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Old 03-20-2007, 11:54 PM
W'
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Posts: n/a
Default Re: Retirement account being mismanaged in M06

Of course, but that doesn't solve anything and represents is more work
because there is a problem with the software (that it permits my file to get
and stay 'confused'). If I memorize a report (excluding that file) and then
make any changes during my investigations, M06 then memorizes the changes. So
I pretty much have to create a new report each time, remembering to go back
and dis-include the errant IRA account. It would be great if the reporting
engine (it is probably a kludge of spaghetti code by now) would also list the
accounts for a cap gain, for example, but of course it doesn't.

I sort of hope somebody will tell me to press a few keys and point the mouse
at the same time and I will be able to adjust some setting somewhere.


"Michael Gordon" wrote:

- quote -

> You can customize a report to include/exclude specific accounts. Have you
> done that?
> --
> Michael Gordon
> "W'" <W[at]discussions.microsoft.com> wrote in message
> news:4056FFC5-67F7-488D-B5B4-96A7790A45E5[at]microsoft.com...
> > I have several IRA accounts. When I do a cap gains report or similar, they
> > are excluded from the report (as they should be because they are
> > retirement
> > accounts), except for one. The settings on this one account are the same
> > as
> > for the other IRA accounts, but cap gains keep showing up in my reports.
> > > Any ideas how to fix? Anybody have the same issue?
> > > (I know all about the repair application and that doesn't help.)

 
Old 03-20-2007, 11:21 PM
Michael Gordon
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Posts: n/a
Default Re: Retirement account being mismanaged in M06

You can customize a report to include/exclude specific accounts. Have you
done that?

--
Michael Gordon


"W'" <W[at]discussions.microsoft.com> wrote in message
news:4056FFC5-67F7-488D-B5B4-96A7790A45E5[at]microsoft.com...
- quote -

> I have several IRA accounts. When I do a cap gains report or similar, they
> are excluded from the report (as they should be because they are
> retirement
> accounts), except for one. The settings on this one account are the same
> as
> for the other IRA accounts, but cap gains keep showing up in my reports.
> Any ideas how to fix? Anybody have the same issue?
> (I know all about the repair application and that doesn't help.)



  #-1  
Old 03-20-2007, 02:55 PM
W'
Guest
 
Posts: n/a
Default Retirement account being mismanaged in M06

I have several IRA accounts. When I do a cap gains report or similar, they
are excluded from the report (as they should be because they are retirement
accounts), except for one. The settings on this one account are the same as
for the other IRA accounts, but cap gains keep showing up in my reports.

Any ideas how to fix? Anybody have the same issue?

(I know all about the repair application and that doesn't help.)
 

Tags
account, m06, mismanaged, retirement
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