- quote -

You're right it can be done with reports. I was referring to Jane's original
post where she inquired about grouping in the account list, which I presumed
to be the screen not reports.

Aviator wrote:

- quote -

You _can_ get subtotals by your prefixed groups, but you have to do it by
creating a custom report for each prefix. This is a sub-optimal solution.

--
Steve Bell
New Life Home Improvement
Arlington, TX

Jane, Money doesn't offer much for grouping accounts. Your idea of prefixing
accounts will work, but obviously it won't provide subtotals by group.

I prefix my investment accounts this way so that multiple accounts held at a
single institution appear together. I have yet to discover any hidden
problems.

I use a slightly different technique than your example: I use a 3 letter
prefix to allow easy identification of groups. For example, investment
accounts held at Bank of America are prefixed with BOA. Fidelity is prefixed
with FID. Three letter prefixes just makes it easier for me.

It would be very nice if Money allowed user-defined grouping, as opposed to
the very broad groups currently offered.

Cal Learner-- MVP wrote:

- quote -


Money Business doesn't do anything differently for credit cards--they're
all treated the same.

All my business accounts start with "NL-" so they sort together on
drop-down lists.

--
Steve Bell
New Life Home Improvement
Arlington, TX

In microsoft.public.money, cityjane wrote:

- quote -

No difference in that regard for Money Plus vs earlier versions. I
don't think Business version would help that by maybe letting you
separate business from persona cards, but I don't know for sure.

If you wanted a good excuse to buy a bigger monitor, you could use
that to show more accounts without scrolling. Maybe you could get
one that can rotate to portrait mode.

"Cal Learner-- MVP" wrote:

- quote -

Interesting point - Money Premium doesn't seem to expect you to have
numerous open credit accounts at one time. Are other versions of Money
better equipped to deal with that? I hadn't considered upgrading, but if
that was a built in feature of a new version, I might.

In microsoft.public.money, cityjane wrote:

- quote -

Good approach AccountList-wise. On the other hand, I would feel
better if many of these were to be hidden when you select to hide
closed accounts. :-)

I was wondering if there is a work around for the order of accounts in the
account list in Money Plus Premium.

Specifically I'd like to group some of my credit accounts (i.e. - travel
cards, cash back, business cards). Since this doesn't seem to be a standard
option (unless I am over looking something) I was wondering about putting a
letter before each of the account names to group them.

i.e. - "B credit card name" groups all the Business cards, "R credit card
name" all the reward cards, etc.

Good approach? Does this have some hidden problem I am missing? Or better
yet - any other ideas about how to group cards with in the Credit account
list (besides by name, balance, etc).