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#10
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| I am also looking to change the decimals in exsiting, active accounts instead of doing it maually. Specifically in the investment avtivity area. I have already changed non-active inv accounts and deleted them from the investment list per instrcutions. "Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message news:OW0dF5DvHHA.4504[at]TK2MSFTNGP02.phx.gbl... - quote - > "Mike" <Mike[at]nothere.com> wrote in message > news:OzUhitCvHHA.3748[at]TK2MSFTNGP04.phx.gbl... > > > Purpose of me wanting to change to 2 decimals is so I can delete the > > investment ... > An exact way to do that is to change your last disposal transaction to 0 > in an account in which you held it. That will reinstate the quantity in > the account.(Remember the details of the transaction before you do. > Consider a file backup.) > Go to the account summary page, click Account Update, and set the quantity > for the investment to 0. That creates a 'Remove Shares' transaction for > the exact number of remaining shares, to the nth decimal. Copy that > quantity, delete the Remove Shares transaction, and paste the quantity in > the disposal transaction you edited to 0. > Do that for each account in which you held the investment. You should get > to where the quantity held is exactly 0, allowing you to delete the > investment. This may require doing the same in closed accounts. > -- > Chris Cowles > Gainesville, FL |
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#9
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| "Mike" <Mike[at]nothere.com> wrote in message news:OzUhitCvHHA.3748[at]TK2MSFTNGP04.phx.gbl... - quote - > Purpose of me wanting to change to 2 decimals is so I can delete
An exact way to do that is to change your last disposal transaction> the investment ... to 0 in an account in which you held it. That will reinstate the quantity in the account.(Remember the details of the transaction before you do. Consider a file backup.) Go to the account summary page, click Account Update, and set the quantity for the investment to 0. That creates a 'Remove Shares' transaction for the exact number of remaining shares, to the nth decimal. Copy that quantity, delete the Remove Shares transaction, and paste the quantity in the disposal transaction you edited to 0. Do that for each account in which you held the investment. You should get to where the quantity held is exactly 0, allowing you to delete the investment. This may require doing the same in closed accounts. -- Chris Cowles Gainesville, FL |
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#8
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| An Update. Thank You for the direction on the Portfolio view on decimals, but it did not change my transactions for each investment. I had to go to each ex-401K MF investment transaction and manually change (round off) to 2 decimals. Purpose of me wanting to change to 2 decimals is so I can delete the investment from the list of investment in reports, home page etc... Also, Is there a way to go to "X" mutual fund "investment activities" and make MS Money automatically round off to 2 decimals? I have alot of transactions to manually change to 2 decimals, using MS Money 2004 Deluxe. Thanks Again "Remove ABCD from Email address to reply" <neil154ABCD[at]gmail.com> wrote in message news:upLZbp1uHHA.5028[at]TK2MSFTNGP02.phx.gbl... - quote - > Your steps will be slightly different because I am using 2007. > Portfolio view > customize current view > portfolio columns > highlight > the "quantity" > change the decimal places > -- > Neil |
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#7
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| Dick, From what I have seen, you are quite knowledgeable so I expect to collect on the debt sometime in the future. Glad I could show you something you did not know. -- Neil "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in message news:us4dcR3uHHA.3640[at]TK2MSFTNGP05.phx.gbl... - quote - > Most cool!!! I never knew that was there... Since I have a 401k that > insists on 4 places, this will be very handy! Thanks. I owe you one. > "Remove ABCD from Email address to reply" <neil154ABCD[at]gmail.com> wrote in > message news:upLZbp1uHHA.5028[at]TK2MSFTNGP02.phx.gbl... > > Portfolio view > customize current view > portfolio columns > highlight > > the "quantity" > change the decimal places |
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#6
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| Most cool!!! I never knew that was there... Since I have a 401k that insists on 4 places, this will be very handy! Thanks. I owe you one. "Remove ABCD from Email address to reply" <neil154ABCD[at]gmail.com> wrote in message news:upLZbp1uHHA.5028[at]TK2MSFTNGP02.phx.gbl... - quote - > Portfolio view > customize current view > portfolio columns > highlight > the "quantity" > change the decimal places |
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#5
