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  #5  
Old 04-26-2006, 03:25 AM
Dick Watson
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Posts: n/a
Default Re: Delete symbol association

Glad we got you there. Thanks for the feedback.

"Mirthrindr" <Mirthrindr[at]discussions.microsoft.com> wrote in message
news:335EA6E2-5FE6-45AE-B3CB-5625B13B5716[at]microsoft.com...
- quote -

> Thanks Dick, that did the trick, I'm back in business. Thanks to you as
> well
> Cal, I truely appreciate your assistance.



  #4  
Old 04-25-2006, 11:43 PM
Mirthrindr
Guest
 
Posts: n/a
Default Re: Delete symbol association

Thanks Dick, that did the trick, I'm back in business. Thanks to you as well
Cal, I truely appreciate your assistance.

Now, if I could just figure out why MM won't download my recent 'Buy'
transactions automatically when I do an Update, but that's for another thread
after I read some of the other similar posts already addressing the issue.
Thanks again to the both of you.

Jim

"Dick Watson" wrote:

- quote -

> Put a Dividend transaction in some Investment Account for investment name
> FFFFX. This will tell you what name it is and bring the "lost" investment
> back from the ether. Then you can go to Investment Details for this
> investment. Then you can put something bogus in for the symbol or just
> delete the symbol entirely from the "lost" investment. Then you can reuse
> the symbol on the investment you want it on. Then you can delete the
> transaction.
> "Mirthrindr" <Mirthrindr[at]discussions.microsoft.com> wrote in message
> news:1764555F-4009-4422-A5E4-0D1976832D53[at]microsoft.com...
> > Hey Cal, thanks for the quick response.
> > I'm afraid I've messed it up good at this point. What I am disappointed
> > with
> > regarding MM is how difficult it is to correct what are most certainly
> > very
> > common user mistakes.
> > > At the moment, there's no symbol specified on the Investment Details

> > screen,
> > and I can no longer enter the correct symbol because I get the dreaded
> > 'FFFFX
> > is already being used as a name or symbol for another investment' when I
> > enter it and click [Find Symbol]. Before knowing better, I created the
> > investment twice when I was fighting with MM because it wouldn't recognize
> > or
> > locate the fund when entering the symbol FFFFX on the Investment Details
> > screen and clicking [Find Symbol], would just get 'No matching fund names
> > were found'.
> > > I can't remember exactly what I did, but I seem to recall doing something

> > where I told MM the symbol was for some random fund (just to see what the
> > application would do when selecting something on whatever screen I was on
> > at
> > the time). I suspect now, on the Port. Manager screen, this is where the
> > 'Last Price' and 'Change' values are being pulled from during an
> > AutoUpdate
> > or something.
> > > I have a feeling it's going to be easier to uninstall and reinstall at

> > this
> > point, though I dread having to do so since I have a lot of other work
> > already in MM.
> > > Thanks for any suggestions.
> > > Jim
> > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, Mirthrindr wrote:
> > > > > > Is there a way of deleting a Symbol association in MM 2006 Premium? What
> > > > I
> > > > mean is, MM doesn't seem to recognize that FFFFX is the symbol for
> > > > Fidelity
> > > > Freedom 2040 fund. In my frustration in trying to figure out why MM
> > > > wouldn't
> > > > recognize the symbols fund, I think I somehow accidentally associated
> > > > the
> > > > Symbol to an incorrect fund, thoough I have no idea how it happened.
> > > > > First, go to the Portfolio view, and sort by symbol. Hope that you
> > > find something with that symbol.
> > > ChangePortfolioView-> ShowClosedPositions might help.
> > > > > > > > > > > Now, whenever adding an investment to an account and selecting the fund
> > > > named 'Fidelity Freedom 2040' from the 'Investment' dropdown, MM shows
> > > > the
> > > > wrong 'Last Price' and 'Change' since it thinks FFFFX is some other fund
> > > > and
> > > > not the Fidelity Freedom 2040 fund.
> > > > > When you go to the details for 'Fidelity Freedom 2040', what symbol
> > > does it show? You can go to the details by right-clicking.

> >
  #3  
Old 04-25-2006, 02:47 AM
Dick Watson
Guest
 
Posts: n/a
Default Re: Delete symbol association

Put a Dividend transaction in some Investment Account for investment name
FFFFX. This will tell you what name it is and bring the "lost" investment
back from the ether. Then you can go to Investment Details for this
investment. Then you can put something bogus in for the symbol or just
delete the symbol entirely from the "lost" investment. Then you can reuse
the symbol on the investment you want it on. Then you can delete the
transaction.

