Hey thanks, this worked like a champ.
Should be easier than this, but I appreciate your assistance.

Brian

On Thu, 15 Sep 2005 21:09:24 -0400, via_newsgroup[at]please.tnx wrote:


In microsoft.public.money, Brian wrote:

- quote -

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.

OK, I will give it a try.

Thanks, Brian



On Thu, 15 Sep 2005 21:09:24 -0400, via_newsgroup[at]please.tnx wrote:


In microsoft.public.money, Brian wrote:

- quote -

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.

In microsoft.public.money, Brian wrote:

- quote -

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.

*
I have MS Money 2004 and I added a couple of investments to show inside my401K account. Unfortunately, I mis-identified
the type of investment. I selected stock instead of Mutual Fund. While inthe big scheme of things in not a major issue,
I would like to display my portfolio percentages correctly.

I can not find anyway to change the type of investment to Mutual Fund. Ideleted the account and decided to re-enter, but since I had
already entered the investment symbol, it will not allow me to re-use it.

Please help.

Brian