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| Enter one transaction, the total shares owned at the average cost per share to that point at a date prior to the last purchase. Will mess up capital gains reports but will keep the cost accurate. It's a trade off. "Dana Van Tassel" <danaorders> wrote in message news:eRm1oU6VGHA.2360[at]TK2MSFTNGP09.phx.gbl... I recently created a new money file and need help setting up (adjusting) an investment account. I've used Money for years but had to create a new file due to corruption in the original file. I've set up my Roth IRA account but wish to preserve the original cost basis. There are years worth of transactions that I don't want to re-enter. Is there any way to accurately reflect the cost without going back and re-entering all the transactions? Thanks, Dana |
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| In microsoft.public.money, Dana Van Tassel wrote: - quote - > I recently created a new money file and need help setting up (adjusting) an
I would Start-> Search your drives for *.mbf files. Those are Money> investment account. I've used Money for years but had to create a new file > due to corruption in the original file. I've set up my Roth IRA account but > wish to preserve the original cost basis. There are years worth of > transactions that I don't want to re-enter. Is there any way to accurately > reflect the cost without going back and re-entering all the transactions? backup files. If you can restore one of those, that should have some useful data. Otherwise, if I understand the question, no. |
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| I recently created a new money file and need help setting up (adjusting) an investment account. I've used Money for years but had to create a new file due to corruption in the original file. I've set up my Roth IRA account but wish to preserve the original cost basis. There are years worth of transactions that I don't want to re-enter. Is there any way to accurately reflect the cost without going back and re-entering all the transactions? Thanks, Dana |
| Tags |
| account, cost, investment |
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