Re: IRA Portfolio
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Posted by Gary Trimmier on November 12, 2005 at 13:37:34:
In Reply to: Re: IRA Portfolio posted by Mark on November 12, 2005 at 11:10:36:
: : 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,
Thanks. That is the way I handle the transaction, however what I would like to be able to do is to separate the cash withdrawal and the taxes withheld from the rest of the transactions and total them as can be done with account fees.
Gary T.
: --
: Mark Beiley
: Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003
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