Calculations
Simple question. I am using the trial version of MS Money. I've been using Quicken for 10 years so I understand financial products. My question is does this product calculate the difference between yesterdays stock or mutual fund prices versus todays prices? It appears that it does but if I go back to a day other than todays date and try to see what the daily change is, there is no data other than the current dates data. Plus over this past week-end, I kept seeing Fridays change on Saturday and then on Sunday but only on Stocks and not Mutual Funds. If you wish to contact me direct, please e-mail me at ygold6@zoominternet.net so that I may be able to actually talk to a live person who understands this product. Thank you Bill
ygold6
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In microsoft.public.money, ygold6 wrote: >Simple question. > >I am using the trial version of MS Money. I've been using Quicken for 10 >years so I understand financial products. My question is does this product >calculate the difference between yesterdays stock or mutual fund prices >versus todays prices? No. It downloads them. >It appears that it does but if I go back to a day other than todays date and >try to see what the daily change is, there is no data other than the current >dates data. Plus over this past week-end, I kept seeing Fridays change on >Saturday and then on Sunday but only on Stocks and not Mutual Funds. I suggest you configure in the total return for the past week column. That is shown as a percent, and it will be the closest available when you go back to a historical date. Total return includes price change and dividends.
via_newsgroupCal, Do you mean to tell me that this product does not maintain daily gains and losses for historical purposes?. Also is there a difference between this product and MS Money 2007 an what do you mean with "Configure" in the total return. Thank you. Bill "Cal Learner-- MVP" wrote: > In microsoft.public.money, ygold6 wrote: > > >Simple question. > > > >I am using the trial version of MS Money. I've been using Quicken for 10 > >years so I understand financial products. My question is does this product > >calculate the difference between yesterdays stock or mutual fund prices > >versus todays prices? > > No. It downloads them. > > >It appears that it does but if I go back to a day other than todays date and > >try to see what the daily change is, there is no data other than the current > >dates data. Plus over this past week-end, I kept seeing Fridays change on > >Saturday and then on Sunday but only on Stocks and not Mutual Funds. > > I suggest you configure in the total return for the past week > column. That is shown as a percent, and it will be the closest > available when you go back to a historical date. Total return > includes price change and dividends. >
In microsoft.public.money, ygold6 wrote: >Do you mean to tell me that this product does not maintain daily gains and >losses for historical purposes?. I will tell you Money maintains daily prices for historical purposes. It does not have a function to do the subtraction, but only downloads the difference. The difference for "today" is that it takes into account going ex-dividend in computing the difference. Example: FSP closed 28 Jan 2008 at $14.60. $0.31 dividend was ex dividend 29 Jan. Closed at $14.00. Change on 29 Jan is $0.29 rather than the 0.60 that subtraction would give. But, as you have found, the portfolio does not show change amounts when you select a past AsOf date. So it could still have been designed look for dividends and compute a number for the past. It doesn't. > Also is there a difference between this >product and MS Money 2007 an what do you mean with "Configure" in the total >return. Money Plus and Money 2007 have the same Total Return columns to select from. By configure in total returns, I mean click ChangePortfolioView->CustomizeCurrentView->PortfolioColumns Select each of the seven TotalReturn items, and click Add. Also select TotalAnnualizedReturn. These will give a better view of how each of your investments have been performing. You can reorder them by selecting one in the DisplayedColumns and choosing MoveUp or MoveDown. You may want to select CostBasis. That column is very meaningful for non-deferred accounts, but you should not care about that column for a 401K. When done, you can do SaveAs. Money will ask for a name for that view. Then you will be able to select that view with SelectView in the upper-left of the portfolio. Alternatively, click Save, and the view that was in effect when you clicked CustomizeCurrentView will be modified. You can also reorder and resize columns by dragging the column headings while viewing a portfolio.
Actually, I believe you can get Money to calculate the change for any given day by using the performance reports. Provided that you have downloaded the closing price for a given stock for the day and previous day in question, you can generate a report with a date range of just one day (e.g. January 30 to January 30). Provided you have downloaded the closing price for January 29, the report will show you % Rate of Return and the actual dollar return for January 30. It will not, however, give you the dollar and cent change in the share price. You could create a watch account with a single share for each stock to get the change in share price for any given day. "ygold6" wrote: > Simple question. > > I am using the trial version of MS Money. I've been using Quicken for 10 > years so I understand financial products. My question is does this product > calculate the difference between yesterdays stock or mutual fund prices > versus todays prices? > It appears that it does but if I go back to a day other than todays date and > try to see what the daily change is, there is no data other than the current > dates data. Plus over this past week-end, I kept seeing Fridays change on > Saturday and then on Sunday but only on Stocks and not Mutual Funds. If you > wish to contact me direct, please e-mail me at ygold6@zoominternet.net so > that I may be able to actually talk to a live person who understands this > product. > Thank you > Bill
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Calculate number of days in a column of dates
Hi, I have a sheet with a column "Day" where the production date is introduced for each mouvement (5-1-04; 6-1-04, 6,2,04...) along the year (those days can be repeated according to the production). I need to calculate how many days of production there is by month and by year. Can somebody help me???? Tks. Barbara Hi Barbara, A bit more detail please. Does a cell in that column contain many dates or just 1? If the former, give an example of how you would manually calculate the production days with say 3 dates in the cell, and how the dates are differentiated. If the latter, w...
