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| Said a different way. Set the fund up in one account, doesn't matter which one. Then go to the other account, and inter the appropriate BUY orders using the symbol. Both will update when you update prices. - quote - > -----Original Message----- > In microsoft.public.money, EADBLU wrote: > > I have 2 AXP New Dimensions mutual funds. One of them is > > a normal taxable fund and the other one an IRA. > > > How do I set them up to be able to update both of them on > > line? > > > Now if I put them both in one account or each one in a > > separate account and enter the fund symbol INNDX on the > > second one I get the message that the symbol already > > exists. > > You got a message that a symbol is already in use? Create a > security only once. Thereafter choose it from the drop- down list. > > I like to keep both funds separate since the are taxed > > differently. > If you are not in Canada, putting them in the separate accounts will > let Money know that they are taxed differently. > Make sure the IRA is set up as a retirement account. Check account > details/settings to be sure. > . |
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| In microsoft.public.money, EADBLU wrote: - quote - > I have 2 AXP New Dimensions mutual funds. One of them is
You got a message that a symbol is already in use? Create a> a normal taxable fund and the other one an IRA. > How do I set them up to be able to update both of them on > line? > Now if I put them both in one account or each one in a > separate account and enter the fund symbol INNDX on the > second one I get the message that the symbol already > exists. security only once. Thereafter choose it from the drop-down list. - quote - > I like to keep both funds separate since the are taxed
If you are not in Canada, putting them in the separate accounts will> differently. let Money know that they are taxed differently. Make sure the IRA is set up as a retirement account. Check account details/settings to be sure. |
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| I have 2 AXP New Dimensions mutual funds. One of them is a normal taxable fund and the other one an IRA. How do I set them up to be able to update both of them on line? Now if I put them both in one account or each one in a separate account and enter the fund symbol INNDX on the second one I get the message that the symbol already exists. I like to keep both funds separate since the are taxed differently. Any suggestions? |
| Tags |
| funds, identical, mutual |
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