Money 2002: How to Display Your Portfolio Value As of a Particular Date in the Past (316904)


The information in this article applies to:

  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2003 Deluxe
  • Microsoft Money 2002
  • Microsoft Money Deluxe & Business 2002
  • Microsoft Money Deluxe 2002
  • Microsoft Money Suite 2002
This article was previously published under Q316904

SUMMARY

This article tells you how to determine the value of a Microsoft Money 2002 portfolio as of a particular date in the past. For example, you can determine what the value of your portfolio was on May 1, 1999.

MORE INFORMATION

To check the value of your Money portfolio, follow these steps:
  1. Start Money.
  2. On the Investing menu, click Portfolio.
  3. Under Other Tasks, point to Analyze my portfolio, and then click Other investment reports.
  4. Click Portfolio Value by Account.
  5. Under Common Tasks, click Customize.
  6. Click the Rows & Columns tab (if it is not already selected).
  7. In the Show value as of list, select the date on which you want to base the report, and then click OK.

    The report is generated with the date that you select in the Show value as of list.
Modification Type:MinorLast Reviewed:1/7/2006
Keywords:kbinfo KB316904
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