Re: Money2005-Adding Online Investment - made bad association

#6 01-16-2007, 11:53 PM

In microsoft.public.money, Mike R wrote:

- quote -

> OK, so I doing what you said, just figured I'd see if this "wrong type" was
> the problem, and apparently it may not be. How can I verify HOW the
> downloaded investment is being stored (STOCK, FUND, otherwise)?

There are a couple of ways. One would be to create a new file with a
different name, download to that file, and see what kind of security
gets created.

Another would be to examine the OFX file, and see if the position
data was in a POSSTOCK or POSMF type record.
http://support.microsoft.com/kb/911941/ tells how to capture such a
file.

- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Mike R wrote:
> > > > Cal - maybe I'm trying too hard. This investment (stock) is in many of my
> > > accounts. I'm changing them all via this method.
> > > You would want a fake big buy transactions in each such account, and
> > you would eventually delete each of the fake big buy transactions.
> > > Yes. At 5 per minute, 20 minutes would change 100 transactions. That
> > seems like a fairly easy pace once you have the pattern down. I
> > guess you would want to be sure that the investment was in fact a
> > mutual fund in the downloads before going thru that.
> > > > > While bored of changing
> > > all those (editing to correct fund), I shot over to continue the online
> > > account setup. The "correct fund" still isn't showing in this pulldown.
> > > What I was getting at is to change all of the existing wrong stock
> > into the correct fund.
> > > > > I've got to stop for a while. Let me know if I should try something else,
> > > or just continue. Is the final delete of zzzzz investment the KEY to
> > > this.????
> > > No. It only keeps the zzzz from showing up at the bottom of the
> > alphabetical lists.
> > > > > > > Thanks. Mike
> > > > > "Cal Learner-- MVP" wrote:
> > > > > > In microsoft.public.money, Mike R wrote:
> > > > > > > > That could be it. If I had to say, I called it a Stock security and Citibank
> > > > > is calling it a Mutual Fund. Is the workaround documented?
> > > > > > > Actually, the method could be adapted to your file you had before
> > > > you did the restore. You would delete the AddShares, and just make
> > > > the non-downloaded Stock into the "zzzz" stock, and make the
> > > > downloaded fund into to the new
> > > > > > > ================================================== ==================
> > > > Changing Stock to Mutual Fund
> > > > > > > It is not trivial, but not as hard as it first appears. A few
> > > > minutes should do it.
> > > > > > > In the details, remove the existing symbol, and rename the existing
> > > > "stock" to something you will never use. Let's suppose you
> > > > choose zzzz.
> > > > > > > Create a new Fund with the correct name and symbol.
> > > > > > > Go back to investment zzzz and choose InvestmentActivities.
> > > > Enter a fake new Buy dated before all other transactions with
> > > > quantity more than the total of other "stock" transactions.
> > > > > > > Change each non-fake transaction to the fund using the drop-down
> > > > list. Start with the oldest transaction.
> > > > > > > Keep going until there are no more zzzz transactions remaining
> > > > except the fake transaction. Delete the fake Buy transaction. At
> > > > that point you can "delete" zzzz.
> > > > ================================================== =================
> > > > > > > > > > > > > > > > > > > > > > > > > > > > > > Thanks for your help! Mike
> > > > > > > > > > > > > "Cal Learner-- MVP" wrote:
> > > > > > > > > > In microsoft.public.money, Mike R wrote:
> > > > > > > > > > > > I did find an old backup. I redid the Setup. I see where the dropdown box
> > > > > > > is (I now recall seeing this before) - my stock isn't in there. (It wasn't
> > > > > > > in there when i did this the first time, which is why I allowed MSMoney to
> > > > > > > add the stock by its name.)
> > > > > > > > > > > That's not so good. It makes me suspect that it is coming in as a
> > > > > > mutual fund in the download but was called a stock in its initial
> > > > > > entry (or vice versa).
> > > > > > > > > > > There is a workaround for that, if that is the case.
> > > > > > > > > > > > > > > > > > > > > > > ?????
> > > > > > > > > > > > > "Cal Learner-- MVP" wrote:
> > > > > > > > > > > > > > In microsoft.public.money, Mike R wrote:
> > > > > > > > > > > > > > > > have tracked a stock manually for years. My broker is now setup for MS
> > > > > > > > > Money. I setup the new account. While making the association between what my
> > > > > > > > > broker calls the stock and what I have called it for years, I let what my
> > > > > > > > > broker calls it "stick." So now, MsMoney wants to add 355 shares to my
> > > > > > > > > account (after I merged the two accounts), because my manual account doesn't
> > > > > > > > > show them "exactly." I have deleted the new online account, disassociated
> > > > > > > > > the old manual account with the online (citibank). BUT, when I try to do it
> > > > > > > > > again, I don't get asked how I should associate the stock. Does this make
> > > > > > > > > sense? I want the program to FORGET about how I associated it 3 days ago,
> > > > > > > > > and eventhough I have deleted all references to this security, it doesn't
> > > > > > > > > re-ask me how to do it. Ugh.
> > > > > > > > > > > > > > > Quick. Don't overwrite your backups.
> > > > > > > > > > > > > > > Restore a backup from just before you downloaded from your broker.
> > > > > > > > This time, when Money says it found a stock in your portfolio, don't
> > > > > > > > take the default that it is a new stock. Instead, select that you
> > > > > > > > already track it under a different name. Select that name from the
> > > > > > > > drop-down list, and things should work nicely this time.
> > > > > > > > > > > > > > > If you already overwrote your backups, then review your backup
> > > > > > > > policies. The problem can still be handled. It will just be much
> > > > > > > > more complex.
> > > > > > > > > > > > > > > >

