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  #8  
Old 12-19-2007, 01:49 AM
refrigman55
Guest
 
Posts: n/a
Default Re: Cancel stock split

Thank-you, I think I've got it right now by following your instructions to
delete the splits(I had 2 different dates to add confusion). Then I went back
& recorded the split correctly using the correct date & your "44838 sh. for
every 53471 sh". Then went back & re-entered the new name & symbol. Updated
the share price & now it seems OK!

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, refrigman55 wrote:
> > Sorry, but it's still wrong. Should wind up with 1,545.075 shares of the new
> > fund, not the old 1,842.56 shares of the old fund [at] the highrr price.

> How does what you got compare to what you wanted? Maybe you have
> entered two splits for different dates.
> It sounds as if deleting splits and prices would avoid confusion.
> Here is how: Go to the investment price history.
> UpdatePrices-> UpdatePricesManually Look through the
> table and find the entries in the Source column that say "Stock
> Split". Delete the existing split. Make sure you don't have two at
> different dates. Also, delete prices that are already there for that
> date or after.
> You can blank the symbol for now, and to the new prices at some
> point. But for now, don't worry about price if you are going to do
> the split thing.
> > At this
> > point should I forget about the capital gain etc. & just do a sell & new
> > purchase somehow?

> If it is a tax-deferred account, that would work.
> > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, refrigman55 wrote:
> > > > > > Thanks, but after applying your new split(before changing any investment
> > > > details), I'm now back to my 1,842.56 shares [at] the new $15.98/share. What do
> > > > i do next? Would changing the name & new symbol in details fix the issue?
> > > > > Yes... assuming all of your shares changed. Add a comment into the
> > > details to remember the change.
> > > > > > > > > "Cal Learner-- MVP" wrote:
> > > > > > > > In microsoft.public.money, refrigman55 wrote:
> > > > > > > > > > In trying to use Cal Lerner's technique to record a Mutual Fund merger, I
> > > > > > incorrectly entered the NAV exchange values for the split. I think I had them
> > > > > > backward. MS money deluxe 2006 won't allow the edit undo function. Is there a
> > > > > > way to cancel that split. Need to go from 1,842.56 shares [at] $13.40/share to
> > > > > > 1,545.075 shares [at] $15.98/share. Both equal $24,652.06
> > > > > > > > > If you do a split for the same day, it will overwrite the first
> > > > > (with a warning). Split the shares 39317 shares for every 46887
> > > > > shares.
> > > > > >
  #7  
Old 12-18-2007, 04:02 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Cancel stock split

In microsoft.public.money, refrigman55 wrote:

- quote -

> well, my math was off. I see it should be 83.8547998 shares for every 100
> shares. But, Money's split transaction won't let me carry out to that many
> decimal places.


Enter 83.8547998 shares for every 100 as 44838 shares for every
53471 shares.



- quote -

> "refrigman55" wrote:
> > what if I try the record a split again & show 83.72492 shares for every 100
> > shares? But, that makes it 1842.56(original shares) x .8372492 = 1542.6818
> > new share , not the new 1,545.075 share on my statement.
> > > "refrigman55" wrote:
> > > > Sorry, but it's still wrong. Should wind up with 1,545.075 shares of the new
> > > fund, not the old 1,842.56 shares of the old fund [at] the highrr price. At this
> > > point should I forget about the capital gain etc. & just do a sell & new
> > > purchase somehow?
> > > > > "Cal Learner-- MVP" wrote:
> > > > > > In microsoft.public.money, refrigman55 wrote:
> > > > > > > > Thanks, but after applying your new split(before changing any investment
> > > > > details), I'm now back to my 1,842.56 shares [at] the new $15.98/share. What do
> > > > > i do next? Would changing the name & new symbol in details fix the issue?
> > > > > > > Yes... assuming all of your shares changed. Add a comment into the
> > > > details to remember the change.
> > > > > > > > > > > > "Cal Learner-- MVP" wrote:
> > > > > > > > > > In microsoft.public.money, refrigman55 wrote:
> > > > > > > > > > > > In trying to use Cal Lerner's technique to record a Mutual Fund merger, I
> > > > > > > incorrectly entered the NAV exchange values for the split. I think I had them
> > > > > > > backward. MS money deluxe 2006 won't allow the edit undo function. Is there a
> > > > > > > way to cancel that split. Need to go from 1,842.56 shares [at] $13.40/share to
> > > > > > > 1,545.075 shares [at] $15.98/share. Both equal $24,652.06
> > > > > > > > > > > If you do a split for the same day, it will overwrite the first
> > > > > > (with a warning). Split the shares 39317 shares for every 46887
> > > > > > shares.
> > > > > > > >
  #6  
Old 12-18-2007, 03:53 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Cancel stock split

In microsoft.public.money, refrigman55 wrote:

- quote -

> Sorry, but it's still wrong. Should wind up with 1,545.075 shares of the new
> fund, not the old 1,842.56 shares of the old fund [at] the highrr price.


