Merge Mutual Funds

#3 07-10-2005, 11:26 AM

Thanks. I was able to record the transaction.
Bill Smith
"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:qnb1d1hj3gf2js6haie9ekrmao721i88k2[at]4ax.com...
- quote -

> In microsoft.public.money, William Smith wrote:
> > I mean that two mutual funds "merged" and the one I hold is not the
> > survivor.
> That works easily.
> If your mutual fund is involved in a merger where you don't
> originally hold both funds:
> 1. Do an appropriate split of the fund. You will need to input
> the split ratio a ratio of integers (1 ... 65535). Post the ratio
> you want to achieve.
> 2. In the investment details, change the symbol.
> 3. Change the investment name.
> 4. Add a brief comment to the investment details to explain the
> change.

#2 07-10-2005, 05:17 AM

In microsoft.public.money, William Smith wrote:

- quote -

> I mean that two mutual funds "merged" and the one I hold is not the
> survivor.

That works easily.

If your mutual fund is involved in a merger where you don't
originally hold both funds:

1. Do an appropriate split of the fund. You will need to input
the split ratio a ratio of integers (1 ... 65535). Post the ratio
you want to achieve.

2. In the investment details, change the symbol.

3. Change the investment name.

4. Add a brief comment to the investment details to explain the
change.

#1 07-09-2005, 11:19 PM

Thank you for the reply.
I mean that two mutual funds "merged" and the one I hold is not the
survivor.
I don't know how to handle the transaction in money.
Thanks.
Bill Smith

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:mpuvc11fvbeta9qcjb86sj55di53ua9tkn[at]4ax.com...
- quote -

> In microsoft.public.money, William Smith wrote:
> > Can someone tell me how I would merge two mutual funds in my money
> > accounts?
> > I am using Money 2005 Deluxe.
> Do you mean that two mutual funds "merged" and the one you hold was
> not the survivor?
> Do you mean that two mutual funds "merged" and you held both before
> the merger?
> Do you mean that you have transactions for two different funds in
> separate accounts, and you want to combine the transactions into the
> same account?

07-09-2005, 04:31 PM

In microsoft.public.money, William Smith wrote:

- quote -

> Can someone tell me how I would merge two mutual funds in my money accounts?
> I am using Money 2005 Deluxe.

Do you mean that two mutual funds "merged" and the one you hold was
not the survivor?

Do you mean that two mutual funds "merged" and you held both before
the merger?

Do you mean that you have transactions for two different funds in
separate accounts, and you want to combine the transactions into the
same account?

#-1 07-09-2005, 01:45 PM

Can someone tell me how I would merge two mutual funds in my money accounts?
I am using Money 2005 Deluxe.
Thank you.
William Smith

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