#### Money 2002 Investment Calculations - ALL WRONG!!!!???

```My Point is:
I have been tracking my invesments since the beggining of the year.
Sooooo.... my YTD return should be just as follows:
Return = (Actual Market Value + Dividends) / (Initial Cost)

Sooo....
My portfolio:
Dividends: none
Actual market value (according to Money): 11351 (Does not include cash, of
course)
Actual cost basis: 10759 (should not include cash, i believe it doesn't)

RETURN: 11351/10759 - 1 = 5,5%
YTD Return according to money = 3,29% !!!! WRONG!!!!

And ACTUALLY, I don't know how the hell Money calculates the cost basis: In
the Investment Performance report it says (CORRECTLY) The Cost basis (6483)
and actual market value (7074) of my open investments. AND, CORRECTLY, my
gains and losses includes all closed and open positions. SOOO...
If it says: Market Value (7074)
Cost Basis (6483)
Gains : 566

It should read (cause i have no other gains than capital gains) : 566/6483 -
1 = 8,7% YTD Return
Why the f... it says 3,29% ?????!!!!!

So I figured... maybe the wrong calculations are because i've been tracking
some day trading of options in only one investment (like... "NASDAQ
options"), as I only hold one option at a time, it shouldn't create any
problems as i buy and sell in the same day. sooo....
I deleted all the options and...

Return: 490/10759 - 1 = 4,5%
Money Return = 3,17% WRONG!!!!!

What the hell is wrong? This MSFT program is totally useless!!!!

```
 0
liber (1)
12/21/2003 10:47:05 AM
money 28651 articles. 5 followers.

1 Replies
558 Views

Similar Articles

[PageSpeed] 42

```Post what shows when you select "show calculation details".

I have found it extraordinarily difficult to "proof" the report.  One of the
problems for me, at least for the past four or five years, is that the report
column totals includes transactions that did not take place during the time
frame in question.

For individual positions, it's been easy to proof the results.

--ron

On Sun, 21 Dec 2003 10:47:05 -0000, "Andr�" <liber@liber.pt> wrote:

>My Point is:
>I have been tracking my invesments since the beggining of the year.
>Sooooo.... my YTD return should be just as follows:
>Return = (Actual Market Value + Dividends) / (Initial Cost)
>
>Sooo....
>My portfolio:
>Dividends: none
>Actual market value (according to Money): 11351 (Does not include cash, of
>course)
>Actual cost basis: 10759 (should not include cash, i believe it doesn't)
>
>RETURN: 11351/10759 - 1 = 5,5%
>YTD Return according to money = 3,29% !!!! WRONG!!!!
>
>And ACTUALLY, I don't know how the hell Money calculates the cost basis: In
>the Investment Performance report it says (CORRECTLY) The Cost basis (6483)
>and actual market value (7074) of my open investments. AND, CORRECTLY, my
>gains and losses includes all closed and open positions. SOOO...
>If it says: Market Value (7074)
>Cost Basis (6483)
>Gains : 566
>
>It should read (cause i have no other gains than capital gains) : 566/6483 -
>1 = 8,7% YTD Return
>Why the f... it says 3,29% ?????!!!!!
>
>So I figured... maybe the wrong calculations are because i've been tracking
>some day trading of options in only one investment (like... "NASDAQ
>options"), as I only hold one option at a time, it shouldn't create any
>problems as i buy and sell in the same day. sooo....
>I deleted all the options and...
>
>Return: 490/10759 - 1 = 4,5%
>Money Return = 3,17% WRONG!!!!!
>
>What the hell is wrong? This MSFT program is totally useless!!!!
>
>

--ron
```
 0
ronrosenfeld (3122)
12/21/2003 1:40:06 PM
 Reply:

Similar Artilces:

Two computers, one Money file.
I want to use Money on my business laptop and my home desktop, and I want the two to synchronize (possibly via online sync.). Does anyone know if this is possible? Would I need to buy an additional license? Thanks. Uffe. In microsoft.public.money, Uffe Henrichsen wrote: >I want to use Money on my business laptop and my home desktop, and I want >the two to synchronize (possibly via online sync.). Does anyone know if this >is possible? Would I need to buy an additional license? Thanks. See FAQ available at http://umpmfaq.info/faq.html for information on accessing the same dat...

