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#4
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| RayS, The only thing I've been able to do as far as customizing monthly reports is to right click any of the charts (Monthly expenses compared, Your net worth, Performance of your investments) and choose Zoom from the context menu. You can also right click on any of the lists of dollar amounts and choose View Transactions from there you can make a customizable report. I noticed last year that a CD that I had redeemed was still include in the Monthly reports Performance of your investments chart. It wasn't until one full year since I had redeemed it that it was no longer included in the chart. Hope this helps, -Kevin "RayS" <RayS[at]discussions.microsoft.com> wrote in message news:47F84388-EA32-4B59-B3C3-629943510856[at]microsoft.com... - quote - > I just upgraded to Money Plus Premium and was trying various things to make > sure it all worked. I can set up most reports to include the Accounts and > Investments I want but the Monthly Reports won't allow me to do that. When > I > run them that report includes accounts I have closed years ago and > investments I have sold. The result is that the section that shows my best > and worst investments for the month is pretty useless because it lists > mostly > things I have no interest in. In fact I suppost all the other information > in > the monthly report is equally useless since it is working on the same > data. > Tech Support says this is just the way the Monthly Reports works and there > is nothing you can do about it, but that is hard to believe because it > makes > the report useless for everyone that has used Money for a year or so.. Is > this the way everyone elses Monthly Reports work? |
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#3
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| On 4 ago, 14:11, RayS <R...[at]discussions.microsoft.com> wrote: - quote - > "rubik cube" wrote:
Hello Ray, I guess you were right, I double checked, and I don't have> > On 4 ago, 12:16, RayS <R...[at]discussions.microsoft.com> wrote: > > > I just upgraded to Money Plus Premium and was trying various things to make > > > sure it all worked. I can set up most reports to include the Accounts and > > > Investments I want but the Monthly Reports won't allow me to do that. When I > > > run them that report includes accounts I have closed years ago and > > > investments I have sold. The result is that the section that shows my best > > > and worst investments for the month is pretty useless because it lists mostly > > > things I have no interest in. In fact I suppost all the other information in > > > the monthly report is equally useless since it is working on the same data. > > > Tech Support says this is just the way the Monthly Reports works and there > > > is nothing you can do about it, but that is hard to believe because it makes > > > the report useless for everyone that has used Money for a year or so.. Is > > > this the way everyone elses Monthly Reports work? > > whenever you are in a monthly report, in the left side you have the > > option to customize the report. > > go to this link, and then go to the account tab. here you can check > > and unchek as many accounts as you want to see in the report. > rubik cube > Thanks for your response. What you described is how the other reports work > but is not now Monthly Reports works (at least on my system and according to > Microsoft Tech Support). I have no "customize" option in Monthly Reports like > I do for all other reports. If you could double check if you really have this > option in Monthly Reports that would make sense but it would mean Microsoft > Tech Support was wrong and my system has a problem. I guess it is just hard > for me to believe what they told me that you have no option for Monthly > Reports and that the default is basically useless, so I'm doing a sanity > check with everyone just because this is so hard to believe.- the "customize" option for monthly reports. I think tech support is right. You cannot customize the monthly reports |
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#2
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| RayS wrote: - quote - > "rubik cube" wrote:
You are correct, RayS. The built-in MonthlyReport is not customizable.> > On 4 ago, 12:16, RayS <R...[at]discussions.microsoft.com> wrote: > > > I just upgraded to Money Plus Premium and was trying various > > > things to make sure it all worked. I can set up most reports to > > > include the Accounts and Investments I want but the Monthly > > > Reports won't allow me to do that. When I run them that report > > > includes accounts I have closed years ago and investments I have > > > sold. The result is that the section that shows my best and worst > > > investments for the month is pretty useless because it lists > > > mostly things I have no interest in. In fact I suppost all the > > > other information in the monthly report is equally useless since > > > it is working on the same data. > > > > > Tech Support says this is just the way the Monthly Reports works > > > and there is nothing you can do about it, but that is hard to > > > believe because it makes the report useless for everyone that has > > > used Money for a year or so.. Is this the way everyone elses > > > Monthly Reports work? > > > whenever you are in a monthly report, in the left side you have the > > option