In microsoft.public.money, fj wrote:

- quote -

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."

I used to use Quicken 99 then changed over Money 2004 (both were Canadian
versions). The trust unit investments I have from the pre Money days are all
classified as mutual funds, as Quicken treated them as such. My new ones are
listed as stocks, and I'm finding that more details (yield, etc) are
downloaded. I can't find a way to simply change the old trust units to
stocks. What would be the best way to do this? Thanks in advance.

Fj