|
#1
| |||
| |||
| Ok, thanks. Maybe they'll fix this in a future release if it isn't a feature. Wally wrote: - quote - > I think you can get around this by creating a performance report with the > appropriate date range and getting the total you are looking for from the > "Return for Period" column. > "Dan" wrote: > > I am not sure if this has been covered previously or not - I tried > > searching and could not find anything. > > > I have found out that it appears that Money 2007 is counting ALL > > dividends in the gain calculation of a particular stock even if I > > bought and sold it before multiple times. > > > Let me give an example: > > > I buy 100 shares of IBM on 5/1/05 for $80 each and sell those 100 > > shares on 6/1/06 for $90 each. During that year I receive $50 in > > dividends. On 7/1/06 I buy 20 more shares of IBM at $70 and sell those > > on 12/1/06 for $80. During that period I got $20 in dividends. > > > I have Money set to hide closed positions and watch accounts. Money is > > telling me that my gain for IBM is $270 (my realized gains from the > > last set of transactions + the dividends from that set PLUS the > > dividends for the previous set). It seems to me that since I have told > > it to hide closed positions that my gain should only be coming up as > > $220 and the other $50 in dividends should go to the realized gains of > > $1,000 for a total of $1,050 and $220. > > > Does this seem to make sense to anyone else? If not, is there any way > > I can get around this? > > > Thanks! > > -Dan > |
| | |||
| |||
| I think you can get around this by creating a performance report with the appropriate date range and getting the total you are looking for from the "Return for Period" column. "Dan" wrote: - quote - > I am not sure if this has been covered previously or not - I tried > searching and could not find anything. > I have found out that it appears that Money 2007 is counting ALL > dividends in the gain calculation of a particular stock even if I > bought and sold it before multiple times. > Let me give an example: > I buy 100 shares of IBM on 5/1/05 for $80 each and sell those 100 > shares on 6/1/06 for $90 each. During that year I receive $50 in > dividends. On 7/1/06 I buy 20 more shares of IBM at $70 and sell those > on 12/1/06 for $80. During that period I got $20 in dividends. > I have Money set to hide closed positions and watch accounts. Money is > telling me that my gain for IBM is $270 (my realized gains from the > last set of transactions + the dividends from that set PLUS the > dividends for the previous set). It seems to me that since I have told > it to hide closed positions that my gain should only be coming up as > $220 and the other $50 in dividends should go to the realized gains of > $1,000 for a total of $1,050 and $220. > Does this seem to make sense to anyone else? If not, is there any way > I can get around this? > Thanks! > -Dan |
|
#-1
| |||
| |||
| I am not sure if this has been covered previously or not - I tried searching and could not find anything. I have found out that it appears that Money 2007 is counting ALL dividends in the gain calculation of a particular stock even if I bought and sold it before multiple times. Let me give an example: I buy 100 shares of IBM on 5/1/05 for $80 each and sell those 100 shares on 6/1/06 for $90 each. During that year I receive $50 in dividends. On 7/1/06 I buy 20 more shares of IBM at $70 and sell those on 12/1/06 for $80. During that period I got $20 in dividends. I have Money set to hide closed positions and watch accounts. Money is telling me that my gain for IBM is $270 (my realized gains from the last set of transactions + the dividends from that set PLUS the dividends for the previous set). It seems to me that since I have told it to hide closed positions that my gain should only be coming up as $220 and the other $50 in dividends should go to the realized gains of $1,000 for a total of $1,050 and $220. Does this seem to make sense to anyone else? If not, is there any way I can get around this? Thanks! -Dan |
| Tags |
| 2007, dividends, money, multiple, purchases, stock, treats |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| Cost basis for stock purchases after downloading from brokerage Jon Horvath: Hi, I am using the Trial version of Money 2006 Deluxe. I downloaded my brokerage account statement from Wachovia Securities and when I look at the... | Microsoft Money | 6 | 06-04-2006 07:26 PM | |
| Stock Purchases in 2006 Only marc: How can I generate a report that only shows stocks purchased in a certain time (this year for example). I was wondering how my stock picking has... | Microsoft Money | 3 | 05-17-2006 12:00 AM | |
| automatic offsetting double-entries for new stock purchases in 401K Steve: When I enter new buys of stock purchases made thru my company 401K program, also entered is an offsetting equal amount in an account named... | Microsoft Money | 3 | 10-14-2003 12:55 AM | |
| Thread Tools | |
| Display Modes | |
| |