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| I also posted my findings with Bills in the previous discussion. "Bill Becker" wrote: - quote - > This is a known problem in Money 2007 and Money Plus. Search on "Asset > Allocation" in this newsgroup for earlier discussions. Here's my previous > suggestion on how to deal with this: > Asset allocation has a number of quirks. This is just one of them. I find > that the most reliable way to view asset allocation is to go to Reports, > Asset and Liabilities, Asset Allocation. This is generally pretty close, but > there are some caveats. The biggest one is that all of the asset allocation > reports depend on values that Money downloads for each investment. These > percentages sometimes don't add exactly to 100%, so the asset allocation > report can have slightly different totals than the investment totals in > other reports. Also, Money sometimes inexplicably sets one or more mutual > fund asset classes (e.g. small cap, large cap, bonds) to zero and then the > asset allocation reports are nonsense. Waiting a bit and doing another > online update generally fixes this. As with all Money investment reports > (and especially tax reports) you should always do a sanity check before using > the reported values. > -- > Bill Becker > "SandC" wrote: > > I have Microsoft Money Plus Deluxe and the asset allocation graphs are > > incorrect. It shows for example that I have 4% in small cap while actually I > > have none. The data below the graphs is correct but not the gaphs. Anyone > > else having this issue and do you know of a fix? |
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| This is a known problem in Money 2007 and Money Plus. Search on "Asset Allocation" in this newsgroup for earlier discussions. Here's my previous suggestion on how to deal with this: Asset allocation has a number of quirks. This is just one of them. I find that the most reliable way to view asset allocation is to go to Reports, Asset and Liabilities, Asset Allocation. This is generally pretty close, but there are some caveats. The biggest one is that all of the asset allocation reports depend on values that Money downloads for each investment. These percentages sometimes don't add exactly to 100%, so the asset allocation report can have slightly different totals than the investment totals in other reports. Also, Money sometimes inexplicably sets one or more mutual fund asset classes (e.g. small cap, large cap, bonds) to zero and then the asset allocation reports are nonsense. Waiting a bit and doing another online update generally fixes this. As with all Money investment reports (and especially tax reports) you should always do a sanity check before using the reported values. -- Bill Becker "SandC" wrote: - quote - > I have Microsoft Money Plus Deluxe and the asset allocation graphs are > incorrect. It shows for example that I have 4% in small cap while actually I > have none. The data below the graphs is correct but not the gaphs. Anyone > else having this issue and do you know of a fix? |
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#-1
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| I have Microsoft Money Plus Deluxe and the asset allocation graphs are incorrect. It shows for example that I have 4% in small cap while actually I have none. The data below the graphs is correct but not the gaphs. Anyone else having this issue and do you know of a fix? |
| Tags |
| allocation, asset |
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