In microsoft.public.money, Cal Learner-- MVP wrote:

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p.s., I just tried it in Excel 2007 and it works fine.

In microsoft.public.money, brett wrote:

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http://www.microsoft.com/downloads/i...splayLang%3den
shows a quote download for Excel 2002/2003. I don't know if that
same thing works for later versions.

On Jun 4, 10:33*am, Cal Learner-- MVP <via_newsgr...[at]please.tnxwrote:
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That looks really neat but the problem I'll experience is it wanting
to rearrange my formatting on each import. Is there a way I can have
it just update the market value in specific cells?

Thanks.

In microsoft.public.money, brett wrote:

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Have you tried Ultrasoft Moneylink lately?
http://ultrasoft.com/MoneyLink/overview.shtml
It's free and trustworthy.
http://www.microsoft.com/money/Impor...taToExcel.mspx


I don't see how to get the memo field, but perhaps you could prefix
the security name with a code and sort by that.

On Jun 4, 9:05*am, Cal Learner-- MVP <via_newsgr...[at]please.tnx> wrote:
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I like Money and think it is a good program. Maybe they'll add this
down the road but the recent versions haven't had any break throughs
or innovations.

I'm using Excel for now and just manually tracking everything.

In microsoft.public.money, brett wrote:

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Money does not have that ability.

It would be nice if you could maybe have something like "%a%=gold
%b%=Fred" included in the menu and have Money group by a selected
custom string. Memo is from the Comments field of the investment
details.

You can sort by the Memo column now, but that does not subtotal.

I'm using Money Plus Deluxe (2008). Is there a way to group
investments in the portfolio view using your own custom grouping?
For example, my broker lets me create groups such as Gold, Energy,
Large Cap, etc. I then assign any position to those groups. Money
seems to force you to use its groups and then auto allocates on what
it believes the positions are (equities, funds, options, etc). I'd
like to have more of a drag/drop and full control over the grouping.
I'd like each grouping to display a dollar total and percent
allocation on each of its holdings.

Thanks.