"SteveH" <SteveH[at]discussions.microsoft.com> wrote in message
news:9B72D53B-1516-4979-BFCB-6CEF270CDD7D[at]microsoft.com...
- quote -

Two places: the first affects the display of 'Current Asset Allocation' in
the Lifetime Planner, I believe. The second affects the Asset Allocation
tool. The former is more detailed; the latter allows only one category per
investment, even if it's a diversified mutual fund, for example.

1. In the investment account register, or another list display of
investments, right-click the investment and select Investment Details. At
the bottom there's a button labeled 'Change' next to a label saying Change
asset allocation. Click there, fill in the numbers. If the investment has a
valid symbol, it may update this automatically.

2. Investing> Investing Tools> Asset Allocation. Pick Reallocate assets in
plan. A button below the list of assets says Reclassify an Investment. Do
that.
--
Chris Cowles
Gainesville, FL

There's no where to assign an asset category! I have a 403B retirement
account and the category for all funds is OTHER. Money won't let me change
the assets associated with this account - LARGE-CAP, MID-CAP, etc. Does
anyone know how to fix this?

Thanks.