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#3
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| In microsoft.public.money, Cal Learner-- MVP wrote: - quote - > How the download is setup will determine your best course of action.
And as to why there could be two different investments in the> Sometimes in such cases, the broker download considers that there > are two different securities involved. download for the one real investment, there might be a RemoveShares of oldVersion and an AddShares of new version. |
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#2
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| In microsoft.public.money, Mike Pate wrote: - quote - > Unfortunately, I do download so I'm trying to resolve the changes
No. It just takes some care. Keep an extra backup or two for the> downloaded. Would it be best at this point, to just create a "buy" > transaction with the origial cost of the stock so I keep the same > basis? period before you process the download. How the download is setup will determine your best course of action. Sometimes in such cases, the broker download considers that there are two different securities involved. Thus, if you download the data, Money may say that it has found an investment, and asks if it is the same as something you already have defined, or is it a new investment. So before continuing with what to do in what case, do/did you get such a thing, or was there always only a single investment in the download for that single actual investment? Also, while you are thinking of it, I suggest you increase the number of backups that Money keeps for you. In M06: Tools-> Settings-> BackupOptions I suggest checking x Automatically backup my Money file every time I close Money Save in [a place on your hard drive ] x Ask me before backing up each time* x Compress Backup Files Keep only the _20_most recent backup files [adjust to taste] - quote - > Mike > On Sat, 27 May 2006 11:52:25 -0500, Cal Learner-- MVP > <via_newsgroup[at]please.tnx> wrote: > > In microsoft.public.money, Mike Pate wrote: > > > > I own a stock which originally had a symbol IES which filed for > > > bankruptcy a few months ago. Recently it came out of bankruptcy but > > > changed symbols and I had to exchange my old stock for fewer shares of > > > the new stock. Could someone please advise how I handle these changes > > > in MSM2006? > > > If you don't download transactions, go to the investment Details. > > Change the symbol. > > Then in the left hand column, UpdatePrices-> RecordASplit. > > > If you want a pair of integers to express the split ratio, post the > > ratio that you are trying to achieve. |
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#1
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| Unfortunately, I do download so I'm trying to resolve the changes downloaded. Would it be best at this point, to just create a "buy" transaction with the origial cost of the stock so I keep the same basis? Mike On Sat, 27 May 2006 11:52:25 -0500, Cal Learner-- MVP <via_newsgroup[at]please.tnx> wrote: - quote - > In microsoft.public.money, Mike Pate wrote: > > I own a stock which originally had a symbol IES which filed for > > bankruptcy a few months ago. Recently it came out of bankruptcy but > > changed symbols and I had to exchange my old stock for fewer shares of > > the new stock. Could someone please advise how I handle these changes > > in MSM2006? > If you don't download transactions, go to the investment Details. > Change the symbol. > Then in the left hand column, UpdatePrices-> RecordASplit. > If you want a pair of integers to express the split ratio, post the > ratio that you are trying to achieve. |
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| In microsoft.public.money, Mike Pate wrote: - quote - > I own a stock which originally had a symbol IES which filed for
If you don't download transactions, go to the investment Details.> bankruptcy a few months ago. Recently it came out of bankruptcy but > changed symbols and I had to exchange my old stock for fewer shares of > the new stock. Could someone please advise how I handle these changes > in MSM2006? Change the symbol. Then in the left hand column, UpdatePrices-> RecordASplit. If you want a pair of integers to express the split ratio, post the ratio that you are trying to achieve. |
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#-1
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| I own a stock which originally had a symbol IES which filed for bankruptcy a few months ago. Recently it came out of bankruptcy but changed symbols and I had to exchange my old stock for fewer shares of the new stock. Could someone please advise how I handle these changes in MSM2006? Mike |
| Tags |
| bankruptcy, changed, stock |
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