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| - quote - > Let us know if you encounter problems with that.
Thanks for the suggestion. I did have to go back and re-create eachtransaction with the newly created stock; it wouldn't let me change the old transactions to the new investment. |
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| In microsoft.public.money, IanP. wrote: - quote - > One of my investments was set up incorrectly as a mutual fund rather
It is not trivial, but not as hard as it first appears. A few> than a stock. Now when I sync with my brokerage website, it doesn't > find the stock (since Money thinks it's a mutual fund) and it wants to > add all the stock shares to my account as new shares. > How can I change the investment type from mutual fund to stock from > the Investments area? There are no menu options to do so and the > online help doesn't provide any clues. I have several years worth of > transactions for this stock, so I'd hate to have to re-enter them all. 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. 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." |
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#-1
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| One of my investments was set up incorrectly as a mutual fund rather than a stock. Now when I sync with my brokerage website, it doesn't find the stock (since Money thinks it's a mutual fund) and it wants to add all the stock shares to my account as new shares. How can I change the investment type from mutual fund to stock from the Investments area? There are no menu options to do so and the online help doesn't provide any clues. I have several years worth of transactions for this stock, so I'd hate to have to re-enter them all. |
| Tags |
| 2003, change, fund, investment, money, stock, type |
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