Comparing a portfolio to an Index

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- Previous
  - 1
    - Net Gains/Losses on Investments Incorrect in Money PLus I have the new Money Plus deluxe edition, and have noticed that in my investments, the Market Value - cost basis is not equalling the "net gain" column in my investment snapshot column, which I do not understand. It is not off by a little; in some cases it is by a lot. I do not own many stocks and funds but have no idea why this is off; t should be simple math. There were some dividends but that should just affect the cost basis of my stock, and in turn, that number would effect my gain or loss. Is anyone else noticing this problem? Am I looking at something wrong here or is there a fix for this? It doesnt make any sense to me. Tag: Comparing a portfolio to an Index Tag: 231312
  - 2
    - Redownloading purchased software. I purchased Microsoft Money 2007 about 6 months ago. When I moved recently my computer crashed on startup at my new house. After replacing the motherboard I had to rebuild from scratch. I originally downloaded the software. I have a new isp, hence new email address. I used my old email address as my Money login. I cannot locate any of my receipts since they are still packed. Is there any way for me to re download the software. Moving is hell. Tag: Comparing a portfolio to an Index Tag: 231306
  - 3
    - Failure on Passport login for Money 2004 As several years ago, again there is a repetitive failure to login on Money 2004 with Passport services. My Passport login works OK for any other access, as the same Web Money UK, but no more from my own program on the Home PC. I hope Microsoft People will repair this failure as we cannot use anymore web services relkated to our own data, as "Synchonize on the Web" etc. Manlio Tag: Comparing a portfolio to an Index Tag: 231305
  - 4
    - Not all Transactions Downloading - Money Plus Deluxe I have had a problem that has been reoccurring since I added the account to my file. What happens is that there are days that Money does not download transactions from Fidelity even though there are new transactions that are available for download. I can go and create a NEW money file and the transactions that did not download now download into this new money file so I assume the problem is with my current money file?? I have done both quick and standard repairs and neither seem to fix it. This is no rhyme or reason that I can find as to when transactions do not download. Any fix for this? Last thing that I want to do is start with a new Money file as I have multiple other accounts in this file and do not want to have to recategorize everything, set up budget again, etc.. Thanks for any and all help and suggestions. Jon Tag: Comparing a portfolio to an Index Tag: 231303
  - 5
    - M2007 Live Id no longer working For the last 2 days I am unable to downlaod information into M2007, it claims the User/password combo is not valid or the servers are down. Anyone else seeing this? -Euan Tag: Comparing a portfolio to an Index Tag: 231302
  - 6
    - Budget summary bug(?) in MS Money 2006 I'm probably doing something wrong but I've tried everything to figure this one out and have gotten nowhere. I'm looking at the "Budget Summary" page under the budget section. I've created my budget and gone through and let Money automatically pick out some of my regular expenses. Everything appears to work okay except for the category "Bills:Mortgage Payment". Each month this generally consists of two separate withdrawals. The first is the payment on the primary 80% loan. I have the actual transaction set up to automatically split between the part of the payment that goes towards the mortgage and the part that goes towards property taxes (goes into an escrow account). The second transaction is for the second loan we took out and that transaction has the single category (not split). For some reason, the budget summary says that I've budgeted only the amount of the second loan payment - it doesn't include the first loan payment. It also doesn't include the property taxes portion of the first transaction. Am I doing something wrong? Thank you for your help and any suggestions. Tag: Comparing a portfolio to an Index Tag: 231297
  - 7
    - Setup was unable to install some of the components needed to run M I have tried everything to install Money Plus (not ready for primetime software) and I get an error Setup was unable to install some of the components needed to run Money. Try installing Money again. Needless to say rebooting - installing money again does not work. Tag: Comparing a portfolio to an Index Tag: 231296
