Hello,
I have exactly the same problem and discussed it many times on this site.
I open 2 tickets with Microsoft Tech Support for the same problem - because
first time - I never got fix or work around recommendation back, even after
2 month of e-mails.
Every time Tech. Support starts from scratch even I referred to the first
Service Request.
My advice - open Service Request of your own with them, may be they will
give more attention to this problem. You can do it on:
http://support.microsoft.com/oas/def...1&gprid=321299
Good luck to us.
Let us know how it's going.

I believe expired or closed option positions do not display a ticker.
i don't keep them around too long so don't have any closed to review.

Keeping expired / closed Options is meaningless with MS Money since it
is mostly lame. Money does not have the brains to match the
underlying to a series of Options for any kind of meaningful post
mortum. OTOH, OptionsXpress does keep such historical information.

The Option .tickers are downloaded correctly and is not the problem. I
would need to study the actual .ofx file to see who is at fault. Not
sure I want to spend time on this as I do not have that much option
activity that it would be worth the effort and follow through for a
fix.

arthur
==

On Fri, 12 May 2006 09:26:33 -0500, Cal Learner-- MVP
<via_newsgroup[at]please.tnx> wrote:

ot.
- quote -

In microsoft.public.money, vkm wrote:

- quote -

Other than changing brokers, that manual manipulation would be what
you would have to do.

- quote -

Yes, except for the edit part: you cannot edit the type of the
security. To change what you can, go to the investment details.
Right-clicking any reference is one way to get to the details for
the investment. I see
Portfolio-> WorkWithInvestments-> ChooseASpecificInvestment does not
exist in Money 2006, but
Portfolio-> WorkWithInvestments-> DeleteAnInvestment does.

For quote download, the option symbol must be preceded by a dot.
Thus "VMFAJ" would be entered as ".VMFAJ". Also, whenever an option
expires and before you delete any security, be sure to blank out the
symbol.

1. The Option on downloading displays the proper details e.g. CALL Abbott
Laboratories$45 Exp 1/21/06, however as stated earlier it is not recognised
as an investment. The entry shows up in the Cash Register as well as Buy to
Open : CALL ... the item does not show up in the holdings in the portfolio.

So far the only way I have found is to go to each and every individual
transaction, slightly change the description so that the dialog box to set up
the Option and its underlying security etc open up and then enter it. This
does fix the problem but it is cumbersome.

2. I am using Money 06 Premium.

3. Please do advise if there is any way to see the properties of any of the
security entered in Money and to edit or delete it provided of course there
is no recorded transaction in that security.



"Cal Learner-- MVP" wrote:

- quote -

I have the same problem. M06 W2K. My broker is OX (optionsxpress) if
that has any bearing. This issue is concerned with automaticly adding
new investments via OFX auto d/l from the broker.

The option does not appear in the summary from the My ... home page.
Right clicking on the option from the Transaction view does not
display the "Go to Investment: ..." option. You have to find it in
the list of investments and then you can get to its Investment page
and enter everything like Strike, and Expiration ( which is always
wrong when creating an option and must be corrected ). Then you have
to add the Underlying to the Watch List and then you can match the
option to the underlying ... which is a total waste of time since MS
Money makes no connection between an underlying and the option.

As I have said here before, MS Money Investments is an after thought
mostly as a marketing (advertising) device.

I always modify the option name to include the year. Calling an
option XYZ May 25 Call will screw you next year if you trade the same
option. I use XYZ May06 25 Call as the name. I do this when the
list of downloaded transactions is displayed in my Accept process.

arthur
==

On Thu, 11 May 2006 13:21:02 -0500, Cal Learner-- MVP
<via_newsgroup[at]please.tnx> wrote:

- quote -

In microsoft.public.money, vkm wrote:

- quote -

How did they appear when the transactions got downloaded, and what
kind of related transactions are in yours register now?

You are talking about listed options I suspect.

- quote -

Not per se. You can accomplish an equivalent, but can be tricky or
tedious-- depending.


- quote -

One option (no pun intended) would be to enter those transactions,
that did not import correctly, manually.

Also, what program are you running?

I find that some of the OPTIONS downloaded from the broker statement do
appear in the list of transactions but are absent from the Portfolio summary
of that period.

Apparently Money did not recognise those transactions as OPTIONS and
therefore did not record them accordingly.

Please advise how to fix this problem so that Money recognises these
transactions as securities.

Further more please advise if it is possible to edit the properties of any
particular security i.e. change the ticker symbol or change from PUTS to
CALLS et

The dialog "More ivesting tasks - View all investment activities" presents a
list of securities to choose from. What is to be done if the desired scurity
is not included in the list.