|
#1
| |||
| |||
| Thanks Jeff. I will try this out. SN "Jeff M" wrote: - quote - > On Aug 27, 1:38 pm, desihorn <desih...[at]discussions.microsoft.com> wrote: > > Hello, > > > Money 2007 has just the basic asset allocation categories. Has anyone found > > a way to add categories such as International Funds/ Real Estate / Commodity > > Funds ? > > > It is annoying to have everything bunched under "Other". > > > Thanks in advance. > > > SN > There is no way to assign different categories. What I do is use > Ultrasoft Moneylink (see http://www.ultrasoft.com/MoneyLink/download.shtml) > import my investments into an Excel spreadsheet. I've looked up all > of my investments on Morningstar to check the detailed breakdown of > asset classes and then chart the overall portfolio asset breakdown. > While Money might not provide everything you want built into the > program, the availability of Moneylink makes it so that you can do > just about anything you might desire in an Excel spreadsheet using > your Money data. > Hope this helps. > Jeff |
| | |||
| |||
| On Aug 27, 1:38 pm, desihorn <desih...[at]discussions.microsoft.comwrote: - quote - > Hello,
There is no way to assign different categories. What I do is use> Money 2007 has just the basic asset allocation categories. Has anyone found > a way to add categories such as International Funds/ Real Estate / Commodity > Funds ? > It is annoying to have everything bunched under "Other". > Thanks in advance. > SN Ultrasoft Moneylink (see http://www.ultrasoft.com/MoneyLink/download.shtml) import my investments into an Excel spreadsheet. I've looked up all of my investments on Morningstar to check the detailed breakdown of asset classes and then chart the overall portfolio asset breakdown. While Money might not provide everything you want built into the program, the availability of Moneylink makes it so that you can do just about anything you might desire in an Excel spreadsheet using your Money data. Hope this helps. Jeff |
|
#-1
| |||
| |||
| Hello, Money 2007 has just the basic asset allocation categories. Has anyone found a way to add categories such as International Funds/ Real Estate / Commodity Funds ? It is annoying to have everything bunched under "Other". Thanks in advance. SN |
| Tags |
| 2007, allocation, asset, money, premium |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| money 2003 asset allocation joel: hello, i am trying to use the assest allocation feature, but it is only including some of my mutual funds. for example, it shows only 2 funds as... | Microsoft Money | 2 | 05-29-2006 04:57 PM | |
| Money 2005 - Asset Allocation SteveH: There's no where to assign an asset category! I have a 403B retirement account and the category for all funds is OTHER. Money won't let me change... | Microsoft Money | 1 | 10-19-2005 12:25 AM | |
| Asset allocation in MS Money (2004???) turbo_dog: The equity portion (all are mutual funds) of my investment portfolio is as follows (asset class listed in quotes): 1. Vanguard S&P 500 Index Fund... | Microsoft Money | 2 | 07-17-2003 12:41 AM | |
| Thread Tools | |
| Display Modes | |
| |