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| Your steps will be slightly different because I am using 2007. Portfolio view > customize current view > portfolio columns > highlight the "quantity" > change the decimal places -- Neil "Mike" <Mike[at]nothere.com> wrote in message news:efP1$b1uHHA.4764[at]TK2MSFTNGP05.phx.gbl... - quote - > Where do you change the decimal to 2 or 3 positions after the "."? I am > unable to located it in MS M2004 Deluxe. > Thanks! > "davida9201" <davida9201[at]discussions.microsoft.com> wrote in message > news:872468B4-C034-4CB6-BAFF-11E24520AD5E[at]microsoft.com... > > I have found that I have some remaining shares in my investment accounts. > > The problem is they are all under 1 share so they are not showing up in > > my > > account summary. Is there a way to show or report the actual remaining > > share > > balance of my accounts to show these shares? |
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#4
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| Where do you change the decimal to 2 or 3 positions after the "."? I am unable to located it in MS M2004 Deluxe. Thanks! "davida9201" <davida9201[at]discussions.microsoft.com> wrote in message news:872468B4-C034-4CB6-BAFF-11E24520AD5E[at]microsoft.com... - quote - > I have found that I have some remaining shares in my investment accounts. > The problem is they are all under 1 share so they are not showing up in my > account summary. Is there a way to show or report the actual remaining > share > balance of my accounts to show these shares? |
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#3
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| In the portfolio view how many decimal places do you have set for the shares. I would suggest that you want 2 or 3 decimal places and it should show up. I have some items in my watch list that are significantly less than 1 share and they show up fine -- Neil "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:uj7t73tmh6jr0hop159fud9j95gli8u419[at]4ax.com... - quote - > In microsoft.public.money, davida9201 wrote: > > Yes, I have tried every way I can find but there is still under 1 shae > > soewhere in there. > > > "Cal Learner-- MVP" wrote: > > > > In microsoft.public.money, davida9201 wrote: > > > > > > I have found that I have some remaining shares in my investment > > > > accounts. > > > > The problem is they are all under 1 share so they are not showing up in > > > > my > > > > account summary. Is there a way to show or report the actual remaining > > > > share > > > > balance of my accounts to show these shares? > > > > > Have you tried the Portfolio window? > > > What cause you to think you have those remaining shares? > Anyway, from the account register, AccountSummary-> AccountUpdate > should let you update positions. Perhaps you want try to update to > zero. > You could also try to enter a RemoveShares for 1 shares. Expect a > pop-up saying you only "have xxx shares available... would you like > to sell or remove xxx shares"? > If these don't work for you, what program version are you running? |
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#2
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| In microsoft.public.money, davida9201 wrote: - quote - > Yes, I have tried every way I can find but there is still under 1 shae > soewhere in there. > "Cal Learner-- MVP" wrote: > > In microsoft.public.money, davida9201 wrote: > > > > I have found that I have some remaining shares in my investment accounts. > > > The problem is they are all under 1 share so they are not showing up in my > > > account summary. Is there a way to show or report the actual remaining share > > > balance of my accounts to show these shares? > > > Have you tried the Portfolio window? > What cause you to think you have those remaining shares? Anyway, from the account register, AccountSummary-> AccountUpdate should let you update positions. Perhaps you want try to update to zero. You could also try to enter a RemoveShares for 1 shares. Expect a pop-up saying you only "have xxx shares available... would you like to sell or remove xxx shares"? If these don't work for you, what program version are you running? |
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#1
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| Yes, I have tried every way I can find but there is still under 1 shae soewhere in there. "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, davida9201 wrote: > > I have found that I have some remaining shares in my investment accounts. > > The problem is they are all under 1 share so they are not showing up in my > > account summary. Is there a way to show or report the actual remaining share > > balance of my accounts to show these shares? > Have you tried the Portfolio window? |
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| In microsoft.public.money, davida9201 wrote: - quote - > I have found that I have some remaining shares in my investment accounts.
Have you tried the Portfolio window?> The problem is they are all under 1 share so they are not showing up in my > account summary. Is there a way to show or report the actual remaining share > balance of my accounts to show these shares? |
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#-1
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| I have found that I have some remaining shares in my investment accounts. The problem is they are all under 1 share so they are not showing up in my account summary. Is there a way to show or report the actual remaining share balance of my accounts to show these shares? |
| Tags |
| investments, share |
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