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Old 08-27-2007, 08:10 PM
desihorn
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Default Re: Money 2007 Premium Asset Allocation

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

 
Old 08-27-2007, 07:34 PM
Jeff M
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Posts: n/a
Default Re: Money 2007 Premium Asset Allocation

On Aug 27, 1:38 pm, desihorn <desih...[at]discussions.microsoft.comwrote:
- quote -

> 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

  #-1  
Old 08-27-2007, 05:38 PM
desihorn
Guest
 
Posts: n/a
Default Money 2007 Premium Asset Allocation

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
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