Outlook 2002 and Personal address book
Outlook 2002: I would like to put people in my personal address book on e-mail, but when I click on the person's e-mail address it only says "Add to contacts". It doesn't say add to personal address book. Can you make it add to personal address book please? Thanks! ...

Money Money Money !! Agloco !!
Hi ... I recently joined AGLOCO because of a friend recommended it to me. I am now promoting it to you because I like the idea and I want you to share in what I think will be an exciting new Internet concept. Sign in : http://www.agloco.com/r/BBBV9253 Detailed =DDnfo : http://www.ulasbeldesi.com/agloco_en.html AGLOCO's story is simple: Do you realize how valuable you are? Advertisers, search providers and online retailers are paying billions to reach you while you surf. How much of that money are you making? NONE! AGLOCO thinks you deserve a piece of the action. AGLOCO collects ...

Why doesn't this array formula calculate properly using VBA?
I'm using an array formula to calculate row totals off a table of values. The formula is elegant and straightforward (adapted from something I found on Chip Pearson's great site), but when it's invoked via VBA it returns incorrect results; any subsequent change via the UI or a simple touch of the F9 key and it corrects itself. I have only a vague grasp of what the problem may be here. What I'm hoping for is (1) a clear explanation of the failure point(s) in the logic with regard to VBA's botching of the calculation, and (2) an alternate array formula that will cal...

Purchased Money Essentials wont install
I purchased MOney essentials and got an error that said that money was open and wouldnt install. I paid to the 5.98 to be able to redownload for 60 days. HOw do I do this. Same thing happened to me. I called the 800# and they helped me out after about 30 minutes on the phone. "Tammy" wrote: > I purchased MOney essentials and got an error that said that money was open > and wouldnt install. I paid to the 5.98 to be able to redownload for 60 > days. HOw do I do this. > > ...

money 2002 #26
I have purchased a new computer and my old one has money 2002 also installed I want to take all data on old and put in new computer how do I do this Locate the *.mny file and copy that to your new computer. Once you have Money installed on the new PC then navigate to the *.mny file with Windows Explorer and double click on the file name. That will fire up Money which will recognise your file. -- Regards Bob Peel, Microsoft MVP - Money Hints/Tips http://support.microsoft.com/default.aspx?scid=fh;EN-GB;mny UK Wishes/Suggestions mnyukwsh@microsoft.com "steve Post"...

money 2005 #11
Is money 2005 out and when are they going to updated their webpage with money 2005? Depends where you look. Some retailers are shipping others are saying 21st Sept. MS will update the webpage when they see fit! We will just have to keep looking. -- Regards Bob Peel, Microsoft MVP - Money For UK tips & fixes see http://support.microsoft.com/default.aspx?scid=fh;EN-GB;mny. For wishes or suggestions see http://register.microsoft.com/mswish/suggestion.asp or for UK wishes http://www.microsoft.com/uk/support/money/feedback I do not respond to any emails that I have not specifically a...

Duplicate Funds in Money
I have a 401k account where I have always downloaded the information myself. I then found out that I could have money keep the information up to date, so I tried to create a new 401k account within on-line setup. Originally, I had a duplicate account, but I worked through that issue. Now I'm having a problem with duplicate funds. In my original 401k I had a fund like the following. "Merck Common Stock" with the online one, they call it "MRK CMMN STCK" I Just want to treat them as the same, but each time money downloads the information, it uses the "MRK ...

