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| In microsoft.public.money, John wrote: - quote - > In MS Money 2006 Portfolio Manager (PM), one of my column headers is "Last
No.> tran.". The tooltip for this says "Date of the last transaction". > When I right click on the header and select "Edit current view", and click > on the "Portfolio columns" tab, it says that "Last transaction date" is "the > last date the investment was TRADED". > I have a stock which I bought in 1999 and have just been getting the > dividends reinvested. > So in Portfolio Manager, it only shows in the "Last tran." column the date > of the buy (1999) rather than the date of the most recent dividend (9/2006). > Is there way a way to customize PM so that the date shown is the most recent > date of ANY transaction (buy, sell, reinvest) rather than a buy date which > is 7 years old?? Until your post I had not noticed that the behavior change in Money 2006 and Money 2007. Prior to that, that column included even dividend transactions. I like not including dividends for that purpose, myself. That would help to see if there is loser that I bought about 11 months ago that I should take a loss on. However now even a ReinvestDividend (etc.) does not show in that column. A ReinvestDividend should be the equivalent to a Dividend and a Buy. The workaround would be to change any ReinvestDividend (etc.) transaction into two transactions: Dividend (etc.) and Buy. |
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| Hello! In MS Money 2006 Portfolio Manager (PM), one of my column headers is "Last tran.". The tooltip for this says "Date of the last transaction". When I right click on the header and select "Edit current view", and click on the "Portfolio columns" tab, it says that "Last transaction date" is "the last date the investment was TRADED". I have a stock which I bought in 1999 and have just been getting the dividends reinvested. So in Portfolio Manager, it only shows in the "Last tran." column the date of the buy (1999) rather than the date of the most recent dividend (9/2006). Is there way a way to customize PM so that the date shown is the most recent date of ANY transaction (buy, sell, reinvest) rather than a buy date which is 7 years old?? Appreciate the help! VR/ John |
| Tags |
| customizing, manager, portfolio, question |
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