Money: Archiving might not Remove Investment Transactions
  
PSS ID Number: Q133486
Article last modified on 07-14-1997
 
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kbusage kbprb
 
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The information in this article applies to:
 
 - Microsoft Money version 3.0, 3.0a
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SUMMARY
=======
 
Transactions related to your investments are not removed from your Money
file during archiving. This occurs in split transactions that contain more
than one Buy Investment transaction. This may happen even if you choose to
remove all transactions from all accounts.
 
Open Investment transactions might not be archived, either. Open
transactions are transactions that contain information necessary to
calculate your currently held investments' value or performance
 
RESOLUTION
==========
 
To ensure that your transactions is properly archived, remove the Buy
Investment transactions from each split transaction and re-enter them as
separate transactions.
 
MORE INFORMATION
================
 
When you archive a file that contains investments, open transactions  are
never removed. In some cases Money is not be able to remove any
transactions for an open investment because it needs the date of each
transaction to correctly differentiate between long-term and short-term
capital gains.
 
Money should have no problem archiving closed investments, such as a
stock in which all of the shares have been sold.
 
KBCategory: kbusage kbprb
KBSubcategory:
 
Additional reference words: kbhowto w_money detail retain retained
retaining
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Keywords            : kbprb kbusage
Version             : 3.00 3.00a
Platform            : WINDOWS
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Copyright Microsoft Corporation 1997.