Cal Learner-- MVP wrote:
- quote -


Thank you for the information. Based on this information, I rethought
my strategy. Since I had not invested any time in configuration of
this account, I went back and deleted the account all together and
reimported it. This time I took the option to only import since first
of current year. This brought the balances in under under the heading
of Added. This gave me the proper balances and no previous
transactions upon which my current year will be affected.

This has allowed me to get a perspective as if I have just opened the
accounts this year from cash. Although this is not truely accurate, as
it does not take into account my true cost basis, I am willing to
concede this information to get a fresh start on where I am going from
this point forward, and everything is accurate.

Thank you for your help!

Kevin R.

In microsoft.public.money, Cal Learner-- MVP wrote:

- quote -

Make that upper-left.

In microsoft.public.money, krose wrote:

- quote -

Did you end up with a lot of AddShares transactions for $0.00? I
suggest you change all of them to Buy transactions with actual dates
and amounts if available. Do the best you can.

Do Portfolio-> UpdatePrices-> UpdatePricesNow.
If any of the securities show $0 prices after that, enter the prices
manually with Portfolio-> UpdatePrices-> UpdatePricesManually.



- quote -

The Portfolio views are a good place to start for this kind of
thing. Click
ChangePortfolioView-> CustomizeCurrentView-> PortfolioColumns

Select each of the seven TotalReturn items, and click Add. Also
select TotalAnnualizedReturn. These will give a much better view
of how each of your investments have been performing. You can
reorder them by selecting one in the DisplayedColumns and choosing
MoveUp or MoveDown.

When done, you can do SaveAs. Money will ask for a name for that
view. Then you will be able to select that view with SelectView in
the upper-right of the portfolio. Alternatively, click Save, and
the view that was in effect when you clicked CustomizeCurrentView
will be modified.

You can also reorder and resize columns by dragging the column
headings while viewing a portfolio.


- quote -

Hello,

I am a new user to MS Money. I want to use MS Money to monitor my
investment accounts.

I have setup and downloaded all of my accounts from my brokerage site.

The brokerage only has 45 days of transactions, so I retrieved
transaction starting around 12/1/06.

Is it possible for me to setup a "baseline" beginning amount for all of
my accounts based on my year end statements, then work forward from
there. My thought is this would allow me to see a truer annual rate of
return, etc. based on the start of the year.

I tried to change the report date range, but since the import did not
take place until 1/13/07, setting the start range of the report for
1/1/07 forces the report to show dramatic gains (i.e.$0 at first of
year to current value).

If I am using this tool incorrectly, please just let me know, or if
this is the right thought process, I would apprciate any feedback on
making this adjustment.

Thank you in advance,

Kevin R.