"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:1bclkv0hqe4oaldqnlucm5c64dpodmj3ft[at]4ax.com...
- quote -

I have made "buys" every paycheck since July (when the system changed) using
the share prices (other than 1.00). M2004 accepts these and lets me update
the share price even with the CFund defined as a MM type. The price history
shows this price change.

I guess I'll leave this alone as there is no benefit to switching the fund
type.

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Aloke
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In microsoft.public.money, Aloke Prasad wrote:

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The other difference is that MM funds sells do not get put into the
Schedule D. However since your holding is in a retirement account,
it would not get to schedule D anyway. So the biggest advantage is
that the price could let you track the value changes by manually
changing the per-share price. Otherwise, leaving the fund classified
as a MM should work fine.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:1d2lkv881h9d95tn2k9id8v3pvtrlf7umk[at]4ax.com...
- quote -

Thanks for the details. Actually, the C Fund is not traded on the exchanges
and it's price is not updated at any web site (although I can look it up at
the end of the day and enter the daily price manually, I don't intend to do
so on a daily basis.).

MM Funds can have a value other than 1.00. What advantage will there be in
changing the type to mutual fund?

I'm having second thoughts about doing this change if there are no
significant benefits in doing so ...

--

Aloke
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In microsoft.public.money, Aloke Prasad wrote:

- quote -

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

Create a new investment with the correct type, name and symbol.

Go back to investment zzzz and choose View: Investment Details.

Change each transaction to the investment using the drop-down list.
Keep going until there are no more zzzz transactions remaining. At
that point you can "delete" zzzz.

With Money 2003 or 2004 , if you delete all transactions
for zzzz (including watch accounts) and delete the investment, it
will be deleted. You can use that name again.

My retirement plan (TSP for Govt employees) used a system of providing
quarterly valuations. I handled this by creating an investment called CFund
which I declared to be a money market type, with it's share value always at
1.00.

Now TSP is doing daily valuation, with the CFund being treated like a mutual
fund (it is indexed to S&P500).

How do I change the "CFund" that I had set to be a MM fund to be a "regular"
mutual fund?

Thanks.

--

Aloke
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