How to add balance column on retirement acct?
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How to add balance column on retirement acct?

 
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Brett Romero
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Posted: Tue Nov 08, 2005 11:49 pm    Post subject: How to add balance column on retirement acct? Reply with quote

I have a retirement account in Money 2004 Small Business. The columns on
the Investment Transaction are: Date, Investment, Activity, Quantity, Price,
and Total. I'd like to add a balance column to get a running balance. Is
such a column available?

Thanks,
Brett

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Cal Learner
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Posted: Tue Nov 08, 2005 11:57 pm    Post subject: Re: How to add balance column on retirement acct? Reply with quote

In microsoft.public.money, Brett Romero wrote:

Quote:
I have a retirement account in Money 2004 Small Business. The columns on
the Investment Transaction are: Date, Investment, Activity, Quantity, Price,
and Total. I'd like to add a balance column to get a running balance. Is
such a column available?

You would look at the Cash Transactions register for that investment
account to get the running balance of cash. If you don't have a Cash
Transactions register, you can turn that on.
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Dick Watson
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Posted: Wed Nov 09, 2005 12:13 am    Post subject: Re: How to add balance column on retirement acct? Reply with quote

Investment Accounts do not have running balances since they are valued as a
function of the market, not as a function of addition and subtraction. Look
at Investment Account Summary for the current value based on what Money
knows of the market.

"Brett Romero" <no@spam.net> wrote in message
news:uSP0FzI5FHA.3760@TK2MSFTNGP14.phx.gbl...
Quote:
I have a retirement account in Money 2004 Small Business. The columns on
the Investment Transaction are: Date, Investment, Activity, Quantity,
Price,
and Total. I'd like to add a balance column to get a running balance. Is
such a column available?


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