Asset allocation reports (money 2000 Ver 8) RRS feed

  • Question

  • When I run this report it shows amounts of cash and bonds as percentage of total, but completely ignores managed funds. Any cash element of the same managed funds is shown in cash totals.

    Have checked all customising tabs and no change. Help

    Wednesday, July 13, 2011 6:16 PM

All replies

  • I don't have Money 2000 to try. With Money Plus, I looked at the report called "Asset Allocation". I Customized that to ViewAs:Report form from the ViewAs: PieChart default, and saw that mutual funds were being included.  For a Mutual Fund, you can go to the investment Details. Near the bottom there is a button to Change Asset Allocation. See if that button exists, and if you can set the appropriate allocations.

    • Marked as answer by simms44 Sunday, July 17, 2011 2:58 PM
    • Unmarked as answer by simms44 Sunday, July 17, 2011 3:16 PM
    Wednesday, July 13, 2011 11:35 PM