In microsoft.public.money, "L Cramer" <1zcra(exclude)mer[at]yahoo.comwrote:

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You could try a repaired version of your file with
File-> RepairMoneyFile-> StandardFileRepair level 2.

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Yes, all transactions are visible in the register.

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I have no Watch accounts, and I double checked the settings. But M-Plus is
behaving as if something as been set to auto delete after 30 days, as if
they were watch accounts. I'd like to be able to measure account
performance, including sold positions, but I guess not.

I like Money, but sometimes it behaves in ways I can't figure out. Thanks
for your assistance.

lzc



"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:5q6jl3h1jiqvuntcg5hflgk24dtskd2b22[at]4ax.com...
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In microsoft.public.money, "L Cramer" <1zcra(exclude)mer[at]yahoo.comwrote:

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That's odd. Can you see a Buy or Sell of one of those problem
individual investments in the account register?

Make sure the account is not designated as a Watch ( = pretend)
account in the Account Settings.

Create a customized View with the accounts that you want (under the Select
View drop down)

-Mark

"L Cramer" <1zcra(exclude)mer[at]yahoo.com> wrote in message
news:V6udneKnLtQ8FsTanZ2dnUVZ_umlnZ2d[at]comcast.com...
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Mark, under Reports one can choose individual investments within an account
without choosing them all. You can't do that in Portfolio Manager.
Choosing "Position" in PM lists all positions within the account chosen.

Since I had the problem in M2004, I've been careful not to delete any closed
investments in M-Plus, yet deleted they are. Something else is going on
here, I'm afraid.

lzc


"Mark" <abcd[at]abcd.com> wrote in message
news:%23SWEy7OOIHA.4740[at]TK2MSFTNGP02.phx.gbl...
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You can change the view it the Porfolio Manager to Group By "Position"

If your closed positions are truely gone, then it may actually be that those
positions were deleted and not closed or you have a different Money data
file opened that does not have those transactions.

-Mark

"L Cramer" <1zcra(exclude)mer[at]yahoo.com> wrote in message
news:WZCdnXqQDLfo-8TanZ2dnUVZ_smnnZ2d[at]comcast.com...
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Thanks for your reply, Cal, but my closed positions are gone from both
Reports and Portfolio Manager. Selecting Show Closed Positions doesn't make
a difference. And one shortcoming of Portfolio Manager is that the display
selection must be by Accounts, not individual investments, as Reports
allows. Reports, when working properly, allows one to compare the
performance of one class of individual investments with another.



"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:fklhl3too2eu0jclgptptit4vaq555jmr7[at]4ax.com...
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In microsoft.public.money, "L Cramer" <1zcra(exclude)mer[at]yahoo.comwrote:

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I would use the various columns available for the Portfolio. I am
not addressing the performance reports, but I find the Portfolio
section more useful for this.

From the Portfolio select
ChangePortfolioView-> ShowClosedPositions

Then CustomizeCurrentView-> PortfolioColumns

Select each of the seven TotalReturn items, and click Add. Also
select TotalAnnualizedReturn. These will give a much better view
of how each of your investments have been performing. You can
reorder them by selecting one in the DisplayedColumns and choosing
MoveUp or MoveDown. Do not use the "% gain" column.

When done, you can do SaveAs. Money will ask for a name for that
view. Then you will be able to select that view with SelectView in
the upper-left of the portfolio. Alternatively, click Save, and
the view that was in effect when you clicked CustomizeCurrentView
will be modified.

In M-Plus, Dlx, investments that have been sold for more than 30 days no
longer display in various Reports, such as "Performance by investment
account." This prevents me from measuring, for example, YTD account
performance including closed positions. They will display in some Reports
(Capital Gains), although aren't visible in the list of investments to
select in the Customize option. This was also a flaw in M2004, and my
belief that the problem must by now be corrected was one reason I upgraded.

Am I missing something here? Thanks.