Money using wrong date to calculate ROI YTD

#1 10-19-2003, 01:10 AM

- quote -

> -----Original Message-----
> In microsoft.public.money, Brooks wrote:
> > I have opened a new file in Money to track investments
for
> > a stock club. I entered all transactions, which go back
> > to Jan. 2002. When I look at performance for the
account,
> > the ROI YTD is not accurate, as Money is using values
for
> > the stocks going back only 6 months form the date I
enterd
> > the transactions rather than the values as of 1/1/03.
> > What to do?
> Enter the 12/31/02 prices manually.
> Money price download does not have data that old
available.
> .
> I tried the manual price entries but the YTD ROI is not
corrected. Any other ideas?

10-18-2003, 11:31 PM

In microsoft.public.money, Brooks wrote:

- quote -

> I have opened a new file in Money to track investments for
> a stock club. I entered all transactions, which go back
> to Jan. 2002. When I look at performance for the account,
> the ROI YTD is not accurate, as Money is using values for
> the stocks going back only 6 months form the date I enterd
> the transactions rather than the values as of 1/1/03.
> What to do?

Enter the 12/31/02 prices manually.

Money price download does not have data that old available.

#-1 10-18-2003, 05:31 PM

I have opened a new file in Money to track investments for
a stock club. I entered all transactions, which go back
to Jan. 2002. When I look at performance for the account,
the ROI YTD is not accurate, as Money is using values for
the stocks going back only 6 months form the date I enterd
the transactions rather than the values as of 1/1/03.
What to do?

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