I am using Money 2004 Deluxe. I am looking at a standard view under
Portfolio, where all my investment accounts and individual investments
under each account are all listed. I know I can print this view out,
but rather than that, I like to export that into Excel. I was looking
at the export function, but that seems to only do accounts one at a
time. I would like to have the entire view exported to Excel.
Suggestion?

Re: exporting the portfolio view by via_newsgroup

via_newsgroup
Wed Oct 06 16:26:48 CDT 2004

In microsoft.public.money, namsilat wrote:

>I am using Money 2004 Deluxe. I am looking at a standard view under
>Portfolio, where all my investment accounts and individual investments
>under each account are all listed. I know I can print this view out,
>but rather than that, I like to export that into Excel. I was looking
>at the export function, but that seems to only do accounts one at a
>time. I would like to have the entire view exported to Excel.
>Suggestion?

http://ultrasoft.com/MoneyLink/overview.shtml


Re: exporting the portfolio view by namsilat

namsilat
Thu Oct 07 18:48:12 CDT 2004

I already tried MoneyLink, but all options are too simplistic. I just
need that portfolio view in a text file/ASCII/Excel, whatever format,
even a copy and paste would do. I can't believe a program as
sophisticated as Money can't communicate with Excel directly.



On Wed, 06 Oct 2004 21:26:48 GMT, via_newsgroup@please.tnx(Cal
Learner-- MVP) wrote:

>In microsoft.public.money, namsilat wrote:
>
>>I am using Money 2004 Deluxe. I am looking at a standard view under
>>Portfolio, where all my investment accounts and individual investments
>>under each account are all listed. I know I can print this view out,
>>but rather than that, I like to export that into Excel. I was looking
>>at the export function, but that seems to only do accounts one at a
>>time. I would like to have the entire view exported to Excel.
>>Suggestion?
>
>http://ultrasoft.com/MoneyLink/overview.shtml


Re: exporting the portfolio view by via_newsgroup

via_newsgroup
Thu Oct 07 18:59:26 CDT 2004

In microsoft.public.money, namsilat wrote:

>I already tried MoneyLink, but all options are too simplistic. I just
>need that portfolio view in a text file/ASCII/Excel, whatever format,
>even a copy and paste would do.

Customize a report. Right-click into the report and inspect your
options including Copy.


> I can't believe a program as
>sophisticated as Money can't communicate with Excel directly.
>

And I thought you were sophisticated.

Re: exporting the portfolio view by namsilat

namsilat
Sun Oct 10 07:48:05 CDT 2004

If you meant that comment as an insult or sarcasm, then that would not
be something inconsistent with the general attitude of Microsoft
displayed towards its customers.

Why did you not recommend customization of Report within Money in the
first place? You are obviously suppose to be far more sophisticated
than I am.




On Thu, 07 Oct 2004 23:59:26 GMT, via_newsgroup@please.tnx(Cal
Learner-- MVP) wrote:

>In microsoft.public.money, namsilat wrote:
>
>>I already tried MoneyLink, but all options are too simplistic. I just
>>need that portfolio view in a text file/ASCII/Excel, whatever format,
>>even a copy and paste would do.
>
>Customize a report. Right-click into the report and inspect your
>options including Copy.
>
>
>> I can't believe a program as
>>sophisticated as Money can't communicate with Excel directly.
>>
>
>And I thought you were sophisticated.


Re: exporting the portfolio view by via_newsgroup

via_newsgroup
Sun Oct 10 08:02:45 CDT 2004

In microsoft.public.money, namsilat wrote:

>If you meant that comment as an insult or sarcasm, then that would not
>be something inconsistent with the general attitude of Microsoft
>displayed towards its customers.

You were actually shocked that two programs don't pass data
seamlessly together? Really?

>
>Why did you not recommend customization of Report within Money in the
>first place? You are obviously suppose to be far more sophisticated
>than I am.
>

I thought Money Link would give you great flexibility.

I doubt that either of us is high on that scale.