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Old 01-07-2008, 12:40 PM
jimcat
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Default Re: MS 2004 deluxe Stock sale and Purchase

This just updated.. Sorry, did not see this.. but I had Money set to
show the closed positions.

Still it showed the new purchase added to the old purchases. It did
not put ABC in as a new entry by its self.

I deleted the new purchase.. then Deleted the Stock Symbol of the old
Company.

Re entered the new purchase again, this time calling the company ABC-2
and using the correct Stock Symbol..

ABC does not update any more

ABC-2 does and so far is correct..

Thanks

Jim

Cal Learner-- MVP <via_newsgroup[at]please.tnx> wrote:

- quote -

> In microsoft.public.money, jimcat wrote:
> > Hi there, I came across this not to long ago. I owned ( lets use a
> > fake company here) ABCcorp.. symbol ( fake again) ABC I then sold off
> > all shares of ABC.at 28.00
> > > Later in the year I purchased a new interest in ABC for 11.00 per

> > share. When it went to 10.88 the MS Money 2004 Deluxe portfolio screen
> > shows I am making money on this new lot of shares.
> > > Only thing I can think of is, because Money uses the old symbol and

> > lumps previous stock ownership ( even though you sold it all) to the
> > subsequent purchases.
> > > Has this been fixed in later editions of Money?

> Later versions have some additional columns available in the
> Portfolio, but I don't think they would change that.
> > > Or is the fix, manual? Such as, before one makes the new purchase of

> > the same company.. to delete the symbol from the details of the
> > closed position.. then when purchasing the new shares.. name the
> > company ABC-2 or something like that.. and then use the correct stock
> > symbol?
> > > Would that be the correct way?

> Not to my way of thinking.
> Try changing Portfolio-> ChangePortfolioView-> ShowClosedPositions.
> That would change the Appreciation and Gain columns.
> > > Odd, that it would not calculate this as a new position.
> > > Thanks in Advance
> > > Jim

 
Old 12-30-2007, 04:17 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: MS 2004 deluxe Stock sale and Purchase

In microsoft.public.money, jimcat wrote:

- quote -

> Hi there, I came across this not to long ago. I owned ( lets use a
> fake company here) ABCcorp.. symbol ( fake again) ABC I then sold off
> all shares of ABC.at 28.00
> Later in the year I purchased a new interest in ABC for 11.00 per
> share. When it went to 10.88 the MS Money 2004 Deluxe portfolio screen
> shows I am making money on this new lot of shares.
> Only thing I can think of is, because Money uses the old symbol and
> lumps previous stock ownership ( even though you sold it all) to the
> subsequent purchases.
> Has this been fixed in later editions of Money?


Later versions have some additional columns available in the
Portfolio, but I don't think they would change that.

- quote -

> Or is the fix, manual? Such as, before one makes the new purchase of
> the same company.. to delete the symbol from the details of the
> closed position.. then when purchasing the new shares.. name the
> company ABC-2 or something like that.. and then use the correct stock
> symbol?
> Would that be the correct way?


Not to my way of thinking.



Try changing Portfolio-> ChangePortfolioView-> ShowClosedPositions.
That would change the Appreciation and Gain columns.



- quote -

> Odd, that it would not calculate this as a new position.
> Thanks in Advance
> Jim

  #-1  
Old 12-30-2007, 01:32 PM
jimcat
Guest
 
Posts: n/a
Default MS 2004 deluxe Stock sale and Purchase

Hi there, I came across this not to long ago. I owned ( lets use a
fake company here) ABCcorp.. symbol ( fake again) ABC I then sold off
all shares of ABC.at 28.00

Later in the year I purchased a new interest in ABC for 11.00 per
share. When it went to 10.88 the MS Money 2004 Deluxe portfolio screen
shows I am making money on this new lot of shares.

Only thing I can think of is, because Money uses the old symbol and
lumps previous stock ownership ( even though you sold it all) to the
subsequent purchases.

Has this been fixed in later editions of Money?

Or is the fix, manual? Such as, before one makes the new purchase of
the same company.. to delete the symbol from the details of the
closed position.. then when purchasing the new shares.. name the
company ABC-2 or something like that.. and then use the correct stock
symbol?

Would that be the correct way?

Odd, that it would not calculate this as a new position.

Thanks in Advance

Jim
 

Tags
2004, deluxe, purchase, sale, stock
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