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#3
11-23-2005, 03:03 AM
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 Re: Money 2005 Glad we helped you get yourself fixed up. Thanks for the feedback. "Pat" <pjwenzel[at]sbcglobal.net> wrote in message news:82Rgf.826$fO5.88[at]newssvr33.news.prodigy.com... - quote - > Thanks, Dick. I went in and changed the name of the fund and the > investments. |
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#2
11-23-2005, 02:07 AM
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| Re: Money 2005 Thanks, Dick. I went in and changed the name of the fund and the investments. Patricia "Pat" <pjwenzel[at]sbcglobal.net> wrote in message news:Swvgf.1176$4o7.272[at]newssvr24.news.prodigy.net... - quote - > Hi, > I'm running Money 2005 on Windows XP with SP2 installed. > One of my mutual funds just merged into another fund. I created a new > investment account and transferred the shares from the old fund into the > new one. But...the new fund does not show up in the portfolio manager. > How can I fix this? > Thanks > Patricia > -- > ***This message has been scanned for viruses by Norton Utilities *** |
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#1
11-22-2005, 02:33 AM
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| Re: Money 2005 I should add that what I think you accomplished is transferring shares of fund ABCDX from Investment Account X to a new investment account named after the new mutual fund. You didn't actually convert shares from one fund into shares of a different new and merged fund. That's my suspicion from your description anyway. "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in message news:ugyOlGx7FHA.3544[at]TK2MSFTNGP09.phx.gbl... - quote - > You say you "created a new investment account and transferred the shares > from the old fund into the new one." I think this means you did not create > a new Investment, only a new Investment Account. Funds are Investments. > Investments are held in Investment Accounts. > You might want to read http://umpmfaq.info/faqdb.php?q=144. > "Pat" <pjwenzel[at]sbcglobal.net> wrote in message > news:Swvgf.1176$4o7.272[at]newssvr24.news.prodigy.net... > > One of my mutual funds just merged into another fund. I created a new > > investment account and transferred the shares from the old fund into the > > new one. But...the new fund does not show up in the portfolio manager. |
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11-22-2005, 02:03 AM
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| Re: Money 2005 You say you "created a new investment account and transferred the shares from the old fund into the new one." I think this means you did not create a new Investment, only a new Investment Account. Funds are Investments. Investments are held in Investment Accounts. You might want to read http://umpmfaq.info/faqdb.php?q=144. "Pat" <pjwenzel[at]sbcglobal.net> wrote in message news:Swvgf.1176$4o7.272[at]newssvr24.news.prodigy.net... - quote - > One of my mutual funds just merged into another fund. I created a new > investment account and transferred the shares from the old fund into the > new one. But...the new fund does not show up in the portfolio manager. |
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#-1
11-22-2005, 01:38 AM
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| Money 2005 Hi, I'm running Money 2005 on Windows XP with SP2 installed. One of my mutual funds just merged into another fund. I created a new investment account and transferred the shares from the old fund into the new one. But...the new fund does not show up in the portfolio manager. How can I fix this? Thanks Patricia -- ***This message has been scanned for viruses by Norton Utilities *** |
| Tags |
| 2005, money |
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