  - 8
    - Converting Managing Your Money 2.0 data files Is there still a program around that will convert my 10+ years of MYM data to files compatible with Money (or Quicken)? I remember seeing something about one some time ago - now I need it and I can't find it! MYM won't install on my new computer running Vista (or my Mac). Thanks Tag: Comparing a portfolio to an Index Tag: 231291
  - 9
    - Login failes Has anyone received an answer on how to get into money 2004 yet? I really would like to see what balance I have. Called help line, was told 2004 is no longer supported by MSN. Tag: Comparing a portfolio to an Index Tag: 231286
  - 10
    - Microsoft Money 2004 Help.....Passport no longer works. I have tried everything. Can can sign into passport outside of money, but everytime I try and sign into money using the passport it tells me to try again. Iv enen created a new passport...the same happens. Help !!!! Tag: Comparing a portfolio to an Index Tag: 231284
  - 11
    - Broken Money sign on Will anyone at Microsoft 1) Acknowledge this issue 2) Tell us if someone is working on it 3) Provide a means of telling us when it is fixed? My goodness, support is about communications, and so far I am extremly disappointed in Microsoft. Hey I am not a rookie, and I am a Microsoft Partner. Tag: Comparing a portfolio to an Index Tag: 231275
  - 12
    - portfolio: total return on your investment Hello, "total return on investment" data do not seem to be accurate. Exemples: - bought symbol DIA on 4/12/2002 for 87.75; last price (19/12/2007) = 132.27. Not even taking into account dividends, total return should be 50,74% instead of 16,1% mentioned in portfolio. - symbol IFN bought on 4/12/2002 for 9.84; last price (19/12/2007) = 62.5. Again, not even taking into account dividend payments, total return should read 535% instead of 498% given on site etc. All returns (individual stocks and total portfolio) are inaccurate. Do I not read properly or is there something wrong with the information provided? Tag: Comparing a portfolio to an Index Tag: 231271
  - 13
    - Actual expenses in monthly budget reprot I found Actual expenses -both budgeted plus non budgeted- in monthly budget reprot (money 2004) not equal to that in Monthly Income and Expenses report -including transfers- for the same period. any body know why? Tag: Comparing a portfolio to an Index Tag: 231270
  - 14
    - who needs money anyway? http://www.richgetquick.com Tag: Comparing a portfolio to an Index Tag: 231269
  - 15
    - =?ISO-8859-1?Q?Antique_1912-1949_Porcelain_teapot_528_chinaware_400?= QW50aXF1ZSAxOTEyLTE5NDkgUG9yY2VsYWluIHRlYXBvdCA1MjggY2hpbmF3YXJlIDQwMCBzZWxs DQpXZWJzaXRlIGh0dHA6Ly93d3cueGp4NTg4LmNvbQ0KRS1tYWlsIHhqeF81ODhAdG9tLmNvbQ0K anh4NTg4QHRvbS5jb20NClRlbDo4Ni01NzUtODMxMDM3MzENCkFudGlxdWUgY29sbGVjdGlvbiBt ZXRyb3BvbGlzDQpDaXR5IFNoZW5nemhvdSBaaGVqaWFuZyBDaGluYQ0KVGhhbmtzICENCkppYW54 aW9uZyBYdQ0KDQqzz9Li16rIw7nFtq3Iq7Gj1ebD8bn6o6gxOTEyLTE5NDmjqbTJsui6+DUyOLDR LNT5y820ycb3NDAwvP4NCs/qx+m527+0zfjVvjpodHRwOi8vd3d3LnhqeDU4OC5jb20s0LvQuyEN CtDsvajQ2w0KucXS1dD5ucW2rcrVstjWrra8DQq12Na3OtXjva3KoeHT1t3K0A0KRV9tYWlsOiB4 anhfNTg4QHRvbS5jb20NCmp4eDU4OEB0b20uY29tDQq157uwOjg2LTU3NS04MzEwMzczMQ0K0sa2 rzo4Ni01NzUtODM5NzMxMDcNCg0K Tag: Comparing a portfolio to an Index Tag: 231268
  - 16
    - money keeps updating in the background money 2007 keeps updating in the background I am not able to stop it from doing that, It keeps trying to download information but I can see my accounts and transactions, this happened when I upgraded to money 2007 from 2006. I can't do anything. any help will be appreciate. Tag: Comparing a portfolio to an Index Tag: 231266
  - 17
    - Citibank - "Account setup is temporarily unavailable. Try again la I keep trying to setup accounts following my upgrade from Money 2005 to Money plus deluxe. I checked on several days and keep getting the same message? any idea what the problem might be? Tag: Comparing a portfolio to an Index Tag: 231264
  - 18
    - Intuit iPhone-friendly Quicken priced at $3/month http://snipurl.com/1vk5m Tag: Comparing a portfolio to an Index Tag: 231246
  - 19
