Deposits to Cash (Money Markets) Misread as Performance Gains

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Posted by Steve on September 03, 2007 at 20:23:43:

Mark,

On my clients' Performance Reports, any deposits in cash (money markets actually) appear to be interpreted as 'gains' on performance reports. I notice this happens regardless of how the cash account is labeled (i.e. Cash, Stock, whatever). I notice that this happens, also, despite checking the boxes labeled 'Exclude Cash Type Investments' and 'Exclude Default Cash Account' in the report settings.

Any help with this matter would be appreciated.

Replies:

• Re: Deposits to Cash (Money Markets) Misread as Performance Gains Mark 15:47:59 09/04/07 (0)