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#5
10-13-2004, 11:04 AM
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 Re: Report to show contributions to Roth IRA? "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:8ffpm0pm4j5vird0u8if1s39s3pb5dtrfa[at]4ax.com... - quote - > In microsoft.public.money, Brett wrote:
It isn't a category for me. I do transfers from checking to the IRA.> > > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message > > > Customize Account Transactions report to limit the report to the > > > Contributions account for your Roth IRA. > > > It is already set to that by default. I still get the same results as > > above. > > > > > > Buys and Sells don't show up, do they? > > > I don't have any sells but buys do show up. > Under categories, clear out Dividend Income try clearing all > categories except IRA Contribution. Make sure your contributions > have that category. However, after looking at the contributions, I see the key item is payee - Vanguard (contributions). I select only that payee and it gives the report I want. All categories area still checked. Brett |
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#4
10-13-2004, 05:38 AM
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| Re: Report to show contributions to Roth IRA? In microsoft.public.money, Brett wrote: - quote - > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
Under categories, clear out Dividend Income try clearing all> > Customize Account Transactions report to limit the report to the > > Contributions account for your Roth IRA. > It is already set to that by default. I still get the same results as > above. > > > Buys and Sells don't show up, do they? > I don't have any sells but buys do show up. categories except IRA Contribution. Make sure your contributions have that category. |
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#3
10-13-2004, 04:42 AM
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| Re: Report to show contributions to Roth IRA? "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:6e6pm013h9c5u3ol3mt13rfkpo9ns3jbdu[at]4ax.com... - quote - > See below.
It is already set to that by default. I still get the same results as> In microsoft.public.money, Brett wrote: > > I've tried several variations but can't get the report I need. > > Contributions cancel out with buys using those contributions. This causes > > the running and total balances to always be zero. > > > Brett > > > "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in > > message news:u2AO82HsEHA.760[at]tk2msftngp13.phx.gbl... > > > You could certainly customize an Account Transactions report to show > > > this. > Customize Account Transactions report to limit the report to the > Contributions account for your Roth IRA. above. - quote - > Buys and Sells don't show up, do they?
I don't have any sells but buys do show up.Brett |
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#2
10-13-2004, 03:00 AM
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| Re: Report to show contributions to Roth IRA? See below. In microsoft.public.money, Brett wrote: - quote - > I've tried several variations but can't get the report I need.
Customize Account Transactions report to limit the report to the> Contributions cancel out with buys using those contributions. This causes > the running and total balances to always be zero. > Brett > "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in > message news:u2AO82HsEHA.760[at]tk2msftngp13.phx.gbl... > > You could certainly customize an Account Transactions report to show this. Contributions account for your Roth IRA. Buys and Sells don't show up, do they? - quote - > > There is probably an Investment report that you could customize as well, > > but I can't check at the moment. > > > "Brett" <no[at]spam.net> wrote in message > > news:uoZfMCGsEHA.2096[at]TK2MSFTNGP11.phx.gbl... > > > Is there a report that will show contributions to my Roth IRA during some > > > period? > > |
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#1
10-13-2004, 02:43 AM
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| Re: Report to show contributions to Roth IRA? I've tried several variations but can't get the report I need. Contributions cancel out with buys using those contributions. This causes the running and total balances to always be zero. Brett "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in message news:u2AO82HsEHA.760[at]tk2msftngp13.phx.gbl... - quote - > You could certainly customize an Account Transactions report to show this. > There is probably an Investment report that you could customize as well, > but I can't check at the moment. > "Brett" <no[at]spam.net> wrote in message > news:uoZfMCGsEHA.2096[at]TK2MSFTNGP11.phx.gbl... > > Is there a report that will show contributions to my Roth IRA during some > > period? |
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10-12-2004, 05:05 PM
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| Re: Report to show contributions to Roth IRA? You could certainly customize an Account Transactions report to show this. There is probably an Investment report that you could customize as well, but I can't check at the moment. "Brett" <no[at]spam.net> wrote in message news:uoZfMCGsEHA.2096[at]TK2MSFTNGP11.phx.gbl... - quote - > Is there a report that will show contributions to my Roth IRA during some > period? |
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#-1
10-12-2004, 01:36 PM
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| Report to show contributions to Roth IRA? Is there a report that will show contributions to my Roth IRA during some period? Thanks, Brett |
| Tags |
| contributions, ira, report, roth, show |
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