Looking for personal fiannce software

Vortigern

StinkyMonkey wrote: »

Downloaded MS Money 2005, installed easily, updated my MS Money file and was supposed to be ready to go. BUT... I could not find the "Portfolio" option that shows all investments.

PS. It would help if share/fund prices would update automatically through the software, but it is not a priority.

I moved from Money2002 to Money2005 and can still see all investments.

Share/fund prices can be updated semi-automatically. See link below:
https://forums.moneysavingexpert.com/discussion/4968527

StinkyMonkey

Vortigern wrote: »

I moved from Money2002 to Money2005 and can still see all investments.

Share/fund prices can be updated semi-automatically. See link below:
https://forums.moneysavingexpert.com/discussion/4968527

In the MSM 2002, Under the "Investments" menu, there is a "Portfolio" option that shows all investments, changes in prices over a day, month, year etc. Instead, in MSM 2005, the Menu item "Investment", des not see to have a drop-down list of options, intead it takes you to a MSN webpage.

Am I being dim here?

Vortigern

StinkyMonkey wrote: »

In the MSM 2002, Under the "Investments" menu, there is a "Portfolio" option that shows all investments, changes in prices over a day, month, year etc. Instead, in MSM 2005, the Menu item "Investment", des not see to have a drop-down list of options, intead it takes you to a MSN webpage.

In MSM2005 the menu/tab item "Investing" takes you to the MSN website, but the left side menu on MSM2005's home screen has a link to "Portfolio Manager" and the icon bar has "Portfolio" either of which should do what you want.

The home screen and the portfolio view are user configurable so perhaps yours looks different to mine?

oldfella

the taskbar at the top has a Shortcuts manager

if you choose Investments from that, this gives you a transaction list. Account summary on the left menu provides a configurable performance list.

Heidi-Rose

Archi_Bald wrote: »

I still run MS Money in XP. I know XP isn't supported any longer, and I'll probably move to Win 7, which will probably be supported for a very long time.

After one brief encounter with Win 8, I am not rushing to install Win 10. Have you got more info on Win 10 not supporting old applications?

Microsoft have already stopped support for windows 7.

irm

Heidi-Rose wrote: »

Microsoft have already stopped support for windows 7.

They may have stopped selling it, but they most certainly haven't stopped supporting it. That'll happen in 2020.

http://www.zdnet.com/article/windows-7-support-what-happens-on-january-13-2015/