Hi Cal,

- quote -

What I meant was:
I put in 25K , it went to 32K , I sold 7k, so I'm back to 25k.
And I now WANT to see the view as if it were a new purchase.

I guess in Money terms:
I COULD "sell all shares", record the gain, reenter the original date/ the
new # of shares etc. but I don't care about that - for tax purposes (It's an
IRA - I'll never need to know the basis) so I was looking for a shortcut.

So stock is at 25 - I buy 100 shares = $2500
It goes to 32 - value= $3200. I sell $700 worth. I pocketed the $700 and
bought a TV - I spent it. I now have $2500 invested. Compared to original
purchase - I'm even. As far as what's left - I put in $2500 - the value
today is $2500 - I'm even. So on the screen, I would like it to now show
zero gain. As if I had SOLd it ALL and then "rebought new shares at the old
date with the original price"

I know that Money is doing it's job and that I'd have less shares at a
higher price ...
Have Money note that I declared the $700 and show me on screen gain = $0.

There more I type the bigger hole I'm digging so I'll stop now.

bobb


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:4055ivkvp81nnmp10ltvlh52klkasai29d[at]4ax.com...
- quote -

In microsoft.public.money, - Bobb - wrote:

- quote -


You turned $25000 into a $25000 position in mutual fund X AND $7000
in cash. How would you figure you are even?


- quote -

You could enter a new price for the shares that is 72% of the actual
price. That would bring your account value back to $25000. I would
not suggest it, but that may be what you are asking for. Or not.