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Old 06-05-2006, 08:48 PM
Dick Watson
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Default Re: scheduled investment series entry - can't enter without quantity

It's a mystery why they thought "most users preferred this feature." Perhaps
they've never actually invested anything themselves or somebody wrote an MSN
Money article that asserted that most people just need to predict investment
prices in advance in order to make money in the market and they just thought
Money should reflect this brilliance? Whatever, it is what it is.

And it's easy enough--though annoying EVERY TIME--to live with. You schedule
a bogus price and fix it when the real price is known and you actually enter
the transaction. This you would have had to do regardless, so I'm not clear
how this forces any more or less manual entry than the "no price scheduled"
design on M04. You have one more select/delete operation to perform. (Tab to
qty, delete, tab to price, replace bogus price with actual, tab, back tab,
delete price, back tab, round quantity of shares, enter. I've done this a
"few" times myself.) Having the bogus price scheduled has no other side
effects.

Maybe I need to write this up as a FAQ?

"bugs" <howardxian[at]gmail.com> wrote in message
news:1149533232.137713.200060[at]c74g2000cwc.googlegroups.com...
- quote -

> I upgraded from money 2004 to 2006 and found that Microsoft change the
> way I enter data into scheduled investment series. In 2004 I can only
> enter total amount, leaving Quantity, Price and Commission fields
> empty. And this is very reasonable, especially when I setup a preproved
> purchase plan to invest into Mutual Fund in a timely basics. But in
> Money 2006, quantity and total amount are both required fields. As
> everyone knows, price of a fund keeps changing. Thus the quantity of
> the underlying unit varies as well. It doesn't make any sense to force
> data filled in for the series. Now I have to give up this good feature
> and manually enter my mutual fund investments every time. What a stupid
> "upgrade"! Can someone come up with a workaround? Or any Microsoft
> developer share their thoughts regarding this issue? Thanks.



  #-1  
Old 06-05-2006, 06:47 PM
bugs
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Posts: n/a
Default Help: scheduled investment series entry - can't enter without quantity

I upgraded from money 2004 to 2006 and found that Microsoft change the
way I enter data into scheduled investment series. In 2004 I can only
enter total amount, leaving Quantity, Price and Commission fields
empty. And this is very reasonable, especially when I setup a preproved
purchase plan to invest into Mutual Fund in a timely basics. But in
Money 2006, quantity and total amount are both required fields. As
everyone knows, price of a fund keeps changing. Thus the quantity of
the underlying unit varies as well. It doesn't make any sense to force
data filled in for the series. Now I have to give up this good feature
and manually enter my mutual fund investments every time. What a stupid
"upgrade"! Can someone come up with a workaround? Or any Microsoft
developer share their thoughts regarding this issue? Thanks.

 

Tags
enter, entry, investment, quantity, scheduled, series
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