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

    Brian Adler's Avatar

    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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