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| Well, this didn't work for me. Maybe because the investments I want to remove are from closed accounts. I don't see any other difference. Sid "Allan" <Allan[at]discussions.microsoft.com> wrote in message news:6E3F0DF6-F038-46FC-9425-94277318F664[at]microsoft.com... - quote - > I'm going to reply to my own post! > I did more research and came across this article: > http://money.mvps.org/faq/article/250.aspx > Point #4 is the one that worked. Under Portfolio Manager click on More, > then > choose Clear Historical Quotes, then click on Clear Quotes. This removed > the > unwanted fund from my Investment Summary. |
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| I'm going to reply to my own post! I did more research and came across this article: http://money.mvps.org/faq/article/250.aspx Point #4 is the one that worked. Under Portfolio Manager click on More, then choose Clear Historical Quotes, then click on Clear Quotes. This removed the unwanted fund from my Investment Summary. "Allan" wrote: - quote - > An earlier post by someone else on the same topic got no replies. Let's try > again! > Money 2006, Windows XP Home > I have an investment account under the name of the company (AGF). At one > time, I had two different mutual funds under this account. One fund has since > been sold, and the other is still active. On the Investment Summary on my > home page, both funds still appear. I want to get rid of the fund I no longer > own. > Before anyone asks, I have indicated under "Investment Transactions" that > the one fund has been sold, and the balance shown for this fund is zero. So I > have no money invested in this fund, but it keeps appearing in "Investment > Summary". > What do I (and Sid, the earlier poster) need to do so that this fund no > longer appears in > "Investment Summary"? |
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| An earlier post by someone else on the same topic got no replies. Let's try again! Money 2006, Windows XP Home I have an investment account under the name of the company (AGF). At one time, I had two different mutual funds under this account. One fund has since been sold, and the other is still active. On the Investment Summary on my home page, both funds still appear. I want to get rid of the fund I no longer own. Before anyone asks, I have indicated under "Investment Transactions" that the one fund has been sold, and the balance shown for this fund is zero. So I have no money invested in this fund, but it keeps appearing in "Investment Summary". What do I (and Sid, the earlier poster) need to do so that this fund no longer appears in "Investment Summary"? |
| Tags |
| investment, modifying, summary |
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