Anyone else use Excel for their investment info

[- Bobb -]

I use Excel to track my finances - using my Money info - to get it better
organized , charting, newsletter allocations ,etc Anyone else do this ?
anything onlline ? ... I'd like to compare notes - get ideas ... on how
you .... ? Maybe swap a few speadsheets (with the data fields empty)

or after a major overhaul of portfolio, how to track "old data" ... do you
create a new tab for latest info ?
Leave on same sheet but move offscreen , etc

Or, on my sheet that shows my allocation pie chart .... I do not want to see
anything with a $0 balance- but the next week they may be something in that
field. How to easily add new items ? how to easily "see today's view" at a
later date ?


Bobb

[- Bobb -]

I misspoke .. I do my finances in Money, but the stuff that money doesn't do
..... like 2,4,7 week portfolio moving averages, pie-charts, Morningstar-like
allocation tables for my mutual funds etc I do by using the data from Money.

THAT's what I'm looking to tweak

Bobb
---------------------------
"Retired Coal Miner" <...@...> wrote in message
news:[email protected]...
> I used to do some things in Excel (CCs for example), but gave on dual
> systems up a few years ago. Forced myself to start doing everything in
> Money, even if I didn't like some of the features or limitations Money
> imposed.
>
> Most notable thing was I stopped recording info in the paper checkbooks,
> except when I write a check and I'm out of the house/away from the Money
> program, ... (and even then there's the palm ultrasoft program I almost
> always have with me).
> Bobb wrote:

I use Excel to track my finances - using my Money info - to get it better
organized , charting, newsletter allocations ,etc Anyone else do this ?
anything onlline ? ... I'd like to compare notes - get ideas ... on how
you .... ? Maybe swap a few speadsheets (with the data fields empty)

or after a major overhaul of portfolio, how to track "old data" ... do you
create a new tab for latest info ?
Leave on same sheet but move offscreen , etc

[Michael Gordon, MVP]

I use Money data in Excel for two purposes:
1. To Track IRR on an specific investment.
2. To calculate and track asset allocation (the Money categories are, for my
needs, useless).

--
Michael Gordon
MVP


"- Bobb -" <[email protected]> wrote in message
news:%[email protected]...
>I misspoke .. I do my finances in Money, but the stuff that money doesn't
>do
> .... like 2,4,7 week portfolio moving averages, pie-charts,
> Morningstar-like
> allocation tables for my mutual funds etc I do by using the data from
> Money.
>
> THAT's what I'm looking to tweak
>
> Bobb
> ---------------------------
> "Retired Coal Miner" <...@...> wrote in message
> news:[email protected]...
>> I used to do some things in Excel (CCs for example), but gave on dual
>> systems up a few years ago. Forced myself to start doing everything in
>> Money, even if I didn't like some of the features or limitations Money
>> imposed.
>>
>> Most notable thing was I stopped recording info in the paper checkbooks,
>> except when I write a check and I'm out of the house/away from the Money
>> program, ... (and even then there's the palm ultrasoft program I almost
>> always have with me).
>> Bobb wrote:
>
> I use Excel to track my finances - using my Money info - to get it better
> organized , charting, newsletter allocations ,etc Anyone else do this ?
> anything onlline ? ... I'd like to compare notes - get ideas ... on how
> you .... ? Maybe swap a few speadsheets (with the data fields empty)
>
> or after a major overhaul of portfolio, how to track "old data" ... do you
> create a new tab for latest info ?
> Leave on same sheet but move offscreen , etc
>
>
>

[Barrnabas Collins]

On Sat, 16 Jul 2005 14:52:28 -0500, "Michael Gordon, MVP"
<[email protected]> wrote:

>I use Money data in Excel for two purposes:
>1. To Track IRR on an specific investment.
>2. To calculate and track asset allocation (the Money categories are, for my
>needs, useless).
I set up a Lotus 123 spreadsheet many years ago to track my
investments. Years ago I migrated it to Excel where it now
resides.

