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#2
03-12-2006, 08:27 PM
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 Re: Recurring Investment Purchase Setup "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in message news:%23tQe0YfRGHA.2088[at]TK2MSFTNGP14.phx.gbl... - quote - > I put in a guess and then fix it when I enter it into the register or get a
I do the same with the intent of the cash total being accurate. I use it for> statement or see it online. At least that's what I don the M06 trial > system. My prime system is still M04. recording scheduled buys in my 403b. That way the cash account is always accurate. When I download the investment transactions, the quantities of the purchase transactions get updated accurately. -- Chris Cowles Gainesville, FL |
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#1
03-12-2006, 03:58 PM
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| Re: Recurring Investment Purchase Setup I put in a guess and then fix it when I enter it into the register or get a statement or see it online. At least that's what I don the M06 trial system. My prime system is still M04. Mind-numbingly dumb design, no? "Kent Riesen" <Kent Riesen [at] Eureka, CA> wrote in message news:u%23TsrteRGHA.6084[at]TK2MSFTNGP14.phx.gbl... - quote - > My question to fellow users, what workarounds are people using to > overcome this poor Money2006 design problem? |
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03-12-2006, 03:02 PM
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| Re: Recurring Investment Purchase Setup I just transfer the amount to the cash part of the investment account, which gets it out of my cash flow. Then, once a month, sometime after the purchase date, I put the 'buy investment' transaction in manually. -- Glyn Simpson, Microsoft MVP - Money http://money.mvps.org Check http://money.mvps.org/faq for tips and fixes for MS Money. To send Microsoft your product wishes see http://money.mvps.org/wishes.aspx I do not respond to any unsolicited email regarding Money "Kent Riesen" <Kent Riesen [at] Eureka, CA> wrote in message news:u%23TsrteRGHA.6084[at]TK2MSFTNGP14.phx.gbl... - quote - > I automatically purchase $1000 of XYZ stock monthly at the available > price on the day of purchase. In setting up a recurring investment > purchase > in Money2006 it is required to enter the quantity purchased AND the amount > paid. If I knew the future price of the stock I could enter the quantity > if > I wasn't in jail for having insider information. > My question to fellow users, what workarounds are people using to > overcome this poor Money2006 design problem? Pre Money2006, the quantity > field was not a required field for the creation of a new recurring > investment purchase. > -- > Kent Riesen > Eureka, CA |
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#-1
03-12-2006, 02:41 PM
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| Recurring Investment Purchase Setup I automatically purchase $1000 of XYZ stock monthly at the available price on the day of purchase. In setting up a recurring investment purchase in Money2006 it is required to enter the quantity purchased AND the amount paid. If I knew the future price of the stock I could enter the quantity if I wasn't in jail for having insider information. My question to fellow users, what workarounds are people using to overcome this poor Money2006 design problem? Pre Money2006, the quantity field was not a required field for the creation of a new recurring investment purchase. -- Kent Riesen Eureka, CA |
| Tags |
| investment, purchase, recurring, setup |
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