Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
 
Old 02-20-2007, 09:49 PM
Carl
Guest
 
Posts: n/a
Default RE: Moving Investments Between Accounts

Sent my "agree" today. Awfully shortsighted of M not to allow an investment
to be moved from one account to another without major work. Have you figured
out a way to do it without strong-arming it ??
--
Carl


"kjd" wrote:

- quote -

> There are times when it is necessary to move an entire investment to another
> account. Currently, in order to do so, the user must change each transaction
> individually. When many transactions are involved, this becomes tedious and
> unwieldly. Microsoft should re-institute the option to allow a MOVE of an
> entire investment, including all transactions, from one account to another.
> This could be done either by dragging and dropping or a simple FROM and TO on
> the investment.
> kjd
> ----------------
> This post is a suggestion for Microsoft, and Microsoft responds to the
> suggestions with the most votes. To vote for this suggestion, click the "I
> Agree" button in the message pane. If you do not see the button, follow this
> link to open the suggestion in the Microsoft Web-based Newsreader and then
> click "I Agree" in the message pane.
> http://www.microsoft.com/communities...t.public.money

  #-1  
Old 10-11-2006, 03:31 PM
kjd
Guest
 
Posts: n/a
Default Moving Investments Between Accounts

There are times when it is necessary to move an entire investment to another
account. Currently, in order to do so, the user must change each transaction
individually. When many transactions are involved, this becomes tedious and
unwieldly. Microsoft should re-institute the option to allow a MOVE of an
entire investment, including all transactions, from one account to another.
This could be done either by dragging and dropping or a simple FROM and TO on
the investment.

kjd

----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click "I Agree" in the message pane.

http://www.microsoft.com/communities...t.public.money
 

Tags
accounts, investments, moving
Similar Threads
Thread Forum Replies Last Post
Help: How to view Investments across accounts.
kingViggo: For example, I have GM in Account A and GM in Account B, how can I see combined activity for GM all in one report.
Microsoft Money 1 04-06-2006 04:34 AM
Moving accounts
Christoph Boget: Recently, my bank (Bank One) was bought out by another bank (Chase). I currenly have my Bank One accounts set up for online updates. I have a...
Microsoft Money 4 04-02-2006 01:12 AM
Moving investments from an old Money file to a new one
Simon: I'm trying to create a new clean Money file because I'm getting the error message "A File needed to run the Planner is either missing or corrupted....
Microsoft Money 3 07-21-2003 07:53 AM
Transferring Investments between Accounts
Charles Rhodes: Several years ago, in a previous version of Money, I established all of my investments with my mutual fund company in one account. For years,...
Microsoft Money 1 07-01-2003 05:27 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 07:12 PM.