Money 2007 portfolio problem with showing totals for stocks.

I upgraded from MSMoney 2005 to 2007. All appear to have gone well except I
can't get my portfolio to show me any totals. It just shows me Symbol,
Chart, Name, Last Price and Change. It won't show me Market value, Gain,
Purchases or Realized gains. I open up the stock (using plus sign) and see
that all of my buy/sell transactions are still there. HELP! NOTE: these
stocks were showing fine in MSM 2005 and were transferred during the install
into MSM2007.

Cal
Mon Jun 18 16:52:22 CDT 2007

In microsoft.public.money, wurth51 wrote:

>I upgraded from MSMoney 2005 to 2007. All appear to have gone well except I
>can't get my portfolio to show me any totals. It just shows me Symbol,
>Chart, Name, Last Price and Change. It won't show me Market value, Gain,
>Purchases or Realized gains. I open up the stock (using plus sign) and see
>that all of my buy/sell transactions are still there. HELP! NOTE: these
>stocks were showing fine in MSM 2005 and were transferred during the install
>into MSM2007.

Running XP?

Are some of these actually stocks, or are they funds?

wurth51
Mon Jun 18 18:17:00 CDT 2007



"Cal Learner-- MVP" wrote:

> In microsoft.public.money, wurth51 wrote:
>
> >I upgraded from MSMoney 2005 to 2007. All appear to have gone well except I
> >can't get my portfolio to show me any totals. It just shows me Symbol,
> >Chart, Name, Last Price and Change. It won't show me Market value, Gain,
> >Purchases or Realized gains. I open up the stock (using plus sign) and see
> >that all of my buy/sell transactions are still there. HELP! NOTE: these
> >stocks were showing fine in MSM 2005 and were transferred during the install
> >into MSM2007.
>
> Running XP?
>
> Are some of these actually stocks, or are they funds?
>

I am running in Vista Home Premium and they are all stocks.

Cal
Mon Jun 18 18:21:30 CDT 2007

In microsoft.public.money, wurth51 wrote:

>
>
>"Cal Learner-- MVP" wrote:
>
>> In microsoft.public.money, wurth51 wrote:
>>
>> >I upgraded from MSMoney 2005 to 2007. All appear to have gone well except I
>> >can't get my portfolio to show me any totals. It just shows me Symbol,
>> >Chart, Name, Last Price and Change. It won't show me Market value, Gain,
>> >Purchases or Realized gains. I open up the stock (using plus sign) and see
>> >that all of my buy/sell transactions are still there. HELP! NOTE: these
>> >stocks were showing fine in MSM 2005 and were transferred during the install
>> >into MSM2007.
>>
>> Running XP?
>>
>> Are some of these actually stocks, or are they funds?
>>
>
>I am running in Vista Home Premium and they are all stocks.

Be sure that your Money and backup files are moved to a spot that
you will have full privileges to, such as Documents/MyDocuments.
If they are in a place like ProgramFiles, Vista will create an
impermanent copy of the file for the user to use, unless the user
explicitly right-clicks at launch and choose RunAsAdministrator
that time.

Check that the SSL2 protocol is enabled. That checkbox may be in
IE Tools->InternetOptions->Advanced.

Right-click the Money icon and choose RunAsAdmistrator to let
updates happen. Then reboot the computer. Check that the Money
2007 version is 16.0.*.1303.

wurth51
Mon Jun 18 18:50:02 CDT 2007

Cal,

I changed the IE to include SSL 2.0

Money version is 16.0.*.1303.

Updates are happening in my other accounts i.e. checking, credit cards.

I assume that Money is saving the files to my documents folder. Did a search
on *.M* and my backups were in documents. Don't know what other ext to look
for to determine what money files are going where?

I ran MSmoney 2007 using right-click: run as administrator. No difference.
All my stock transactions continue to show "last price" and "change" . No
other colums are showing data (like market value for the total of my
purchases, etc.)

"Cal Learner-- MVP" wrote:

> In microsoft.public.money, wurth51 wrote:
>
> >
> >
> >"Cal Learner-- MVP" wrote:
> >
> >> In microsoft.public.money, wurth51 wrote:
> >>
> >> >I upgraded from MSMoney 2005 to 2007. All appear to have gone well except I
> >> >can't get my portfolio to show me any totals. It just shows me Symbol,
> >> >Chart, Name, Last Price and Change. It won't show me Market value, Gain,
> >> >Purchases or Realized gains. I open up the stock (using plus sign) and see
> >> >that all of my buy/sell transactions are still there. HELP! NOTE: these
> >> >stocks were showing fine in MSM 2005 and were transferred during the install
> >> >into MSM2007.
> >>
> >> Running XP?
> >>
> >> Are some of these actually stocks, or are they funds?
> >>
> >
> >I am running in Vista Home Premium and they are all stocks.
>
> Be sure that your Money and backup files are moved to a spot that
> you will have full privileges to, such as Documents/MyDocuments.
> If they are in a place like ProgramFiles, Vista will create an
> impermanent copy of the file for the user to use, unless the user
> explicitly right-clicks at launch and choose RunAsAdministrator
> that time.
>
> Check that the SSL2 protocol is enabled. That checkbox may be in
> IE Tools->InternetOptions->Advanced.
>
> Right-click the Money icon and choose RunAsAdmistrator to let
> updates happen. Then reboot the computer. Check that the Money
> 2007 version is 16.0.*.1303.
>

Cal
Mon Jun 18 19:26:54 CDT 2007

In microsoft.public.money, wurth51 wrote:

>Cal,
>
>I changed the IE to include SSL 2.0
>
>Money version is 16.0.*.1303.
>
>Updates are happening in my other accounts i.e. checking, credit cards.
>
>I assume that Money is saving the files to my documents folder. Did a search
>on *.M* and my backups were in documents. Don't know what other ext to look
>for to determine what money files are going where?

