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Old 11-18-2007, 08:30 PM
nospam@virgin.net
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Default Re: Money 2008 and Investment Report cash


I use Portfolio by investment type as it is the most useful one.
However nothing worked except turning off the cash tracking in these
cash accounts. That did the trick. All is well so far!

I do not use cash tracking as I have created a Dealing account which I
pass all the transactions through - this way I can control all
transactions in one account and is much easier to review.



On Sun, 18 Nov 2007 13:24:12 -0600, Cal Learner-- MVP
<via_newsgroup[at]please.tnx> wrote:

- quote -

> You may cut down on the number of accounts by de-selecting
> ShowClosedAccounts.
> Portfolio Value by Investment Type is initially a pie chart.
> You might find the "Performance by investment type" to be useful.

  #2  
Old 11-18-2007, 06:24 PM
Cal Learner-- MVP
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Default Re: Money 2008 and Investment Report cash

In microsoft.public.money, a[at]aol.com wrote:

- quote -

> When I create a report called Portfolio Value by Investment Type, I
> get lots of accounts towards the end for Associated cash. How can I
> suppress these please (they always carry a zero balance for me.


You may cut down on the number of accounts by de-selecting
ShowClosedAccounts.

Portfolio Value by Investment Type is initially a pie chart.
You might find the "Performance by investment type" to be useful.
  #1  
Old 11-18-2007, 05:47 PM
nospam@virgin.net
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Default Re: Money 2008 and Investment Report cash


Hi Cal

The customize choice does not show you the Associated cash accounts.
These do not appear in the accounts list either.


On Sun, 18 Nov 2007 11:46:49 -0600, Cal Learner-- MVP
<via_newsgroup[at]please.tnx> wrote:

- quote -

> Customize the report to include only the accounts you want.
 
Old 11-18-2007, 04:46 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Money 2008 and Investment Report cash

In microsoft.public.money, a[at]aol.com wrote:

- quote -

> When I create a report called Portfolio Value by Investment Type, I
> get lots of accounts towards the end for Associated cash. How can I
> suppress these please (they always carry a zero balance for me.


Customize the report to include only the accounts you want.
  #-1  
Old 11-18-2007, 10:43 AM
a@aol.com
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Posts: n/a
Default Money 2008 and Investment Report cash


When I create a report called Portfolio Value by Investment Type, I
get lots of accounts towards the end for Associated cash. How can I
suppress these please (they always carry a zero balance for me.
 

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2008, cash, investment, money, report
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