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#1
03-31-2006, 04:08 AM
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 Re: Performance of savings accounts Well that's the crux of the problem... I would like to be able to download my savings transactions and track the performance of this investment. There doesn't seem to be a way to do both! "Chris Cowles" wrote: - quote - > "Money 2005 Deluxe user" <Money2005Deluxeuser[at]discussions.microsoft.com> wrote in message news:A83A949B-AD70-47EA-BC7C-E3ECB43C3093[at]microsoft.com... > > One problem that I keep running into with Money is that it has a very > > clear > > distinction between investment accounts and checking/savings accounts. > > > So far, I have not been able to find a way to get money to give me a > > performance report on a savings account or to consider the savings account > > to > > be part of my portfolio. When I want to check how well my investments did > > over a year, I cannot get data about my savings accounts and so the data > > that > > is given on my investment accounts does not account for my savings... > Create an investment account without a separate cash account. Call it > savings. Purchase a money market fund investment called 'Savings' with a > price of $1. As you earn interest, use 'Reinvest Interest'. Investment > reports will then show the returns. > Play around with it. You might have to use Reinvest Dividends, or maybe call > it a mutual fund. > If you use online banking for account updates, this scheme may interfere. > Backup. > -- > Chris Cowles > Gainesville, FL |
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02-05-2006, 03:34 AM
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| Re: Performance of savings accounts "Money 2005 Deluxe user" <Money2005Deluxeuser[at]discussions.microsoft.comwrote in message news:A83A949B-AD70-47EA-BC7C-E3ECB43C3093[at]microsoft.com... - quote - > One problem that I keep running into with Money is that it has a very
Create an investment account without a separate cash account. Call it> clear > distinction between investment accounts and checking/savings accounts. > So far, I have not been able to find a way to get money to give me a > performance report on a savings account or to consider the savings account > to > be part of my portfolio. When I want to check how well my investments did > over a year, I cannot get data about my savings accounts and so the data > that > is given on my investment accounts does not account for my savings... savings. Purchase a money market fund investment called 'Savings' with a price of $1. As you earn interest, use 'Reinvest Interest'. Investment reports will then show the returns. Play around with it. You might have to use Reinvest Dividends, or maybe call it a mutual fund. If you use online banking for account updates, this scheme may interfere. Backup. -- Chris Cowles Gainesville, FL |
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#-1
02-04-2006, 06:47 PM
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| Performance of savings accounts One problem that I keep running into with Money is that it has a very clear distinction between investment accounts and checking/savings accounts. So far, I have not been able to find a way to get money to give me a performance report on a savings account or to consider the savings account to be part of my portfolio. When I want to check how well my investments did over a year, I cannot get data about my savings accounts and so the data that is given on my investment accounts does not account for my savings... |
| Tags |
| accounts, performance, savings |
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