In microsoft.public.money, brett wrote:

- quote -

Your method seems to be the best way for you to handle it in Money.
Your alternative would be to use a different account type, and then
group by Favorite accounts.

On Nov 24, 10:35 am, Cal Learner-- MVP <via_newsgr...[at]please.tnxwrote:
- quote -

Ok. That's how I've been doing it. I actually have "Investment Loss"
with a subcategory of Forex. Both are under Other Expenses.

I have the Forex account setup as an investment account. I'm only
using the cash part since there aren't any Forex entries for the
investment part. Is that ideal? I want it to appear with the other
investment accounts.

In microsoft.public.money, brett wrote:

- quote -

Taking a quick look around, it seems there is more than one way of
handling Forex as far as elections you can make.

You have determined that you will use sum-of-gains and sum-of.losses
numbers for the tax year.


- quote -

To enter your net profit and loss values, I would create two new
categories such as Forex Loss and Forex Gain. While Category Group
is not really important, I think I would use Other Income and Other
Expense. Then generate a customized report later that covers the tax
year.

If you want to change some of your existing Investment Income
transactions to Forex Gain, you could use advanced
Tools-> FindAndReplace to selectively change some existing
transactions.

- quote -

Yes but this is for Forex and Money can't handle that. So, at the end
of any day, I just enter in the net loss as an Expense with the name
Investment Loss. That's incorrect though. Should I just enter in a
payment for Investment Income? That would substract from overall
gains.

In microsoft.public.money, brett wrote:

- quote -

What do you mean by investment loss?

Commonly an investment loss would be entered into an investment
account as a Buy at some time, and a Sell at a lesser amount at a
later time.

Interest and Dividends are real money. Investment loss isn't.

"brett" <account[at]cygen.com> wrote in message
news:ee17510d-8528-4953-ad5f-281212495ba7[at]s12g2000prg.googlegroups.com...
- quote -

For categories, there is one named Investement Income and it has a
"Category Group" of Interest and Dividends for the sub categories
listed under it. There is no counter part to this. So I created an
Expense named Invesetment Loss. What is the Category Group that
Should be used here?

Thanks.