Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #1  
Old 08-14-2008, 05:28 PM
eatcrayons
Guest
 
Posts: n/a
Default RE: Asset Allocation

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?

 
Old 08-10-2008, 03:37 AM
Bill Becker
Guest
 
Posts: n/a
Default RE: Asset Allocation

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?

  #-1  
Old 08-09-2008, 12:01 AM
SandC
Guest
 
Posts: n/a
Default Asset Allocation

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
Similar Threads
Thread Forum Replies Last Post
asset allocation
theorbo: I have several funds that I have with Principal Financial Group - most are 'proprietary' (not sure what the right word is) and there is no...
Microsoft Money 3 07-21-2007 11:05 PM
asset allocation
Mike Staman: I can't believe that Microsoft still has not added "international" as an asset class in the investment section. Please add soon!
Microsoft Money 1 12-19-2004 12:08 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 03:39 AM.