    - Help with Money Plus Deluxe I'm trying to use Money Plus Deluxe on a Dell Inspiron 350 running 32-bit Vista Home Premium. I keep getting the error message "Your current security settings do not allow that file to download." when I try to open my accounts list, bills, anything except for online pages. I can see the online Investment Center and I can see a list of my investment under My Portfolio, but I get the error message when I try to update any investment. I also get Alerts that I have bills due/overdue, but can't open anything to PAY them. It looks like the data is there, Money just won't let me use it. (I have ownership of the data file as the account I'm trying to work from and am trying to work from the Admin account at this point.) I loaded Money from the Admin login, with all Norton security turned off. (3 times now) Before the third try, I not only uninstalled and rebooted, but then went into regedit and removed all the Money references I could find, shut down, and then restarted and re-installed. I'm thinking I missed a small security adjustment somewhere, maybe in Vista? TIA, Nancy Tag: Comparing a portfolio to an Index Tag: 231243
  - 20
    - 0 Balance Transfer Credit Cards balance transfers are a popular feature for credit card offers. Usually, new credit cards offer a 0 % annual percentage rate, or a 0 balance transfer for a limited time, and then the introductory rate expires and the APR increases dramatically. If you are trying to decrease debt on the credit cards you hold a high interest rate, a 0 percent balance transfer credit card offer may be your best option for paying off your debt. Also, a 0 percent interest balance transfer can get you some other perks through credit card companies that offer rewards. There are several things to look for when searching for a credit http://www.cnful.cn/zz/ Tag: Comparing a portfolio to an Index Tag: 231234
  - 21
    - File won't convert I downloaded Money 2007 trial and used it until the day it expired, so I purchased an upgrade. I purchased the Money Essentials, but after installing it and trying to open my existing Money 2007 file, it says it cannot open existing Money files. I did not read anywhere that it was not compatible with my existing Money file. I don't want to have to start all over and enter all my information into the new one. What can I do? Isn't there some way to import or export the data? Please Help!! Tag: Comparing a portfolio to an Index Tag: 231227
  - 22
    - Investment Summary - Uncorrectable Error? I have run into this before but I was usually able to resolve it. I cannot seem to do it this time in Money Plus Deluxe. I welcome any assistance. Here is the situationn: 1. I owned two mutual funds that trade in up to four decimals, e.g. 12.3456. These were in two accounts. 2. I decided I wanted to sell out of these in both accounts and did so. 3. Before I entered the sales, I balanced both accounts down to the four digit decimal. 4. I then entered the sales for the exact quantities I had balanced to earlier. This left a zero quantity for each in both accounts. 5. I expected to see both securities removed from the Inverstment Summary on the main page. They were still there. 6. I figured that there might be some rounding issue despite what I had done above. I went into each account for each security and attempted to do a "Remove shares" for .00001. I recieved a message that I did not have enough shares to do so. OK - I'm stumped. Do I need to keep these two securities that I no longer care about in my Investment Summary forever? Or is there a way to remove them? Please don't tell me to do a "Delete security from all accounts". I tried this and, although it did remove them from the Investment Summary, it also removed them from valuations for the current year as they were no longer shown in my Year-end for 2006. Luckily I was able to go to a backup as there is no recovery from this that I know of. Does anyone have a solution? JohnG Tag: Comparing a portfolio to an Index Tag: 231226
  - 23
    - balance account When I balance the account I may have 75-100 checks to clear. It is a PITA to clear each one individually. Is there a way to "clear all" and then proceed with balancing the account? TIA for any words of wisdom. Tag: Comparing a portfolio to an Index Tag: 231223
  - 24
    - microsoft money plus home & business trial. v 17.0.150.727 im having issues accessing my file. i used windows live to access my money file which saved email address & password. I went to dallas for 2 days now its asking for a money password which i did not setup. what should i do? Tag: Comparing a portfolio to an Index Tag: 231220
  - 25
    - Cant get Money to work when I try to use monwy to set up new account, all I get is "The list is temporarily unavailable. Please try again later." This is the second night in a row that it has done this. Did I buy something that does not work???? Tag: Comparing a portfolio to an Index Tag: 231212
- Next
  - 1
