Investment Fees

#3 01-09-2004, 05:24 AM

Thank you on all counts--not to mention speed of response!!

I didn't think to look under Rename!

I guess I really need to get used to using the cash transaction register as
a "holding" or area of sorts. It seems simple when YOU write it!!

Jon

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:8ofsvvcvtdbborcgbkp0s5h0gvlmdho0r8[at]4ax.com...
- quote -

> In microsoft.public.money, JP wrote:
> > What about Annual Fees in my retirement accounts that deduct shares at
the
> > moment's dollar amount equalling the $10.00 fee? I got confused so I
turned
> > off cash because I didn't know what to do with all those buy/sell
> > transactions (I only managed to add a "Fee" by selling shares equal to
> > $10.00 so that it matched my statement). If you couldn't tell, I'm fairly
> > new to investments and retirement accounts.
> That's OK. I haven't thought about how I would do things without the
> cash transactions register.
> > > Incidentally, I haven't spent a lot of time looking around, but can I
turn
> > the cash transaction back on if I really do need it?
> From the account details under General Information, click Rename.
> Check the check-box.
> > > Also, if I may ask, for the life of me I couldn't figure out how to do a
> > rollover from a 401(k) to an IRA at another institution. I though it
would
> > be simple, but it only seems to "Transfer" the complete investment over
to
> > the other broker. I started with a fresh, empty install of Money 2004 and
> > I'm trying to get some accounts caught up.
> I would sell the funds at one account, create the new account,
> transfer the cash to the new account, buy new funds at the new
> account.
> > > Jon

#2 01-09-2004, 04:49 AM

In microsoft.public.money, JP wrote:

- quote -

> What about Annual Fees in my retirement accounts that deduct shares at the
> moment's dollar amount equalling the $10.00 fee? I got confused so I turned
> off cash because I didn't know what to do with all those buy/sell
> transactions (I only managed to add a "Fee" by selling shares equal to
> $10.00 so that it matched my statement). If you couldn't tell, I'm fairly
> new to investments and retirement accounts.

That's OK. I haven't thought about how I would do things without the
cash transactions register.

- quote -

> Incidentally, I haven't spent a lot of time looking around, but can I turn
> the cash transaction back on if I really do need it?

From the account details under General Information, click Rename.
Check the check-box.

- quote -

> Also, if I may ask, for the life of me I couldn't figure out how to do a
> rollover from a 401(k) to an IRA at another institution. I though it would
> be simple, but it only seems to "Transfer" the complete investment over to
> the other broker. I started with a fresh, empty install of Money 2004 and
> I'm trying to get some accounts caught up.

I would sell the funds at one account, create the new account,
transfer the cash to the new account, buy new funds at the new
account.

- quote -

> Jon

#1 01-09-2004, 04:34 AM

What about Annual Fees in my retirement accounts that deduct shares at the
moment's dollar amount equalling the $10.00 fee? I got confused so I turned
off cash because I didn't know what to do with all those buy/sell
transactions (I only managed to add a "Fee" by selling shares equal to
$10.00 so that it matched my statement). If you couldn't tell, I'm fairly
new to investments and retirement accounts.

Incidentally, I haven't spent a lot of time looking around, but can I turn
the cash transaction back on if I really do need it?

Also, if I may ask, for the life of me I couldn't figure out how to do a
rollover from a 401(k) to an IRA at another institution. I though it would
be simple, but it only seems to "Transfer" the complete investment over to
the other broker. I started with a fresh, empty install of Money 2004 and
I'm trying to get some accounts caught up.

Jon

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:rdtenvk2llk8t1ae0djenm0hpat0d18cja[at]4ax.com...
- quote -

> In microsoft.public.money, Mark Capaldi wrote:
> > In setting up an investment account I see no activities to
> > record Fiduciary Fees. What am I missing? What is the best
> > way to track IRA fees in regards to activities?
> Enter an expense in the Cash Transactions.

09-28-2003, 11:59 PM

In microsoft.public.money, Mark Capaldi wrote:

- quote -

> In setting up an investment account I see no activities to
> record Fiduciary Fees. What am I missing? What is the best
> way to track IRA fees in regards to activities?

Enter an expense in the Cash Transactions.

#-1 09-28-2003, 11:28 PM

In setting up an investment account I see no activities to
record Fiduciary Fees. What am I missing? What is the best
way to track IRA fees in regards to activities?

Thank you in advance!

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