In microsoft.public.money, John wrote:

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I would not expect that entering a second investment into an
account, such as with a Buy transaction, would create or modify an
account. You would have an account that contained two investments.

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I'm glad it's working for you.


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Cal Learner-- MVP wrote:

Thanks for the reply, Cal.

What happened was that, when I entered the second investment at "YYY"
company, Money did not create a second account; it overwrote the name
for the first account.

What I ended up doing was entering the three accounts, each time time
selecting "Add New Account", followed by "Investment"; when I hit the
dialog box for the company name, I clicked "My bank or brokerage isn't
listed". It was somewhat ponderous, but it did work.

John

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In microsoft.public.money, John wrote:

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So you have three accounts at YYY. They each have their own account
number. I assume you have not set these up for online access yet.

In the AccountList you show the accounts, but one is not set up
correctly. Right-click the wrongly-entered account, and choose
SeeAccountSettings. See the FinancialInstitution and use the
drop-down list to choose YYY. Change the AccountName also.

If that does not answer your question, maybe we are using words
differently.


Basic Money Glossary (prototype)

Account

A collective place to place transactions, investments, cash, and
debt. An investment account would normally hold stocks, bonds,
and/or mutual funds. There are also bank, credit, and asset
accounts. Money Help item "account" gives a description.

Category

The Money help item "category" says "A way to sort your income and
expenses into meaningful groups so you can see income and spending
patterns in Money reports." That seems like a good description.


Favorite Account

An attribute of an account to give it easier access. See help item
"favorite".

Financial Institution (FI)

A company such as a bank, credit card company, loan company, credit
union, which takes funds from the public and deals with
financial assets.

Investment

A security such as stock, bond, or mutual fund. See Help item
"investment". Investment Buys and Sells are entered into an
investment (type) account, but an account is not an investment.
Normally when your broker assigns different account numbers, each
account number would correspond to an account. Each account can
contain many different types of investments.

Money File

The file that normally has the extension .mny. It contains the
data for money as well as most of the settings. It can be moved,
deleted, or copied by normal operating system means. See Help item
"file".

The Money file can be backed up to a Money backup file with a .mbf
extension. Give careful thought to your backup policy.


Watch Account

An account that is not real, but is for the purpose of watching
securities that you may not actually own. See help item "watch".

Money Market Fund

An investment held in an investment account that is a special kind
of mutual fund: the share price is fixed at $1 usually, and Money
does not put the sell transactions into the schedule D (capital
gains) information. Called "money market" in Money. Sometimes
referred to as MM or MMF.

Bank Money Market

A checking account from a bank that usually has some extra
restrictions and higher interest.

I recently changed to Money 2007 Deluxe.

I have some investments at a certain company. There are three different
accounts with this company. When trying to set this up, I entered one
under the "new investments" tab and used the drop-down list in Money to
select the company name. Later, I changed the account's name to "XXX
investment at "YYY" company (I intended to do the same with the other
two accounts).

No problem there. However, when I tried to enter the second account
from this same company, I got a dialog box stating that I already had an
investment with this company; when I went ahead anyway, it didn't create
a second account; it changed the name of the first account (which I had
just renamed) back to the one appearing in the drop-down list, (though
it left the initial settings for the first account alone).

There must be a way to do this, but, so far, I can't find it? How can I
do this?

John