> That's what I've been doing - selling the fund to a load fund then from
> there to the new one.
> It's been years but I used to do this with quicken. Just couldn't see why
> not with Money. Although maybe its because all the codewriters at
Microsoft
> have stock options and not mutual funds. It may have never occurred to
them
> that someone would ever want to sell one fund and buy another.

> M03 still would have this issue.
> You can't do it because Money won't allow two investment transactions to,
> effectively, be combined in one transaction. An investment transaction has
> *one* share amount, *one* share price, *one* investment, one total value
> and, optionally, one account to get the money from or put the money in.
> Whether it should have been designed to deal with your case or not, it
> wasn't.
> The secret is a thing called the associated cash account. Whether one
exists
> in reality, as in a Fidelity brokerage account, or not, as in a Fidelity
> mutual funds account, is irrelevant. Sell to the cash account and then buy
> from the cash account.
> You can use any cash account, not just an associated cash account. So, if
> you don't want an associated cash account, create a "virtual" account just
> for purposes like these. Its balance should always be zero after these
kinds
> of paired transactions.
> "- Bobb -" <RjSchmoe_nospam[at]netscape.net> wrote in message
> news:OHx9iMRQDHA.2176[at]TK2MSFTNGP12.phx.gbl...
> > But I can't do this with Money ? (M2001 - will newer versions allow it?)
> > Why can't I sell a money market and buy a mutual fund with the proceeds
?
> > Am I doing something wrong ? ( I tried transfer - only to a cash
account,
> so
> > not an option)