to customize the report. > > go to this link, and then go to the account tab. here you can check > > and unchek as many accounts as you want to see in the report. > rubik cube > Thanks for your response. What you described is how the other reports > work but is not now Monthly Reports works (at least on my system and > according to Microsoft Tech Support). I have no "customize" option in > Monthly Reports like I do for all other reports. If you could double > check if you really have this option in Monthly Reports that would > make sense but it would mean Microsoft Tech Support was wrong and my > system has a problem. I guess it is just hard for me to believe what > they told me that you have no option for Monthly Reports and that the > default is basically useless, so I'm doing a sanity check with > everyone just because this is so hard to believe. You'll have to make do with the other reports. Monthly Report is hard-coded, and it exhibits the failings you point out. I suspect most people don't use it. -- Steve Bell New Life Home Improvement Arlington, TX |
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#1
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| "rubik cube" wrote: - quote - > On 4 ago, 12:16, RayS <R...[at]discussions.microsoft.com> wrote:
rubik cube> > I just upgraded to Money Plus Premium and was trying various things to make > > sure it all worked. I can set up most reports to include the Accounts and > > Investments I want but the Monthly Reports won't allow me to do that. When I > > run them that report includes accounts I have closed years ago and > > investments I have sold. The result is that the section that shows my best > > and worst investments for the month is pretty useless because it lists mostly > > things I have no interest in. In fact I suppost all the other information in > > the monthly report is equally useless since it is working on the same data. > > > Tech Support says this is just the way the Monthly Reports works and there > > is nothing you can do about it, but that is hard to believe because it makes > > the report useless for everyone that has used Money for a year or so.. Is > > this the way everyone elses Monthly Reports work? > whenever you are in a monthly report, in the left side you have the > option to customize the report. > go to this link, and then go to the account tab. here you can check > and unchek as many accounts as you want to see in the report. Thanks for your response. What you described is how the other reports work but is not now Monthly Reports works (at least on my system and according to Microsoft Tech Support). I have no "customize" option in Monthly Reports like I do for all other reports. If you could double check if you really have this option in Monthly Reports that would make sense but it would mean Microsoft Tech Support was wrong and my system has a problem. I guess it is just hard for me to believe what they told me that you have no option for Monthly Reports and that the default is basically useless, so I'm doing a sanity check with everyone just because this is so hard to believe. |
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| On 4 ago, 12:16, RayS <R...[at]discussions.microsoft.com> wrote: - quote - > I just upgraded to Money Plus Premium and was trying various things to make > sure it all worked. I can set up most reports to include the Accounts and > Investments I want but the Monthly Reports won't allow me to do that. When I > run them that report includes accounts I have closed years ago and > investments I have sold. The result is that the section that shows my best > and worst investments for the month is pretty useless because it lists mostly > things I have no interest in. In fact I suppost all the other information in > the monthly report is equally useless since it is working on the same data. > Tech Support says this is just the way the Monthly Reports works and there > is nothing you can do about it, but that is hard to believe because it makes > the report useless for everyone that has used Money for a year or so.. Is > this the way everyone elses Monthly Reports work? whenever you are in a monthly report, in the left side you have the option to customize the report. go to this link, and then go to the account tab. here you can check and unchek as many accounts as you want to see in the report. |
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#-1
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| I just upgraded to Money Plus Premium and was trying various things to make sure it all worked. I can set up most reports to include the Accounts and Investments I want but the Monthly Reports won't allow me to do that. When I run them that report includes accounts I have closed years ago and investments I have sold. The result is that the section that shows my best and worst investments for the month is pretty useless because it lists mostly things I have no interest in. In fact I suppost all the other information in the monthly report is equally useless since it is working on the same data. Tech Support says this is just the way the Monthly Reports works and there is nothing you can do about it, but that is hard to believe because it makes the report useless for everyone that has used Money for a year or so.. Is this the way everyone elses Monthly Reports work? |
| Tags |
| accounts, closed, monthly, reports |
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