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Old 10-02-2006, 02:32 PM
Cal Learner-- MVP
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Default Re: Money 2004;downloading from broker; pick existing investment o

In microsoft.public.money, Oskar wrote:

- quote -

> Oh, this is great. I have figured it out.
> After the $3 msft divident all option exercise prices were lowered by $3.
> This gave the option a new name and Money got confused the two names with the
> same ticker symbol.


Yes, Money 2004 will not let you have two securities with the same
symbol.


If you set up an equity or index option in Money 2004, Money did not
let you change the symbol. So if some LEAPS changed to a mainstream
symbol, you could not adjust. Plus there is the reuse problem too.
The workaround in Money 2004 would be to enter 2 100-share contracts
as 200 shares of a stock with symbol .XYZAA or whatever. You could
change or blank the symbol in that case. Expiration would be entered
as a sell for $0, and an exercise is more complicated.

Money 2007 does allow you to change or blank the symbol on an equity
or index option.




- quote -

> "Oskar" wrote:
> > Additional info:
> > It looks like when updated Money it lost the list of "investments already
> > in my portfolio", so when I try to enter one that is already in the
> > portfolio, the actual investment is in the portfolio, but the drop down list
> > does not contain the investment. So I can't pick from existing investments,
> > but I can also not enter it as a new investment???
> > > "Oskar" wrote:
> > > > I am downloading transactions from my broker and am getting a long list of
> > > investment to verify before they are entered into my portfolio. For each
> > > entry I have to select if the investment is one that I already have in my
> > > portfolio or if it is a new investment, and if so, add its name.
> > > > > When I get to VMFAR (Call Microsoft Corp$24.50 Adj Exp 01/20/07), the
> > > "select from already existing investments" is grayed out, but if I select
> > > "Add this as a new investment" and name it "Call Microsoft Corp$24.50 Adj Exp
> > > 01/20/07", it tells me I can't do this since that investment already exists.
> > > It even has the nerve to suggest I made a mistake and should have selected
> > > the grayed out option????????????????
> > > > > Anybody????????????

  #1  
Old 10-02-2006, 07:31 AM
Oskar
Guest
 
Posts: n/a
Default RE: Money 2004;downloading from broker; pick existing investment o

Oh, this is great. I have figured it out.
After the $3 msft divident all option exercise prices were lowered by $3.
This gave the option a new name and Money got confused the two names with the
same ticker symbol.

"Oskar" wrote:

- quote -

> Additional info:
> It looks like when updated Money it lost the list of "investments already
> in my portfolio", so when I try to enter one that is already in the
> portfolio, the actual investment is in the portfolio, but the drop down list
> does not contain the investment. So I can't pick from existing investments,
> but I can also not enter it as a new investment???
> "Oskar" wrote:
> > I am downloading transactions from my broker and am getting a long list of
> > investment to verify before they are entered into my portfolio. For each
> > entry I have to select if the investment is one that I already have in my
> > portfolio or if it is a new investment, and if so, add its name.
> > > When I get to VMFAR (Call Microsoft Corp$24.50 Adj Exp 01/20/07), the

> > "select from already existing investments" is grayed out, but if I select
> > "Add this as a new investment" and name it "Call Microsoft Corp$24.50 Adj Exp
> > 01/20/07", it tells me I can't do this since that investment already exists.
> > It even has the nerve to suggest I made a mistake and should have selected
> > the grayed out option????????????????
> > > Anybody????????????

 
Old 10-02-2006, 07:22 AM
Oskar
Guest
 
Posts: n/a
Default RE: Money 2004;downloading from broker; pick existing investment or ne

Additional info:
It looks like when updated Money it lost the list of "investments already
in my portfolio", so when I try to enter one that is already in the
portfolio, the actual investment is in the portfolio, but the drop down list
does not contain the investment. So I can't pick from existing investments,
but I can also not enter it as a new investment???

"Oskar" wrote:

- quote -

> I am downloading transactions from my broker and am getting a long list of
> investment to verify before they are entered into my portfolio. For each
> entry I have to select if the investment is one that I already have in my
> portfolio or if it is a new investment, and if so, add its name.
> When I get to VMFAR (Call Microsoft Corp$24.50 Adj Exp 01/20/07), the
> "select from already existing investments" is grayed out, but if I select
> "Add this as a new investment" and name it "Call Microsoft Corp$24.50 Adj Exp
> 01/20/07", it tells me I can't do this since that investment already exists.
> It even has the nerve to suggest I made a mistake and should have selected
> the grayed out option????????????????
> Anybody????????????

  #-1  
Old 10-02-2006, 07:03 AM
Oskar
Guest
 
Posts: n/a
Default Money 2004;downloading from broker; pick existing investment or ne

I am downloading transactions from my broker and am getting a long list of
investment to verify before they are entered into my portfolio. For each
entry I have to select if the investment is one that I already have in my
portfolio or if it is a new investment, and if so, add its name.

When I get to VMFAR (Call Microsoft Corp$24.50 Adj Exp 01/20/07), the
"select from already existing investments" is grayed out, but if I select
"Add this as a new investment" and name it "Call Microsoft Corp$24.50 Adj Exp
01/20/07", it tells me I can't do this since that investment already exists.
It even has the nerve to suggest I made a mistake and should have selected
the grayed out option????????????????

Anybody????????????
 

Tags
2004downloading, broker, existing, investment, money, pick
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