"Mirthrindr" <Mirthrindr[at]discussions.microsoft.com> wrote in message
news:1764555F-4009-4422-A5E4-0D1976832D53[at]microsoft.com...
- quote -

> Hey Cal, thanks for the quick response.
> I'm afraid I've messed it up good at this point. What I am disappointed
> with
> regarding MM is how difficult it is to correct what are most certainly
> very
> common user mistakes.
> At the moment, there's no symbol specified on the Investment Details
> screen,
> and I can no longer enter the correct symbol because I get the dreaded
> 'FFFFX
> is already being used as a name or symbol for another investment' when I
> enter it and click [Find Symbol]. Before knowing better, I created the
> investment twice when I was fighting with MM because it wouldn't recognize
> or
> locate the fund when entering the symbol FFFFX on the Investment Details
> screen and clicking [Find Symbol], would just get 'No matching fund names
> were found'.
> I can't remember exactly what I did, but I seem to recall doing something
> where I told MM the symbol was for some random fund (just to see what the
> application would do when selecting something on whatever screen I was on
> at
> the time). I suspect now, on the Port. Manager screen, this is where the
> 'Last Price' and 'Change' values are being pulled from during an
> AutoUpdate
> or something.
> I have a feeling it's going to be easier to uninstall and reinstall at
> this
> point, though I dread having to do so since I have a lot of other work
> already in MM.
> Thanks for any suggestions.
> Jim
> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Mirthrindr wrote:
> > > > Is there a way of deleting a Symbol association in MM 2006 Premium? What
> > > I
> > > mean is, MM doesn't seem to recognize that FFFFX is the symbol for
> > > Fidelity
> > > Freedom 2040 fund. In my frustration in trying to figure out why MM
> > > wouldn't
> > > recognize the symbols fund, I think I somehow accidentally associated
> > > the
> > > Symbol to an incorrect fund, thoough I have no idea how it happened.
> > > First, go to the Portfolio view, and sort by symbol. Hope that you

> > find something with that symbol.
> > ChangePortfolioView-> ShowClosedPositions might help.
> > > > > > > Now, whenever adding an investment to an account and selecting the fund
> > > named 'Fidelity Freedom 2040' from the 'Investment' dropdown, MM shows
> > > the
> > > wrong 'Last Price' and 'Change' since it thinks FFFFX is some other fund
> > > and
> > > not the Fidelity Freedom 2040 fund.
> > > When you go to the details for 'Fidelity Freedom 2040', what symbol

> > does it show? You can go to the details by right-clicking.

>


  #2  
Old 04-25-2006, 02:16 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Delete symbol association

In microsoft.public.money, Mirthrindr wrote:

- quote -

> Hey Cal, thanks for the quick response.
> I'm afraid I’ve messed it up good at this point. What I am disappointed with
> regarding MM is how difficult it is to correct what are most certainly very
> common user mistakes.
> At the moment, there's no symbol specified on the Investment Details screen,
> and I can no longer enter the correct symbol because I get the dreaded ‘FFFFX
> is already being used as a name or symbol for another investment’ when I
> enter it and click [Find Symbol]. Before knowing better, I created the
> investment twice when I was fighting with MM because it wouldn’t recognize or
> locate the fund when entering the symbol FFFFX on the Investment Details
> screen and clicking [Find Symbol], would just get ‘No matching fund names
> were found’.
> I can’t remember exactly what I did, but I seem to recall doing something
> where I told MM the symbol was for some random fund (just to see what the
> application would do when selecting something on whatever screen I was on at
> the time). I suspect now, on the Port. Manager screen, this is where the
> ‘Last Price’ and ‘Change’ values are being pulled from during an AutoUpdate
> or something.
> I have a feeling it’s going to be easier to uninstall and reinstall at this
> point, though I dread having to do so since I have a lot of other work
> already in MM.


There is no need to uninstall and reinstall, since that symbol info
is in the Money file. File-> New-> NewFile would be as bad as it gets.
However File-> Restore to a point before you did your experiment may
work. Money 2006 keeps backups by default. Ideally you would have
increase the number of backups far enough.

