
> > > > hope they fix whatever the problem is soon.
> > > > > The workaround I suggest is to blank the symbol in the Details for
> > > the fund and then delete any non-$1 prices from the list. You want
> > > to have at least one $1 entry dated from before you first held that
> > > fund. You could enter a new manual Update with a date from last
> > > century.
> > > > > Go to Investment-> Portfolio and right-click the fund. Choose
> > > SeeInvestmentDetails. There you can blank out the symbol. You can
> > > optionally add the symbol to the comments or rename the security to
> > > incorporate the symbol in the name. Then, from the Details, click
> > > PriceHistory-> UpdatedPrices-> UpdatedPricesManually.
> > > Delete all of the non-$1 prices. This should not be too difficult
> > > since the Delete button will autorepeat. If you have an older
> > > version of Money, the navigation may be a little different.
> > > > > This occurred during an update Friday evening that involved a quote
> > > supplier change. I have seen a positive effect, but there is a
> > > negative one that has popped up for some users. It appears that most
> > > MMFs with a public symbol are now downloading a bogus (not $1) price
> > > from the new quote server. If the 7-day annualized yield is 4.8%,
> > > the price is downloaded as $4.80. This results in inflated portfolio
> > > values.
> > > > > > > > > > > > > "Captain Bob" wrote:
> > > > > > > > I have been using Money for years, current version is 2004. I did my usual
> > > > > download of share prices this evening. After that I clicked the Portfolio
> > > > > icon but the screen just falshed and wouldn't let me in.
> > > > > > > > > Does anyone have any ideas please?
> >

#3 08-21-2007, 03:42 PM

In microsoft.public.money, Austin Mike wrote:

- quote -

> Thanks for the explanation. I have one concern about your workaround. If I
> blank out the symbol for my Vanguard money market fund, and then later
> download a statement from Vanguard into Money, will I be out of balance with
> the downloaded statement?

Not as a consequence of this.

- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Austin Mike wrote:
> > > > I also use Money 2004. When I downloaded the share prices this evening,
> > > I was able to get to my Portfolio screen, but there was something really
> > > weird going on for me too. One of my money money accounts suddenly had a
> > > value on 12/31/06 of about $30,000 than it should be, and the YTD return of
> > > my overall portfolio went overnight from positive to negative. I restored my
> > > backup from last Friday, and will do without the price update for today. I
> > > hope they fix whatever the problem is soon.
> > > The workaround I suggest is to blank the symbol in the Details for
> > the fund and then delete any non-$1 prices from the list. You want
> > to have at least one $1 entry dated from before you first held that
> > fund. You could enter a new manual Update with a date from last
> > century.
> > > Go to Investment-> Portfolio and right-click the fund. Choose
> > SeeInvestmentDetails. There you can blank out the symbol. You can
> > optionally add the symbol to the comments or rename the security to
> > incorporate the symbol in the name. Then, from the Details, click
> > PriceHistory-> UpdatedPrices-> UpdatedPricesManually.
> > Delete all of the non-$1 prices. This should not be too difficult
> > since the Delete button will autorepeat. If you have an older
> > version of Money, the navigation may be a little different.
> > > This occurred during an update Friday evening that involved a quote
> > supplier change. I have seen a positive effect, but there is a
> > negative one that has popped up for some users. It appears that most
> > MMFs with a public symbol are now downloading a bogus (not $1) price
> > from the new quote server. If the 7-day annualized yield is 4.8%,
> > the price is downloaded as $4.80. This results in inflated portfolio
> > values.
> > > > > > > > "Captain Bob" wrote:
> > > > > > I have been using Money for years, current version is 2004. I did my usual
> > > > download of share prices this evening. After that I clicked the Portfolio
> > > > icon but the screen just falshed and wouldn't let me in.
> > > > > > > Does anyone have any ideas please?
>

#2 08-21-2007, 03:08 PM

Thanks for the explanation. I have one concern about your workaround. If I
blank out the symbol for my Vanguard money market fund, and then later
download a statement from Vanguard into Money, will I be out of balance with
the downloaded statement?

