Return on Investment

jp's Avatar

jp

06 Apr, 2009 02:41 PM

I would like to be able to see all the money I contributed to a particular investment account - exclude dividends, and capital gains... That way I could see if I had made or lost money.

  1. 1 Posted by Brian Adler on 08 Apr, 2009 08:03 PM

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    JP, Generating either the "cost basis" or the "capital gains" reports should both give you that information. Brian Moneydance Support

  2. Brian Adler closed this discussion on 08 Apr, 2009 08:03 PM.

  3. jp re-opened this discussion on 09 Apr, 2009 01:02 PM

  4. 2 Posted by jp on 09 Apr, 2009 01:02 PM

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    Mr. Adler-

    Thanks for the suggestions, those reports do help.
    The Cost Basis gives me the information I want, but it also includes re-invested dividends. The re-invested dividends are not really money I contributed - they are part of my return.
    Is there any way to count re-invested dividends as part of the ROI or to remove the dividends from the cost basis report?

  5. 3 Posted by Brian Adler on 13 Apr, 2009 01:59 PM

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    JP, re-invested dividends should be included when considering Cost Basis. I found several references on the internet just to be sure. Please refer to this article: http://www.investopedia.com/terms/c/costbasis.asp Not including re-invested dividends unnecessarily increases your tax burden.

  6. Brian Adler closed this discussion on 13 Apr, 2009 01:59 PM.

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