In microsoft.public.money, SteveH9034 wrote:

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This will try to describe the investment CombineWith operation
introduced in Money 2007.

The CombineWith operation was motivated largely by the Fidelity
Net Benefits quirk of having a wrong "CUSIP" ID in their download.
So downloading data from a source with a correct CUSIP and from
them did not allow Money to understand they were the same stock, and
could share the same symbol and quotes.

The way it works is that there is a CombineWith button on the
Details page. You can select a security of the SAME Investment
Type. When you go to FundA details and click CombineWith, a list of
mutual funds already defined comes up. A pop-up tells you that all
of this investment will be renamed as the other selected investment.
If you combine with FundB, in the register, All FundA transactions
will now appear as FundB. I suspect that there is a hidden table
that will now say that both CUSIPs will henceforth refer to FundB.



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In microsoft.public.money, SteveH9034 wrote:

- quote -

Are you using Fidelity Net Benefits, or is this only a regular non
employer-related account? If using Net benefits, you might need to
use a new feature that came out in Money 2007 that works around a
thing Fidelity Net Benefits does.