Thanks for help. I tried the suggestion however to no avail. I could not
locate the transaction that was preventing the change of investment type and
assume there is a bug. I wound up creating a new investment with the correct
type, adding a fictional amount of shares greater than the original
investment balance, transfering each transaction in the original to the new
investment, and then deleting the fictional number of shares. Then in order
to use the correct symbol, I deleted the original investment and renamed the
new one to the old investment name. It worked. The result due to the length
of time, months, emphasizes the poor level of support from MS unless you pay
and the great help from yourself and other members of the community.

"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, bainbru wrote:

- quote -

Let the type of investment that you want to change to be represented
by X. If you already have an investment of type X, start entering a
transaction, and select the name in the Investment list. Then see
what is available in the drop-down Activity list. Then just Cancel
that transaction.

"Cal Learner-- MVP" wrote:

- quote -

allow for changing investment type. However when I tried to change the type,
I received a message that the change could not be made due to the nature of
some of the investment transactions. I could not locate anything in help
that indicated which transactions were not supported when changing investment
type. The transactions used are buy, transfer in and out, and dividends.

Does anyone know what transactions are not valid when changing investment
type?

In microsoft.public.money, bainbru wrote:

- quote -


The ability to do that by changing the setting on the Details page
was introduced with Money 2007.

This will work if you are not downloading transactions from your
broker. If you do so and have a problem with this, check back.

Changing Stock to Mutual Fund

It is not trivial, but not as hard as it first appears. A few
minutes should do it.

In the details, remove the existing symbol, and rename the existing
"stock" to something you will never use. Let's suppose you
choose zzzz.

Create a new Fund with the correct name and symbol.

Go back to investment zzzz and choose InvestmentActivities.
Enter a fake new Buy dated before all other transactions with
quantity more than the total of other "stock" transactions.

Change each non-fake transaction to the fund using the drop-down
list. Start with the oldest transaction.

Keep going until there are no more zzzz transactions remaining
except the fake transaction. Delete the fake Buy transaction. At
that point you can "delete" zzzz.

I am using Money 2006 Premier. I incorrectly classified a sock as a mutual
fund and now can't change the investment type. The details screen does not
have an appropriate check box. I deleted all transactions with the hope that
I could then delete the investment and reenter it with the correct type.
However Money will not allow me to delete the investment insisting there are
open transactions even though they have been deleted.

Can anyone help advising me how to change the investment type. A friend said
something about exporting and reimporting a QIF file.