Not all investment activities show in the list

#3 02-10-2005, 09:07 PM

Thanks again. Your directions worked great.

Bill

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Bill Mac wrote:
> > Thanks Cal - that's what I found. How do I change it from a stock to a
> > Mutual fund?
> It is not trivial, but not as hard as it first appears. A few
> minutes should do it.
> In the details, remove the symbol, and rename the existing "stock"
> to something you will never use. Let's suppose you choose zzzz.
> Create a new mutual fund with the correct name and symbol.
> Go back to investment zzzz and choose View: Investment Details.
> Change each transaction to the fund using the drop-down list. My
> inclination would be to try starting with the oldest transaction.
> Keep going until there are no more zzzz transactions remaining. At
> that point you can "delete" zzzz. The exception is that with Money
> 2003 or 2004, delete can actually delete; if you delete all
> transactions for zzzz (including watch accounts) and delete the
> investment, it will be deleted. You can use that name again.
> Let us know if you encounter problems with that.
> Myrna Larson suggests " To avoid problems with sells, you can
> simply enter a bogus initial transaction with enough shares to
> cover all subsequent sales. You should then be able to move the
> transactions in any order you like. After all transactions have
> been moved, delete the dummy entry."

#2 02-09-2005, 10:19 PM

In microsoft.public.money, Bill Mac wrote:

- quote -

> Thanks Cal - that's what I found. How do I change it from a stock to a
> Mutual fund?

It is not trivial, but not as hard as it first appears. A few
minutes should do it.

In the details, remove the symbol, and rename the existing "stock"
to something you will never use. Let's suppose you choose zzzz.

Create a new mutual fund with the correct name and symbol.

Go back to investment zzzz and choose View: Investment Details.

Change each transaction to the fund using the drop-down list. My
inclination would be to try starting with the oldest transaction.
Keep going until there are no more zzzz transactions remaining. At
that point you can "delete" zzzz. The exception is that with Money
2003 or 2004, delete can actually delete; if you delete all
transactions for zzzz (including watch accounts) and delete the
investment, it will be deleted. You can use that name again.

Let us know if you encounter problems with that.

Myrna Larson suggests " To avoid problems with sells, you can
simply enter a bogus initial transaction with enough shares to
cover all subsequent sales. You should then be able to move the
transactions in any order you like. After all transactions have
been moved, delete the dummy entry."

#1 02-09-2005, 10:09 PM

Thanks Cal - that's what I found. How do I change it from a stock to a
Mutual fund?

Bill

"Bill Mac" wrote:

- quote -

> I am unable to add a short-term cap gains transaction for one of my
> investments in MS Money Sm Business 2004. The drop-down list does not
> contain such a transaction. Yet, if I go to the activity pick list first
> before entering an investment, I can plainly see the various cap gains
> options. After selecting one then I try to add the investment. When I do,
> the activity field clears and the resulting pick list does not (again)
> include any cap gains transactions.
> Is there any logical explanation/solution for this? Thanks.
> Bill

02-09-2005, 10:00 PM

In microsoft.public.money, Bill Mac wrote:

- quote -

> I am unable to add a short-term cap gains transaction for one of my
> investments in MS Money Sm Business 2004. The drop-down list does not
> contain such a transaction. Yet, if I go to the activity pick list first
> before entering an investment, I can plainly see the various cap gains
> options. After selecting one then I try to add the investment. When I do,
> the activity field clears and the resulting pick list does not (again)
> include any cap gains transactions.
> Is there any logical explanation/solution for this? Thanks.

It could be that you did not define that investment as a Mutual
Fund.

#-1 02-09-2005, 09:09 PM

I am unable to add a short-term cap gains transaction for one of my
investments in MS Money Sm Business 2004. The drop-down list does not
contain such a transaction. Yet, if I go to the activity pick list first
before entering an investment, I can plainly see the various cap gains
options. After selecting one then I try to add the investment. When I do,
the activity field clears and the resulting pick list does not (again)
include any cap gains transactions.

Is there any logical explanation/solution for this? Thanks.

Bill

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