desihorn
Mon Aug 27 15:10:00 CDT 2007
Thanks Jeff. I will try this out.
SN
"Jeff M" wrote:
> On Aug 27, 1:38 pm, desihorn <desih...@discussions.microsoft.com>
> wrote:
> > Hello,
> >
> > Money 2007 has just the basic asset allocation categories. Has anyone found
> > a way to add categories such as International Funds/ Real Estate / Commodity
> > Funds ?
> >
> > It is annoying to have everything bunched under "Other".
> >
> > Thanks in advance.
> >
> > SN
>
> There is no way to assign different categories. What I do is use
> Ultrasoft Moneylink (see
http://www.ultrasoft.com/MoneyLink/download.shtml)
> import my investments into an Excel spreadsheet. I've looked up all
> of my investments on Morningstar to check the detailed breakdown of
> asset classes and then chart the overall portfolio asset breakdown.
>
> While Money might not provide everything you want built into the
> program, the availability of Moneylink makes it so that you can do
> just about anything you might desire in an Excel spreadsheet using
> your Money data.
>
> Hope this helps.
>
> Jeff
>
>