Money: How Gain and Percent Gain Are Calculated (181754)


The information in this article applies to:

  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2003 Deluxe
  • Microsoft Money Deluxe 2002
  • Microsoft Money 2001
  • Microsoft Money 2000
  • Microsoft Money 99
  • Microsoft Money 98
  • Microsoft Money 2000 Business and Personal
  • Microsoft Money 98 Deluxe Edition
  • Microsoft Money 98 Financial Suite
This article was previously published under Q181754

SUMMARY

This article explains how Gain and Percent Gain (% Gain) are calculated in the Performance View of the Investments area in Microsoft Money.

MORE INFORMATION

Gain and Percent Gain are calculated from the date of the first transaction for each investment, or for the account. The calculations are as follows: 
   Gain =   Closing value amount

          + Income transactions amount
          + Sell transactions amount
          + Short Sell transactions amount
          - Opening value amount (this is the beginning of the first
            transaction with that security or in that account)
          - Buy transactions amount
          - Cover Short transactions amount

   Percent Gain = Gain / (Opening value + Buys + Short Sells)
Modification Type:MajorLast Reviewed:1/5/2005
Keywords:kbinfo kbMoneyInvest KB181754
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