    - Experiences upgrading Money 2004 to 2006 I upgraded to Money 2006 from 2004 because I could not resolve 'Starting Balance Discrepancy' problem. I have had these before and managed to fix them by forcing the balance to the right value but even Cal Learner's technique did not work: >If you wish to start fresh and declare an account balanced, you can >mark all entries balanced. Select to show only unreconciled >transactions. Sort by date, and go to the oldest transaction. >Hold down Cntl+Shift+M and let auto-repeat work thru the >transactions until none are left showing. Then balance making the >starting and ending balance match the known balance. Choose the >balance date to be the day after your last transaction. This is >not the normal procedure. So I reluctantly 'upgraded' as I had a copy I had picked up cheap at Costco a while back. The starting balance problem went away after the conversion to 2006. >> Presumably I should now be able to download online statements again automatically but only until September 08. I have not tried this yet. >> I have seen mention on this NG of not being able to import OFX files downloaded manually into 2004 after the 2004 version expired however I WAS able to do that. I hope I will be able to do that with the 2006 version after September! >> So far I have encountered one problem with Money 2006, I am not able to convert transaction entered in one currency to another currency. For example I receive broker statements for a multi-currency account. I have been separating these into multiple accounts. So I move some transactions using 'Cut and Paste to Account' from say a USD account to an AUD account. The USD transaction remains in USD, this is a new feature compared to 2004. However it is not what I want, for report purposes I need all amounts in one currency. There is a currency converter accessible by right-clicking the amount box but it will not force the currency to change. Is there a way to do this? Tag: Comparing a portfolio to an Index Tag: 231204
  - 2
    - Top 10 Tricks to make easy money .... You'll enjoy Reading this ... Top 10 Tricks to make easy money .... You'll enjoy Reading this ... http://10tricksforeasymoney.blogspot.com/ Tag: Comparing a portfolio to an Index Tag: 231203
  - 3
    - Need Money ? Get it now... Need Money ? Get it now... www.loansuwant.com Tag: Comparing a portfolio to an Index Tag: 231202
  - 4
    - Reconcile entries Is it possible to reconcile multiple entries simultaneously? If my bank statement and ledger are the same, I would like to reconcile all entries at one time. Thx for the help!! john Tag: Comparing a portfolio to an Index Tag: 231199
  - 5
    - Upgrading to MS Money Plus 2008 I have not used MS Money for about 2 years. If I upgrade to the current version can I keep data on accounts I still have, delete old accounts, and add new accounts, and then start new with current balances (without having to re-enter old activity)? If so, would I do it by installing the new version, then open an old backed-up copy and just save it with a new name, and then make my adjustments? Would there be problems when trying to reconcile checking accounts later? Thanks! Tag: Comparing a portfolio to an Index Tag: 231196
  - 6
    - Roth IRA Conversion How would I handle a conversion from a standard IRA to a Roth IRA ??? -- Jon Hildrum Jon_Hildrum@msn.com www.hildrum.com Tag: Comparing a portfolio to an Index Tag: 231195
  - 7
    - Why can't I access online chat support? I have recently purchased Money Plus Premium and have had all kinds of problems with the activation. I would like to contact online chat support (http://support.microsoft.com/oas/default.aspx?ln=en-us&prid=11481&gprid=524454), but it always shows that chat is unavailable - even during the hours of operation. How can I access this support? Tag: Comparing a portfolio to an Index Tag: 231191
  - 8
    - Cash Flow doesn't show up anymore Suddenly I can't get the cash flow work. I have tried everything suggested. Removed all bills, closed all accounts, repaired the money file, removed the budget and reset the debt plan. The cash flow still do not show up. It used to work until a few days ago. Any suggestions? Tag: Comparing a portfolio to an Index Tag: 231189
  - 9
    - Money 2004 UK - Login Fails Help please, I am in the UK and use Money 2004 with XP Home (service pack 2). After a number of years I am unable to login in using my Windows live ID passport. When I check in Money / File / Passport Manager I am advised that my passport sign in is enabled for my e-mail address. Also I can sign into other websites which require my Windows Live ID. Advice please on how to correct this error. BobRob18 Tag: Comparing a portfolio to an Index Tag: 231183
  - 10
