Money Home Page "Investment Summary"

#5 10-30-2008, 02:55 PM

It will be a snapshot in time. So your net worth history won't be affected
by any subsequent price changes after you got rid of the Investment.

--
Regards
Bob Peel,
Microsoft MVP - Money

For unofficial FAQs see
http://money.mvps.org/
or
http://umpmfaq.info/

I do not respond to any emails that I have not specifically asked for.

"SandC" <SandC[at]discussions.microsoft.com> wrote in message
news:BCFE2452-C346-478E-BF33-B305511473CA[at]microsoft.com...
- quote -

> I don't really care about tracking investment price (now that I don't own
> the
> investment) but I don't want to affect the history of the value of my
> investments. If I delete the investment how will the affect my net worth
> history for example? Thanks for your help!
> "Bob Peel, MVP" wrote:
> > You can delete the symbol from the investment details but that stops the
> > price being updated. If you still want to track the investment price then
> > obviously that isn't a solution.
> > > --
> > Regards
> > Bob Peel,
> > Microsoft MVP - Money
> > > For unofficial FAQs see
> > http://money.mvps.org/
> > or
> > http://umpmfaq.info/
> > > I do not respond to any emails that I have not specifically asked for.
> > > "SandC" <SandC[at]discussions.microsoft.com> wrote in message
> > news:91656678-4F33-449C-BA75-91231D11E1F6[at]microsoft.com...
> > > I have Money Plus Deluxe and on my home page there is an Investment
> > > Summary
> > > that has a listing of all the quotations that I get updated online. Is
> > > there
> > > any way to edit this list? I have investments still listed that I have
> > > sold
> > > years ago. I am concerned about deleting the investment because I
> > > don't
> > > want
> > > to affect the history.
> > > Any suggestion?
> >

#4 10-30-2008, 01:26 PM

In microsoft.public.money, SandC wrote:

- quote -

> I like to see a quick summary of what my investments did for that particular
> day. Looks like the portfolio views or reports are not the quick or simple.

Add an icon at the top of the page by clicking Shortcuts.

Customize a view to your tastes.

- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, SandC wrote:
> > > > I have Money Plus Deluxe and on my home page there is an Investment Summary
> > > that has a listing of all the quotations that I get updated online. Is there
> > > any way to edit this list? I have investments still listed that I have sold
> > > years ago. I am concerned about deleting the investment because I don't want
> > > to affect the history.
> > > Any suggestion?
> > > I suggest you use the Portfolio view(s), rather than the Home Page
> > module.
>

#3 10-30-2008, 01:18 PM

I don't really care about tracking investment price (now that I don't own the
investment) but I don't want to affect the history of the value of my
investments. If I delete the investment how will the affect my net worth
history for example? Thanks for your help!

"Bob Peel, MVP" wrote:

- quote -

> You can delete the symbol from the investment details but that stops the
> price being updated. If you still want to track the investment price then
> obviously that isn't a solution.
> --
> Regards
> Bob Peel,
> Microsoft MVP - Money
> For unofficial FAQs see
> http://money.mvps.org/
> or
> http://umpmfaq.info/
> I do not respond to any emails that I have not specifically asked for.
> "SandC" <SandC[at]discussions.microsoft.com> wrote in message
> news:91656678-4F33-449C-BA75-91231D11E1F6[at]microsoft.com...
> > I have Money Plus Deluxe and on my home page there is an Investment Summary
> > that has a listing of all the quotations that I get updated online. Is
> > there
> > any way to edit this list? I have investments still listed that I have
> > sold
> > years ago. I am concerned about deleting the investment because I don't
> > want
> > to affect the history.
> > Any suggestion?

#2 10-30-2008, 01:16 PM

I like to see a quick summary of what my investments did for that particular
day. Looks like the portfolio views or reports are not the quick or simple.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, SandC wrote:
> > I have Money Plus Deluxe and on my home page there is an Investment Summary
> > that has a listing of all the quotations that I get updated online. Is there
> > any way to edit this list? I have investments still listed that I have sold
> > years ago. I am concerned about deleting the investment because I don't want
> > to affect the history.
> > Any suggestion?
> I suggest you use the Portfolio view(s), rather than the Home Page
> module.

#1 10-30-2008, 12:56 PM

You can delete the symbol from the investment details but that stops the
price being updated. If you still want to track the investment price then
obviously that isn't a solution.

--
Regards
Bob Peel,
Microsoft MVP - Money

For unofficial FAQs see
http://money.mvps.org/
or
http://umpmfaq.info/

I do not respond to any emails that I have not specifically asked for.

"SandC" <SandC[at]discussions.microsoft.com> wrote in message
news:91656678-4F33-449C-BA75-91231D11E1F6[at]microsoft.com...
- quote -

> I have Money Plus Deluxe and on my home page there is an Investment Summary
> that has a listing of all the quotations that I get updated online. Is
> there
> any way to edit this list? I have investments still listed that I have
> sold
> years ago. I am concerned about deleting the investment because I don't
> want
> to affect the history.
> Any suggestion?

10-30-2008, 12:54 PM

In microsoft.public.money, SandC wrote:

- quote -

> I have Money Plus Deluxe and on my home page there is an Investment Summary
> that has a listing of all the quotations that I get updated online. Is there
> any way to edit this list? I have investments still listed that I have sold
> years ago. I am concerned about deleting the investment because I don't want
> to affect the history.
> Any suggestion?

I suggest you use the Portfolio view(s), rather than the Home Page
module.

#-1 10-30-2008, 12:42 PM

I have Money Plus Deluxe and on my home page there is an Investment Summary
that has a listing of all the quotations that I get updated online. Is there
any way to edit this list? I have investments still listed that I have sold
years ago. I am concerned about deleting the investment because I don't want
to affect the history.
Any suggestion?

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