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Old 01-17-2008, 06:01 PM
Cal Learner-- MVP
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Default Re: Investments

In microsoft.public.money, davenc wrote:

- quote -

> I have the same investment in 2 different money accounts. How do I keep the
> transactions separated. For example, I buy 10 shares of X for account Y and
> 20 shares of X for account Z. But when I display the Investment Activity for
> X, it shows both purchases, instead of the purchase for the particular
> account. Thanks!


You can have reports subtotal by account, or you can have reports on
a single account. The all of transactions for a given investment
will always show when you expand the investment transactions.

In the Portfolio view, you can get separate statistics for the
accounts. There you can get basis, total returns, etc.
  #-1  
Old 01-17-2008, 03:56 PM
davenc
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Default Investments

I have the same investment in 2 different money accounts. How do I keep the
transactions separated. For example, I buy 10 shares of X for account Y and
20 shares of X for account Z. But when I display the Investment Activity for
X, it shows both purchases, instead of the purchase for the particular
account. Thanks!

 

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