    - Updating/keeping account names Don't know if I can explain this better, but when updating, how do I keep the same vendor/description name. For example, today, when updating, I had an ATM withdrawel of $50 listed. Instead of that showing reconciled, it took the same amount of $50 that regulary gets taken out from my bank and showed that to be reconciled instead. Tag: Comparing a portfolio to an Index Tag: 231181
  - 11
    - Debt Reduction Planner question For those of you with revolving credit cards in a DRP and the DRP managing the bills, does your cash flow forecast of an affected credit account show the estimated interest charges? Mine does not, resulting in a positive balance at the end of the payment series. I know that's wrong and the DRP is approximately right. I'm trying to determine if I've got something set up wrong in either the account details, DRP, or CFF. Thanks in advance. Tag: Comparing a portfolio to an Index Tag: 231180
  - 12
    - Can Money track Futures? I have a Forex account setup as an investment account. Since Money (Deluxe v17) can't handle Forex, I just enter in a cash amount each week as an Invesetment loss/gain for Forex. The bad part is that I can't run reports against this account and so don't know the return on it. Instead of entering in a cash amount each week, should I just choose a random currency and enter it that way instead. This lets the investment side of the account have entries and show returns in a report. At least it seems it would. Will Futures have the same problems as Forex in Money? Tag: Comparing a portfolio to an Index Tag: 231175
  - 13
    - Money Plus Deluxe trial lie I installed the trial version of Money Plus to see if it would fix a calculation error in Money 2007. I read the website and it states you can choose not to uninstall the previous version, but you would lose change made in Money Plus. I am trying to start Money 2007 per the instructions and choosing to load a previously saved backup. It is telling me I cannot, and must install Money Plus. This is in direct contradiction to the following statements from the trial wbesite. "The first time you run Money Plus Deluxe Trial, your existing Money file will be upgraded and backed up. The backup file can be used with your earlier version of Money. To do so: Launch your older version of Money from the Start Menu. Click Open on the File menu, and browse to the backup file. " I will try to re-install, but beware if you try the free trial. You may have to go to Quicken. I have spent the better part of my free time today trying to fix the fact the Money 2007 thinks 5.495 X 4.14 = .23. Extremely frustrating. Tag: Comparing a portfolio to an Index Tag: 231169
  - 14
    - Money 2007 calculation error I am updating a 401(k) account with manula entry. All of my contributions are in, and I am updating the purchases. When I put the amount of shares as 5.4952 and the price as 4.14, Money returns a calculated value of .23. The correct value should be 22.75. I can adjust by moving either decimal 2 places, but that would be innaccurate. I even tried loading the trial version of Money Deluxe and the calculation error persists. I have two other 401(k) accounts that do not have this calculation error. Does anyone have any suggestions of how to fix this error? I don't want to delete the account and start over if I do not have to, but I want to get the account updated correctly. Tag: Comparing a portfolio to an Index Tag: 231166
  - 15
    - Loan principal amounts in income and expense reports Is there a way to get a loan principal transfer to appear as an expense in an income and expense report (similar to the loan interest expense)? Technically I suppose this is really a balance sheet transfer not an expense, but since my life operates on a cash not accrual basis, to me the interest + principal is effectively an expense. I have a similar issue with the spending by category report, but I'm guessing the answer is the same. Thanks, Steve Tag: Comparing a portfolio to an Index Tag: 231165
  - 16
    - Balance Transfer Credit Card Balance transfer credit card offers seem to be money in the bank, but are balance transfer credit cards as good as they sound? How many times have you maxed out one credit card, then lured in by the prospect of applying for another one? The no annual fees, low interest re transfer credit card bonuses offered by that new card can often be irresistible to many http://www.cnful.cn/zz/balance-transfer-credit-card.htm Tag: Comparing a portfolio to an Index Tag: 231159
  - 17
