Program Setup
Master Investor has several options that must be set prior to running reports and entering data. These options are accessed under the Setup & Maintenance tab on the main screen. The setup options are used to set an access password and to choose: the printer; the report font used to display and print reports and; the number of months a security must be held for capital gains to be considered medium or long term. All of the options are accessed using buttons on the Preferences portion of the Setup and Maintenance panel.
Help
Master Investor’s help system uses the standard WinHelp system that has been in use since Windows 95. Starting with Windows Vista, this system no longer ships as a part of Windows. If you are running MI under Windows Vista and you cannot access help, you will need to download Winhelp for Vista from Microsoft. A direct link to the download site is available on our website at http://www.owlsoftware.com/help.htm,
Set Password
The Password option is used to enable or disable password protection for running Master Investor.
To enable password protection click the Set Password button then:
- Enter your password and click OK
- Confirm your password by entering it again.
The same process is used to change your password. Setting a blank password disables password protection.
WARNING: OWL SOFTWARE WILL CHARGE A FEE FOR RECOVERY OF DATA IF YOU LOOSE OR FORGET YOUR PASSWORD.
Report Font
The Report Font button is used to select the font and font size that will be used for displaying and printing reports. We recommend using Arial at 10 pitch or Times New Roman at 12 pitch.
Printer
When printing reports, MI sends reports to the default window's printer using the default printer. The Printer Setup button may be used to change your Windows default printer. Reports that are too wide to be printed in portrait orientation are automatically switched to landscape orientation by the program.
Long and Medium Term Months
When MI computes capital gains, it differentiates between long term, medium term and short term capital gains. In order that MI does not become obsolete when there is a change in the tax law, MI allows user definition of these holding periods. The default setting is zero months for medium term and 12 months for long term.
Note: MI computes the minimum holding period as the number of months specified plus one day.
Hint: If your local tax laws do not differentiate between long, and medium term gains then set the “Medium Term Months” to zero. If there is no differentiation between long, medium and short term capital gains, set both the long and medium term months to zero. All gains will then be reported as long term gains.
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