Re: Deleting Sold Investments by Michael
Michael
Wed Dec 07 17:52:01 CST 2005
Yes, we've all learned to live with some bugs. Sorry I couldn't help.
--
Michael Gordon
MVP
"L Cramer" <lzcramer@yahoo.com> wrote in message
news:Ej7lf.8853$SJ6.425@fe04.lga...
> Thanks for your efforts. I'd previously tried File Repair. No fix,
> unfortunately.
>
> Bottom line, as useful as Money is, and it is, I've learned to live with
> some bugs. This is just one more. I'm more troubled by Money's inclusion
> in PV as "gain" dividends as income that was earned by the same investment
> in another
> account, even if that investment has been sold and even when the display
> is
> by Accounts! There doesn't seem to be any way around this "feature."
> When
> it comes to measuring investment performance, Money comes up short.
>
> Thanks again,
>
> lzc
>
> [This msg resent. The 1st hasn't been posted]
>
>
>
> "Michael Gordon, MVP" <gordonm@denison.edu> wrote in message
> news:%23DPCsWT%23FHA.2176@TK2MSFTNGP14.phx.gbl...
>> This really is confusing <g>. If the Tax Report includes the positions,
>> then the securities can't be really deleted, right? So the problem may
>> come down to your Reports -- could be that you have a "busted" view which
>> needs to be reset. I can't remember how to do that in M2004, but let's
>> start with a file repair. Have you done that?
>>
>> The only setting I know of for closed positions just stops downloading
>> prices. It certainly doesn't delete anything.
>>
>> --
>> Michael Gordon
>> MVP
>>
>>
>> "L Cramer" <lzcramer@yahoo.com> wrote in message
>> news:gnlkf.942$YM1.720@fe02.lga...
>>>> Let's back up a bit -- to begin: which version of Money?
>>>
>>> 2004 Prem, V 12.0, Update 1.
>>>
>>> What happens is baffling. If I set up a Tax Report for capital gains,
>>> all
>>> gains and losses for all closed positions for the period display
>>> properly.
>>> If I do the same thing with a performance Investment Report, positions
>>> closed for more than about 3 months will not display. This is also true
>>> in
>>> PV, even though I set PM to display closed accounts.
>>>
>>> What's more, under Working With Investments, those closed investments
>>> are
>>> gone from the list. Believe me, I did not delete them. Is there a
>>> setting
>>> somewhere that automatically deletes closed positions after a time
>>> period?
>>> Is this a bug? Am I hallucinating?! <g>
>>>
>>> Thanks for your thoughts.
>>>
>>> lzc
>>>
>>>
>>> "Michael Gordon, MVP" <gordonm@denison.edu> wrote in message
>>> news:%23QCBRED%23FHA.2832@TK2MSFTNGP14.phx.gbl...
>>>> Let's back up a bit -- to begin: which version of Money?
>>>>
>>>> --
>>>> Michael Gordon
>>>> MVP
>>>>
>>>>
>>>> "L Cramer" <lzcramer@yahoo.com> wrote in message
>>>> news:UN0kf.12668$SP1.4203@fe07.lga...
>>>>> Yes, sold investments are being deleted . . . after about 3 months
>>>>> from
>>>>> the date of sale.
>>>>>
>>>>> Yes, PM will allow me to see closed positions in PV--but only those
>>>>> within the last 3 months. And in any of the Investment Performance
>>>>> Reports, any closed position more than 3 months closed is gone.
>>>>>
>>>>> I'm baffled. At first I thought I must have accidentally deleted the
>>>>> closed investment, but no, it's happening consistently. Needless to
>>>>> say, it's made the investment performance report useless.
>>>>>
>>>>> Thanks for any suggestions.
>>>>>
>>>>> lzc
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> "Michael Gordon, MVP" <gordonm@denison.edu> wrote in message
>>>>> news:OlM03619FHA.2176@TK2MSFTNGP14.phx.gbl...
>>>>>> Just to clarify: you're really not seeing investments being deleted,
>>>>>> right? You can modify portfolio manager to display sold securities
>>>>>> and
>>>>>> should also be able to customize your reports.
>>>>>>
>>>>>> --
>>>>>> Michael Gordon
>>>>>> MVP
>>>>>>
>>>>>>
>>>>>> "L Cramer" <lzcramer@yahoo.com> wrote in message
>>>>>> news:nFPjf.9903$7p7.4272@fe06.lga...
>>>>>>> To clarify a bit, the sold investment displays correctly in capital
>>>>>>> gains reports, for example, but not performance reports. They are
>>>>>>> also
>>>>>>> gone from the "Select an Investment" list.
>>>>>>> Thanks again.
>>>>>>>
>>>>>>>
>>>>>>> "L Cramer" <lzcramer@yahoo.com> wrote in message
>>>>>>> news:BMOjf.826$SP1.676@fe07.lga...
>>>>>>>> It seems that M2004 deletes sold investments past about 3 months.
>>>>>>>> I
>>>>>>>> haven't found any setting to stop this. Of course, it distorts my
>>>>>>>> performance reports. The invest\tment remains in the transaction
>>>>>>>> record but is unavailable elsewhere. Is there any solution to this
>>>>>>>> "feature"? Thanks.
>>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>
>>>>>>
>>>>>
>>>>>
>>>>
>>>>
>>>
>>>
>>>
>>
>>
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