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Article: When To Use Microsoft Money For Mutual Fund Recordkeeping

When To Use Microsoft Money For Mutual Fund Recordkeeping

While you might assume any mutual fund investor should use Money?s mutual fund record-keeping tools, that isn?t the case. Because investment record keeping, including mutual fund record keeping, requires significant work and involves complexity, you need to make sure the effort is worth it.

In general, you keep investment records for any of the following reasons:

Reason 1: You want to track interest and dividend income.

Reason 2: You want to track realized and unrealized capital gains and losses.

Reason 3: You want to measure or grade the profitability of an investment by calculating its annual return or yield.

Obviously, all three of the tasks in the preceding list sound worthwhile, but many investors won?t need to...

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When To Use Microsoft Money For Mutual Fund Recordkeeping
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Article: When To Use Microsoft Money For Mutual Fund Recordkeeping

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When To Use Microsoft Money For Mutual Fund Recordkeeping
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