Recording Spinoff

#2 05-06-2007, 09:33 PM

I was dogged by the same problem you cite, Mr. Gordon. The only Special
Activities available in my Money 2006 are:

transfer an account .....
record a split .....

But there is a good way to enter the transactions manually with the title:

Money: How to handle stock mergers or spin-offs in Money
http://support.microsoft.com/kb/179585/en-us

911dave

"Michael Gordon" wrote:

- quote -

> Which version of Money? The "special activity" needed isn't available in
> some of the very basic editions.
> --
> Michael Gordon
> "Al Scura" <a_scura[at]earthlink.net> wrote in message
> news:GviGh.8453$tD2.7895[at]newsread1.news.pas.earthlink.net...
> > Paul
> > On the portfolio page there is a "Select a Special Activity". When you
> > select it, one of the activities is for a spin off. Just enter the data
> > as asked.
> > I'm running 2006 and have entered a few spin offs with no problem and
> > proper basis is calculated.
> > Al.
> > > "Paul " <pkeller[at]optonline.net> wrote in message
> > news:1580D920-3513-4833-88A3-BA828304A574[at]microsoft.com...
> > > How do I record a spinoff. Duke spun off Sempra energy .5 shares for
> > > each share of Duke and the basis for each share of sempra was 24.8955
> > > How do I record so I get the basis of both holdings correct
> >

#1 03-04-2007, 12:10 AM

Which version of Money? The "special activity" needed isn't available in
some of the very basic editions.

--
Michael Gordon

"Al Scura" <a_scura[at]earthlink.net> wrote in message
news:GviGh.8453$tD2.7895[at]newsread1.news.pas.earthlink.net...
- quote -

> Paul
> On the portfolio page there is a "Select a Special Activity". When you
> select it, one of the activities is for a spin off. Just enter the data
> as asked.
> I'm running 2006 and have entered a few spin offs with no problem and
> proper basis is calculated.
> Al.
> "Paul " <pkeller[at]optonline.net> wrote in message
> news:1580D920-3513-4833-88A3-BA828304A574[at]microsoft.com...
> > How do I record a spinoff. Duke spun off Sempra energy .5 shares for
> > each share of Duke and the basis for each share of sempra was 24.8955
> > How do I record so I get the basis of both holdings correct

03-03-2007, 04:46 PM

Paul
On the portfolio page there is a "Select a Special Activity". When you
select it, one of the activities is for a spin off. Just enter the data as
asked.
I'm running 2006 and have entered a few spin offs with no problem and proper
basis is calculated.
Al.

"Paul " <pkeller[at]optonline.net> wrote in message
news:1580D920-3513-4833-88A3-BA828304A574[at]microsoft.com...
- quote -

> How do I record a spinoff. Duke spun off Sempra energy .5 shares for each
> share of Duke and the basis for each share of sempra was 24.8955 How do
> I record so I get the basis of both holdings correct

#-1 03-03-2007, 01:57 AM

How do I record a spinoff. Duke spun off Sempra energy .5 shares for each
share of Duke and the basis for each share of sempra was 24.8955 How do I
record so I get the basis of both holdings correct

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