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#3
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| In microsoft.public.money, ricka wrote: - quote - > Thanks for the replies. Yes, I am talking about Microsoft Money (Money
That would not be a good way. If you and your Wife each had a file,> Plus). I'd basically like to use it to track investments. > It sounds like I need to create a separate file for each account. To switch > between files, then, I just have to do a File - Open, correct? It seems like > you should be able to do it in one file but whatever works. That would be > the only way, then, right? then switching would be easier with the most-recently-used list at the bottom of the File menu. There is no problem having your and your wife's holdings in the same file. AccountList-> AddANewAccount to make a new account. Make it an Investment account. Make it a Watch account if you are tracking investments that you do not yet own. Do not make it a Watch account if you are tracking actual holdings in that account. On the Portfolio list, the GroupBy drop-down list lets you group by Account (separates them) or Position (everything together). ChangePortfolioView-> ShowWatchAccounts controls whether Watch accounts are shown. ChangePortfolioView-> ShowClosedPostions .... - quote - > Thanks again. > Rick > "Cal Learner-- MVP" wrote: > > In microsoft.public.money, ricka wrote: > > > > Is there a way to track multiple investment portolios? I've got several > > > portolios that server different functions. I've also got IRA's for me and my > > > wife. I do want to keep them all separate. Any ideas? > > > I assume you are talking about Microsoft Money. You and your wife > > could have different Money files. > > > Within a single Money file you can create as many Investment > > accounts as you want.. Each would have a unique name. In the > > properties for the account, tick WatchAccount if the buys and sells > > are pretend transactions. > > > |
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| Thanks for the replies. Yes, I am talking about Microsoft Money (Money Plus). I'd basically like to use it to track investments. It sounds like I need to create a separate file for each account. To switch between files, then, I just have to do a File - Open, correct? It seems like you should be able to do it in one file but whatever works. That would be the only way, then, right? Thanks again. Rick "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, ricka wrote: > > Is there a way to track multiple investment portolios? I've got several > > portolios that server different functions. I've also got IRA's for me and my > > wife. I do want to keep them all separate. Any ideas? > I assume you are talking about Microsoft Money. You and your wife > could have different Money files. > Within a single Money file you can create as many Investment > accounts as you want.. Each would have a unique name. In the > properties for the account, tick WatchAccount if the buys and sells > are pretend transactions. |
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#1
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| In microsoft.public.money, ricka wrote: - quote - > Is there a way to track multiple investment portolios? I've got several
I assume you are talking about Microsoft Money. You and your wife> portolios that server different functions. I've also got IRA's for me and my > wife. I do want to keep them all separate. Any ideas? could have different Money files. Within a single Money file you can create as many Investment accounts as you want.. Each would have a unique name. In the properties for the account, tick WatchAccount if the buys and sells are pretend transactions. |
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| Are we talking about Money the application or MSN Money the web site? If Money the application, you can have separate data files or just separate Investment Accounts in the same file--the Portfolio will show by Account. "ricka" <ricka[at]discussions.microsoft.com> wrote in message news:7C113D9D-1A39-4C4D-902D-EF9F11A7BF52[at]microsoft.com... - quote - > Is there a way to track multiple investment portolios? I've got several > portolios that server different functions. I've also got IRA's for me and > my > wife. I do want to keep them all separate. Any ideas? |
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| Hi All, Is there a way to track multiple investment portolios? I've got several portolios that server different functions. I've also got IRA's for me and my wife. I do want to keep them all separate. Any ideas? Thank you. Rick rpdoty[at]hotmail.com |
| Tags |
| multiple, portolios |
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