Customizing Portfolio Manager question

Hello!

In MS Money 2006 Portfolio Manager (PM), one of my column headers is "Last
tran.". The tooltip for this says "Date of the last transaction".

When I right click on the header and select "Edit current view", and click
on the "Portfolio columns" tab, it says that "Last transaction date" is "the
last date the investment was TRADED".

I have a stock which I bought in 1999 and have just been getting the
dividends reinvested.

So in Portfolio Manager, it only shows in the "Last tran." column the date
of the buy (1999) rather than the date of the most recent dividend (9/2006).

Is there way a way to customize PM so that the date shown is the most recent
date of ANY transaction (buy, sell, reinvest) rather than a buy date which
is 7 years old??

Appreciate the help!

VR/

John

Cal
Sun Oct 08 15:47:48 CDT 2006

In microsoft.public.money, John wrote:

>In MS Money 2006 Portfolio Manager (PM), one of my column headers is "Last
>tran.". The tooltip for this says "Date of the last transaction".
>
>When I right click on the header and select "Edit current view", and click
>on the "Portfolio columns" tab, it says that "Last transaction date" is "the
>last date the investment was TRADED".
>
>I have a stock which I bought in 1999 and have just been getting the
>dividends reinvested.
>
>So in Portfolio Manager, it only shows in the "Last tran." column the date
>of the buy (1999) rather than the date of the most recent dividend (9/2006).
>
>Is there way a way to customize PM so that the date shown is the most recent
>date of ANY transaction (buy, sell, reinvest) rather than a buy date which
>is 7 years old??

No.

Until your post I had not noticed that the behavior change in Money
2006 and Money 2007. Prior to that, that column included even
dividend transactions. I like not including dividends for that
purpose, myself. That would help to see if there is loser that I
bought about 11 months ago that I should take a loss on. However now
even a ReinvestDividend (etc.) does not show in that column. A
ReinvestDividend should be the equivalent to a Dividend and a Buy.

The workaround would be to change any ReinvestDividend (etc.)
transaction into two transactions: Dividend (etc.) and Buy.