Thanks. Going down this path solved the problem. i just changed the symbol
temporarily on Fidelity Mid Cap which resulted in a new prompt when I
synchronized my accounts with Fidelity. I was then able to select the correct
Fidelity Low Pricesd Stock account from the list presented by MS Money.

I then changed the original Fidleity Mid Cap symbol back to the correct
listing.

Steve

"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, SteveH9034 wrote:

- quote -

If there were not huge amount more of the old, this would be the
simpler way:

Rename the existing Fidelity Mid Cap security to "Fidelity Low Pr
Stk" and change the symbol.

Then create a new fund named Fidelity Mid Cap by entering a *fake*
AddShares of 10000 shares dated 1/1/1970. Then go to what is now
Fidelity Low Pr Stk (right click any reference) and choose
InvestmentActivities. Edit all of those transactions that should be
Fidelity Mid Cap using the drop-down list. The ones remaining should
be only the actual Fidelity Low Pr Stk transactions After you have
done that, delete that *fake* transaction for Fidelity Mid Cap.


If there were a huge amount of old existing Fidelity Mid Cap
transactions and few Fidelity Low Pr Stk, then there could be a
different way.

Thanks Cal.

This process worked for most of my mismatches with one exception.

How can I correct the following:

The updates for Fidelity Low Priced Stock downloades automatically and is
presented on the Investment Holdings page and is listed as "Fidelity Low Pr
Stk" and is correct. Then I select the "next" buton which presents a screen
that shows a "position matching" window with an erroneous posting for another
security (Fidelity Mid Cap) which it wants to add to my portfolio with the
exact info for teh Fidelity Low Price Stock fund. The Fidelity Mid Cap is a
fund that I have used in the past - so I do not want to use the "Combine
with" feature to consolidate these disparate funds.

Is there another way to correct this internal mismatch? I berlive it
occurred when the original download was setup for this account. I must have
accidentally selected MidCap to match instead of Fidelity Low Priced Stock.

Steve
"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, SteveH9034 wrote:

- quote -

Two new capabilities of Money 2007 are operated from the
investment details. They are the ability to change the
InvestmentType, and the CombineWith operation. This will discuss
the investment CombineWith operation.

The CombineWith operation was motivated largely by the Fidelity Net
Benefits quirk of having a wrong "CUSIP" ID in their download. So
downloading data from a source with a correct CUSIP and from them
did not allow Money to understand they were the same stock, and
could share the same symbol and quotes.

This feature should be of use in more cases too. The way it works
is that there is a CombineWith button on the Details page. You can
select a security of the SAME Investment Type. When you go to
FundA details and click CombineWith, a list of mutual funds already
defined comes up. A pop-up tells you that all of this investment
will be renamed as the other selected investment. If you combine
with FundB, in the register, All FundA transactions will now appear
as FundB. I suspect that there is a hidden table that will now say
that both CUSIPs will henceforth refer to FundB.


This feature has a restriction: the combined investments must be of
the same type. This will not allow for the case if that some ETFs,
REITs and MLPs might be called a mutual fund from one broker's
downloads, and as a stock in others. The implementation as it sits
will be very useful, and will handle many of the situations that
stymie people.

I have several investments from Fidelity NettBenefits which update
automatically but do not correctly match the name i have assigned in MS
Money. For example, Fid Contrafund is the nomenclature that downloads but I
actually use the full description - Fidelity Contrafund. As a result, the
online update does not post top my account but rather prompts for a totally
new investment line - which is incorrect.

This stems from the original time that this new account updated online and I
erroneously neglected to match the online description to the correct
investment in Money.

How can I correct this frustrating situation? I just upgraded to Money 2007.

Steve