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| "Peter Barrett" <PeterBarrett[at]discussions.microsoft.com> wrote in message news:987F89B8-7A89-400D-815A-22FA47FE6DA2[at]microsoft.com... - quote - > Does anybody know a tidy way to record revaluations of pension policies in > MS > Money? For instance, a policy can increase in value from £10,000 to > £12,000 > due to investment gains of the funds in that policy. How would you go > about > recording this? > Would you record this as an Investment Transaction? If so, what Activity > would you allocate to this transaction? > Thanks in advance for any useful pointers. Can you track the holdings of the pension as individual funds? If so, do that. The pension value will change automatically as you update the prices of its holdings. -- Chris Cowles Gainesville, FL |
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| Does anybody know a tidy way to record revaluations of pension policies in MS Money? For instance, a policy can increase in value from £10,000 to £12,000 due to investment gains of the funds in that policy. How would you go about recording this? Would you record this as an Investment Transaction? If so, what Activity would you allocate to this transaction? Thanks in advance for any useful pointers. |
| Tags |
| pension, policies, recording, revaluations |
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