Moneycentral Portfolio Cash Tracking

Cal Learner · Joined: 02 Aug 2007 Posts: 534

In microsoft.public.moneycentral, Steveal wrote:

>I use the portfolio on Moneycentral to track my investment accounts. It is
>very good.
>However, in one account, each month I sell, maybe, 5 stocks and replace them
>with 5 new stocks. Because the buy & sell values will not be identical, my
>cash balance may show -$950.
>How do I "add" $950 to my account,

Right click the account name, and go to AccountSettings. With the
scroll bar, go down to the CurrentBalance, and adjust it.

> and more importantly, can I see a history
>of these additions (or subtractions some months).

You cannot, other than maybe keep notes in the Comment box.

An alternative workaround might be to do a pretend Buy or SellShort
of a money market fund, but that has some downsides.

Steveal · Joined: 02 Aug 2007 Posts: 2

Thanks for the answer.
This "cash tracking" is one area in which Yahoo! portfolios seem superior.

Steve

"Cal Learner" wrote:

> In microsoft.public.moneycentral, Steveal wrote:
>
> >I use the portfolio on Moneycentral to track my investment accounts. It is
> >very good.
> >However, in one account, each month I sell, maybe, 5 stocks and replace them
> >with 5 new stocks. Because the buy & sell values will not be identical, my
> >cash balance may show -$950.
> >How do I "add" $950 to my account,
>
> Right click the account name, and go to AccountSettings. With the
> scroll bar, go down to the CurrentBalance, and adjust it.
>
>
> > and more importantly, can I see a history
> >of these additions (or subtractions some months).
>
> You cannot, other than maybe keep notes in the Comment box.
>
> An alternative workaround might be to do a pretend Buy or SellShort
> of a money market fund, but that has some downsides.
>

Mark · Joined: 02 Aug 2007 Posts: 763

Reference: http://support.microsoft.com/kb/283824/en-us
If you want to fully track cash transactions, you may want to explore the
Microsoft Money product:
http://www.microsoft.com/money/freetrial_info.mspx

-Mark

"Steveal" wrote in message @microsoft.com...
> Thanks for the answer.
> This "cash tracking" is one area in which Yahoo! portfolios seem superior.
>
> Steve
>
> "Cal Learner" wrote:
>
>> In microsoft.public.moneycentral, Steveal wrote:
>>
>> >I use the portfolio on Moneycentral to track my investment accounts. It
>> >is
>> >very good.
>> >However, in one account, each month I sell, maybe, 5 stocks and replace
>> >them
>> >with 5 new stocks. Because the buy & sell values will not be identical,
>> >my
>> >cash balance may show -$950.
>> >How do I "add" $950 to my account,
>>
>> Right click the account name, and go to AccountSettings. With the
>> scroll bar, go down to the CurrentBalance, and adjust it.
>>
>>
>> > and more importantly, can I see a history
>> >of these additions (or subtractions some months).
>>
>> You cannot, other than maybe keep notes in the Comment box.
>>
>> An alternative workaround might be to do a pretend Buy or SellShort
>> of a money market fund, but that has some downsides.
>>

msft · Joined: 02 Aug 2007 Posts: 16

Mustafa Fazlyi
aprilgatan 9g
54330. Tibro
46000. SWEDEN

"Mark" wrote:

> Reference: http://support.microsoft.com/kb/283824/en-us
> If you want to fully track cash transactions, you may want to explore the
> Microsoft Money product:
> http://www.microsoft.com/money/freetrial_info.mspx
>
> -Mark
>
>
> "Steveal" wrote in message
> @microsoft.com...
> > Thanks for the answer.
> > This "cash tracking" is one area in which Yahoo! portfolios seem superior.
> >
> > Steve
> >
> > "Cal Learner" wrote:
> >
> >> In microsoft.public.moneycentral, Steveal wrote:
> >>
> >> >I use the portfolio on Moneycentral to track my investment accounts. It
> >> >is
> >> >very good.
> >> >However, in one account, each month I sell, maybe, 5 stocks and replace
> >> >them
> >> >with 5 new stocks. Because the buy & sell values will not be identical,
> >> >my
> >> >cash balance may show -$950.
> >> >How do I "add" $950 to my account,
> >>
> >> Right click the account name, and go to AccountSettings. With the
> >> scroll bar, go down to the CurrentBalance, and adjust it.
> >>
> >>
> >> > and more importantly, can I see a history
> >> >of these additions (or subtractions some months).
> >>
> >> You cannot, other than maybe keep notes in the Comment box.
> >>
> >> An alternative workaround might be to do a pretend Buy or SellShort
> >> of a money market fund, but that has some downsides.
> >>
>
>