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problem with current stock prices not showing on the performance reports

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Hi. I intend to update my stock prices both manually and by using the OFX scripts available for Money. I use Microsoft Money both to monitor my investments and to record stock transactions. I have been experimenting with these ‘offline’ methods of updating stock prices and have experienced a problem with both the Money sunset edition and Money 2004.

When stock prices are updated by OFX or manually, neither the “Today” nor the “% Change” (daily) categories show any data. I verified that the current prices are in the data file but after some experimenting I found that only the on-line update information will show in these categories. Does anyone have any suggestions how I can get these categories to use stock prices that have been manually inputted? I really need this function so any help would be greatly appreciated.

Thanks,

JR

Saturday, January 29, 2011 8:03 PM

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Those columns are downloaded rather calculated. So they are not going to be available.

While the columns are not identical for earlier versions, if the column you want is not listed in the "Portfolio Columns Useable Without the Microsoft Servers" thread http://social.microsoft.com/Forums/en-US/money/thread/60e14c6f-8a34-4f48-a286-69f9d6a62dfb , they are not going to be available in Microsoft Money.

What you may start doing is to use your broker-provided tool for the daily change and current prices, and use Money for the longer-term data, for keeping your basis info, and for filling out your schedule D.

Another alternative would be to use Quicken.

Saturday, January 29, 2011 8:16 PM

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Thanks for the quick reply. I have Quicken but am not particularly impressed by it... oh well,

J
john r

Saturday, January 29, 2011 8:19 PM