Glad to hear you are on your way! Thanks for the feedback.

I just tried this in M04 and after Lookup Symbol, I selected the symbol and
clicked OK, and wound up back at New Mutual Fund, clicked Finish, and wound
up back at Create Investment Purchase, entered an amount, clicked OK, and
all was well.

"Denny Browne" <denbrowne[at]email.uophx.edu> wrote in message
news:u0ErJ4CiFHA.4000[at]TK2MSFTNGP12.phx.gbl...
- quote -

Thanks! It finally worked. The problem was when I [select Mutual Fund], I
would select Find Symbol and locate the correct symbol for my investment. I
don't know why, but when I skip that part, it works!



--
Denny Browne
"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:eCsoeJCiFHA.3288[at]TK2MSFTNGP09.phx.gbl...
- quote -

Let me cite, as closely as possible, the exact sequence of events. I'll use
M06 since that's the machine I'm sitting at. M04 is essentially the same. If
this doesn't work in your main file, try it in the sample file or a new file
with nothing in it besides an investment account--which by default will have
a cash account--and set to Advanced Bills.

- Bill Summary|More
- New|Investment Purchase
- Transfer From [select any Cash Account]
- Next Purchase Date [enter 7/14/2005]
- Investment Account [select any Investment Account]
- Investment [type qwertyuiop in the box--this will be the name of the new
investment you are defining here]
- [hit the Tab key]
- [What type of Investment dialog box should pop]
- [select Mutual Fund}
- [click on Next> ]
- [click on Finish]
(when I just tried this, I did not get the same messages I got in two
earlier test cases--who knows what this means? If you get one or two, just
click OK)
- Quantity [enter 0]
- Total Amount Paid [enter 1,000,000--think big!]
- [click OK]

"Denny Browne" <denbrowne[at]email.uophx.edu> wrote in message
news:%23ie$jzBiFHA.2904[at]tk2msftngp13.phx.gbl...
- quote -

I am sorry, I misread your posting. When I try to enter a new investment,
does bring up the dialog box about a new investment, which I create, then
fill in the rest of the boxes. In never does let me enter in a quantity,
price, commission, or total amount paid.

If I click OK, it tells me I must correct the missing information, which it
highlights the Investment box and won't let me go any further.

Thanks,

--
Denny Browne
"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:eK1hklBiFHA.720[at]TK2MSFTNGP14.phx.gbl...
- quote -

What I'm saying is that it's an entirely transient problem that does not
stop you from scheduling an investment purchase and creating a new
investment along the way. And I just tested this in M06 and had almost
exactly the same results--M06 also whined about having no quantity
specified. (That's also pretty dumb, as far as I can see. M04 let's you
schedule an investment purchase just by dollar amount. For a non-money
market/non-bond investment in the future, what more can you know? Now M06
insists on a qty but happily takes 0.)

But once I accept the dialog boxes and fill in something in the remaining
required fields, it happily scheduled the investment purchase for the newly
create investment.

Maybe I don't understand your issue still. You say you have "tried entering
the investment into my portfolio first but no luck." No luck at what? You
have defined Investments, but see none of them in the schedule an investment
purchase investment pull-down?

"Denny Browne" <denbrowne[at]email.uophx.edu> wrote in message
news:O3duMKBiFHA.2360[at]TK2MSFTNGP10.phx.gbl...
- quote -

Yes, exactly the same thing. I have set up recurring investments in the past
but cannot remember how to get an investment in that dang combobox. I have
even tried entering the investment into my portfolio first but no luck.

--
Denny Browne
"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:eGPfNCBiFHA.2072[at]TK2MSFTNGP14.phx.gbl...
- quote -

I just went the full cycle, twice, in M04. When I clicked Finish on the
create investment stuff, I immediately get a Dialog Box saying "You must
fill out all the required fields and then click OK to create this recurring
transaction. To exit this setup, click Cancel." I clicked OK. I note that,
having filled out the information in tab order, I haven't yet entered a
Total Amount Paid. It's marked in red and there is the message about needing
required information. I enter an amount and click OK. All is well.

Summary: I suspect that the create investment stuff returns to the create
investment purchase stuff in some goofy and probably defective way that the
create investment purchase stuff interprets as an OK. (This is probably
because it was designed and tested to work somewhere else--in some other
context--and was not tested here. I'd bet this is a Money defect. Imagine
that.) But not all fields are filled in. So I fill in the fields and all is
well.

Is that the dialog box you are seeing?

Mark V., are you listening? This is probably a "feature" that you might want
to get "improved."

"Denny Browne" <denbrowne[at]email.uophx.edu> wrote in message
news:eMwQQt$hFHA.3960[at]TK2MSFTNGP12.phx.gbl...
- quote -

Yes, the same thing happen to me, but if you continue on and try to save the
recurring investment, it does not let me continue because the investment is
not in the combo box when it loads.

--
Denny Browne
"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:uRsts91hFHA.576[at]tk2msftngp13.phx.gbl...
- quote -

Hmm. I just tried it here in M06 and when I put in an investment name it
didn't know it popped up a dialog box asking me what type of investment it
was.

"Denny Browne" <denbrowne[at]email.uophx.edu> wrote in message
news:%23pK6Mi1hFHA.3540[at]TK2MSFTNGP14.phx.gbl...
I want to set up a new recurring investment purchase in my bills. I am using
2006 or 2004. The problem is when I drop the combo box for Investments, it
doesn't allow me to enter a new investment. I know I have done this in the
past but for the life of me, I cannot figure out how to add a new stock.
When I try, it says the investment is missing.

I want to set up a new recurring investment purchase in my bills. I am using 2006 or 2004. The problem is when I drop the combo box for Investments, it doesn't allow me to enter a new investment. I know I have done this in the past but for the life of me, I cannot figure out how to add a new stock. When I try, it says the investment is missing.

Thanks,

--
Denny Browne