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#3
03-06-2008, 10:24 PM
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 Re: Allocations by account In microsoft.public.money, fwvagabond wrote: - quote - > thanks for the reply. It worked as I wished.
I don't guess you mean one requiring paper and adhesive tape.> However, there doesn't seem to be a way that I can have that AND display all > accounts at the same time. Is there a work-around? |
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#2
03-06-2008, 10:21 PM
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| Re: Allocations by account Keep in mind it is "% of Portfolio" not "% of Account" They would have to add a "% of Account" column in order to do this. -Mark "fwvagabond" <fwvagabond[at]discussions.microsoft.com> wrote in message news:CAD8F97C-489A-4AA0-AA7A-86C56DFFE3B0[at]microsoft.com... - quote - > Cal Learner, > thanks for the reply. It worked as I wished. > However, there doesn't seem to be a way that I can have that AND display > all > accounts at the same time. Is there a work-around? > Thanks. > "Cal Learner-- MVP" wrote: > > In microsoft.public.money, fwvagabond wrote: > > > > I have Money 2004. > > > > > I have more than one account, each with several mutual funds. When > > > displaying thesse funds, there is a "% Portfolio" column that shows the > > > % of > > > one fund relative to all funds from ALL accounts. > > > > > However that's not what I want. I want to show the % of one fund > > > relative to > > > all funds from JUST THAT ACCOUNT. > > > > > Can anyone point me in the right direction? TIA. > > > Make a customized Portfolio view that includes only that account. > |
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#1
03-06-2008, 09:58 PM
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| Re: Allocations by account Cal Learner, thanks for the reply. It worked as I wished. However, there doesn't seem to be a way that I can have that AND display all accounts at the same time. Is there a work-around? Thanks. "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, fwvagabond wrote: > > I have Money 2004. > > > I have more than one account, each with several mutual funds. When > > displaying thesse funds, there is a "% Portfolio" column that shows the % of > > one fund relative to all funds from ALL accounts. > > > However that's not what I want. I want to show the % of one fund relative to > > all funds from JUST THAT ACCOUNT. > > > Can anyone point me in the right direction? TIA. > Make a customized Portfolio view that includes only that account. |
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03-06-2008, 09:14 PM
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| Re: Allocations by account In microsoft.public.money, fwvagabond wrote: - quote - > I have Money 2004.
Make a customized Portfolio view that includes only that account.> I have more than one account, each with several mutual funds. When > displaying thesse funds, there is a "% Portfolio" column that shows the % of > one fund relative to all funds from ALL accounts. > However that's not what I want. I want to show the % of one fund relative to > all funds from JUST THAT ACCOUNT. > Can anyone point me in the right direction? TIA. |
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#-1
03-06-2008, 09:02 PM
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| Allocations by account I have Money 2004. I have more than one account, each with several mutual funds. When displaying thesse funds, there is a "% Portfolio" column that shows the % of one fund relative to all funds from ALL accounts. However that's not what I want. I want to show the % of one fund relative to all funds from JUST THAT ACCOUNT. Can anyone point me in the right direction? TIA. |
| Tags |
| account, allocations |
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