Ron
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 Posted:
Sun Nov 13, 2005 1:01 am Post subject:
Performance report for a cash flow acct? |
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Hello. I'm tracking a relative's finances. Included are a couple of
passbook savings accounts (with fluctuating interest rates). I had set them
up under the cash flow category, as suggested in the help file. The only
transactions in the registers are earned interest deposits. (No withdrawal
has been made.) Out of curiosity, I just tried to get a reading on their
performance. For any given account, I can't seem to find a report or
display option that simply shows the computed interest rate. My apologies
for the dumb question, but how is it done?
I'm using Q2005P.Thanks for any advice, Ron
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Ron
Guest
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Mon Nov 14, 2005 5:01 pm Post subject:
Re: Performance report for a cash flow acct? |
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Thank you Fred. I'd pretty much concluded as much. Is anyone besides me
bothered by this? With all the performance computational power built in for
investment accounts, I'd have expected a simple IRR type computation for
savings accounts to be a trivial feature.
Incidentally, with respect to your item 2, when you say "convert," you mean
"regroup," right? I had a few zero-balance CD's in the cash flow center
that I'd never deleted, so I tried regrouping one to an investment account
(right click "cash flow center," click on "rearrange accounts," use the
"manage accounts" tab). The account did move from one group to the other,
but the register display remained the same, ie. two tabs reading "register"
and "overview," rather than the expected "Summary," "Performance &
Analysis," and "Transactions" tabs of a an investment account. There were
still transaction data in the account, but in one or two attempts, I
couldn't get any investment report to work on those data. In other words,
the account looked and behaved just like it did in when it was located in
the cash flow center. So, yeah, your suggestion that data re-entry might be
necessary looks right, but it would mean doing it from absolute scratch.
From what I can see, the "regrouping" function is merely cosmetic. It does
not appear to "convert" the data at all. (I'm afraid to perform the expt on
currently active accounts.) -Ron
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