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#1
11-11-2005, 02:36 AM
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 Re: How to merge investment accounts? - quote - > "L'l John" <je_norrisstopspam[at]hotmail.com> wrote in message
I'm not ignoring you but don't have any useful wisdom to offer.> news:%23Q$h3XZ5FHA.2092[at]TK2MSFTNGP12.phx.gbl... > > I have been using Money04. > > I downloaded the trial version of Money06. The file conversion worked > > just fine, but when I downloaded my Investment accounts (Fidelity Inv.), > > duplicate accounts were created. > > I cannot seem to figure out how to handle the extra accounts. I don't > > think they should be deleted but each time I attempt to update the > > accounts on line, more accounts are created. I have attempted to merge > > them but have not been successful, since it seems that I have a stock > > investment that no longer exist, showing up from my original account. > > It is Glaxo Wellcome which was sold in 1996 from my account and M06 wants > > me to give it a symbol. I have no idea what the symbol was and when I > > make up one (WXYZ), it won't accept it or any other and closes. > > So, my attempt to merge has to close. -- Chris Cowles Gainesville, FL |
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11-11-2005, 01:01 AM
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| Re: How to merge investment accounts? Anybody? I would like to be able to work with M06, but without being able to resolve this myself, I need help! Thanks, "L'l John" <je_norrisstopspam[at]hotmail.com> wrote in message news:%23Q$h3XZ5FHA.2092[at]TK2MSFTNGP12.phx.gbl... - quote - > I have been using Money04. > I downloaded the trial version of Money06. The file conversion worked just > fine, but when I downloaded my Investment accounts (Fidelity Inv.), > duplicate accounts were created. > I cannot seem to figure out how to handle the extra accounts. I don't > think they should be deleted but each time I attempt to update the > accounts on line, more accounts are created. I have attempted to merge > them but have not been successful, since it seems that I have a stock > investment that no longer exist, showing up from my original account. > It is Glaxo Wellcome which was sold in 1996 from my account and M06 wants > me to give it a symbol. I have no idea what the symbol was and when I make > up one (WXYZ), it won't accept it or any other and closes. > So, my attempt to merge has to close. > Any Ideas how I can get this mess cleaned up? > Thanks, > John |
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#-1
11-10-2005, 12:26 AM
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| How to merge investment accounts? I have been using Money04. I downloaded the trial version of Money06. The file conversion worked just fine, but when I downloaded my Investment accounts (Fidelity Inv.), duplicate accounts were created. I cannot seem to figure out how to handle the extra accounts. I don't think they should be deleted but each time I attempt to update the accounts on line, more accounts are created. I have attempted to merge them but have not been successful, since it seems that I have a stock investment that no longer exist, showing up from my original account. It is Glaxo Wellcome which was sold in 1996 from my account and M06 wants me to give it a symbol. I have no idea what the symbol was and when I make up one (WXYZ), it won't accept it or any other and closes. So, my attempt to merge has to close. Any Ideas how I can get this mess cleaned up? Thanks, John |
| Tags |
| accounts, investment, merge |
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