Sync Money Plus and Moneycentral Portfolio Manager


G

Glenn Nelson

I thought I asked this before, but can't find, so please excuse if this is a
rerun. I've searched for prior messages from myself and don't find any.

I have installed the latest Money Plus trial software on Windows XP SP3. I
imported a Quicken file, and all looks OK. I now want to see my investments
on the web (much as Quicken used to be able to do before their geniuses tore
up their entire quicken.com portfolio system).

Is there actually any syncronization between Money Plus on the desktop and
Moneycentral, the web site?

I can go to moneycentral and setup investment accounts and get my data from
TD Ameritrade, but something is wrong here - there is one basic view,
accessed from the "My Money" menu in the web site, that view shows me my
holdings in a crude table that has no alternative views; the number of shares
is shown. Then I click the link for "Portfolio Manager" and it shows me my
investments in a much more versatile page, where columns can be customized
with different views; unfortunately it does not show me the number of shares.
Yes, I have the ActiveX controls for Portfolio Manager installed.

I can't even recall how I got moneycentral configured as above. Did I
download from Money Plus desktop app, or did I just go from moneycentral to
my investment accounts at TD Ameritrade? It was all so tough to do that I no
longer recall. I also had tech support involved for over a week and the guy
was a total bozo. In the end he could only say, "you'll have to update your
investments manually".

Can anyone supply me with clear steps that (1) tell me how to get investment
accounts on moneycentral that contain current data, and (2) tell me how to
use Portfolio Manager so that the advanced views are available.

Thanks so much.
 
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D

David A. Lessnau

I had a similar tough time figuring out how to get my portfolios updated on
Money Central. In my case, I couldn't even get the portfolios to show up
under "View my portfolio" (even though they showed up under "Investing
accounts" on the main page when I clicked on Investing in Money). Anyway, I
finally figured out that I had to go to Investing | View my portfolio |
Select View | Customize Current View. I just had to select the right
accounts on the Accounts tab. But, the Portfolio Columns tab is probably
what you're looking for. Once I had things showing correctly, I've found
that Money and MoneyCentral sync almost immediately. Also, I assume you're
signing into Money with your LiveID.

David A. Lessnau
 
G

Glenn Nelson

Hmmm, that's useful, but not my problem. In desperation I deleted my
investment accounts from Moneycentral. Now I'm trying to figure out if Money
(desktop app) is supposed to be able to download to Moneycentral, or if I
should just go into Moneycentral and add the investment accounts and provide
password to my TD Am accounts. The latter will work, but I've never been able
to see number of shares and gain or cost basis in the Portfolio Manager
within Moneycentral. I've seen hints that Money Plus trial version might not
offer full syncronization, but the messages are so obtuse that it's like
using software written in Romania.
 
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G

Glenn Nelson

Just now I reread some of the Money Plus user guide. It says I should go to
Tools/Internet Updates/Update Now. Since I have enabled the option "Receive
account updates from MSN Money My Accounts", the "Update Now" step apparently
should do it - but it does nothing for my web view at Moneycentral. So as far
as I can tell, I've done the right things, but nothing syncs between desktop
and web.

What I did before was to add the account at the Moneycentral site, and gave
it my TD Am password - this is apparently something that anyone can do and it
is not connected to Money desktop app.

I'm really lost!
 

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