In microsoft.public.money, Dennis wrote:

- quote -

OK. You could spend a tedious hour changing them. However this may
be the better deal:

File-> Export the account to a loose QIF file.

With a text editor that can do a global replace, change all of the
names from that of fund A to that of fund B.

In a COPY of your file, delete the account. Re-create the empty
account. File-> Import that modified QIF file as a "recovered
account", into the new empty account. Deal with any associated cash
account issues. If you like the result, good. If not, go back to
your other copy.




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There are 2 buys a month for last last 5 years. The problem is in one
account their is a fund called US Small Stock in another fund (from another
company), there is a fund called US Small Stock...there is no ticker
associated with them, and they are different funds with different prices. I
finally discovered it.


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:f615m2heqqk6gfesik2carc94uthkg7v0d[at]4ax.com...
- quote -

In microsoft.public.money, Dennis wrote:

- quote -

No. Depending on how many transactions, it may be easy enough to
change each transaction. If there are hundreds, check back for
another idea.

Is it really a different investment? If so, it should have a
different symbol, or no symbol.

To facilitate the change, create a big AddShares for "Small Money
Market" that pre-dates other transactions into the *wrong* account.
Go to the "Small Money Market" investment (you could right-click
that fake transaction you just entered), and choose
InvesmentTransactions.


You should see a list of transactions. Double-click each transaction
for the *wrong* account, and change the Investment to
"Small MoneyMarket/SB". If you have defined it already, choose it
from the drop-down list. If not, type it in ONCE, and thereafter use
the drop-down list. Start with the oldest, but leave the fake
transaction for last. Once all have been processed, you can delete
the fake transaction.

Make an extra copy/backup of your file first so you can undo the
changes if you like.

I have three different accounts. In each of the accounts I have a fund
labeled "Small Money Market" During the past several years, I have been
purchasing shares of "Small Money Market" in two of the accounts. In one of
the Accounts, I would like to rename "Small Money Market" to "Small Money
Market/SB" because the fund really is different.

I can where I can do a global rename, but can I rename a fund in just one
account?