In microsoft.public.money, JSal wrote:

- quote -

On Money 2004, when I configure in Income and Expenses as a
bar-graph, I get two bars-- Income and Expenses. The type of graph
can be changed by right-clicking the graph. Double clicking each
bar gives details of what the transactions are.

Looking at a Sell I can double-click the transaction and bring up
the transaction showing the gross proceeds-- which should differ
from the net that was incorporated into the graph.

It could be Money 2002 works differently in this case, but seems
more likely to me that the shares you sold had been added with an
AddShares rather than a Buy. What you would want to do is to modify
that transaction where you entered the acquisition of the shares to
indicate when you bought and what you paid. That is important if
this is for a taxable account.


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Modify the transaction. If you drill into the data on the graph
where the Sell shows, you can right-click on the Sell and choose
GoToInvesmentXxxx and then left-click InvestmentActivities on the
left. That will bring up all of the transactions for that security.
Edit as needed.

If the opening transaction is currently an AddShares, you don't know
what you paid, and it is a tax-deferred account, you could just
change the AddShares to a Buy for the same Total that you sold for.

Never mind. Money didn't like the way I'd handled a
merger earlier in the stock's life, and that for some
reason messed things up. Fixed now.

- quote -

But I did sell it for more than I paid for it. Let's say
I bought the shares for $500 and sold those shares for
$1000. All of the information on the Portfolio screen is
correct - the income, the gain, the ROI, annual return,
and all.

But the Income section of the Income & Expenses graph is
showing a -$1000 income for the sale. There is no
corresponding +$1000. On the graph, then, it looks like
I lost $1,000 last month. This makes no sense, and makes
it difficult to do an accurate comparison of Income to
Expenses. The same thing happens in the Monthly Income
and Expenses Report - even with all categories and all
accounts selected, I get a -$1,000 under capital gains.
I would have thought I should show a +$500 under capital
gains.

In microsoft.public.money, JSal wrote:

- quote -

You mean other than by selling the stock for as much or more than
you paid for it? I don't think so.

You can make a custom report to include pretty much what you want to
include, but not on the "Home" page.

I entered data into Money 2002 about a stock sale. The
sale appears correctly in the Account view - the
Investment portion is lessened by the amount of the sale,
and the Cash portion increases by the same amount. It
also appears correctly in other places.

But in the Income and Expenses graph on the Home Page,
the amount of the sale is represented as a negative
number in the income category - so it looks like I have
negative income for the month. It seems not to have
picked up on the fact that the amount of the sale was
transfered into the Cash portion of the account.

Is there some way to get the Income and Expenses graph on
the front page to recognize that a sold stock is not
negative income?