It depends on your objectives and what you mean by "safest". It also depends
on what you are trying to model in the real world. The investment activity
"Transfer Shares" is the intended way to model, say, moving investments to a
different brokerage account/broker. It has the side effect that the
performance reporting on the Portfolio page acts as though this is a But in
the new account.

I haven't followed the whole thread, but I'm having a hard time imagining
re-entering transactions being a better solution than, say, transaction Cut
and Paste to Account with some creative temporary transaction(s) to avoid
the spurious "negative shares" and "can't sell" warnings. I'm probably
missing something, but just tried a couple of test cases and don't know what
it is.

"Bill P" <Bill P[at]discussions.microsoft.com> wrote in message
news:BA3DC44F-6574-45A2-B634-AB8FBACCADCC[at]microsoft.com...
- quote -

So, if I read this thread right that if you want to transfer some investments
into another account, the safest way is to re-enter all the transactions in
each investment manually, deleting them in the original?

"duhmel" wrote:

- quote -

Same problem with moneycentral investments. It was dropped when they changed
from the previous to the current format.

Frank

"duhmel" <mqq6[at]cox.net> wrote in message news:cNPah.47$g22.7[at]newsfe20.lga...
- quote -

Investments were added in something like M95 or M97. The product changed
away from the MDI (multi-document interface) in, IIRC, M95 and changed to
the IE based web browser UI in M98. If this was ever there, it wasn't there
for long.

You are surely correct that Microsoft has another agenda for Money besides
retaining good features and improving the software for long time users.

"duhmel" <mqq6[at]cox.net> wrote in message news:cNPah.47$g22.7[at]newsfe20.lga...
- quote -

This capability was in the first few versions of Money. It seems strange
that as this application has been updated over the years, some good features
have been dropped. Usually updates improve the software, I guess Microsoft
has another agenda.

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:O5CYq2oEHHA.4208[at]TK2MSFTNGP03.phx.gbl...
- quote -

Nope.

Depending on what your intentions are, you can Transfer Shares the share
balance, but the transaction history to that point would stay in the
original account.

"duhmel" <mqq6[at]cox.net> wrote in message
news:GRLah.1331$YX1.569[at]newsfe23.lga...
- quote -

Can I move an investment with multiple transactions between accounts without
having to manually move each transaction?