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  #6  
Old 10-11-2005, 03:53 AM
Cal Learner-- MVP
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Posts: n/a
Default Re: incomplete investment syn with Mnyppc05 ?

In microsoft.public.money, Apothecon wrote:

- quote -

> But is there a way to edit an investment from money market to mutual fund ?
> I didn't see a selection to do that


It is not trivial, but not as hard as it first appears. A few
minutes should do it.

In the details, remove the existing symbol, and rename the existing
"money market fund" to something you will never use. Let's suppose
you choose zzzz.

Make a large dummy AddShares of the NEW fund, dated before all
other transactions, into the account register. If you have not
pre-defined the security, be sure that you select Money Market as
the type. Select a TEMPORARY name of the new fund to something that
starts the same as the old name. That way when the drop-down list
starts at the old name, the new one will be adjacent. If you chose
zzzz as the old name, you might use zzz1 as the temporary name.

Go back to investment zzzz and choose View: Investment Details.
Change each transaction to zzz1 using the drop-down list. Start
with the newest transaction. I would double-click the transaction
to open it for edit.

In any case, keep going until there are no more zzzz transactions
remaining. At that point you can "delete" zzzz.

Add the symbol and rename zzz1 to the name you want to use for
real. Delete the dummy AddShares that you put into your
register; accept the warning.
  #5  
Old 10-11-2005, 01:24 AM
Apothecon
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Default Re: incomplete investment syn with Mnyppc05 ?

But is there a way to edit an investment from money market to mutual fund ?
I didn't see a selection to do that
"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:frtkk1dqvnn47ru6o19oaotj17e21g7ble[at]4ax.com...
- quote -

> In microsoft.public.money, Apothecon wrote:
> > I found that investments classified as "money market" will not sync,so I
> > created the same investment as a "mutual fund" type and it syncs.My next
> > question then is can I change an investments fund type ? I don't think so

> It is very tedious if you have a lot of MM transactions.
> Also, if you have Money provide the data for your Schedule D
> (Capital Gains), a mutual fund Sell will generate an entry on
> Schedule D, whereas a mutual fund Sell will not.



  #4  
Old 10-10-2005, 02:17 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: incomplete investment syn with Mnyppc05 ?

In microsoft.public.money, Apothecon wrote:

- quote -

> I found that investments classified as "money market" will not sync,so I
> created the same investment as a "mutual fund" type and it syncs.My next
> question then is can I change an investments fund type ? I don't think so


It is very tedious if you have a lot of MM transactions.

Also, if you have Money provide the data for your Schedule D
(Capital Gains), a mutual fund Sell will generate an entry on
Schedule D, whereas a mutual fund Sell will not.
  #3  
Old 10-10-2005, 02:10 PM
Apothecon
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Posts: n/a
Default Re: incomplete investment syn with Mnyppc05 ?

I found that investments classified as "money market" will not sync,so I
created the same investment as a "mutual fund" type and it syncs.My next
question then is can I change an investments fund type ? I don't think so
"Glyn Simpson, MVP" <glyn[at]serf.org> wrote in message
news:%23P7sX01yFHA.1028[at]TK2MSFTNGP12.phx.gbl...
- quote -

> I'm not sure on the specifics of the type of fund in question, but not
> everything will sync. This sounds like one of those, especially if it's
> not listed in ActiveSync.
> --
> Glyn Simpson, Microsoft MVP - Money
> http://money.mvps.org
> Check http://money.mvps.org/faq/default.aspx for tips and fixes for MS
> Money.
> To send Microsoft your product wishes see
> http://money.mvps.org/wishes.aspx
> I do not respond to any unsolicited email regarding Money
> "Apothecon" <sailer.ny[at]netzero.net> wrote in message
> news:uNcF7ouyFHA.1040[at]TK2MSFTNGP14.phx.gbl...
> > It's just a money market mutual fund within an account that holds a half
> > dozen stocks and funds.Everything in the account syncs to my pda,but this
> > one fund does not even show up in Active Sync (if you right click on
> > properties,you can choose which investments to sync over) Thanks
> > "Glyn Simpson, MVP" <glyn[at]serf.org> wrote in message
> > news:elSqR%23qyFHA.3408[at]TK2MSFTNGP09.phx.gbl...
> > > what type of investment is it? different currency to your base currency?
> > > > > --
> > > Glyn Simpson, Microsoft MVP - Money
> > > http://money.mvps.org
> > > > > Check http://money.mvps.org/faq/default.aspx for tips and fixes for MS
> > > Money.
> > > To send Microsoft your product wishes see
> > > http://money.mvps.org/wishes.aspx
> > > > > I do not respond to any unsolicited email regarding Money
> > > > > "Apothecon" <sailer.ny[at]netzero.net> wrote in message
> > > news:O0rXt6gyFHA.1132[at]TK2MSFTNGP10.phx.gbl...
> > > > All of my investments except for 1 syn to my Dell Axim.Any ideas
> > > > > > > > >


  #2  
Old 10-07-2005, 04:35 PM
Glyn Simpson, MVP
Guest
 
Posts: n/a
Default Re: incomplete investment syn with Mnyppc05 ?