#5 01-16-2007, 11:47 PM

OK, so I doing what you said, just figured I'd see if this "wrong type" was
the problem, and apparently it may not be. How can I verify HOW the
downloaded investment is being stored (STOCK, FUND, otherwise)?

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Mike R wrote:
> > Cal - maybe I'm trying too hard. This investment (stock) is in many of my
> > accounts. I'm changing them all via this method.
> You would want a fake big buy transactions in each such account, and
> you would eventually delete each of the fake big buy transactions.
> Yes. At 5 per minute, 20 minutes would change 100 transactions. That
> seems like a fairly easy pace once you have the pattern down. I
> guess you would want to be sure that the investment was in fact a
> mutual fund in the downloads before going thru that.
> > While bored of changing
> > all those (editing to correct fund), I shot over to continue the online
> > account setup. The "correct fund" still isn't showing in this pulldown.
> What I was getting at is to change all of the existing wrong stock
> into the correct fund.
> > I've got to stop for a while. Let me know if I should try something else,
> > or just continue. Is the final delete of zzzzz investment the KEY to
> > this.????
> No. It only keeps the zzzz from showing up at the bottom of the
> alphabetical lists.
> > > Thanks. Mike
> > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, Mike R wrote:
> > > > > > That could be it. If I had to say, I called it a Stock security and Citibank
> > > > is calling it a Mutual Fund. Is the workaround documented?
> > > > > Actually, the method could be adapted to your file you had before
> > > you did the restore. You would delete the AddShares, and just make
> > > the non-downloaded Stock into the "zzzz" stock, and make the
> > > downloaded fund into to the new
> > > > > ================================================== ==================
> > > Changing Stock to Mutual Fund
> > > > > It is not trivial, but not as hard as it first appears. A few
> > > minutes should do it.
> > > > > In the details, remove the existing symbol, and rename the existing
> > > "stock" to something you will never use. Let's suppose you
> > > choose zzzz.
> > > > > Create a new Fund with the correct name and symbol.
> > > > > Go back to investment zzzz and choose InvestmentActivities.
> > > Enter a fake new Buy dated before all other transactions with
> > > quantity more than the total of other "stock" transactions.
> > > > > Change each non-fake transaction to the fund using the drop-down
> > > list. Start with the oldest transaction.
> > > > > Keep going until there are no more zzzz transactions remaining
> > > except the fake transaction. Delete the fake Buy transaction. At
> > > that point you can "delete" zzzz.
> > > ================================================== =================
> > > > > > > > > > > > > > > > > > > > > Thanks for your help! Mike
> > > > > > > > > > "Cal Learner-- MVP" wrote:
> > > > > > > > In microsoft.public.money, Mike R wrote:
> > > > > > > > > > I did find an old backup. I redid the Setup. I see where the dropdown box
> > > > > > is (I now recall seeing this before) - my stock isn't in there. (It wasn't
> > > > > > in there when i did this the first time, which is why I allowed MSMoney to
> > > > > > add the stock by its name.)
> > > > > > > > > That's not so good. It makes me suspect that it is coming in as a
> > > > > mutual fund in the download but was called a stock in its initial
> > > > > entry (or vice versa).
> > > > > > > > > There is a workaround for that, if that is the case.
> > > > > > > > > > > > > > > > > > > ?????
> > > > > > > > > > > "Cal Learner-- MVP" wrote:
> > > > > > > > > > > > In microsoft.public.money, Mike R wrote:
> > > > > > > > > > > > > > have tracked a stock manually for years. My broker is now setup for MS
> > > > > > > > Money. I setup the new account. While making the association between what my
> > > > > > > > broker calls the stock and what I have called it for years, I let what my
> > > > > > > > broker calls it "stick." So now, MsMoney wants to add 355 shares to my
> > > > > > > > account (after I merged the two accounts), because my manual account doesn't
> > > > > > > > show them "exactly." I have deleted the new online account, disassociated
> > > > > > > > the old manual account with the online (citibank). BUT, when I try to do it
> > > > > > > > again, I don't get asked how I should associate the stock. Does this make
> > > > > > > > sense? I want the program to FORGET about how I associated it 3 days ago,
> > > > > > > > and eventhough I have deleted all references to this security, it doesn't
> > > > > > > > re-ask me how to do it. Ugh.
> > > > > > > > > > > > > Quick. Don't overwrite your backups.
> > > > > > > > > > > > > Restore a backup from just before you downloaded from your broker.
> > > > > > > This time, when Money says it found a stock in your portfolio, don't
> > > > > > > take the default that it is a new stock. Instead, select that you
> > > > > > > already track it under a different name. Select that name from the
> > > > > > > drop-down list, and things should work nicely this time.
> > > > > > > > > > > > > If you already overwrote your backups, then review your backup
> > > > > > > policies. The problem can still be handled. It will just be much
> > > > > > > more complex.
> > > > > > > > > > > >

