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Old 02-17-2004, 03:36 AM
Cal Learner-- MVP
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Default Re: Money 2002 account transfers cause erroneous ROI

In microsoft.public.money, Jon wrote:

- quote -

> I transferred several mutual fund accounts to a different
> broker using the instructions of KBA 128135, special
> transactions. They moved correctly and show the correct
> price history, but they have the wrong Return on
> Investment values, YTD, 1 year, etc. How can I fix this?


You could replace the transfer transactions with properly dated Buys
etc in the new account.



  #-1  
Old 02-15-2004, 07:05 PM
Jon
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Default Money 2002 account transfers cause erroneous ROI

I transferred several mutual fund accounts to a different
broker using the instructions of KBA 128135, special
transactions. They moved correctly and show the correct
price history, but they have the wrong Return on
Investment values, YTD, 1 year, etc. How can I fix this?
 

Tags
2002, account, erroneous, money, roi, transfers
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