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#3
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| Either I misunderstood your directions, or I didn't follow them properly :-) It finally worked! Here's what I had to do: My current portfolio had "Blah Blah(0002)" with symbol BLAH. I was unable to rename it to "Blah Blah" with symbol BLAH. 1. I changed the symbol name for "Blah Blah(0002)" to BLAH2 2. I entered a Buy transation for "Blah Blah", which may have had me go through the New Investment Wizard, I can't remember. Either way, it worked. 3. I renamed "Blah Blah" with symbol BLAH to "Blah Blah2" with symbol BLAH2. 4. I renamed "Blah Blah(0002)" to "Blah Blah" and changed its symbol back to BLAH. (IT WORKED!) 5. I deleted the investment "Blah Blah2" Thanks Cal, that was a great tip! -Mike |
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#2
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| In microsoft.public.money, Mike wrote: - quote - > I can't seem to get that to work. When I try to enter a
I suspect the problem is the not name being duplicated but rather> dividend for "Blah Blah", it pops up the Create New > Investment wizard, which has the same "investment already > exists" problem. > I'm using Money 2004, if that matters... > My steps for creating a dividend are: > Click on Investing -> Portfolio > Click on the name of my account > Click the new button at the bottom > Enter "Blah Blah" in the Investment field > Voila! The Create New Investment Wizard appears. > Any other ideas? the symbol. What is the actual error message? I am suspecting that the error is " 'blah' is already being used as a name or symbol for another investment. Please enter a different choice" Try sorting the portfolio by symbol, and see if you can find an investment with the same symbol. |
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#1
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| I can't seem to get that to work. When I try to enter a dividend for "Blah Blah", it pops up the Create New Investment wizard, which has the same "investment already exists" problem. I'm using Money 2004, if that matters... My steps for creating a dividend are: Click on Investing -> Portfolio Click on the name of my account Click the new button at the bottom Enter "Blah Blah" in the Investment field Voila! The Create New Investment Wizard appears. Any other ideas? - quote - > -----Original Message----- > In microsoft.public.money, Mike wrote: > > I have an investment that gets downloaded as "Blah Blah > > (0021)" from my financial institution, and I would like > > to view the investment as "Blah Blah". I was able to > > rename my other investments like this, but I am unable to > > do it with this investment. I'm guessing that I renamed > > it at one point and then did something to change it back, > > which is causing the error. My question is, is there any > > way to actually delete the old investment so that I can > > rename my current investment to "Blah Blah"? I can't > > seem to find any listings for just "Blah Blah" anywhere > > in my information. > Enter a fake dividend for "Blah Blah". Money will ask if you want to > undelete "Blah Blah". Yes. > Then rename "Blah Blah" to something you will never want to use. > BLANK THE SYMBOL, if any. Delete the fake dividend. Now you can > Delete that investment, and you can use the name "Blah Blah" again. > . |
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| In microsoft.public.money, Mike wrote: - quote - > I have an investment that gets downloaded as "Blah Blah
Enter a fake dividend for "Blah Blah". Money will ask if you want to> (0021)" from my financial institution, and I would like > to view the investment as "Blah Blah". I was able to > rename my other investments like this, but I am unable to > do it with this investment. I'm guessing that I renamed > it at one point and then did something to change it back, > which is causing the error. My question is, is there any > way to actually delete the old investment so that I can > rename my current investment to "Blah Blah"? I can't > seem to find any listings for just "Blah Blah" anywhere > in my information. undelete "Blah Blah". Yes. Then rename "Blah Blah" to something you will never want to use. BLANK THE SYMBOL, if any. Delete the fake dividend. Now you can Delete that investment, and you can use the name "Blah Blah" again. |
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#-1
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| I have an investment that gets downloaded as "Blah Blah (0021)" from my financial institution, and I would like to view the investment as "Blah Blah". I was able to rename my other investments like this, but I am unable to do it with this investment. I'm guessing that I renamed it at one point and then did something to change it back, which is causing the error. My question is, is there any way to actually delete the old investment so that I can rename my current investment to "Blah Blah"? I can't seem to find any listings for just "Blah Blah" anywhere in my information. Thanks! -Mike |
| Tags |
| deleted, investment, rename |
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