#4 01-16-2007, 04:30 AM

In microsoft.public.money, Mike R wrote:

- quote -

> Cal - maybe I'm trying too hard. This investment (stock) is in many of my
> accounts. I'm changing them all via this method.

You would want a fake big buy transactions in each such account, and
you would eventually delete each of the fake big buy transactions.

Yes. At 5 per minute, 20 minutes would change 100 transactions. That
seems like a fairly easy pace once you have the pattern down. I
guess you would want to be sure that the investment was in fact a
mutual fund in the downloads before going thru that.

- quote -

> While bored of changing
> all those (editing to correct fund), I shot over to continue the online
> account setup. The "correct fund" still isn't showing in this pulldown.

What I was getting at is to change all of the existing wrong stock
into the correct fund.

- quote -

> I've got to stop for a while. Let me know if I should try something else,
> or just continue. Is the final delete of zzzzz investment the KEY to
> this.????

No. It only keeps the zzzz from showing up at the bottom of the
alphabetical lists.

- quote -

> Thanks. Mike
> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Mike R wrote:
> > > > That could be it. If I had to say, I called it a Stock security and Citibank
> > > is calling it a Mutual Fund. Is the workaround documented?
> > > Actually, the method could be adapted to your file you had before
> > you did the restore. You would delete the AddShares, and just make
> > the non-downloaded Stock into the "zzzz" stock, and make the
> > downloaded fund into to the new
> > > ================================================== ==================
> > Changing Stock to Mutual Fund
> > > It is not trivial, but not as hard as it first appears. A few
> > minutes should do it.
> > > In the details, remove the existing symbol, and rename the existing
> > "stock" to something you will never use. Let's suppose you
> > choose zzzz.
> > > Create a new Fund with the correct name and symbol.
> > > Go back to investment zzzz and choose InvestmentActivities.
> > Enter a fake new Buy dated before all other transactions with
> > quantity more than the total of other "stock" transactions.
> > > Change each non-fake transaction to the fund using the drop-down
> > list. Start with the oldest transaction.
> > > Keep going until there are no more zzzz transactions remaining
> > except the fake transaction. Delete the fake Buy transaction. At
> > that point you can "delete" zzzz.
> > ================================================== =================
> > > > > > > > > > > > Thanks for your help! Mike
> > > > > > > "Cal Learner-- MVP" wrote:
> > > > > > In microsoft.public.money, Mike R wrote:
> > > > > > > > I did find an old backup. I redid the Setup. I see where the dropdown box
> > > > > is (I now recall seeing this before) - my stock isn't in there. (It wasn't
> > > > > in there when i did this the first time, which is why I allowed MSMoney to
> > > > > add the stock by its name.)
> > > > > > > That's not so good. It makes me suspect that it is coming in as a
> > > > mutual fund in the download but was called a stock in its initial
> > > > entry (or vice versa).
> > > > > > > There is a workaround for that, if that is the case.
> > > > > > > > > > > > > > > ?????
> > > > > > > > > "Cal Learner-- MVP" wrote:
> > > > > > > > > > In microsoft.public.money, Mike R wrote:
> > > > > > > > > > > > have tracked a stock manually for years. My broker is now setup for MS
> > > > > > > Money. I setup the new account. While making the association between what my
> > > > > > > broker calls the stock and what I have called it for years, I let what my
> > > > > > > broker calls it "stick." So now, MsMoney wants to add 355 shares to my
> > > > > > > account (after I merged the two accounts), because my manual account doesn't
> > > > > > > show them "exactly." I have deleted the new online account, disassociated
> > > > > > > the old manual account with the online (citibank). BUT, when I try to do it
> > > > > > > again, I don't get asked how I should associate the stock. Does this make
> > > > > > > sense? I want the program to FORGET about how I associated it 3 days ago,
> > > > > > > and eventhough I have deleted all references to this security, it doesn't
> > > > > > > re-ask me how to do it. Ugh.
> > > > > > > > > > > Quick. Don't overwrite your backups.
> > > > > > > > > > > Restore a backup from just before you downloaded from your broker.
> > > > > > This time, when Money says it found a stock in your portfolio, don't
