So how did you do "Buys" and "Sells" and so forth along the way?

Assuming that you just have this cash account balancing to the value of the
investment, the shortest solution is to create an Investment Account and do
a "Buy Investment/CD" in that account from the total $value of the existing
account for the total number of shares presently held in the investment.
(Leave Money to figure out the price per share for these shares.) When you
do this, you will have to define an Investment that you are buying--that's
where the symbol association goes that will enable the value to update to
online market quotes. You could put a memo in this transaction describing
what you are doing. Then you can close the existing cash account. You might
even put a memo in its details explaining why it's there.

The issue with this will be that long term performance reporting and things
like capital gains computations will be whacked since Money doesn't know the
real cost basis for all the shares you are buying at today's value per
share. The only way to undo that is to undo everything back to the first
purchase.

One other way to deal with that--ugly--is if you do know the cost basis of
all of those shares. You could do the Buy Investment/CD for the total number
of shares held and the total value set equal to cost basis. Any difference
between the cash account balance and the cost basis will be negative (loss)
or positive (gain) left over in the cash account. I'd just then add an
adjustment transaction to the cash account to get it to $0--so it doesn't
distort net worth reporting--and then close the account. You could put an
appropriate memo in that transaction as well. I'd probably leave the
category unassigned. It will also mess up income and expense reporting
because it will look like one or the other.

"TommyT" <tjb3653[at]msn.com> wrote in message
news:j8krj.2236$ip3.557[at]trnddc07...
- quote -

I stupidly set up a stock investment (with dividend reinvestment) as a "cash
account"many years ago, and have been updating it as I get statements. I
can't figure out how to change it to an "investment account", so that it
will update as the price changes daily. I have another account that I set up
right, and it works great. Anyone help?? Thanx.