In microsoft.public.money, bill w wrote:

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Since you left the dividends in place for the moved securities, it
is not going to contribute to the return analysis. That would matter
unless you are one of those who think dividends don't matter much.

thanks cal

the cut and paste option seemed the most satisfactory
(i actually set up a bogus transfer immediately after the purchase date and
voided the transfer on the correct transfer date for tracking purposes)
this left all the cash and dividend transactions in place
while allowing tracking of long term returns

"Cal Learner-- MVP" wrote:

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In microsoft.public.money, bill w wrote:

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Yes. So you don't like having the performance calculations starting
over, so the regular transfer in Money doesn't appeal to you.

You could not just rename the account.

So you could Cut and Paste each original transactions from the old
account to the surviving.

You could export the old account (investment and cash account both)
to QIF and import both all at once as recovered account to the
surviving account and delete the old account.

You are limited to available choices.

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allow me to clarify
i have 2 different accounts
account A has a number of stocks in it
account B has a number of stocks in it
both have a history of cash dividends etc. dating prior to the transfer.

i am transferring stocks from account A to account B.
if i do the renaming etc that you have descrbed i will not be able to track
the stocks/cash that are already in account B.

does this make sense?

"Cal Learner-- MVP" wrote:

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In microsoft.public.money, bill w wrote:

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Suppose you are moving everything from BrokerA to BrokerB. What I
was proposing was that you essentially rename the existing account
to be BrokerB. It will contain the original transactions, and
therefore the return calculations will not start over. That would
be the method I would use initially or if you Restore to such a
point.

If that is not practical, I would essentially make it as if you were
doing the same thing. You would have a BrokerB account that
contained all transactions. The fact that you actually changed
brokers could be noted in the comments for the account. So the
account you recently created in Money would not contain anything,
and it could be deleted.

So if you still think that is not an option, there is a different
option that I think you would like less well-- at least I would like
it less well.



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thanks for the reply
it's not an issue of old and new accounts
it's a transfer from stocks from one established account
to another established account

so deleting the new account is not an option


"Cal Learner-- MVP" wrote:

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In microsoft.public.money, bill w <bill w[at]discussions.microsoft.comwrote:

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Yes. If you moved everything, either File-> Restore to a point before
your transfer, or delete the transfer transactions. Delete the NEW
account. Disable the old account for online transactions, change the
name and account info to that of the new account, and set up for
online.

hello
I transferred stocks from one account into another
the problem is that the annualized return and return on all dates
is calculated from the date for transfer rather than purchase.
the cost basis/valuation figures are correct.
is there any fix or work around for this?

-thanks