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  #5  
Old 12-19-2005, 07:34 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: SBC to ATT

In microsoft.public.money, fj wrote:

- quote -

> That would be easy, except I happen to have the dumbed down version of Money
> 2004 which is the only version us lucky Canadians can use. There is no "
> Portfolio-> RecordASpecialActivity-> RecordAMerger " option for me.
> fj



Yes. That is a problem.

In that case, to work around, I would modify the original Buy and
Dividend transactions of one or the other to consolidate into a
single security named AT&T with symbol T. Modify the original Buy
Quantity but not the Totals.



- quote -

> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:rkh6q1dljov0uenfeugla43jt3q0hs0rnk[at]4ax.com...
> > In microsoft.public.money, fj wrote:
> > > > I have the same problem, except I owned 200 share of AT&T and 100 shares
> > > of
> > > SBC. Help would be appreciated.
> > > In that case you will need to do

> > Portfolio-> RecordASpecialActivity-> RecordAMerger which exists in
> > newer versions of Money.
> > > > > > Thanks,
> > > fj
> > > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> > > news20ap1p3cbpf05eoutohghp15jeaiv58da[at]4ax.com...
> > > > In microsoft.public.money, Emmerson Bowes wrote:
> > > > > > > > Has anyone a solution to changing the name of SBC Communicsations to
> > > > > AT&T
> > > > > Inc using the symbol T. Money does not allow this name change and use
> > > > > of
> > > > > a
> > > > > symbol previously used for another stock. I have tried to get round it
> > > > > by
> > > > > making it a merger of SBC into AT & T but this loses
> > > > > all record of dividend payments from SBC in the new named stock.
> > > > > > > How complex this is can differ. Let's assume the simple case.
> > > > > > > You held SBC but not AT&T. However you had AT&T defined in a watch
> > > > account. Locate that AT&T that you defined with symbol T and blank
> > > > its symbol in the properties. While you are at it, change the name
> > > > to "AT&T Old". Now you will be free to change the symbol of SBC to T
> > > > and the name to AT&T.
> > > > > > > It is possible you will have a problem with downloads. If that
> > > > happens, check back.

> >
  #4  
Old 12-19-2005, 07:23 PM
fj
Guest
 
Posts: n/a
Default Re: SBC to ATT

That would be easy, except I happen to have the dumbed down version of Money
2004 which is the only version us lucky Canadians can use. There is no "
Portfolio-> RecordASpecialActivity-> RecordAMerger " option for me.
fj


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:rkh6q1dljov0uenfeugla43jt3q0hs0rnk[at]4ax.com...
- quote -

> In microsoft.public.money, fj wrote:
> > I have the same problem, except I owned 200 share of AT&T and 100 shares
> > of
> > SBC. Help would be appreciated.

> In that case you will need to do
> Portfolio-> RecordASpecialActivity-> RecordAMerger which exists in
> newer versions of Money.
> > > Thanks,

> > fj
> > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> > news20ap1p3cbpf05eoutohghp15jeaiv58da[at]4ax.com...
> > > In microsoft.public.money, Emmerson Bowes wrote:
> > > > > > Has anyone a solution to changing the name of SBC Communicsations to
> > > > AT&T
> > > > Inc using the symbol T. Money does not allow this name change and use
> > > > of
> > > > a
> > > > symbol previously used for another stock. I have tried to get round it
> > > > by
> > > > making it a merger of SBC into AT & T but this loses
> > > > all record of dividend payments from SBC in the new named stock.
> > > > > How complex this is can differ. Let's assume the simple case.
> > > > > You held SBC but not AT&T. However you had AT&T defined in a watch
> > > account. Locate that AT&T that you defined with symbol T and blank
> > > its symbol in the properties. While you are at it, change the name
> > > to "AT&T Old". Now you will be free to change the symbol of SBC to T
> > > and the name to AT&T.
> > > > > It is possible you will have a problem with downloads. If that
> > > happens, check back.

>


  #3  
Old 12-16-2005, 09:59 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: SBC to ATT

In microsoft.public.money, fj wrote:

- quote -

> I have the same problem, except I owned 200 share of AT&T and 100 shares of
> SBC. Help would be appreciated.


In that case you will need to do
Portfolio-> RecordASpecialActivity-> RecordAMerger which exists in
newer versions of Money.

