Tracking Investments By Account

#5 02-05-2004, 12:52 PM

Thanks Cal for all your help
Bill

- quote -

> -----Original Message-----
> In microsoft.public.money, Bill wrote:
> > I live in Ontario. Are you saying Money does not offer
> > the feature in the Canadian version?
> > That is my understanding. I don't know first hand what
the whole
> effect is. The difference is due to the interpretations
of the CRA
> rules vs the IRS rules of the US.
> It's not a matter of changing your regional settings
back and forth
> either. Your file will only work in the Canadian mode,
if my
> understanding is correct.
> > > > > -----Original Message-----
> > > In microsoft.public.money, Bill wrote:
> > > > > > > > > > -----Original Message-----
> > > > > In microsoft.public.money, Bill wrote:
> > > > > > > > > > How do I track an investment by Account only? I
hold
> > > > the
> > > > > > same investment in several accounts. I want to see
> > the
> > > > > > performance of that investment in that account only
> > and
> > > > > > not the accumulated performance accross all
accounts!
> > > > > > > > > Look at Investing-> Portfolio and group by Account
> > Name.
> > > > Select the
> > > > > view you prefer, and customize to your preferences.
> > > > > > > > > > > HI Cal,
> > > > Thanks for your response. I have still had no luck.
> > When
> > > > I call up Customize, I do not see where I am offered
> > > > preferences. I have version 2003 of Money. I cannot
> > seem
> > > > to find anything in Help on subject other than the
> > > > reference that Money tracts total position for an
> > > > investment accross multiple accounts.
> > > > > You are in Canada? That make a difference.
> > > > > .
> > > .

#4 02-04-2004, 02:33 AM

In microsoft.public.money, Bill wrote:

- quote -

> I live in Ontario. Are you saying Money does not offer
> the feature in the Canadian version?

That is my understanding. I don't know first hand what the whole
effect is. The difference is due to the interpretations of the CRA
rules vs the IRS rules of the US.

It's not a matter of changing your regional settings back and forth
either. Your file will only work in the Canadian mode, if my
understanding is correct.

- quote -

> > -----Original Message-----
> > In microsoft.public.money, Bill wrote:
> > > > > > > -----Original Message-----
> > > > In microsoft.public.money, Bill wrote:
> > > > > > > > How do I track an investment by Account only? I hold
> > > the
> > > > > same investment in several accounts. I want to see
> the
> > > > > performance of that investment in that account only
> and
> > > > > not the accumulated performance accross all accounts!
> > > > > > > Look at Investing-> Portfolio and group by Account
> Name.
> > > Select the
> > > > view you prefer, and customize to your preferences.
> > > > > > > > HI Cal,
> > > Thanks for your response. I have still had no luck.
> When
> > > I call up Customize, I do not see where I am offered
> > > preferences. I have version 2003 of Money. I cannot
> seem
> > > to find anything in Help on subject other than the
> > > reference that Money tracts total position for an
> > > investment accross multiple accounts.
> > > You are in Canada? That make a difference.
> > > .
>

#3 02-04-2004, 02:24 AM

I live in Ontario. Are you saying Money does not offer
the feature in the Canadian version?

- quote -

> -----Original Message-----
> In microsoft.public.money, Bill wrote:
> > > > -----Original Message-----
> > > In microsoft.public.money, Bill wrote:
> > > > > > How do I track an investment by Account only? I hold
> > the
> > > > same investment in several accounts. I want to see
the
> > > > performance of that investment in that account only
and
> > > > not the accumulated performance accross all accounts!
> > > > > Look at Investing-> Portfolio and group by Account
Name.
> > Select the
> > > view you prefer, and customize to your preferences.
> > > > > HI Cal,
> > Thanks for your response. I have still had no luck.
When
> > I call up Customize, I do not see where I am offered
> > preferences. I have version 2003 of Money. I cannot
seem
> > to find anything in Help on subject other than the
> > reference that Money tracts total position for an
> > investment accross multiple accounts.
> You are in Canada? That make a difference.
> .

#2 02-03-2004, 01:00 PM

In microsoft.public.money, Bill wrote:

- quote -

> > -----Original Message-----
> > In microsoft.public.money, Bill wrote:
> > > > How do I track an investment by Account only? I hold
> the
> > > same investment in several accounts. I want to see the
> > > performance of that investment in that account only and
> > > not the accumulated performance accross all accounts!
> > > Look at Investing-> Portfolio and group by Account Name.
> Select the
> > view you prefer, and customize to your preferences.
> > HI Cal,
> Thanks for your response. I have still had no luck. When
> I call up Customize, I do not see where I am offered
> preferences. I have version 2003 of Money. I cannot seem
> to find anything in Help on subject other than the
> reference that Money tracts total position for an
> investment accross multiple accounts.

You are in Canada? That make a difference.

#1 02-03-2004, 11:29 AM

- quote -

> -----Original Message-----
> In microsoft.public.money, Bill wrote:
> > How do I track an investment by Account only? I hold
the
> > same investment in several accounts. I want to see the
> > performance of that investment in that account only and
> > not the accumulated performance accross all accounts!
> Look at Investing-> Portfolio and group by Account Name.
Select the
> view you prefer, and customize to your preferences.
> HI Cal,
Thanks for your response. I have still had no luck. When

I call up Customize, I do not see where I am offered
preferences. I have version 2003 of Money. I cannot seem
to find anything in Help on subject other than the
reference that Money tracts total position for an
investment accross multiple accounts.
- quote -

> .

02-02-2004, 09:03 PM

In microsoft.public.money, Bill wrote:

- quote -

> How do I track an investment by Account only? I hold the
> same investment in several accounts. I want to see the
> performance of that investment in that account only and
> not the accumulated performance accross all accounts!

Look at Investing-> Portfolio and group by Account Name. Select the
view you prefer, and customize to your preferences.

#-1 02-02-2004, 08:58 PM

How do I track an investment by Account only? I hold the
same investment in several accounts. I want to see the
performance of that investment in that account only and
not the accumulated performance accross all accounts!

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