Microsoft Money in Australia
Hi all, Currently using the last version of Microsoft Money that was released in Australia - v14 (2004?). Noticed that future versions are not available in Australia. The seem to be some funny compatiblity issues since I have put it on my Vista machine... it doesn't like it when other apps are open - doesn't let me easily switch between apps. Anyway, not important. I like to keep current with my software so would like to upgrade to a newer version, happy to pay full price, but I REALLY need to retain access to my historical data. Will I be able to purchase the US version and upda...

MONEY MONEY MONEY!!!
Hello, A while back, I was browsing these newsgroups, just like you are now, and came across an article similar to this that said you could make thousands of CASH within weeks with only an initial investment of \$6.00 (American) plus International stamps due to users that may be outside the United States! So I thought, "Yeah, right, this must be a scam!" But like most of us I was curious and kept reading. It said that if you send \$1.00 to each of the 6 names and addresses listed in the article, you could make thousands in a very short period of time. You then place your own na...

pace calculator
How do I caluclate running pace? Calculation is Nb of Minutes / Km (or Miles) but it always return a number in base 60 If you've entered the time as a time (i.e. Excel recognizes it as such), it's stored as a fraction of a day. With the time in A1 and the distance in A2, the formula to get Minutes/Distance is =A1*1440/A2. 1440 is the number of minutes in a day. On Sat, 25 Sep 2004 20:01:01 -0700, "Lise" <Lise@discussions.microsoft.com> wrote: >How do I caluclate running pace? Calculation is Nb of Minutes / Km (or Miles) >but it always return a number in base 6...

Problems with Money 2005
I've used Money for several years. Started using '05 about two months ago. Two days ago I got a downloaded statement from my broker (an everyday occurence). Money crashed. It just froze up. I had to use control alt delete to get out. Now I have tried repairing files, restoring backups, you name it. I finally did get a backup file that was about a month old to open and run. I made a copy for safety. As soon as the statement was downloaded, this file froze up. I just want to get my data back for the last month, I don't care if I have to delete the statement. I'm afraid all...

Money 2000 user guide
Can i please have some help!!! I have lost my money 2000 user guide. Does anyone know where i can get a downloadable version of it. It would be greatly appreciated. Regards Brett. ...

publisher 2002 files won't print correctly
Hi For the last few weeks I have been having problems getting some of my publisher 2002 files to print correctly. I am using a canon 2800 printer. For files that are a few pages long all is working well. When I am trying to print booklet files of more than 60 or so pages the printer doesn't print them correctly nor does it store them if I use print to store. When I try to print to store it won't sotre and prints incorrectly. The files aren't huge (around 5-8mgb)I have printed them without probelms until a few week ago. The printer is processing files from other programs cor...

money vs simply accounting
i've used simply accounting but never ms money, are they both similar in function? is ms money any easier? -- http://www.msforums.org/ http://www.fragmax.com/ http://www.gamingforums.ca/ ...

VBA Calculation with Variables 03-25-10
Hello: I am trying to calculate an average of numbers in an array for a series of individuals. The quantity of numbers may range from none to more than 20 and I want to average no less than 2 numbers nor more than 8 numbers. I am using Select Case as I thought that a nested If..Then.. Else would be cumbersome. The calculation for 8 numbers works (with the exception of a rounding issue which will be explained further down), but when I want to calculate averages for any fewer than 8 numbers it returns erroneous values. It seems as if it is holding onto additional numbers so th...

Money Data #2
Can you access the Microsoft Money data with a report writer like Crystal Reports or Microsoft Access to create customized reports? Nope! -- Regards Bob Peel, Microsoft MVP - Money For UK tips & fixes see http://support.microsoft.com/default.aspx?scid=fh;EN-GB;mny. I do not respond to any emails that I have not specifically asked for. "tmc" <tmc@discussions.microsoft.com> wrote in message news:90051935-CF57-4404-8495-5EF2F4345134@microsoft.com... > Can you access the Microsoft Money data with a report writer like Crystal > Reports or Microsoft Access to creat...