I've never tried putting into money. The spreadsheet has served me
well for 10+ years now.
------------------------------------------

http://www.barnabascollins.blogspot.com

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[Bill Sharpe]

Barrnabas Collins wrote:
> On Sat, 16 Jul 2005 14:52:28 -0500, "Michael Gordon, MVP"
> <[email protected]> wrote:
>
>
>>I use Money data in Excel for two purposes:
>>1. To Track IRR on an specific investment.
>>2. To calculate and track asset allocation (the Money categories are, for my
>>needs, useless).
>
> I set up a Lotus 123 spreadsheet many years ago to track my
> investments. Years ago I migrated it to Excel where it now
> resides.
>
> I've never tried putting into money. The spreadsheet has served me
> well for 10+ years now.
> ------------------------------------------
>
> http://www.barnabascollins.blogspot.com
>
> ----== Posted via Newsfeeds.Com - Unlimited-Uncensored-Secure Usenet News==----
> http://www.newsfeeds.com The #1 Newsgroup Service in the World! 120,000+ Newsgroups
> ----= East and West-Coast Server Farms - Total Privacy via Encryption =----
I've been using Excel's MoneyCentral add-in to track my mutual fund
portfolio for several years. I can update each fund's price daily just
by clicking once on the add-in's Update Now button.

Bill

[- Bobb -]

Curious...
Why are you in the Money newsgroup ?

Bobb

"Barrnabas Collins" <[email protected]> wrote in message
news:[email protected]...
> On Sat, 16 Jul 2005 14:52:28 -0500, "Michael Gordon, MVP"
> <[email protected]> wrote:
>
> >I use Money data in Excel for two purposes:
> >1. To Track IRR on an specific investment.
> >2. To calculate and track asset allocation (the Money categories are, for
my
> >needs, useless).
> I set up a Lotus 123 spreadsheet many years ago to track my
> investments. Years ago I migrated it to Excel where it now
> resides.
>
> I've never tried putting into money. The spreadsheet has served me
> well for 10+ years now.
> ------------------------------------------
>
> http://www.barnabascollins.blogspot.com
>
> ----== Posted via Newsfeeds.Com - Unlimited-Uncensored-Secure Usenet
News==----
> http://www.newsfeeds.com The #1 Newsgroup Service in the World! 120,000+
Newsgroups
> ----= East and West-Coast Server Farms - Total Privacy via Encryption
=----

[Jim M.]

I cannot find the add-in you referenced on the MS/Excel web site. Could you
tell me where I might find the add-in?

Jim

"Bill Sharpe" wrote:

> Barrnabas Collins wrote:
> > On Sat, 16 Jul 2005 14:52:28 -0500, "Michael Gordon, MVP"
> > <[email protected]> wrote:
> >
> >
> >>I use Money data in Excel for two purposes:
> >>1. To Track IRR on an specific investment.
> >>2. To calculate and track asset allocation (the Money categories are, for my
> >>needs, useless).
> >
> > I set up a Lotus 123 spreadsheet many years ago to track my
> > investments. Years ago I migrated it to Excel where it now
> > resides.
> >
> > I've never tried putting into money. The spreadsheet has served me
> > well for 10+ years now.
> > ------------------------------------------
> >
> > http://www.barnabascollins.blogspot.com
> >
> > ----== Posted via Newsfeeds.Com - Unlimited-Uncensored-Secure Usenet News==----
> > http://www.newsfeeds.com The #1 Newsgroup Service in the World! 120,000+ Newsgroups
> > ----= East and West-Coast Server Farms - Total Privacy via Encryption =----
> I've been using Excel's MoneyCentral add-in to track my mutual fund
> portfolio for several years. I can update each fund's price daily just
> by clicking once on the add-in's Update Now button.
>
> Bill
>

[Cal Learner-- MVP]

In microsoft.public.money, Jim M. wrote:

>I cannot find the add-in you referenced on the MS/Excel web site. Could you
>tell me where I might find the add-in?


http://www.ultrasoft.com/MoneyLink/download.shtml

There is also a link via
http://www.microsoft.com/money/Impor...taToExcel.mspx