Report from Investment Performance - terminology of "income", "Gains" and "Return Amount

chan.pat93's Avatar

chan.pat93

01 Nov, 2016 12:54 PM

Dear all,
I have been using Moneydance for a period of time and the version is 2011r2(803)

In the Investment Performance Report, there are three terminology which make me confusing (i.e. Income, Gains and Return Amount). I think those good at Math will easily guess the difference by subtracting/ adding the figures but I am not and I still cannot figure it out after think for a long while. I find out the term "Income" equal to the dividend that I collected. But then what is "Gain" and "Return Amount"? what is the difference? There is no explanation in the Manual.

Thanks for reading my post and look forward to hearing an answer. Thank you.

  1. 1 Posted by chan.pat93 on 04 Nov, 2016 09:02 AM

    chan.pat93's Avatar

    I attach the screen capture showing the terminology that I referred to.

  2. System closed this discussion on 03 Feb, 2017 09:10 AM.

  3. chan.pat93 re-opened this discussion on 05 Mar, 2017 04:27 PM

  4. 2 Posted by chan.pat93 on 05 Mar, 2017 04:27 PM

    chan.pat93's Avatar

    Hi Moneydance team,

    Could you kindly answer my questions. I have been waiting for a long time. Thank you.

  5. 3 Posted by Tom Freeman on 06 Mar, 2017 04:31 PM

    Tom Freeman's Avatar

    I am so sorry this thread was lost.

    Income are the cash distributions from this security, both reinvested and those taken in cash.

    Gains are the realized gain/loss on sales of a security.

    Return is the end value of the investment in relation to the beginning value adjusted for income and gains.

    Tom Freeman
    Infinite Kind Support

  6. 4 Posted by chan.pat93 on 06 Mar, 2017 06:00 PM

    chan.pat93's Avatar

    What about the number represented under the date (i.e. 2016'11'04' in my screen capture above)?

    Thank you for your help

  7. 5 Posted by Tom Freeman on 09 Mar, 2017 06:41 PM

    Tom Freeman's Avatar

    That is the date range. You can change the format from File > preferences, look for the date format on the general tab.

    Tom Freeman
    Infinite Kind Support

  8. System closed this discussion on 08 Jun, 2017 06:50 PM.

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