1. How do I track cash transactions? I read through a variety of posts and 1
suggestion was to set up a money market investments but I'm lost. I have
several Merrill Lynch accounts and their Cash and Money accounts aren't
recognized in the new portfolio although previous transactions are reported
but I can't add any new transactions
Is their a work around to set something up to track changes to these
accounts each month when I get my statements.
2. The new program won't recognize my Berkshire Hathaway B shares saying
that they contain a transaction type that is not currently supported-what's
with that? Help was no help in explaining this one to me
3. I finally got the custom look to mimic my old portfolio with the
exception of "Cost Basis" and "Avg Cost" to name the 2 I'm most interested
in for now. For the life of me, I can't find anything like those 2 pieces of
info when I am adding fields to my Custom view. Can someone clue me in??
Thanks
"Kathy" <nos...@kathy.com> wrote in message
news:36108221-55EF-4178...@microsoft.com...
1. To follow cash transactions I use SWMXX (Schwab money market funds).
2. There are a lot of stocks that give you that error. Don't hold your
breath waiting for Microsoft to add anything. I don't think they ever heard
of 'B' stock.
3. Its impossible to get a custom look exactly like the old. Closest I could
find is Average Long Basis, not what very good, especially if you have long
(>1yr) and short (<1 yr). Try using Total Purchase and Total Return. As long
as you haven't bought, sold and bought again for one company. What happens
then is a joke.
Frank
"Kathy" <nos...@kathy.com> wrote in message
news:36108221-55EF-4178...@microsoft.com...
Frank
"Kathy" <nos...@kathy.com> wrote in message
news:5D37FED0-153B-4201...@microsoft.com...
"FrankV" <vze3...@verizon.net> wrote in message
news:uUf9RV0h...@TK2MSFTNGP06.phx.gbl...