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#1
09-22-2007, 05:58 PM
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 Re: New Investment Account Does Not Appear in my Portfolio Manager Thank You for pointing me in the right direction. Go to the portfolio manager under Common Tasks ... Change portfolio view... Customize Current View... then add the account to the display list. "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, Nunzia wrote: > > I just upgraded from Money 2005 to Money 2007 Deluxe. It converted my 2005 > > file to 2007 format. I have 3 investment accounts and I just added a new > > account. I manually created the account and entered some stock transactions > > and the account cash and stock registers look good. My other accounts all > > appear in my portfolio manager, but the new one does not. A separate issue, > > I purchased 2007 to continue to receive online quotes, since my 2005 had > > expired; but about only halve are updating. I do not use online brokerage > > services. > See if setting Portfolio-> ChangePortfolioView-> ShowWatchAccounts > helps. If it does, change the account to not be a watch account. A > Watch Account is a pretend account that you set up to watch > securities. > > > Money 2007 Version: 16.0.120.1303 |
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09-21-2007, 08:38 PM
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| Re: New Investment Account Does Not Appear in my Portfolio Manager? In microsoft.public.money, Nunzia wrote: - quote - > I just upgraded from Money 2005 to Money 2007 Deluxe. It converted my 2005
See if setting Portfolio-> ChangePortfolioView-> ShowWatchAccounts> file to 2007 format. I have 3 investment accounts and I just added a new > account. I manually created the account and entered some stock transactions > and the account cash and stock registers look good. My other accounts all > appear in my portfolio manager, but the new one does not. A separate issue, > I purchased 2007 to continue to receive online quotes, since my 2005 had > expired; but about only halve are updating. I do not use online brokerage > services. helps. If it does, change the account to not be a watch account. A Watch Account is a pretend account that you set up to watch securities. - quote - > Money 2007 Version: 16.0.120.1303 |
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#-1
09-21-2007, 08:32 PM
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| New Investment Account Does Not Appear in my Portfolio Manager? I just upgraded from Money 2005 to Money 2007 Deluxe. It converted my 2005 file to 2007 format. I have 3 investment accounts and I just added a new account. I manually created the account and entered some stock transactions and the account cash and stock registers look good. My other accounts all appear in my portfolio manager, but the new one does not. A separate issue, I purchased 2007 to continue to receive online quotes, since my 2005 had expired; but about only halve are updating. I do not use online brokerage services. Money 2007 Version: 16.0.120.1303 Thank you |
| Tags |
| account, investment, manager, portfolio |
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