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Re: Roth IRA and Traditional IRA

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Posted by Mark on January 29, 2000 at 12:20:45:

In Reply to: Roth IRA and Traditional IRA posted by Bill on January 29, 2000 at 08:35:53:

: Is it possible to have both a traditional ira and a roth ira (same fund ticker symbols) co-exist in FM ? If so, what is the best way to set up ? If not, is there a work around ? Thank you

Yes, you can do this.

To track the same investment with different transaction histories, create a
new investment "File/New Investment..." for each account holding the same
fund or stock. This will allow you to record separate transactions for
each account. Each investment will have the same name and symbol, but
you will assign them unique filenames. For example, you can track two
accounts holding IBM by creating 2 investments, both named IBM, with the
symbol IBM, but then the filenames would be IBM1.dat and IBM2.dat.

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

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