Cant stop Money averaging cost of same stock in different ac

Squamish guy · Joined: 24 Feb 2008 Posts: 1

I want to track my gains (or losses) separately in different investment
accounts but when I purchase a stock already owned in a different account it
averages the costs and even pulls in gains achieved on stock that was sold in
another account.
I have tried checking the "Actual Cost" box. No change.

Archived from group: microsoft>public>money

Cal Learner-- MVP · Joined: 02 Aug 2007 Posts: 4135

In microsoft.public.money, Squamish guy email_removed wrote:

>I want to track my gains (or losses) separately in different investment
>accounts but when I purchase a stock already owned in a different account it
>averages the costs and even pulls in gains achieved on stock that was sold in
>another account.
>I have tried checking the "Actual Cost" box. No change.

In the Portfolio GroupBy:AccountName.

Cal Learner-- MVP · Joined: 02 Aug 2007 Posts: 4135

In microsoft.public.money, Cal Learner-- MVP wrote:

>In microsoft.public.money, Squamish guy >email_removed wrote:
>
>>I want to track my gains (or losses) separately in different investment
>>accounts but when I purchase a stock already owned in a different account it
>>averages the costs and even pulls in gains achieved on stock that was sold in
>>another account.
>>I have tried checking the "Actual Cost" box. No change.
>
>In the Portfolio GroupBy:AccountName.

.... if you are in Canada, thing may work differently.

Squamish guy · Joined: 26 Feb 2008 Posts: 1

"Cal Learner-- MVP" wrote:

> In microsoft.public.money, Cal Learner-- MVP wrote:
>
> >In microsoft.public.money, Squamish guy > >email_removed wrote:
> >
> >>I want to track my gains (or losses) separately in different investment
> >>accounts but when I purchase a stock already owned in a different account it
> >>averages the costs and even pulls in gains achieved on stock that was sold in
> >>another account.
> >>I have tried checking the "Actual Cost" box. No change.
> >
> >In the Portfolio GroupBy:AccountName.
>
> .... if you are in Canada, thing may work differently.
> Thanks, I did have my portfolio grouped by account, and I am in Canada.
Also, I am still using Money 2000. (I had so many issues when upgrading in
the past I am afraid to leave a version that is working reasonably well).
If you have any other suggestions please let me know. Thanks.

Cal Learner-- MVP · Joined: 02 Aug 2007 Posts: 4135

In microsoft.public.money, Squamish guy wrote:

>
>
>"Cal Learner-- MVP" wrote:
>
>> In microsoft.public.money, Cal Learner-- MVP wrote:
>>
>> >In microsoft.public.money, Squamish guy >> >email_removed wrote:
>> >
>> >>I want to track my gains (or losses) separately in different investment
>> >>accounts but when I purchase a stock already owned in a different account it
>> >>averages the costs and even pulls in gains achieved on stock that was sold in
>> >>another account.
>> >>I have tried checking the "Actual Cost" box. No change.
>> >
>> >In the Portfolio GroupBy:AccountName.
>>
>> .... if you are in Canada, thing may work differently.
>> Thanks, I did have my portfolio grouped by account, and I am in Canada.

You may have thought that an odd comment. When Money sees that your
file (or settings -- not sure which) is from Canada, it averages the
basis in accordance with its interpretation of Canadian tax law.

>Also, I am still using Money 2000. (I had so many issues when upgrading in
>the past I am afraid to leave a version that is working reasonably well).
>If you have any other suggestions please let me know. Thanks.

The situation for Canada is that Money 2006 is the latest sold in
Canada. Money Plus(2008) should be able to work with a file from
Canada, but you would need a US address or visit to buy it. I don't
really understand why its this way.

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