Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
 
Old 05-01-2007, 03:04 AM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Pension Policies - Recording Revaluations

"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

  #-1  
Old 04-30-2007, 05:38 AM
Peter Barrett
Guest
 
Posts: n/a
Default Pension Policies - Recording Revaluations

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
Similar Threads
Thread Forum Replies Last Post
Where can I enter info in 1 place RE: policies etc.
beamone: Quicken had a place to enter all information regarding all your accts & insurance policies etc. In case of death someone would have all the...
Microsoft Money 3 07-27-2006 11:45 PM
Pension Account?
Sean Ashdown: Hi, I am trying to set up a pension account in Money 2005 without much success. My employer runs a salary sacrifice scheme and I have been a member...
Microsoft Money 4 03-19-2006 12:11 PM
Insurance Policies in Different Currencies
sbmd2006user: How do I set up Insurance Policies in different currencies ? I am using Money 2006 Deluxe and when I create a insurance policy, it takes the base...
Microsoft Money 1 11-05-2005 05:13 PM
pension
Jack: I am trying to add transfers from my paycheck to my pension account but I am not sure what I should create my pension account under. It seems like...
Microsoft Money 3 01-30-2005 06:47 PM
Pension instalments
nospam: Have been making payments for some time into a pension fund, unfortunately I set the fund up without a cash account. As the cash paid over does not...
Microsoft Money 3 04-20-2004 07:42 AM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 09:04 PM.