How does what you got compare to what you wanted? Maybe you have
entered two splits for different dates.

It sounds as if deleting splits and prices would avoid confusion.
Here is how: Go to the investment price history.
UpdatePrices-> UpdatePricesManually Look through the
table and find the entries in the Source column that say "Stock
Split". Delete the existing split. Make sure you don't have two at
different dates. Also, delete prices that are already there for that
date or after.

You can blank the symbol for now, and to the new prices at some
point. But for now, don't worry about price if you are going to do
the split thing.


- quote -

> At this
> point should I forget about the capital gain etc. & just do a sell & new
> purchase somehow?


If it is a tax-deferred account, that would work.

- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, refrigman55 wrote:
> > > > Thanks, but after applying your new split(before changing any investment
> > > details), I'm now back to my 1,842.56 shares [at] the new $15.98/share. What do
> > > i do next? Would changing the name & new symbol in details fix the issue?
> > > Yes... assuming all of your shares changed. Add a comment into the

> > details to remember the change.
> > > > > > "Cal Learner-- MVP" wrote:
> > > > > > In microsoft.public.money, refrigman55 wrote:
> > > > > > > > In trying to use Cal Lerner's technique to record a Mutual Fund merger, I
> > > > > incorrectly entered the NAV exchange values for the split. I think I had them
> > > > > backward. MS money deluxe 2006 won't allow the edit undo function. Is there a
> > > > > way to cancel that split. Need to go from 1,842.56 shares [at] $13.40/share to
> > > > > 1,545.075 shares [at] $15.98/share. Both equal $24,652.06
> > > > > > > If you do a split for the same day, it will overwrite the first
> > > > (with a warning). Split the shares 39317 shares for every 46887
> > > > shares.
> > > >
  #5  
Old 12-18-2007, 03:42 AM
refrigman55
Guest
 
Posts: n/a
Default Re: Cancel stock split

well, my math was off. I see it should be 83.8547998 shares for every 100
shares. But, Money's split transaction won't let me carry out to that many
decimal places.

"refrigman55" wrote:

- quote -

> what if I try the record a split again & show 83.72492 shares for every 100
> shares? But, that makes it 1842.56(original shares) x .8372492 = 1542.6818
> new share , not the new 1,545.075 share on my statement.
> "refrigman55" wrote:
> > Sorry, but it's still wrong. Should wind up with 1,545.075 shares of the new
> > fund, not the old 1,842.56 shares of the old fund [at] the highrr price. At this
> > point should I forget about the capital gain etc. & just do a sell & new
> > purchase somehow?
> > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, refrigman55 wrote:
> > > > > > Thanks, but after applying your new split(before changing any investment
> > > > details), I'm now back to my 1,842.56 shares [at] the new $15.98/share. What do
> > > > i do next? Would changing the name & new symbol in details fix the issue?
> > > > > Yes... assuming all of your shares changed. Add a comment into the
> > > details to remember the change.
> > > > > > > > > "Cal Learner-- MVP" wrote:
> > > > > > > > In microsoft.public.money, refrigman55 wrote:
> > > > > > > > > > In trying to use Cal Lerner's technique to record a Mutual Fund merger, I
> > > > > > incorrectly entered the NAV exchange values for the split. I think I had them
> > > > > > backward. MS money deluxe 2006 won't allow the edit undo function. Is there a
> > > > > > way to cancel that split. Need to go from 1,842.56 shares [at] $13.40/share to
> > > > > > 1,545.075 shares [at] $15.98/share. Both equal $24,652.06
> > > > > > > > > If you do a split for the same day, it will overwrite the first
> > > > > (with a warning). Split the shares 39317 shares for every 46887
> > > > > shares.
> > > > > >
  #4  
Old 12-18-2007, 03:18 AM
refrigman55
Guest
 
Posts: n/a
Default Re: Cancel stock split

what if I try the record a split again & show 83.72492 shares for every 100
shares? But, that makes it 1842.56(original shares) x .8372492 = 1542.6818
new share , not the new 1,545.075 share on my statement.

"refrigman55" wrote:

- quote -

> Sorry, but it's still wrong. Should wind up with 1,545.075 shares of the new
> fund, not the old 1,842.56 shares of the old fund [at] the highrr price. At this
> point should I forget about the capital gain etc. & just do a sell & new
> purchase somehow?
> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, refrigman55 wrote:
> > > > Thanks, but after applying your new split(before changing any investment
> > > details), I'm now back to my 1,842.56 shares [at] the new $15.98/share. What do
> > > i do next? Would changing the name & new symbol in details fix the issue?
> > > Yes... assuming all of your shares changed. Add a comment into the

