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| Try this http://umpmfaq.info/faqdb.php?q=81 -- Regards Bob Peel, Microsoft MVP - Money For UK tips & fixes see http://support.microsoft.com/default...d=fh;EN-GB;mny. For wishes or suggestions see http://register.microsoft.com/mswish/suggestion.asp or for UK wishes http://www.microsoft.com/uk/support/money/feedback I do not respond to any emails that I have not specifically asked for. "David Arnstein" <arnstein[at]panix.com> wrote in message news:cnhlrf$b3h$1[at]reader1.panix.com... - quote - > This is a complicated problem, please bear with me. > I am using Money Premium 2005, and I started out by importing a data > file from Quicken Premium 2004. This might be relevant to my problem. > There is a report "Tax-Related Transactions" that I am trying to > correct. I found that it was listing dividends from some of my > tax-free mutual funds. This is wrong, because these dividends are > certainly tax-free. > By luck, I found that if I changed the relevant "dividend" > transactions to "interest" transactions, these transactions would no > longer appear in the report. Success. Except for one problem. > I have a particular tax free exchange-traded fund that Money will not > let me edit as described above. Any dividend transaction for this > fund cannot be changed to an interest transaction. If I try to change > dividend-> interest, Money pops up an error dialog saying that this is > not allowed for this type of security. > So I went looking for some property of this exchange-traded fund that > causes Money to impose this restriction. The only clue I have is that > Money has classified this exchange-traded fund as a stock, rather than > a mutual fund. I don't think that any of my other tax-free funds have > been mis-classified in this manner. As an experiment, I would like to > change it to a mutual fund. But I cannot figure out a way to change a > stock into a mutual fund, in Money. > Any suggestions? > As an aside, I claim that this is a perfect example of how Microsoft > fucks up the user's experience. I encounter similar problems in > Microsoft Word. > If you have read all of this, I thank you! > mutual fund. > -- > David Arnstein > arnstein+usenet[at]pobox.com |
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| This is a complicated problem, please bear with me. I am using Money Premium 2005, and I started out by importing a data file from Quicken Premium 2004. This might be relevant to my problem. There is a report "Tax-Related Transactions" that I am trying to correct. I found that it was listing dividends from some of my tax-free mutual funds. This is wrong, because these dividends are certainly tax-free. By luck, I found that if I changed the relevant "dividend" transactions to "interest" transactions, these transactions would no longer appear in the report. Success. Except for one problem. I have a particular tax free exchange-traded fund that Money will not let me edit as described above. Any dividend transaction for this fund cannot be changed to an interest transaction. If I try to change dividend-> interest, Money pops up an error dialog saying that this is not allowed for this type of security. So I went looking for some property of this exchange-traded fund that causes Money to impose this restriction. The only clue I have is that Money has classified this exchange-traded fund as a stock, rather than a mutual fund. I don't think that any of my other tax-free funds have been mis-classified in this manner. As an experiment, I would like to change it to a mutual fund. But I cannot figure out a way to change a stock into a mutual fund, in Money. Any suggestions? As an aside, I claim that this is a perfect example of how Microsoft fucks up the user's experience. I encounter similar problems in Microsoft Word. If you have read all of this, I thank you! mutual fund. -- David Arnstein arnstein+usenet[at]pobox.com |
| Tags |
| problem, security, taxfree |
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