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  #3  
Old 02-01-2006, 11:58 PM
Michael Gordon, MVP
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Default Re: Handling share conversions

When you Add Shares, you can designate a value in recent versions of
Money -- so the cost basis should be the same as if one did a Buy Shares.

--
Michael Gordon
MVP


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
newsne8t1d4jutfsj1v2qrcrvnebpihvc596s[at]4ax.com...
- quote -

> In microsoft.public.money, Michael Gordon, MVP wrote:
> > In an IRA, a Remove Shares and then an Add Remove Shares should do the
> > same,
> > right?

> Same? I don't think that Remove Shares and Add Shares work the same
> in each version. I don't remember the specifics. I seem to have had
> the presence of Add/Remove Shares make performance information not
> work. Having run into disadvantages with Add Shares and Remove
> shares in the past, I avoid them. They may do fine.



  #2  
Old 01-23-2006, 01:13 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Handling share conversions

In microsoft.public.money, Michael Gordon, MVP wrote:

- quote -

> In an IRA, a Remove Shares and then an Add Remove Shares should do the same,
> right?


Same? I don't think that Remove Shares and Add Shares work the same
in each version. I don't remember the specifics. I seem to have had
the presence of Add/Remove Shares make performance information not
work. Having run into disadvantages with Add Shares and Remove
shares in the past, I avoid them. They may do fine.

  #1  
Old 01-23-2006, 12:15 AM
Michael Gordon, MVP
Guest
 
Posts: n/a
Default Re: Handling share conversions

In an IRA, a Remove Shares and then an Add Remove Shares should do the same,
right?

--
Michael Gordon
MVP


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:4lh5t1ttel0e477n9apmjggumnkrbgt5jf[at]4ax.com...
- quote -

> In microsoft.public.money, GreggC wrote:
> > I hold an IRA in which, at one time two funds were represented. The IRA
> > management team opted to move, or convert, all the shares from "Fund B"
> > into
> > "Fund A". How is this best handled in Money?

> The best way is to do a Sell of fund A, and a Buy of fund B.



 
Old 01-21-2006, 10:42 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Handling share conversions

In microsoft.public.money, GreggC wrote:

- quote -

> I hold an IRA in which, at one time two funds were represented. The IRA
> management team opted to move, or convert, all the shares from "Fund B" into
> "Fund A". How is this best handled in Money?


The best way is to do a Sell of fund A, and a Buy of fund B.
  #-1  
Old 01-21-2006, 10:35 PM
GreggC
Guest
 
Posts: n/a
Default Handling share conversions

I hold an IRA in which, at one time two funds were represented. The IRA
management team opted to move, or convert, all the shares from "Fund B" into
"Fund A". How is this best handled in Money?
 

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conversions, handling, share
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