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#4
10-28-2007, 04:00 PM
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 Re: tax deferred investments now seperated from taxed investments in performance report In microsoft.public.money, Dave Programmer wrote: - quote - > Yes, I'm aware. The view I want and have been using for years is
I can't replicate your symptom in Money Plus or 2007.> "Investment Types". Until just a couple of days ago, this would show > Investment A as a single line item, even if Investment A was held in > both a normal and tax deferred account. Now, Investment A is split out > into two line items (non-tax deferred [unlabeled]) and tax deferred). > I would like this displayed as it has been; as a single line item, > combining the returns if held in multiple accounts. You might try resetting the report. If that does not fix it, you could try Customize-> Rows&Columns-> SubtotalBy:None. - quote - > On Oct 28, 4:36 pm, Cal Learner-- MVP <via_newsgr...[at]please.tnx> wrote: > > > > See the Customize-> Rows&Columns-> SubtotalBy drop-down list. |
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#3
10-28-2007, 10:00 AM
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| Re: tax deferred investments now seperated from taxed investments in performance report Yes, I'm aware. The view I want and have been using for years is "Investment Types". Until just a couple of days ago, this would show Investment A as a single line item, even if Investment A was held in both a normal and tax deferred account. Now, Investment A is split out into two line items (non-tax deferred [unlabeled]) and tax deferred). I would like this displayed as it has been; as a single line item, combining the returns if held in multiple accounts. On Oct 28, 4:36 pm, Cal Learner-- MVP <via_newsgr...[at]please.tnxwrote: - quote - > See the Customize-> Rows&Columns-> SubtotalBy drop-down list. |
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#2
10-28-2007, 04:36 AM
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| Re: tax deferred investments now seperated from taxed investments in performance report In microsoft.public.money, Dave Programmer wrote: - quote - > On Oct 28, 12:21 am, "Dick Watson" <littlegreenge...[at]mind-enufalready-
See the Customize-> Rows&Columns-> SubtotalBy drop-down list.> spring.com> wrote: > > Group by Account Name vs. Investment Type, perhaps? > > > You say "performance report". Can you be more precise? Are we talking > > Portfolio View Performance or See investment reports > Performance by > > investment ...? > > Reports -> Performance by Investment Type |
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#1
10-28-2007, 02:49 AM
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| Re: tax deferred investments now seperated from taxed investments in performance report On Oct 28, 12:21 am, "Dick Watson" <littlegreenge...[at]mind-enufalready- spring.com> wrote: - quote - > Group by Account Name vs. Investment Type, perhaps?
Reports -> Performance by Investment Type> You say "performance report". Can you be more precise? Are we talking > Portfolio View Performance or See investment reports > Performance by > investment ...? |
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10-27-2007, 01:21 PM
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| Re: tax deferred investments now seperated from taxed investments in performance report Group by Account Name vs. Investment Type, perhaps? You say "performance report". Can you be more precise? Are we talking Portfolio View Performance or See investment reports > Performance by investment ...? "Dave Programmer" <davejavaprogrammer[at]yahoo.com> wrote in message news:1193459829.630213.129660[at]t8g2000prg.googlegroups.com... - quote - > I'm running Money 2005. In some cases I have the same investment in > both a tax deferred and regular account. Until just a couple of days > ago, when I viewed the performance report, the investment was combined > from account A and account B and so appeared as a single line item. > This was fine with me. However, today when I viewed this report, for > the first time I saw two line items for the same investment, one > normal the other for the tax deferred portion. I like it the previous > way, but cannot figure out how to revert to that in the preferences > settings. Any idea? Not sure what happened to change this; I haven't > mucked with any settings that I'm aware of, perhaps an update was > downloaded to make this "feature" available. |
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#-1
10-27-2007, 04:37 AM
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| tax deferred investments now seperated from taxed investments in performance report I'm running Money 2005. In some cases I have the same investment in both a tax deferred and regular account. Until just a couple of days ago, when I viewed the performance report, the investment was combined from account A and account B and so appeared as a single line item. This was fine with me. However, today when I viewed this report, for the first time I saw two line items for the same investment, one normal the other for the tax deferred portion. I like it the previous way, but cannot figure out how to revert to that in the preferences settings. Any idea? Not sure what happened to change this; I haven't mucked with any settings that I'm aware of, perhaps an update was downloaded to make this "feature" available. |
| Tags |
| deferred, investments, performance, report, seperated, tax, taxed |
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