> > > > > > take the default that it is a new stock. Instead, select that you
> > > > > > already track it under a different name. Select that name from the
> > > > > > drop-down list, and things should work nicely this time.
> > > > > > > > > > > If you already overwrote your backups, then review your backup
> > > > > > policies. The problem can still be handled. It will just be much
> > > > > > more complex.
> > > > > > > > >

#3 01-16-2007, 04:21 AM

Cal - maybe I'm trying too hard. This investment (stock) is in many of my
accounts. I'm changing them all via this method. While bored of changing
all those (editing to correct fund), I shot over to continue the online
account setup. The "correct fund" still isn't showing in this pulldown.
I've got to stop for a while. Let me know if I should try something else,
or just continue. Is the final delete of zzzzz investment the KEY to
this.????

Thanks. Mike

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Mike R wrote:
> > That could be it. If I had to say, I called it a Stock security and Citibank
> > is calling it a Mutual Fund. Is the workaround documented?
> Actually, the method could be adapted to your file you had before
> you did the restore. You would delete the AddShares, and just make
> the non-downloaded Stock into the "zzzz" stock, and make the
> downloaded fund into to the new
> ================================================== ==================
> Changing Stock to Mutual Fund
> It is not trivial, but not as hard as it first appears. A few
> minutes should do it.
> In the details, remove the existing symbol, and rename the existing
> "stock" to something you will never use. Let's suppose you
> choose zzzz.
> Create a new Fund with the correct name and symbol.
> Go back to investment zzzz and choose InvestmentActivities.
> Enter a fake new Buy dated before all other transactions with
> quantity more than the total of other "stock" transactions.
> Change each non-fake transaction to the fund using the drop-down
> list. Start with the oldest transaction.
> Keep going until there are no more zzzz transactions remaining
> except the fake transaction. Delete the fake Buy transaction. At
> that point you can "delete" zzzz.
> ================================================== =================
> > > Thanks for your help! Mike
> > > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, Mike R wrote:
> > > > > > I did find an old backup. I redid the Setup. I see where the dropdown box
> > > > is (I now recall seeing this before) - my stock isn't in there. (It wasn't
> > > > in there when i did this the first time, which is why I allowed MSMoney to
> > > > add the stock by its name.)
> > > > > That's not so good. It makes me suspect that it is coming in as a
> > > mutual fund in the download but was called a stock in its initial
> > > entry (or vice versa).
> > > > > There is a workaround for that, if that is the case.
> > > > > > > > > > > ?????
> > > > > > > "Cal Learner-- MVP" wrote:
> > > > > > > > In microsoft.public.money, Mike R wrote:
> > > > > > > > > > have tracked a stock manually for years. My broker is now setup for MS
> > > > > > Money. I setup the new account. While making the association between what my
> > > > > > broker calls the stock and what I have called it for years, I let what my
> > > > > > broker calls it "stick." So now, MsMoney wants to add 355 shares to my
> > > > > > account (after I merged the two accounts), because my manual account doesn't
> > > > > > show them "exactly." I have deleted the new online account, disassociated
> > > > > > the old manual account with the online (citibank). BUT, when I try to do it
> > > > > > again, I don't get asked how I should associate the stock. Does this make
> > > > > > sense? I want the program to FORGET about how I associated it 3 days ago,
> > > > > > and eventhough I have deleted all references to this security, it doesn't
> > > > > > re-ask me how to do it. Ugh.
> > > > > > > > > Quick. Don't overwrite your backups.
> > > > > > > > > Restore a backup from just before you downloaded from your broker.
> > > > > This time, when Money says it found a stock in your portfolio, don't
> > > > > take the default that it is a new stock. Instead, select that you
> > > > > already track it under a different name. Select that name from the
> > > > > drop-down list, and things should work nicely this time.
> > > > > > > > > If you already overwrote your backups, then review your backup
> > > > > policies. The problem can still be handled. It will just be much
> > > > > more complex.
> > > > > >

