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Old 07-23-2007, 01:03 AM
Cal Learner-- MVP
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Default Re: Edit Investment List in Money 2005

In microsoft.public.money, Birdflu wrote:

- quote -

> Hello, I've changed a number of investments and find that I have some old
> investments with the same name as the new investments. The trouble is I can
> continue to use the new name but, the history would not be correct.
> I would like to list the investments but can't find them as a list. Is this
> possible?


Investing-> InvestingTools-> Portfolio will get you to the Portfolio,
but it is better to add Portfolio as a Shortcut to get you to the
Portfolio in a single click. You will probably find your investment
here.

You may want to select ChangePortfolioView-> ShowClosedPositions
If you right-click an investment, SeeInvestmentActivities will show
you the transactions for that investment.

- quote -

> The investments in question are mutual funds with no ticker.
> Thanks

 
Old 07-23-2007, 12:24 AM
Dick Watson
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Posts: n/a
Default Re: Edit Investment List in Money 2005

It used to be. Along came, IIRC, M05, and the Work with Investments page
disappeared. Nobody outside Microsoft has a clue why it disappeared. Perhaps
it wasn't Essential?

You can go find some transaction referencing the old investments--or create
a new buy transaction just for temporary use and delete it when you are
done--and r-click on the transaction select the investment to get to its
details. From there you can change names, etc.

"Birdflu" <Birdflu[at]discussions.microsoft.com> wrote in message
news:36A18528-F8E0-46D2-9F93-0EF741E40A18[at]microsoft.com...
- quote -

> Hello, I've changed a number of investments and find that I have some old
> investments with the same name as the new investments. The trouble is I
> can
> continue to use the new name but, the history would not be correct.
> I would like to list the investments but can't find them as a list. Is
> this
> possible?
> The investments in question are mutual funds with no ticker.



  #-1  
Old 07-22-2007, 11:20 PM
Birdflu
Guest
 
Posts: n/a
Default Edit Investment List in Money 2005

Hello, I've changed a number of investments and find that I have some old
investments with the same name as the new investments. The trouble is I can
continue to use the new name but, the history would not be correct.

I would like to list the investments but can't find them as a list. Is this
possible?

The investments in question are mutual funds with no ticker.
Thanks
 

Tags
2005, edit, investment, list, money
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