A tip: how to get Portfolio info into a spreadsheet

[Cal Learner]

You can copy and paste a report into a spreadsheet, but sometimes you want more.

From the Portfolio view, you can File->Print. That will copy the portfolio info to an HTML file.

Here is a batch file I use to then copy the file into the current folder:

=================Begin get_temp.bat========================

rem get_temp.bat: copy last print attempt from Money Portfolio print attempt.
copy %LOCALAPPDATA%\Temp\temp.htm temp.htm

=================End get_temp.bat========================

I put my batch file into a folder that is in the search path, and all I need to type is get_temp to execute the copy. If I then open temp.htm in a spreadsheet, I can do whatever I want with the data. One of my tricks is to save the spreadsheet as a CSV. I can then do a find/grep on temp.csv to do some special stuff.

[Cal Learner]

You can also open the temp.htm file directly with a spreadsheet program, and use the numbers as you will.

[Stephen Google]

Yes, very useful - I've been doing that for ages

[Tom Roberts]

Very useful indeed ! 

--
You received this message because you are subscribed to the Google Groups "Microsoft Money" group.
To unsubscribe from this group and stop receiving emails from it, send an email to microsoft-mon...@googlegroups.com.
To view this discussion visit https://groups.google.com/d/msgid/microsoft-money/f78a6523-4ec0-4891-9d3b-23e169c10528n%40googlegroups.com.

[Ameridan (microsoftmoneyoffline.wordpress.com)]

Very useful.  I added Cal's post as a reference page in my blog @ https://microsoftmoneyoffline.wordpress.com/how-to-get-portfolio-info-into-a-spreadsheet/