| | |||
| |||
| Michael, That might be it. The investment in my account was set up as a mutual fund. Is it possible to change it to a stock? I didn't see an obvious way to do it. Thanks. Jon - quote - > -----Original Message----- > It might be that the investment in question is identified differently, e.g., > by you as a mutual fund and by the new broker as a stock. > -- > Michael Gordon - MVP > "Jon" <jldubke[at]worldnet.att.net> wrote in message > news:004301c35905$ef4682b0$a101280a[at]phx.gbl... > > I have Microsoft Money Deluxe 2003 and am running on the > > Windows 98 operating system. > > > I recently closed an investment account and transferred > > investments to a new investment account. Therefore, I've > > created a new investment account in Money and transferred > > investments to it. I had online statements set up on the > > old account and also on the new account. I am running > > into problems because there is one investment that has a > > slightly different name on the online statements in the > > new account than on the old account. > > > When I go to read the new online statement a dialog box > > opens with the heading, "Money found the following > > investment in your brokerage statement:" and then lists > > the investment in question. I then have the option of > > choosing the matching investment from a drop-down box or > > adding the investment as a new investment. I would like > > to choose the first option to match the same investment > > (with a different name) to itself in the new account. > > However, it is not listed in the dropdown box. In fact, > > the dropdown box has investments that no longer exist in > > it. > > > Any suggestions? > > > Thanks. Jon > > . |
|
#-1
| |||
| |||
| I have Microsoft Money Deluxe 2003 and am running on the Windows 98 operating system. I recently closed an investment account and transferred investments to a new investment account. Therefore, I've created a new investment account in Money and transferred investments to it. I had online statements set up on the old account and also on the new account. I am running into problems because there is one investment that has a slightly different name on the online statements in the new account than on the old account. When I go to read the new online statement a dialog box opens with the heading, "Money found the following investment in your brokerage statement:" and then lists the investment in question. I then have the option of choosing the matching investment from a drop-down box or adding the investment as a new investment. I would like to choose the first option to match the same investment (with a different name) to itself in the new account. However, it is not listed in the dropdown box. In fact, the dropdown box has investments that no longer exist in it. Any suggestions? Thanks. Jon |
| Tags |
| account, investment, online, statements, transferring |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| online account service Aaron: I have several financial accounts that allow online service. But to sign on I need to give my social security number. Would this be a poor move? ... | Microsoft Money | 1 | 07-13-2003 05:51 PM | |
| Transferring Investments between Accounts Charles Rhodes: Several years ago, in a previous version of Money, I established all of my investments with my mutual fund company in one account. For years,... | Microsoft Money | 1 | 07-01-2003 05:27 PM | |
| Thread Tools | |
| Display Modes | |
| |