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Austin Mike wrote:
> > I also use Money 2004. When I downloaded the share prices this evening,
> > I was able to get to my Portfolio screen, but there was something really
> > weird going on for me too. One of my money money accounts suddenly had a
> > value on 12/31/06 of about $30,000 than it should be, and the YTD return of
> > my overall portfolio went overnight from positive to negative. I restored my
> > backup from last Friday, and will do without the price update for today. I
> > hope they fix whatever the problem is soon.
> The workaround I suggest is to blank the symbol in the Details for
> the fund and then delete any non-$1 prices from the list. You want
> to have at least one $1 entry dated from before you first held that
> fund. You could enter a new manual Update with a date from last
> century.
> Go to Investment-> Portfolio and right-click the fund. Choose
> SeeInvestmentDetails. There you can blank out the symbol. You can
> optionally add the symbol to the comments or rename the security to
> incorporate the symbol in the name. Then, from the Details, click
> PriceHistory-> UpdatedPrices-> UpdatedPricesManually.
> Delete all of the non-$1 prices. This should not be too difficult
> since the Delete button will autorepeat. If you have an older
> version of Money, the navigation may be a little different.
> This occurred during an update Friday evening that involved a quote
> supplier change. I have seen a positive effect, but there is a
> negative one that has popped up for some users. It appears that most
> MMFs with a public symbol are now downloading a bogus (not $1) price
> from the new quote server. If the 7-day annualized yield is 4.8%,
> the price is downloaded as $4.80. This results in inflated portfolio
> values.
> > > "Captain Bob" wrote:
> > > > I have been using Money for years, current version is 2004. I did my usual
> > > download of share prices this evening. After that I clicked the Portfolio
> > > icon but the screen just falshed and wouldn't let me in.
> > > > > Does anyone have any ideas please?

#1 08-20-2007, 11:07 PM

In microsoft.public.money, Austin Mike wrote:

- quote -

> I also use Money 2004. When I downloaded the share prices this evening,
> I was able to get to my Portfolio screen, but there was something really
> weird going on for me too. One of my money money accounts suddenly had a
> value on 12/31/06 of about $30,000 than it should be, and the YTD return of
> my overall portfolio went overnight from positive to negative. I restored my
> backup from last Friday, and will do without the price update for today. I
> hope they fix whatever the problem is soon.

The workaround I suggest is to blank the symbol in the Details for
the fund and then delete any non-$1 prices from the list. You want
to have at least one $1 entry dated from before you first held that
fund. You could enter a new manual Update with a date from last
century.

Go to Investment-> Portfolio and right-click the fund. Choose
SeeInvestmentDetails. There you can blank out the symbol. You can
optionally add the symbol to the comments or rename the security to
incorporate the symbol in the name. Then, from the Details, click
PriceHistory-> UpdatedPrices-> UpdatedPricesManually.
Delete all of the non-$1 prices. This should not be too difficult
since the Delete button will autorepeat. If you have an older
version of Money, the navigation may be a little different.

This occurred during an update Friday evening that involved a quote
supplier change. I have seen a positive effect, but there is a
negative one that has popped up for some users. It appears that most
MMFs with a public symbol are now downloading a bogus (not $1) price
from the new quote server. If the 7-day annualized yield is 4.8%,
the price is downloaded as $4.80. This results in inflated portfolio
values.

- quote -

> "Captain Bob" wrote:
> > I have been using Money for years, current version is 2004. I did my usual
> > download of share prices this evening. After that I clicked the Portfolio
> > icon but the screen just falshed and wouldn't let me in.
> > > Does anyone have any ideas please?

08-20-2007, 11:02 PM

I also use Money 2004. When I downloaded the share prices this evening,
I was able to get to my Portfolio screen, but there was something really
weird going on for me too. One of my money money accounts suddenly had a
value on 12/31/06 of about $30,000 than it should be, and the YTD return of
my overall portfolio went overnight from positive to negative. I restored my
backup from last Friday, and will do without the price update for today. I
hope they fix whatever the problem is soon.

"Captain Bob" wrote:

- quote -

> I have been using Money for years, current version is 2004. I did my usual
> download of share prices this evening. After that I clicked the Portfolio
> icon but the screen just falshed and wouldn't let me in.
> Does anyone have any ideas please?

#-1 08-20-2007, 08:42 PM

I have been using Money for years, current version is 2004. I did my usual
download of share prices this evening. After that I clicked the Portfolio
icon but the screen just falshed and wouldn't let me in.

Does anyone have any ideas please?

Similar Threads
Thread	Forum	Replies	Last Post
Portfolio does not Display TonyK: Besides buying Money 2007, is there anything else I can try to get my Portfolio View back? I have 2005 Premium. When I click on the Portfolio...	Microsoft Money	5	10-06-2006 01:32 AM
how do you display I bonds in portfolio view Terry George: I am new to money and am having a few difficulties. I hope someone can help. I have several I bonds of different valuations I have set up...	Microsoft Money	1	06-15-2005 12:25 PM
Display last week of portfolio value on homepage? Dan: Hi- Is there anyway I can set up a way to see the last week or so of my performance for my portfolio? Either a graph of the market value of the...	Microsoft Money	4	03-20-2005 02:29 PM
Portfolio Display in 2005 Ronald Pilchman: When I view my stocks and bonds and customize the standard display to read in groups , I get some stocks listed twice and other stock names are...	Microsoft Money	1	12-16-2004 02:17 PM

Thread Tools
Show Printable Version Email this Page
Display Modes
Linear Mode Switch to Hybrid Mode Switch to Threaded Mode