Lucent/Avaya Spin-Off Won't Show Up In Money 2007 Premium

#4 11-14-2007, 11:04 PM

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, KR wrote:
> > Thank you for the reply, Cal!

> > > 1. I'm aware of the private buyout, but here's the thing: I was lazy and I
> > didn't keep up with recording the transcations of the Lucent account and its
> > various mergers and spinoffs, so I'm trying to play catch-up by entering all
> > of that info (the merger and spinoffs).
> > > 2. I tried the suggestion that you gave, but it still didn't show up.
> Did you try sorting the Portfolio by both Name and Symbol? The
> investments that you no longer hold should be gray.
> What makes you think it was ever in the Money file? Maybe you had
> not entered it. I was suspecting you had been downloading from the
> broker.
> If you can find the original Buy or AddShares of Avaya, you can
> right-click and go to the investment. Then InvestmentTransactions
> will show you all of the transactions for Avaya.

1. Yes, I sorted the Portfolio by name and symbol, but the only gray
investments that showed was Agere in that particular account.

2. All this time, I was downloading from the broker via the UPDATE but for
some reason, Avaya never showed up hence me trying to enter it manually.

#3 11-14-2007, 08:56 PM

In microsoft.public.money, KR wrote:

- quote -

> Thank you for the reply, Cal!

> 1. I'm aware of the private buyout, but here's the thing: I was lazy and I
> didn't keep up with recording the transcations of the Lucent account and its
> various mergers and spinoffs, so I'm trying to play catch-up by entering all
> of that info (the merger and spinoffs).
> 2. I tried the suggestion that you gave, but it still didn't show up.

Did you try sorting the Portfolio by both Name and Symbol? The
investments that you no longer hold should be gray.

What makes you think it was ever in the Money file? Maybe you had
not entered it. I was suspecting you had been downloading from the
broker.

If you can find the original Buy or AddShares of Avaya, you can
right-click and go to the investment. Then InvestmentTransactions
will show you all of the transactions for Avaya.

- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Cal Learner-- MVP wrote:
> > > > In microsoft.public.money, KR wrote:
> > > > > > I've tried recording the spin-off of Avaya from Lucent in Money 2007 Premium
> > > > using the RECORD SPECIAL ACTIVITY in Portfolio Manager. However, when I go
> > > > through all of the steps, Avaya doesn't show up in the Portfolio Manager,
> > > > Account Register or Investment Summary.
> > > > > They had a private buyout at $17.50. From the Portfolio, tick
> > > ChangePortfolioView-> ShowClosedPositions. Expand the Avaya, and
> > > expect to find a Sell dated recently. If you find a RemoveShares
> > > instead, replace it with an appropriate Sell transaction.
> > > > > http://www.avaya.com/gcm/master-usa/.../pr-071026.htm
> > > 26 November 2007 would be the date I would have expected the cash to
> > show up in your account. In Money, you would want a Sell of that
> > date of all shares to account for the change. If you downloaded a
> > cash transaction instead, Void or Delete that cash transaction.
>

#2 11-14-2007, 08:31 PM

Thank you for the reply, Cal!

1. I'm aware of the private buyout, but here's the thing: I was lazy and I
didn't keep up with recording the transcations of the Lucent account and its
various mergers and spinoffs, so I'm trying to play catch-up by entering all
of that info (the merger and spinoffs).

2. I tried the suggestion that you gave, but it still didn't show up.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Cal Learner-- MVP wrote:
> > In microsoft.public.money, KR wrote:
> > > > I've tried recording the spin-off of Avaya from Lucent in Money 2007 Premium
> > > using the RECORD SPECIAL ACTIVITY in Portfolio Manager. However, when I go
> > > through all of the steps, Avaya doesn't show up in the Portfolio Manager,
> > > Account Register or Investment Summary.
> > > They had a private buyout at $17.50. From the Portfolio, tick
> > ChangePortfolioView-> ShowClosedPositions. Expand the Avaya, and
> > expect to find a Sell dated recently. If you find a RemoveShares
> > instead, replace it with an appropriate Sell transaction.
> > > http://www.avaya.com/gcm/master-usa/.../pr-071026.htm
> 26 November 2007 would be the date I would have expected the cash to
> show up in your account. In Money, you would want a Sell of that
> date of all shares to account for the change. If you downloaded a
> cash transaction instead, Void or Delete that cash transaction.

#1 11-14-2007, 07:44 PM

In microsoft.public.money, Cal Learner-- MVP wrote:

- quote -

> In microsoft.public.money, KR wrote:
> > I've tried recording the spin-off of Avaya from Lucent in Money 2007 Premium
> > using the RECORD SPECIAL ACTIVITY in Portfolio Manager. However, when I go
> > through all of the steps, Avaya doesn't show up in the Portfolio Manager,
> > Account Register or Investment Summary.
> They had a private buyout at $17.50. From the Portfolio, tick
> ChangePortfolioView-> ShowClosedPositions. Expand the Avaya, and
> expect to find a Sell dated recently. If you find a RemoveShares
> instead, replace it with an appropriate Sell transaction.
> http://www.avaya.com/gcm/master-usa/.../pr-071026.htm

26 November 2007 would be the date I would have expected the cash to
show up in your account. In Money, you would want a Sell of that
date of all shares to account for the change. If you downloaded a
cash transaction instead, Void or Delete that cash transaction.

11-14-2007, 07:33 PM

In microsoft.public.money, KR wrote:

- quote -

> I've tried recording the spin-off of Avaya from Lucent in Money 2007 Premium
> using the RECORD SPECIAL ACTIVITY in Portfolio Manager. However, when I go
> through all of the steps, Avaya doesn't show up in the Portfolio Manager,
> Account Register or Investment Summary.

They had a private buyout at $17.50. From the Portfolio, tick
ChangePortfolioView-> ShowClosedPositions. Expand the Avaya, and
expect to find a Sell dated recently. If you find a RemoveShares
instead, replace it with an appropriate Sell transaction.

http://www.avaya.com/gcm/master-usa/.../pr-071026.htm

#-1 11-14-2007, 07:21 PM

I've tried recording the spin-off of Avaya from Lucent in Money 2007 Premium
using the RECORD SPECIAL ACTIVITY in Portfolio Manager. However, when I go
through all of the steps, Avaya doesn't show up in the Portfolio Manager,
Account Register or Investment Summary.

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