Windows inst wants to load outlook 2002 every time I Launch outloo
I have Xp service pack 2 and I just removed a cadd program and cleaned up my hard drive and now every time I want to get into outlook 2002, I get a popup windows that wants to install the outlook program again. -- Chris C Chris C <ChrisC@discussions.microsoft.com> wrote: > I have Xp service pack 2 and I just removed a cadd program and > cleaned up my hard drive and now every time I want to get into > outlook 2002, I get a popup windows that wants to install the outlook > program again. So, why not load the Office CD and let Outlook finish installing? -- Brian Tillman ...

Money 2004 Error 1335 #2
Sorry about the vague description. Problem. Upon installation I constantly run into an error. about 45 seconds into the download from the CD. The error message says that Error 1335 because "Money.cab" file is corrupted, network errors, or bad CD. Upon researching the error on microsoft.com I did followed their techniques to correct the problem. They were: Copy the entire disk on your local desktop, perform a clean boot and run the setup from the local computer and not the cd. This would rule out the bad CD. I then continue to receive the problem. Now this disk a...

Reinstall Money Plus problems
I have Money plus on my PC which expires in 09 Nov. I purchased a new downloaded copy so that I can extend it to 11 Jan. I tried to install the new copy, it started the installation and gave the message: "Money is ready to go! To complete the installation, Press Finish. The copy of Money is still the same i.e. still the Nov expirity date. Do I have to unstall the current copy and reinstall or is there a way to extend the licence please? Here are the instructions I received from Microsoft to manually override/register Money Plus Deluxe. Hope this helps... "Since you already pur...

Best Super money transfer site for you......money...money...money...money...
The best site for your information all about money http://www.supermoneytransfer.info thanks ...

Repair a Money data file? MS Money or MSN Money?
I've posted here before about trouble accessing one bank in my MS Money setup. I'm using MS Money 07 Deluxe on a WinXP Pro SP2 computer. It's now been well over a month since I've been able to download transactions from this bank. Last week, I had an online chat with a MS support rep. Unfortunately, I had to cut the session short, after over an hour, because I had a meeting I had to attend. And with one thing and another, I'd rather not go through the chat again and paying for phone support is a very last option. Anyway, to sum up: I tried accessing the data via the ...

Explorer opens Microsoft Money 2002 installation
When I do just about anything on my computer (WinXP), it attempts to install MS Money 2002. It says to insert the CD. Just opening 'My Computer', or anything explorer related will result with "Please Insert the Money 2002 CD". I dont have the CD. MS Money is installed, I think it came with the computer. If I try to uninstall Money, it says to insert the CD. Ive looked at the CD bundle that came with the computer, but cannot find Money Any help would be greatly appreciated. Thank you, Dave If Money came with the machine, you might need to contact your supplier an...

Money 2006 for PPC: does it work?
Hi there! I'd like to know if Money 2006 for Pocket PC works for Windows Mobile 5 (in the download page, only stated are 2002 and 2003 -> http://www.microsoft.com/downloads/details.aspx?FamilyID=6f040b65-42f5-4dca-b301-9f05a8583692&displaylang=en). Another thing is: Money 2006 or Ultrasoft Moneylink? What do you advise? Is there any place where we can check what functionalities are contained in Money 2006 for PPC? Account register, etc... Can anyone help? Thanks in advance, Nuno Dionísio ...

Can't open 'my money.mny' in Money 2005
I bought a new PC last week, reinstalled Money 2005, and now I cannot access my carefully backed up money file transferred from the old PC and which contains several years worth of accounts. I'd be grateful for any help! Phil The message I get is: "Money cannot locate 'my.money.mny' or cannot open it, possibly because it was a read-only file, or you do not have permission to change it, or your disk drive is write-protected. If you have chosen the correct file and it cannot be accessed, you will need to click OK and open your most recent backup file. If the file is...