Even so, there is other hope. In a "watch" (pretend) account, you
could record a Buy of each investment using the drop-down list. Then
look at the details of each to see if any have the symbol you are
looking for. Then just blank the symbol, and you have freed it up
for the proper investment.

  #1  
Old 04-25-2006, 02:05 AM
Mirthrindr
Guest
 
Posts: n/a
Default Re: Delete symbol association

Hey Cal, thanks for the quick response.
I'm afraid I’ve messed it up good at this point. What I am disappointed with
regarding MM is how difficult it is to correct what are most certainly very
common user mistakes.

At the moment, there's no symbol specified on the Investment Details screen,
and I can no longer enter the correct symbol because I get the dreaded ‘FFFFX
is already being used as a name or symbol for another investment’ when I
enter it and click [Find Symbol]. Before knowing better, I created the
investment twice when I was fighting with MM because it wouldn’t recognize or
locate the fund when entering the symbol FFFFX on the Investment Details
screen and clicking [Find Symbol], would just get ‘No matching fund names
were found’.

I can’t remember exactly what I did, but I seem to recall doing something
where I told MM the symbol was for some random fund (just to see what the
application would do when selecting something on whatever screen I was on at
the time). I suspect now, on the Port. Manager screen, this is where the
‘Last Price’ and ‘Change’ values are being pulled from during an AutoUpdate
or something.

I have a feeling it’s going to be easier to uninstall and reinstall at this
point, though I dread having to do so since I have a lot of other work
already in MM.

Thanks for any suggestions.

Jim

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Mirthrindr wrote:
> > Is there a way of deleting a Symbol association in MM 2006 Premium? What I
> > mean is, MM doesn't seem to recognize that FFFFX is the symbol for Fidelity
> > Freedom 2040 fund. In my frustration in trying to figure out why MM wouldn’t
> > recognize the symbols fund, I think I somehow accidentally associated the
> > Symbol to an incorrect fund, thoough I have no idea how it happened.

> First, go to the Portfolio view, and sort by symbol. Hope that you
> find something with that symbol.
> ChangePortfolioView-> ShowClosedPositions might help.
> > > Now, whenever adding an investment to an account and selecting the fund

> > named 'Fidelity Freedom 2040' from the 'Investment' dropdown, MM shows the
> > wrong 'Last Price' and 'Change' since it thinks FFFFX is some other fund and
> > not the Fidelity Freedom 2040 fund.

> When you go to the details for 'Fidelity Freedom 2040', what symbol
> does it show? You can go to the details by right-clicking.

 
Old 04-25-2006, 01:11 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Delete symbol association

In microsoft.public.money, Mirthrindr wrote:

- quote -

> Is there a way of deleting a Symbol association in MM 2006 Premium? What I
> mean is, MM doesn't seem to recognize that FFFFX is the symbol for Fidelity
> Freedom 2040 fund. In my frustration in trying to figure out why MM wouldn’t
> recognize the symbols fund, I think I somehow accidentally associated the
> Symbol to an incorrect fund, thoough I have no idea how it happened.


First, go to the Portfolio view, and sort by symbol. Hope that you
find something with that symbol.
ChangePortfolioView-> ShowClosedPositions might help.


- quote -

> Now, whenever adding an investment to an account and selecting the fund
> named 'Fidelity Freedom 2040' from the 'Investment' dropdown, MM shows the
> wrong 'Last Price' and 'Change' since it thinks FFFFX is some other fund and
> not the Fidelity Freedom 2040 fund.


When you go to the details for 'Fidelity Freedom 2040', what symbol
does it show? You can go to the details by right-clicking.
  #-1  
Old 04-25-2006, 01:03 AM
Mirthrindr
Guest
 
Posts: n/a
Default Delete symbol association

Is there a way of deleting a Symbol association in MM 2006 Premium? What I
mean is, MM doesn't seem to recognize that FFFFX is the symbol for Fidelity
Freedom 2040 fund. In my frustration in trying to figure out why MM wouldn’t
recognize the symbols fund, I think I somehow accidentally associated the
Symbol to an incorrect fund, thoough I have no idea how it happened.

Now, whenever adding an investment to an account and selecting the fund
named 'Fidelity Freedom 2040' from the 'Investment' dropdown, MM shows the
wrong 'Last Price' and 'Change' since it thinks FFFFX is some other fund and
not the Fidelity Freedom 2040 fund.

Thanks in advance.

Jim
 

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association, delete, symbol
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