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| In microsoft.public.money, PeeeetersJ wrote: - quote - > Hi, I recently converted a Quicken file to Money, and am trying to get my
There is no report like that in Microsoft Money. You might try the> 401(k) account set up. I have all the funds/balances/shares correctly > entered, and the performance report is correctly displaying my return rates > for the period and year-to-date. > My question is if there is a way to view the account information in a bar > chart. I found a tab in the customize window that lets you select a chart, > but it only displays one bar, with the account info as it stands right now. > What I would like to see is a month-to-month display with historical > information (this was easy to get in Quicken) so I can look at the long term > relationship between my cost basis and total portfolio value. NetWorthOverTime and click Customize. Restrict the accounts and times and perhaps other factors to what you want. There is not the option to take out the contributions/basis however. |
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| Hi, I recently converted a Quicken file to Money, and am trying to get my 401(k) account set up. I have all the funds/balances/shares correctly entered, and the performance report is correctly displaying my return rates for the period and year-to-date. My question is if there is a way to view the account information in a bar chart. I found a tab in the customize window that lets you select a chart, but it only displays one bar, with the account info as it stands right now. What I would like to see is a month-to-month display with historical information (this was easy to get in Quicken) so I can look at the long term relationship between my cost basis and total portfolio value. Any suggestions? |
| Tags |
| performance, portfolio |
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