#2 01-16-2007, 03:38 AM

In microsoft.public.money, Mike R wrote:

- quote -

> That could be it. If I had to say, I called it a Stock security and Citibank
> is calling it a Mutual Fund. Is the workaround documented?

Actually, the method could be adapted to your file you had before
you did the restore. You would delete the AddShares, and just make
the non-downloaded Stock into the "zzzz" stock, and make the
downloaded fund into to the new

================================================== ==================
Changing Stock to Mutual Fund

It is not trivial, but not as hard as it first appears. A few
minutes should do it.

In the details, remove the existing symbol, and rename the existing
"stock" to something you will never use. Let's suppose you
choose zzzz.

Create a new Fund with the correct name and symbol.

Go back to investment zzzz and choose InvestmentActivities.
Enter a fake new Buy dated before all other transactions with
quantity more than the total of other "stock" transactions.

Change each non-fake transaction to the fund using the drop-down
list. Start with the oldest transaction.

Keep going until there are no more zzzz transactions remaining
except the fake transaction. Delete the fake Buy transaction. At
that point you can "delete" zzzz.
================================================== =================

- quote -

> Thanks for your help! Mike
> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Mike R wrote:
> > > > I did find an old backup. I redid the Setup. I see where the dropdown box
> > > is (I now recall seeing this before) - my stock isn't in there. (It wasn't
> > > in there when i did this the first time, which is why I allowed MSMoney to
> > > add the stock by its name.)
> > > That's not so good. It makes me suspect that it is coming in as a
> > mutual fund in the download but was called a stock in its initial
> > entry (or vice versa).
> > > There is a workaround for that, if that is the case.
> > > > > > > ?????
> > > > > "Cal Learner-- MVP" wrote:
> > > > > > In microsoft.public.money, Mike R wrote:
> > > > > > > > have tracked a stock manually for years. My broker is now setup for MS
> > > > > Money. I setup the new account. While making the association between what my
> > > > > broker calls the stock and what I have called it for years, I let what my
> > > > > broker calls it "stick." So now, MsMoney wants to add 355 shares to my
> > > > > account (after I merged the two accounts), because my manual account doesn't
> > > > > show them "exactly." I have deleted the new online account, disassociated
> > > > > the old manual account with the online (citibank). BUT, when I try to do it
> > > > > again, I don't get asked how I should associate the stock. Does this make
> > > > > sense? I want the program to FORGET about how I associated it 3 days ago,
> > > > > and eventhough I have deleted all references to this security, it doesn't
> > > > > re-ask me how to do it. Ugh.
> > > > > > > Quick. Don't overwrite your backups.
> > > > > > > Restore a backup from just before you downloaded from your broker.
> > > > This time, when Money says it found a stock in your portfolio, don't
> > > > take the default that it is a new stock. Instead, select that you
> > > > already track it under a different name. Select that name from the
> > > > drop-down list, and things should work nicely this time.
> > > > > > > If you already overwrote your backups, then review your backup
> > > > policies. The problem can still be handled. It will just be much
> > > > more complex.
> > > >

#1 01-16-2007, 03:21 AM

That could be it. If I had to say, I called it a Stock security and Citibank
is calling it a Mutual Fund. Is the workaround documented?

