Re: IRA Portfolio

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In Reply to: IRA Portfolio posted by Gary Trimmier on November 12, 2005 at 09:36:41:

: Mark,
: I use FM7 Pro to track the investments and performance of my IRA. I use my default cash account to fund all purchases, redemptions, distribution, etc. as well as my monthly account fees and distributions out of the IRA. These distributions include cash and taxes withheld. Although I can track the account fees easily with the account fee type distribution, I cannot figure a easy way to do the same with the cash and taxes I withdraw. Can you think of as way to do this?
: Thanks,
: Gary T.

Hi Gary,

When you take money out of your cash account, whether it is for your own use, or to pay some taxes, just record this as a sell in the cash account.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

Replies:

• Re: IRA Portfolio Gary Trimmier 13:37:34 11/12/05 (1)
  • Re: IRA Portfolio Mark 19:08:42 11/12/05 (0)