The actual Money file is *.mny .


>
>I ran MSmoney 2007 using right-click: run as administrator. No difference.
>All my stock transactions continue to show "last price" and "change" . No
>other colums are showing data (like market value for the total of my
>purchases, etc.)

Did you try
Portfolio->UpdatePrices->UpdatePricesNow?

wurth51
Mon Jun 18 20:29:01 CDT 2007



"Cal Learner-- MVP" wrote:

> In microsoft.public.money, wurth51 wrote:
>
> >Cal,
> >
> >I changed the IE to include SSL 2.0
> >
> >Money version is 16.0.*.1303.
> >
> >Updates are happening in my other accounts i.e. checking, credit cards.
> >
> >I assume that Money is saving the files to my documents folder. Did a search
> >on *.M* and my backups were in documents. Don't know what other ext to look
> >for to determine what money files are going where?
>
> The actual Money file is *.mny .

Yes, but I understand that when a newer version is loaded and the older
files converted, they're named with an extension of ".M14" or something like
that, so I didn't want to miss anything.
>
>
> >
> >I ran MSmoney 2007 using right-click: run as administrator. No difference.
> >All my stock transactions continue to show "last price" and "change" . No
> >other colums are showing data (like market value for the total of my
> >purchases, etc.)
>
> Did you try
> Portfolio->UpdatePrices->UpdatePricesNow?

Yes, I get my updates to current (delayed) market prices and they are posted
properly. What I am not getting are the running totals of my stocks, i.e.
total purchased minus sold, total value (pos or neg). Although I have gone
in the "view" and removed the columns and then added them back in thinking
that should trigger the algorithm to do its job. No luck.
>
>
>

BillBecker
Mon Jun 18 21:48:00 CDT 2007

I have seen some strange behavior when trying to change the columns in the
Portfolio Manager in M2007. I suggest that you first try some of the
standard views using "Select View". If these don't work, then:
- make sure that you have good backups
- try File>Money File Repair>Quick File Repair or Standard File Repair
Let us know if this helps.
--
Bill Becker

wurth51
Mon Jun 18 22:04:00 CDT 2007

Bill,

I changed to a custom view and then back to a standard view when this
problem first appeared (right after installing M2007) I then decided to do a
"standard repair". No luck.

I also attempted to enter a new stock "qcom" with a fake buy. The stock
entered correctly but only showed the "last price" quote per share and the
"change" but again no other data comes up.

"Bill Becker" wrote:

> I have seen some strange behavior when trying to change the columns in the
> Portfolio Manager in M2007. I suggest that you first try some of the
> standard views using "Select View". If these don't work, then:
> - make sure that you have good backups
> - try File>Money File Repair>Quick File Repair or Standard File Repair
> Let us know if this helps.
> --
> Bill Becker
>
>
>

BillBecker
Tue Jun 19 09:01:22 CDT 2007

If you open the sample.mny file do the Portfolio Manager views act the way
you expect?
--
Bill Becker


"wurth51" wrote:

> Bill,
>
> I changed to a custom view and then back to a standard view when this
> problem first appeared (right after installing M2007) I then decided to do a
> "standard repair". No luck.
>
> I also attempted to enter a new stock "qcom" with a fake buy. The stock
> entered correctly but only showed the "last price" quote per share and the
> "change" but again no other data comes up.
>
> "Bill Becker" wrote:
>
> > I have seen some strange behavior when trying to change the columns in the
> > Portfolio Manager in M2007. I suggest that you first try some of the
> > standard views using "Select View". If these don't work, then:
> > - make sure that you have good backups
> > - try File>Money File Repair>Quick File Repair or Standard File Repair
> > Let us know if this helps.
> > --
> > Bill Becker
> >
> >
> >

wurth51
Tue Jun 19 12:00:22 CDT 2007

Bill, Cal,

Thanks for all of your responses.

After many hours of trial and error manipulation I have solved the problem.
Seems M2007 has made a change to investment accounts from M2005. My stocks
were all in the "Investments to watch" account in M2005 and thus transferred
during the update to the same account in M2007. When I made up another
investment account and entered in the same stocks I got all the data to show
up.

It turns out that there is a "watch" setting that was triggered in M2007
that wasn't an issue in M2005 (i.e. Right Click: See Account Settings:
checkmark on "watch"). If this setting is checked then Money senses that
these are stocks being watched and NOT investments, thus running totals are
not displayed.

Not an unreasonable approach for M2007 management of investments, just not
understood by me. It may also be an option in M2005 and wasn't set as a
default so I never had to deal with it. I am now smarter.

"Bill Becker" wrote:

> If you open the sample.mny file do the Portfolio Manager views act the way
> you expect?
> --
> Bill Becker
>
>
> "wurth51" wrote:
>
> > Bill,
> >
> > I changed to a custom view and then back to a standard view when this
> > problem first appeared (right after installing M2007) I then decided to do a
> > "standard repair". No luck.
> >
> > I also attempted to enter a new stock "qcom" with a fake buy. The stock
> > entered correctly but only showed the "last price" quote per share and the
> > "change" but again no other data comes up.
> >
> > "Bill Becker" wrote:
> >
> > > I have seen some strange behavior when trying to change the columns in the
> > > Portfolio Manager in M2007. I suggest that you first try some of the
> > > standard views using "Select View". If these don't work, then:
> > > - make sure that you have good backups
> > > - try File>Money File Repair>Quick File Repair or Standard File Repair
> > > Let us know if this helps.
> > > --
> > > Bill Becker
> > >
> > >
> > >