In microsoft.public.money, Tony Lisanti 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 need to change the type of investment I entered into
Money'05. I accidentally made something a Stock, when it should be a
Mutual Fund. I can't see anything listed in the account to change
what type it is. Does anyone know where this is?


Tony