I'm not sure on the specifics of the type of fund in question, but not
everything will sync. This sounds like one of those, especially if it's not
listed in ActiveSync.

--
Glyn Simpson, Microsoft MVP - Money
http://money.mvps.org

Check http://money.mvps.org/faq/default.aspx for tips and fixes for MS
Money.
To send Microsoft your product wishes see http://money.mvps.org/wishes.aspx

I do not respond to any unsolicited email regarding Money

"Apothecon" <sailer.ny[at]netzero.net> wrote in message
news:uNcF7ouyFHA.1040[at]TK2MSFTNGP14.phx.gbl...
- quote -

> It's just a money market mutual fund within an account that holds a half
> dozen stocks and funds.Everything in the account syncs to my pda,but this
> one fund does not even show up in Active Sync (if you right click on
> properties,you can choose which investments to sync over) Thanks
> "Glyn Simpson, MVP" <glyn[at]serf.org> wrote in message
> news:elSqR%23qyFHA.3408[at]TK2MSFTNGP09.phx.gbl...
> > what type of investment is it? different currency to your base currency?
> > > --

> > Glyn Simpson, Microsoft MVP - Money
> > http://money.mvps.org
> > > Check http://money.mvps.org/faq/default.aspx for tips and fixes for MS

> > Money.
> > To send Microsoft your product wishes see
> > http://money.mvps.org/wishes.aspx
> > > I do not respond to any unsolicited email regarding Money
> > > "Apothecon" <sailer.ny[at]netzero.net> wrote in message

> > news:O0rXt6gyFHA.1132[at]TK2MSFTNGP10.phx.gbl...
> > > All of my investments except for 1 syn to my Dell Axim.Any ideas
> > > >


  #1  
Old 10-07-2005, 02:52 AM
Apothecon
Guest
 
Posts: n/a
Default Re: incomplete investment syn with Mnyppc05 ?

It's just a money market mutual fund within an account that holds a half
dozen stocks and funds.Everything in the account syncs to my pda,but this
one fund does not even show up in Active Sync (if you right click on
properties,you can choose which investments to sync over) Thanks
"Glyn Simpson, MVP" <glyn[at]serf.org> wrote in message
news:elSqR%23qyFHA.3408[at]TK2MSFTNGP09.phx.gbl...
- quote -

> what type of investment is it? different currency to your base currency?
> --
> Glyn Simpson, Microsoft MVP - Money
> http://money.mvps.org
> Check http://money.mvps.org/faq/default.aspx for tips and fixes for MS
> Money.
> To send Microsoft your product wishes see
> http://money.mvps.org/wishes.aspx
> I do not respond to any unsolicited email regarding Money
> "Apothecon" <sailer.ny[at]netzero.net> wrote in message
> news:O0rXt6gyFHA.1132[at]TK2MSFTNGP10.phx.gbl...
> > All of my investments except for 1 syn to my Dell Axim.Any ideas

>


 
Old 10-06-2005, 07:53 PM
Glyn Simpson, MVP
Guest
 
Posts: n/a
Default Re: incomplete investment syn with Mnyppc05 ?

what type of investment is it? different currency to your base currency?

--
Glyn Simpson, Microsoft MVP - Money
http://money.mvps.org

Check http://money.mvps.org/faq/default.aspx for tips and fixes for MS
Money.
To send Microsoft your product wishes see http://money.mvps.org/wishes.aspx

I do not respond to any unsolicited email regarding Money

"Apothecon" <sailer.ny[at]netzero.net> wrote in message
news:O0rXt6gyFHA.1132[at]TK2MSFTNGP10.phx.gbl...
- quote -

> All of my investments except for 1 syn to my Dell Axim.Any ideas


  #-1  
Old 10-06-2005, 12:41 AM
Apothecon
Guest
 
Posts: n/a
Default incomplete investment syn with Mnyppc05 ?

All of my investments except for 1 syn to my Dell Axim.Any ideas


 

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incomplete, investment, mnyppc05, syn
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