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Old 12-31-2003, 03:25 PM
anonymous
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Default Re: Money 2004 Investment Report

on the "your portfolio" window.............

in the "View:" box find [custom view]
then also in "view:" box find [customize current view]
in new tan window.....
1-accounts tab....find/click your accounts
2-portofilo columns tab....find desired items
3--use add to move from left box to right box
4--use move up/down to set desired list
5-grouping and sorting tabs are optional
6-pick save button

this should give you desired appearance and listing
re-do if any changes are desired.
goto file - print to print hard copy.


- quote -

> -----Original Message-----
> I am trying to generate a Miney 2004 investment report
> which shows the stock symbol. All the investment reports
> which I have been able to generate include only the

stock
> name. I don't see any customization option which when
> checked would allow me to include the stock symbol.
> I want to display the stock symbol and stock name on a
> report and then export the report to an Excel

spreadsheet.
> Any help would be appreciated.
> Thanks
> Brian...
> .

 
Old 12-31-2003, 05:53 AM
Cal Learner-- MVP
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Default Re: Money 2004 Investment Report

In microsoft.public.money, Brian wrote:

- quote -

> I am trying to generate a Miney 2004 investment report
> which shows the stock symbol. All the investment reports
> which I have been able to generate include only the stock
> name. I don't see any customization option which when
> checked would allow me to include the stock symbol.


Right.

- quote -

> I want to display the stock symbol and stock name on a
> report and then export the report to an Excel spreadsheet.
> Any help would be appreciated.


I would start with Portfolio view. Right click onto an account
header and you can choose to Export as a text file. Perhaps you can
parse that.

I have not checked to see if Money Link
(http://www.ultrasoft.com/MoneyLink/overview.shtml) will give you
the symbols, but I would suggest you check it.

  #-1  
Old 12-31-2003, 04:43 AM
Brian
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Posts: n/a
Default Money 2004 Investment Report

I am trying to generate a Miney 2004 investment report
which shows the stock symbol. All the investment reports
which I have been able to generate include only the stock
name. I don't see any customization option which when
checked would allow me to include the stock symbol.

I want to display the stock symbol and stock name on a
report and then export the report to an Excel spreadsheet.

Any help would be appreciated.

Thanks

Brian...
 

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2004, investment, money, report
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