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Oh, I see what you're saying. Actually, you can avoid this problem during the import process. The GainsKeeper application allows you to import a date range and/or omit specific tax lots. Works pretty well.

Optrader, yeah, I guess you could be right if you tried to import your entire Money history into GainsKeeper. While that would be nice from an archiving perspective, if you're concerned about paying for all those trades why import them all? Just import the trades for the current tax year.

I don't think that's correct. You can use Money or GainsKeeper just as you always have - it won't cost you any more. In fact, if you buy Money's Premium software you get GainsKeeper for free. They just made it easier to use both products together. Kind of like how Money and TaxCut work. If...

Kaput? GainsKeeper is still independent. They just have made it easier for Money users to use its tools.