    - Re-invested dividends are duplicated In my sharebuilder account within MS Money, everytime I make a dividend and have it automatically re-invested, Money doesn't remove the value from the cash transactions. So Money reports the principal investment + DOUBLE the dividends. So, I end up with results like $1,008.44 instead of $1,004.22. Does anyone know what's going on? Tag: Comparing a portfolio to an Index Tag: 231151
  - 18
    - What do you use for Payee when moving money from one acct to anoth I have a bunch of different things for Payee when I transfer money around. Sometimes I have myself listed, sometimes the account, sometimes, simply "transfer." What do you guys use? Tag: Comparing a portfolio to an Index Tag: 231150
  - 19
    - Money 2008 Premium Reports Having issue with loading any Report under Income and Expenses. The screen starts to load but just hangs on loading. Other Reports such as Monthly Reports load properly. Anyone have a suggestion to troubleshoot the loading of Reports or a solution? Thanks. -- John Oliver, Jr MCSE, MCT, CCNA Exchange MVP 2008 Microsoft Certified Partner Tag: Comparing a portfolio to an Index Tag: 231149
  - 20
    - Re: Setup error installing Money Plus Deluxe 2008 on Vista Ultimate I tried a google search but did not see that link (words were different). I remembered the Windows Secrets reg mod after I posted to the newsgroup. I removed the NoAutorun block and the install worked, but I had to reboot Vista X64 to get it to install Money. Thanks for you help. Steve wrote: > bjr <bj-nospam@comcast.net> wrote on 17 Dec 2007 in group > microsoft.public.money: > >> The autorun.inf file is missing or corrupt > > Type that character string into a Google search box, then press <Enter>. > Click on the second thing on the list. > Tag: Comparing a portfolio to an Index Tag: 231147
  - 21
    - money 2001 I have been using Money 2001 successfully for 7 years. No problems. I buy a new computer with Visa Premium, and install 2001 on it. Again, no problems installing it or setting it up. After 2-3 mths with no problems, now all of a sudden I can't even access the program. Clicking on the icon or .exe just gives me a brief "thinking" cursor and then nothing. I really don't want to have to buy a newer version of something if this one works fine. Repairing and reinstalling didn't change anything. Can anyone help or have any ideas? Thanks. Tag: Comparing a portfolio to an Index Tag: 231143
  - 22
    - Cannot sign-in to Money 2004 I haev an old version of Money (2004) and I had not used it in a couple months (yes, I am way behind) but it is not letting me sign in. I even wen tin and changed my password but it is not accepting it. Any ideas? Tag: Comparing a portfolio to an Index Tag: 231140
  - 23
    - Cancel stock split In trying to use Cal Lerner's technique to record a Mutual Fund merger, I incorrectly entered the NAV exchange values for the split. I think I had them backward. MS money deluxe 2006 won't allow the edit undo function. Is there a way to cancel that split. Need to go from 1,842.56 shares @ $13.40/share to 1,545.075 shares @ $15.98/share. Both equal $24,652.06 Tag: Comparing a portfolio to an Index Tag: 231139
  - 24
    - Setup error installing Money Plus Deluxe 2008 on Vista Ultimate I bought a Money CD from Staples today and get the following error when I try to execute the setup.exe file to ininstall the new Money: 'The autorun.inf file is missing or corrupt'. File is there and appears to be ok. Any workarounds? I have Money 2006 already isntalled and working ok on the same computer partition, Tag: Comparing a portfolio to an Index Tag: 231138
  - 25
    - Matching Checks in M2007 I currently use Money 2007 Deluxe and have my transaction for my bank account downloaded into Money. When it finds a match for a check that I've written and I accept that match, it updates the date of the check to the date it was cashed as opposed to leaving it with the date I entered (the date the check was written). Is there a way to tell it to leave the date alone when accepting a match? Thanks, Merg -- Today's problems don't worry me, I haven't solved yesterday's yet. Tag: Comparing a portfolio to an Index Tag: 231133

Is there a way of tracking the performance of a portfolio against indexes? I
would like to be able to see a graph of a portfolio compared to the DOW and
S&P etc. Being able to compare against sectors would also be wonderful. Can
Money 2007 do this?

--
Manticorr

Top

Re: Comparing a portfolio to an Index by Cal

Cal
Fri Dec 21 11:45:39 CST 2007

In microsoft.public.money, Manticorr wrote:

>Is there a way of tracking the performance of a portfolio against indexes? I
>would like to be able to see a graph of a portfolio compared to the DOW and
>S&P etc. Being able to compare against sectors would also be wonderful. Can
>Money 2007 do this?

No.

Top