locked
Added items not showing in Portfolio Manager RRS feed

  • Question

  • I recently added two investment accounts to the Portfolio Manager in Microsoft Money.  The items show under Investment Accounts, but not in the MS Money Portfolio Manager.  It has been a while since I have added an investment, and I wonder if  I have forgotten to configure something.
    Saturday, June 29, 2019 11:59 PM

Answers

  • In the Portfolio Manager screen, go to Select view, and choose Customize Current View.  Very likely that you simply need to add your 2 new accounts.
    • Edited by ameridan Monday, July 1, 2019 8:06 PM
    • Marked as answer by Bix Delish Thursday, July 4, 2019 3:52 AM
    Monday, July 1, 2019 8:03 PM

All replies

  • You may have set up the accounts as "Watch Accounts" (pretend accounts).

    In the Portfolio Manager, ChangePortfolioView->ShowWatchAccounts.

    If these are real accounts, go to the Account Settings, and un-tick WatchAccount.

    Sunday, June 30, 2019 2:55 PM
    Moderator
  • In the Portfolio Manager screen, go to Select view, and choose Customize Current View.  Very likely that you simply need to add your 2 new accounts.
    • Edited by ameridan Monday, July 1, 2019 8:06 PM
    • Marked as answer by Bix Delish Thursday, July 4, 2019 3:52 AM
    Monday, July 1, 2019 8:03 PM
  • Thank you so much.  That solved my problem.
    Thursday, July 4, 2019 3:52 AM