I've been able to come back to this problem at last and try your solution.

It works now, thanks for your help.

[Sure I did it another way in the past that I can now not find but oh well...]

In microsoft.public.money, AH UK user wrote:

- quote -

If I understand correctly, you are looking for an entry in the
Investment box of a new transaction. The account is a container that
contains transactions. Transactions include a Buy of an Investment.

So, if I have this right, type the name of the fund into the
Investment box. Money will ask you information about this
investment.

Many fund companies set things up so that you have a single account
that contains Buys, Sells, etc for more than one investment. That is
how I would prefer it. If I download transactions, however, I will
follow the method that the fund company uses. So if there is
separate account for each fund, I would follow that. If I were going
to enter transactions manually, I would create a single account for
the fund company, and enter transactions for the various funds in
that same account. Many, perhaps most, fund companies do that.
Vanguard switched to that method.

But the multi-account method works well too. You just have to set up
an investment as well as the account. I don't know if the names can
be identical, but certainly you could have an account named XYZ
Funds and an investment named XYZ Fund.




- quote -

At first I thought you were running across a limit in the number of
Favorite accounts, but your description has made it clear that that
is not the issue.

I have appended a little glossary that I had made:

================================
Basic Money Glossary (prototype)

Account

A collective place to place transactions. An investment account
would normally hold stocks, bonds, and/or mutual funds. There are
also bank, credit, and asset accounts. Money Help item "account"
gives a description.

Category

The Money help item "category" says "A way to sort your income and
expenses into meaningful groups so you can see income and spending
patterns in Money reports." That seems like a good description.


Favorite Account

An attribute of an account to give it easier access. See help item
"favorite".


Investment

A security such as stock, bond, or mutual fund. See Help item
"investment". Investment Buys and Sells are entered into an
investment (type) account, but an account is not an investment.
Normally when your broker assigns different account numbers, each
account number would correspond to an account. Each account can
contain many different types of investments.


Money File

The file that normally has the extension .mny. It contains the
data for money as well as most of the settings. It can be moved,
deleted, or copied by normal operating system means. See Help item
"file".

The Money file can be backed up to a Money backup file with a .mbf
extension. Give careful thought to your backup policy.


Watch Account

An account that is not real, but is for the purpose of watching
securities that you may not actually own. See help item "watch".
==============================================

- quote -

Apologies for the lack of info, I've rectified that below...

1) In the Investing Centre select "Create a new account"
a) Select an existing financial institution for the account to be held at
b) Select an investment account type
c) Give it a new name, rest options left at default setting
d) Select to add investments later
e) Default setttings of "0" for investment and cash balances
f) select finish
2) In the Portfolio section of the Investing Centre the new account is
displayed
3) Select the new account and you are taken to the investment transactions
screen for the account
4) Select "New" (add a new transaction to the account)
5) In the dialogue box at the bottom of the screen, in the "Investment"
field, the list the user can view by selecting the down arrow does not
contain the new account that has just been created
6) Even adding an entry to the Cash Transactions seciton of the new account
does not affect 5)
7) There are 11 existing funds in the list shown to the user in 5). All but
the newly created account are available for selection.

Hope this helps, thanks.

In microsoft.public.money, AH UK user wrote:

- quote -

You go to the account list, and you click the problem account. That
gets you into the account register. You try to enter a transaction.
*What* drop-down list does not include a new *what*? Account, or
Investment.

Or are you referring to the little down-arrow that shows on the
account list page that lets you select accounts?

- quote -

- quote -

Thanks for the response but afraid not. Its an investment account initially
setup using default settings only. I even currently have display of closed
accounts enabled. It shows up in the Portfolio section of the Investing
Centre fine, same as my other accounts. Any more ideas anyone? Thanks.

In microsoft.public.money, "AH UK user" <AH UK
user[at]discussions.microsoft.com> wrote:

- quote -

You may have created that as a Watch account (contains pretend
transactions). You may then have the sorting of the account list to
not show watch accounts.

I'm using Money 2001 and I've created a new investment account. Yet when I
try to add a transaction to it, the drop-down list of investment accounts
does not include the new one. Yet everywhere else in Money (account list,
etc) the new account does appear. What gives? Any ideas?

Thanks