- quote -

> Thanks,
> fj
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news20ap1p3cbpf05eoutohghp15jeaiv58da[at]4ax.com...
> > In microsoft.public.money, Emmerson Bowes wrote:
> > > > Has anyone a solution to changing the name of SBC Communicsations to AT&T
> > > Inc using the symbol T. Money does not allow this name change and use of
> > > a
> > > symbol previously used for another stock. I have tried to get round it by
> > > making it a merger of SBC into AT & T but this loses
> > > all record of dividend payments from SBC in the new named stock.
> > > How complex this is can differ. Let's assume the simple case.
> > > You held SBC but not AT&T. However you had AT&T defined in a watch

> > account. Locate that AT&T that you defined with symbol T and blank
> > its symbol in the properties. While you are at it, change the name
> > to "AT&T Old". Now you will be free to change the symbol of SBC to T
> > and the name to AT&T.
> > > It is possible you will have a problem with downloads. If that

> > happens, check back.

  #2  
Old 12-16-2005, 09:38 PM
fj
Guest
 
Posts: n/a
Default Re: SBC to ATT

I have the same problem, except I owned 200 share of AT&T and 100 shares of
SBC. Help would be appreciated.

Thanks,
fj
"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news20ap1p3cbpf05eoutohghp15jeaiv58da[at]4ax.com...
- quote -

> In microsoft.public.money, Emmerson Bowes wrote:
> > Has anyone a solution to changing the name of SBC Communicsations to AT&T
> > Inc using the symbol T. Money does not allow this name change and use of
> > a
> > symbol previously used for another stock. I have tried to get round it by
> > making it a merger of SBC into AT & T but this loses
> > all record of dividend payments from SBC in the new named stock.

> How complex this is can differ. Let's assume the simple case.
> You held SBC but not AT&T. However you had AT&T defined in a watch
> account. Locate that AT&T that you defined with symbol T and blank
> its symbol in the properties. While you are at it, change the name
> to "AT&T Old". Now you will be free to change the symbol of SBC to T
> and the name to AT&T.
> It is possible you will have a problem with downloads. If that
> happens, check back.



  #1  
Old 12-06-2005, 02:36 AM
Emmerson Bowes
Guest
 
Posts: n/a
Default Re: SBC to ATT

Thanks, removing that name and removing the symbol from the old ATT
'details" worked just fine. I had had AT & T as an investment until 06/2003
and all records were preserved.

Download also worked normally.



"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news20ap1p3cbpf05eoutohghp15jeaiv58da[at]4ax.com...
- quote -

> In microsoft.public.money, Emmerson Bowes wrote:
> > Has anyone a solution to changing the name of SBC Communicsations to AT&T
> > Inc using the symbol T. Money does not allow this name change and use of
> > a
> > symbol previously used for another stock. I have tried to get round it by
> > making it a merger of SBC into AT & T but this loses
> > all record of dividend payments from SBC in the new named stock.

> How complex this is can differ. Let's assume the simple case.
> You held SBC but not AT&T. However you had AT&T defined in a watch
> account. Locate that AT&T that you defined with symbol T and blank
> its symbol in the properties. While you are at it, change the name
> to "AT&T Old". Now you will be free to change the symbol of SBC to T
> and the name to AT&T.
> It is possible you will have a problem with downloads. If that
> happens, check back.



 
Old 12-06-2005, 02:11 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: SBC to ATT

In microsoft.public.money, Emmerson Bowes wrote:

- quote -

> Has anyone a solution to changing the name of SBC Communicsations to AT&T
> Inc using the symbol T. Money does not allow this name change and use of a
> symbol previously used for another stock. I have tried to get round it by
> making it a merger of SBC into AT & T but this loses
> all record of dividend payments from SBC in the new named stock.


How complex this is can differ. Let's assume the simple case.

You held SBC but not AT&T. However you had AT&T defined in a watch
account. Locate that AT&T that you defined with symbol T and blank
its symbol in the properties. While you are at it, change the name
to "AT&T Old". Now you will be free to change the symbol of SBC to T
and the name to AT&T.

It is possible you will have a problem with downloads. If that
happens, check back.
  #-1  
Old 12-06-2005, 02:00 AM
Emmerson Bowes
Guest
 
Posts: n/a
Default SBC to ATT

Has anyone a solution to changing the name of SBC Communicsations to AT&T
Inc using the symbol T. Money does not allow this name change and use of a
symbol previously used for another stock. I have tried to get round it by
making it a merger of SBC into AT & T but this loses
all record of dividend payments from SBC in the new named stock.

Ebo


 

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