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| In microsoft.public.money, Grant Niccol wrote: - quote - > I want to not only record the cost value of shares and
Can't be done AFAIK. Could I interest you in the Portfolio screen?> bonds in the "Portfolio" view of Money 2003 (which I am > doing successfully), I also want the "What I have" part of > the Reports section ("Net worth" and "Account balances") > to show the investments on a cost value basis. At the > moment it values shares on the basis of the last parcel > bought and then reflects the value difference as an > increase or decrease in net worth. Select or customize a view to include the Cost Basis Column. You can customize, save, and print various versions. You might notice a Price Appreciation and Gain column that you can select. The difference is that Gain includes dividends. Also, the Taxes-> CaptialGainsEstimator may be useful to you in helping decide what you might want to sell. - quote - > I know I could update prices manually for the shares and
Now that could to be a problem. You don't want to enter the> just put in the average cost of all the parcels bought of > a particular share, but I don't want to have to do this. individual Buy transactions, nor do you want to make a single composite Buy that reflects the basis of your holdings? If that is the case, how would Money know your basis? Perhaps you mean that you don't want to enter some kind of fake buy to supersede your last real buy. |
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| I want to not only record the cost value of shares and bonds in the "Portfolio" view of Money 2003 (which I am doing successfully), I also want the "What I have" part of the Reports section ("Net worth" and "Account balances") to show the investments on a cost value basis. At the moment it values shares on the basis of the last parcel bought and then reflects the value difference as an increase or decrease in net worth. I know I could update prices manually for the shares and just put in the average cost of all the parcels bought of a particular share, but I don't want to have to do this. Can anyone help? |
| Tags |
| 2003, basis, cost, money |
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