Account Summary borken?

I've been using Money 2004 for about a year now and realized that the
"account summary" for all my investment accounts is supposed to have useful
info, and I don't sem to have that.

When I go to account summary for any investment account there 3 columns
labeled "currency" and thats all. For each column there are entries that
say "US Dollar", the correct number of lines for the number of investments
in that account. I can right-click those and get a menu that takes me to
useful info like details etc, but the security name and other info does not
show up in the account summary. I'm assuming that for many of you out
there, there are columns with useful information - correct???.

I did a search of the newsgroup and found one other person who seemed to
have the same problem, and had converted from Quicken, which is also what I
did. No-one responded to him. I tried creating a new investment account,
but it had the same problem.

Is there a way to change the columns in the account summary? I can't find
anything that does that. I can customize the portfolio view, but nothing
in the account summary.

Thanks
TM

Treadmill
Sun Jul 03 15:08:31 CDT 2005

On Sun, 03 Jul 2005 19:56:45 GMT, Treadmill wrote:

> I've been using Money 2004 for about a year now and realized that the
> "account summary" for all my investment accounts is supposed to have useful
> info, and I don't sem to have that.
>
> When I go to account summary for any investment account there 3 columns
> labeled "currency" and thats all. For each column there are entries that
> say "US Dollar", the correct number of lines for the number of investments
> in that account. I can right-click those and get a menu that takes me to
> useful info like details etc, but the security name and other info does not
> show up in the account summary. I'm assuming that for many of you out
> there, there are columns with useful information - correct???.
>
> I did a search of the newsgroup and found one other person who seemed to
> have the same problem, and had converted from Quicken, which is also what I
> did. No-one responded to him. I tried creating a new investment account,
> but it had the same problem.
>
> Is there a way to change the columns in the account summary? I can't find
> anything that does that. I can customize the portfolio view, but nothing
> in the account summary.
>
> Thanks
> TM

I did try to read in the sample Money file, and it does not have the same
problem, so now I know what I should have, it does look like something
wrong in my Money file. I've validated it at various times, so I'm hoping
there is a way to customize the account summary...

via_newsgroup
Sun Jul 03 15:19:40 CDT 2005

In microsoft.public.money, Treadmill wrote:

>
>I did try to read in the sample Money file, and it does not have the same
>problem, so now I know what I should have, it does look like something
>wrong in my Money file. I've validated it at various times, so I'm hoping
>there is a way to customize the account summary...

I see the same symptom you describe in Money 2004 but not in other
versions. I had not noticed that, because I tend to use the
Portfolio (Investing->Portfolio if you have not customized in that
button) for looking at that kind of data.

Money 2004, and before, does not let you customize the Account
Summary but does let you customize the Portfolio.