Thanks for your help! Mike

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Mike R wrote:
> > I did find an old backup. I redid the Setup. I see where the dropdown box
> > is (I now recall seeing this before) - my stock isn't in there. (It wasn't
> > in there when i did this the first time, which is why I allowed MSMoney to
> > add the stock by its name.)
> That's not so good. It makes me suspect that it is coming in as a
> mutual fund in the download but was called a stock in its initial
> entry (or vice versa).
> There is a workaround for that, if that is the case.
> > > ?????
> > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, Mike R wrote:
> > > > > > have tracked a stock manually for years. My broker is now setup for MS
> > > > Money. I setup the new account. While making the association between what my
> > > > broker calls the stock and what I have called it for years, I let what my
> > > > broker calls it "stick." So now, MsMoney wants to add 355 shares to my
> > > > account (after I merged the two accounts), because my manual account doesn't
> > > > show them "exactly." I have deleted the new online account, disassociated
> > > > the old manual account with the online (citibank). BUT, when I try to do it
> > > > again, I don't get asked how I should associate the stock. Does this make
> > > > sense? I want the program to FORGET about how I associated it 3 days ago,
> > > > and eventhough I have deleted all references to this security, it doesn't
> > > > re-ask me how to do it. Ugh.
> > > > > Quick. Don't overwrite your backups.
> > > > > Restore a backup from just before you downloaded from your broker.
> > > This time, when Money says it found a stock in your portfolio, don't
> > > take the default that it is a new stock. Instead, select that you
> > > already track it under a different name. Select that name from the
> > > drop-down list, and things should work nicely this time.
> > > > > If you already overwrote your backups, then review your backup
> > > policies. The problem can still be handled. It will just be much
> > > more complex.
> >

01-15-2007, 11:39 PM

In microsoft.public.money, Mike R wrote:

- quote -

> I did find an old backup. I redid the Setup. I see where the dropdown box
> is (I now recall seeing this before) - my stock isn't in there. (It wasn't
> in there when i did this the first time, which is why I allowed MSMoney to
> add the stock by its name.)

That's not so good. It makes me suspect that it is coming in as a
mutual fund in the download but was called a stock in its initial
entry (or vice versa).

There is a workaround for that, if that is the case.

- quote -

> ?????
> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Mike R wrote:
> > > > have tracked a stock manually for years. My broker is now setup for MS
> > > Money. I setup the new account. While making the association between what my
> > > broker calls the stock and what I have called it for years, I let what my
> > > broker calls it "stick." So now, MsMoney wants to add 355 shares to my
> > > account (after I merged the two accounts), because my manual account doesn't
> > > show them "exactly." I have deleted the new online account, disassociated
> > > the old manual account with the online (citibank). BUT, when I try to do it
> > > again, I don't get asked how I should associate the stock. Does this make
> > > sense? I want the program to FORGET about how I associated it 3 days ago,
> > > and eventhough I have deleted all references to this security, it doesn't
> > > re-ask me how to do it. Ugh.
> > > Quick. Don't overwrite your backups.
> > > Restore a backup from just before you downloaded from your broker.
> > This time, when Money says it found a stock in your portfolio, don't
> > take the default that it is a new stock. Instead, select that you
> > already track it under a different name. Select that name from the
> > drop-down list, and things should work nicely this time.
> > > If you already overwrote your backups, then review your backup
> > policies. The problem can still be handled. It will just be much
> > more complex.
>

#-1 01-15-2007, 10:59 PM

In microsoft.public.money, Mike R wrote:

- quote -

> have tracked a stock manually for years. My broker is now setup for MS
> Money. I setup the new account. While making the association between what my
> broker calls the stock and what I have called it for years, I let what my
> broker calls it "stick." So now, MsMoney wants to add 355 shares to my
> account (after I merged the two accounts), because my manual account doesn't
> show them "exactly." I have deleted the new online account, disassociated
> the old manual account with the online (citibank). BUT, when I try to do it
> again, I don't get asked how I should associate the stock. Does this make
> sense? I want the program to FORGET about how I associated it 3 days ago,
> and eventhough I have deleted all references to this security, it doesn't
> re-ask me how to do it. Ugh.

Quick. Don't overwrite your backups.

Restore a backup from just before you downloaded from your broker.
This time, when Money says it found a stock in your portfolio, don't
take the default that it is a new stock. Instead, select that you
already track it under a different name. Select that name from the
drop-down list, and things should work nicely this time.

If you already overwrote your backups, then review your backup
policies. The problem can still be handled. It will just be much
more complex.

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