> > details to remember the change.
> > > > > > "Cal Learner-- MVP" wrote:
> > > > > > In microsoft.public.money, refrigman55 wrote:
> > > > > > > > In trying to use Cal Lerner's technique to record a Mutual Fund merger, I
> > > > > incorrectly entered the NAV exchange values for the split. I think I had them
> > > > > backward. MS money deluxe 2006 won't allow the edit undo function. Is there a
> > > > > way to cancel that split. Need to go from 1,842.56 shares [at] $13.40/share to
> > > > > 1,545.075 shares [at] $15.98/share. Both equal $24,652.06
> > > > > > > If you do a split for the same day, it will overwrite the first
> > > > (with a warning). Split the shares 39317 shares for every 46887
> > > > shares.
> > > >
  #3  
Old 12-18-2007, 02:35 AM
refrigman55
Guest
 
Posts: n/a
Default Re: Cancel stock split

Sorry, but it's still wrong. Should wind up with 1,545.075 shares of the new
fund, not the old 1,842.56 shares of the old fund [at] the highrr price. At this
point should I forget about the capital gain etc. & just do a sell & new
purchase somehow?

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, refrigman55 wrote:
> > Thanks, but after applying your new split(before changing any investment
> > details), I'm now back to my 1,842.56 shares [at] the new $15.98/share. What do
> > i do next? Would changing the name & new symbol in details fix the issue?

> Yes... assuming all of your shares changed. Add a comment into the
> details to remember the change.
> > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, refrigman55 wrote:
> > > > > > In trying to use Cal Lerner's technique to record a Mutual Fund merger, I
> > > > incorrectly entered the NAV exchange values for the split. I think I had them
> > > > backward. MS money deluxe 2006 won't allow the edit undo function. Is there a
> > > > way to cancel that split. Need to go from 1,842.56 shares [at] $13.40/share to
> > > > 1,545.075 shares [at] $15.98/share. Both equal $24,652.06
> > > > > If you do a split for the same day, it will overwrite the first
> > > (with a warning). Split the shares 39317 shares for every 46887
> > > shares.

> >
  #2  
Old 12-18-2007, 02:17 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Cancel stock split

In microsoft.public.money, refrigman55 wrote:

- quote -

> Thanks, but after applying your new split(before changing any investment
> details), I'm now back to my 1,842.56 shares [at] the new $15.98/share. What do
> i do next? Would changing the name & new symbol in details fix the issue?


Yes... assuming all of your shares changed. Add a comment into the
details to remember the change.

- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, refrigman55 wrote:
> > > > In trying to use Cal Lerner's technique to record a Mutual Fund merger, I
> > > incorrectly entered the NAV exchange values for the split. I think I had them
> > > backward. MS money deluxe 2006 won't allow the edit undo function. Is there a
> > > way to cancel that split. Need to go from 1,842.56 shares [at] $13.40/share to
> > > 1,545.075 shares [at] $15.98/share. Both equal $24,652.06
> > > If you do a split for the same day, it will overwrite the first

> > (with a warning). Split the shares 39317 shares for every 46887
> > shares.

>
  #1  
Old 12-18-2007, 02:05 AM
refrigman55
Guest
 
Posts: n/a
Default Re: Cancel stock split

Thanks, but after applying your new split(before changing any investment
details), I'm now back to my 1,842.56 shares [at] the new $15.98/share. What do
i do next? Would changing the name & new symbol in details fix the issue?

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, refrigman55 wrote:
> > In trying to use Cal Lerner's technique to record a Mutual Fund merger, I
> > incorrectly entered the NAV exchange values for the split. I think I had them
> > backward. MS money deluxe 2006 won't allow the edit undo function. Is there a
> > way to cancel that split. Need to go from 1,842.56 shares [at] $13.40/share to
> > 1,545.075 shares [at] $15.98/share. Both equal $24,652.06

> If you do a split for the same day, it will overwrite the first
> (with a warning). Split the shares 39317 shares for every 46887
> shares.

 
Old 12-18-2007, 01:37 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Cancel stock split

In microsoft.public.money, refrigman55 wrote:

- quote -

> In trying to use Cal Lerner's technique to record a Mutual Fund merger, I
> incorrectly entered the NAV exchange values for the split. I think I had them
> backward. MS money deluxe 2006 won't allow the edit undo function. Is there a
> way to cancel that split. Need to go from 1,842.56 shares [at] $13.40/share to
> 1,545.075 shares [at] $15.98/share. Both equal $24,652.06


If you do a split for the same day, it will overwrite the first
(with a warning). Split the shares 39317 shares for every 46887
shares.
  #-1  
Old 12-18-2007, 01:26 AM
refrigman55
Guest
 
Posts: n/a
Default Cancel stock split

In trying to use Cal Lerner's technique to record a Mutual Fund merger, I
incorrectly entered the NAV exchange values for the split. I think I had them
backward. MS money deluxe 2006 won't allow the edit undo function. Is there a
way to cancel that split. Need to go from 1,842.56 shares [at] $13.40/share to
1,545.075 shares [at] $15.98/share. Both equal $24,652.06
 

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cancel, split, stock
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