I don't know why such a straightforward update to outdated information in the
software should be subject to a vote on this site. Perhaps that is just an
automatic response and now that we have pointed it out they'll fix it in the
next update. Or maybe not.
--
Jim


"gyropilot" wrote:

- quote -

On Oct 1, 1:45 pm, Jim from Va Beach
<JimfromVaBe...[at]discussions.microsoft.com> wrote:

- quote -

I completely agree Jim!

I've been a faithful MS Money user since the late 90's, but this issue
has me looking around lately for software that handles tracking
investment allocations better. I just hate to give up the easy
integration of all my accounts by having to use more than one software
package.

I would love to participate in a MS Money improvement group... if
there was one. There are so many little tweaks and bug fixes needed
that could make it so much better.

[sigh]

JAL

I believe that we would all benefit from an update of the definitions of
stock asset classes in Money. The small cap definition of below $1 billion
CAP and mid cap definition of $1b - $5b etc. are very outdated. As exmple,
nearly every prominent financial service sets the minimum for large CAP at $8
- $10B. You have it at $5b. Perhaps the software definitions have been
imported from the original version of Money without critical review. (If we
change the asset class of a stock in Money, we can no longer download
information about it.) This discrepancy skews the Money asset allocation
charts to the point that they are useless. You also do not have categories
for mega-CAP or micro-CAP, or foreign versus U.S. These are real problems
for those of us who actively manage our investments. I just downloaded Money
Plus today, and was very disappointed to see these problems still exist.
Please let me know if you plan to fix them. Thanks
--
Jim

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