Stock sale

#3 11-12-2007, 10:18 PM

Cal, I'm using Money 2005. As suggested, I used the capital gains report. It
proved to be most helpful. I appreciate your help! Many thanks!

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, davenc wrote:
> > The transaction as it appears on the Monthly Income & Expenses Report, when I
> > click "Investment Income".
> I don't see a clickable "Investment Income" so I will assume I
> checked a different version than you are using. That should be what
> made or lost. So it should be reduced by what you spent including
> commissions.
> You may find the Capital Gains report more informative about the
> components of the sale(s).
> > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, davenc wrote:
> > > > > > I'm sure this is a dumb question to ask, but I'm very confused.
> > > > When a stock sale is posted, the result of the computation shown (No. of
> > > > shares times the Cost per share), is not what I expected. Is this total the
> > > > capital gains resulting from the sale? If so, how is it determined? Thanks
> > > > > Posted? Do you mean the transaction as it appears in the register
> > > after a download, or on some report?
> > > > > One possibility is that you told Money that this is a bond, but it
> > > is actually a mutual fund that holds bonds. I say that because bond
> > > pricing is done differently than other instruments.
> > > > > If you right-click any reference to that security, you can go to the
> > > settings/details for the investment to see the InvestmentType.
> > > >

#2 11-12-2007, 02:47 PM

In microsoft.public.money, davenc wrote:

- quote -

> The transaction as it appears on the Monthly Income & Expenses Report, when I
> click "Investment Income".

I don't see a clickable "Investment Income" so I will assume I
checked a different version than you are using. That should be what
made or lost. So it should be reduced by what you spent including
commissions.

You may find the Capital Gains report more informative about the
components of the sale(s).

- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, davenc wrote:
> > > > I'm sure this is a dumb question to ask, but I'm very confused.
> > > When a stock sale is posted, the result of the computation shown (No. of
> > > shares times the Cost per share), is not what I expected. Is this total the
> > > capital gains resulting from the sale? If so, how is it determined? Thanks
> > > Posted? Do you mean the transaction as it appears in the register
> > after a download, or on some report?
> > > One possibility is that you told Money that this is a bond, but it
> > is actually a mutual fund that holds bonds. I say that because bond
> > pricing is done differently than other instruments.
> > > If you right-click any reference to that security, you can go to the
> > settings/details for the investment to see the InvestmentType.
> >

#1 11-12-2007, 11:06 AM

The transaction as it appears on the Monthly Income & Expenses Report, when I
click "Investment Income".

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, davenc wrote:
> > I'm sure this is a dumb question to ask, but I'm very confused.
> > When a stock sale is posted, the result of the computation shown (No. of
> > shares times the Cost per share), is not what I expected. Is this total the
> > capital gains resulting from the sale? If so, how is it determined? Thanks
> Posted? Do you mean the transaction as it appears in the register
> after a download, or on some report?
> One possibility is that you told Money that this is a bond, but it
> is actually a mutual fund that holds bonds. I say that because bond
> pricing is done differently than other instruments.
> If you right-click any reference to that security, you can go to the
> settings/details for the investment to see the InvestmentType.

11-11-2007, 11:48 PM

In microsoft.public.money, davenc wrote:

- quote -

> I'm sure this is a dumb question to ask, but I'm very confused.
> When a stock sale is posted, the result of the computation shown (No. of
> shares times the Cost per share), is not what I expected. Is this total the
> capital gains resulting from the sale? If so, how is it determined? Thanks

Posted? Do you mean the transaction as it appears in the register
after a download, or on some report?

One possibility is that you told Money that this is a bond, but it
is actually a mutual fund that holds bonds. I say that because bond
pricing is done differently than other instruments.

If you right-click any reference to that security, you can go to the
settings/details for the investment to see the InvestmentType.

#-1 11-11-2007, 10:15 PM

I'm sure this is a dumb question to ask, but I'm very confused.
When a stock sale is posted, the result of the computation shown (No. of
shares times the Cost per share), is not what I expected. Is this total the
capital gains resulting from the sale? If so, how is it determined? Thanks

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