Roi calculantions distorted by investment transfers

#2 10-13-2004, 03:36 PM

Do you remember whether you initiated the transfers with a TransferOut or a
TransferIn transaction? One retains basis, the other doesn't.

--
Michael Gordon
MVP

"Dennis Mc" <Dennis Mc[at]discussions.microsoft.com> wrote in message
news:1F230979-4F2F-4C3E-8485-4FCEA56568CD[at]microsoft.com...
- quote -

> eI moved several investments to new brokers. I used the transfer out
> command
> to dos so. Now the ROI calculations are totally distorted. The transfers
> seem
> to be treated as in new buys in the accounts they were transferred to

#1 10-12-2004, 05:49 PM

Thanks for the advice. Unfortunately I entered these transactions a long time
ago and its too late to revert to backups.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Dennis Mc <Dennis
> Mc[at]discussions.microsoft.com> wrote:
> > eI moved several investments to new brokers. I used the transfer out command
> > to dos so. Now the ROI calculations are totally distorted. The transfers seem
> > to be treated as in new buys in the accounts they were transferred to
> If you had moved the entire contents of one account to a single new
> broker account, you could have changed the name and institution for
> the existing account.
> What you could do is to restore to an earlier point, use the Cut
> and Paste of the transactions themselves of the things transferred
> to one account, and rename the existing account to the other
> account. Disable online access for the account first.
> Keep an extra copy and/or backup of your Money file in case you
> don't like the results.
> Also, have you reviewed your backup policies recently?

10-12-2004, 05:37 PM

In microsoft.public.money, Dennis Mc <Dennis
Mc[at]discussions.microsoft.com> wrote:

- quote -

> eI moved several investments to new brokers. I used the transfer out command
> to dos so. Now the ROI calculations are totally distorted. The transfers seem
> to be treated as in new buys in the accounts they were transferred to

If you had moved the entire contents of one account to a single new
broker account, you could have changed the name and institution for
the existing account.

What you could do is to restore to an earlier point, use the Cut
and Paste of the transactions themselves of the things transferred
to one account, and rename the existing account to the other
account. Disable online access for the account first.

Keep an extra copy and/or backup of your Money file in case you
don't like the results.

Also, have you reviewed your backup policies recently?

#-1 10-12-2004, 05:29 PM

eI moved several investments to new brokers. I used the transfer out command
to dos so. Now the ROI calculations are totally distorted. The transfers seem
to be treated as in new buys in the accounts they were transferred to

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