Calculations in Group Footer
I know this is very basic, but I can be dense a lot of the time. I have a report that shows the following: Name, Department, Employee ID, Compliance 1, Compliance 2, Compliance 3, Compliance 4. In my report I need it to have a page break after each change in Department. This I managed. But I also need it to calculate percentages. In each of the Compliance columns the field is either Null or Yes. I need a percentage of yes. In other words Countif(d2:d34)/count(c2:c34) Where d=Compliance 1 and c=Employee ID I've added these to the group footer but no luck. I used the...
pivot with calculated date
Hi All I have a pivot table which I want to break the data down into month and year. The data in the main spreadsheet is in day, month and year. So far I have used the Month (field) and year (field) to translate the month data within the original source file and then run the pivot table. Is it possible to do this calculation within the Pivot table - I have tried the inserting a calculated field but this will not allow me to put the drop column fields here - Any help greatly appreciated Cheers Rexmann PS I am using Excel 2003 Hi, If you put the Year field in the Row area and the M...
Add Calculation Field In Query
I hv this sql SELECT Qtskssubcat2.BRNCD, Qtskssubcat2.BRANCH, Qtskssubcat2.SUBCATDESC2, Sum(Qtskssubcat2.Netbal1MIA) AS SumOfNetbal1MIA, Sum(Qtskssubcat2.Netbal2MIA) AS SumOfNetbal2MIA, Sum(Qtskssubcat2.Netbal3MIA) AS SumOfNetbal3MIA, Sum(Qtskssubcat2.Netbal4MIA) AS SumOfNetbal4MIA, Sum(Qtskssubcat2.Netbal5MIA) AS SumOfNetbal5MIA, Sum(Qprevmthsubcat2.Netbal1MIA) AS SumOfNetbal1MIA1, Sum(Qprevmthsubcat2.Netbal2MIA) AS SumOfNetbal2MIA1, Sum(Qprevmthsubcat2.Netbal3MIA) AS SumOfNetbal3MIA1, Sum(Qprevmthsubcat2.Netbal4MIA) AS SumOfNetbal4MIA1, Sum(Qprevmthsubcat2.Netbal5MIA) AS S...
Manual Calculation in Excel 2007 with Calculate mode set to Automatic
Hello, I'm desperate to understand why some of my s/s are in manual calculation mode even though the options are set to Automatic calculation. I have checked under Excel's options and the formula bar to confirm calculation mode and cannot make the s/s change to automatic. Any advice? Julie try saving the workbook after you make the change "Julie White" wrote: > Hello, > > I'm desperate to understand why some of my s/s are in manual > calculation mode even though the options are set to Automatic > calculation. I have checked under Exce...
calculating clock times
if i enter "7:00 am in one cell and 5:45 pm in another cell, what formula do in enter in another cell to caluclate the time? On Sun, 7 Mar 2010 11:04:01 -0800, gma <gma@mircosoft.com> wrote: >if i enter "7:00 am in one cell and 5:45 pm in another cell, what formula do >in enter in another cell to caluclate the time? If the first cell is A1 and the other cell is A2, try the following formula in a third cell: =A2-A1 Format the third cell to display the time difference the way you like. Hope this helps / Lars-�ke hi do you mean subtract or add?? ...
Calculator
(For a WinXP machine in fact and yes i can search for one myself) But just in case one of you know a good one to suggest for a person with poor eye-sight. Needed; a simple Calculator program with large or adjustable display & keys. No need for it to include advanced science options. -- Nah-ah. I'm staying out of this. ... Now, here's my opinion. Please followup in the newsgroup. E-mail address is invalid due to spam-control. Try Moffsoft 'FreeCalc' at :- http://www.moffsoft.com/ Just stretch the window and the keys etc. expand with it. On...
Annual return calculation hosed vs. me being stupid
I need to know which. I've been trying to transfer an IRA account from an old financial institution that doesn't have online services to a new one that does. If I follow explicitly the instructions MS gives to do this, I lose the transaction history and cost basis of the underlying investments. It simply sets up a new account. If I set up a transfer instead, I keep the cost basis and it's accurate, but I find I'm now earning an average annual return of around 3000% on the underlying mutual funds... the small cap fund is booming along nicely at 52000%. Needless to say I...