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Old 02-11-2008, 01:21 PM
Taylor
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Default Re: Investment account transfert


"Luc" <Luc[at]discussions.microsoft.com> wrote in message
news:68E5E9C2-3727-434A-A868-C19FB00629C9[at]microsoft.com...
- quote -

> Hi all
> I try out the new money 2008 (v17 Plus Deluxe)
> I create investment group account with multiple Mutual fund.
> I would like to register a transfert between one mutual fund to another
> one.
> When i register activities i have transfert in/out.
> But when doing so, i reveive a message saying that i cannot do this from
> the
> same investement group.
> How can i transfert amount OR quantity from one mutual fund to anoter.
> If possible i would like to have the transaction written in both mutual
> fund
> (similar behavior has when i transfert from check to credit card)


You should only have one account, thus no transfer. Create 2 investments,
mutual fund 1 and mutual fund 2. As previously stated, sell mutual fund 1
in one transaction and buy mutual fund 2 in another transaction.

  #1  
Old 02-10-2008, 10:02 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Investment account transfert

In microsoft.public.money, Luc wrote:

- quote -

> I try out the new money 2008 (v17 Plus Deluxe)
> I create investment group account with multiple Mutual fund.
> I would like to register a transfert between one mutual fund to another one.
> When i register activities i have transfert in/out.
> But when doing so, i reveive a message saying that i cannot do this from the
> same investement group.
> How can i transfert amount OR quantity from one mutual fund to anoter.
> If possible i would like to have the transaction written in both mutual fund
> (similar behavior has when i transfert from check to credit card)


Represent the reality. That would normally be to Sell one fund and
to Buy the other.
 
Old 02-10-2008, 09:20 PM
Chris Cowles
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Posts: n/a
Default Re: Investment account transfert

"Luc" <Luc[at]discussions.microsoft.com> wrote in message
news:68E5E9C2-3727-434A-A868-C19FB00629C9[at]microsoft.com...
- quote -

> Hi all
> I try out the new money 2008 (v17 Plus Deluxe)
> I create investment group account with multiple Mutual fund.
> I would like to register a transfert between one mutual fund to
> another one.
> When i register activities i have transfert in/out.
> But when doing so, i reveive a message saying that i cannot do this
> from the
> same investement group.
> How can i transfert amount OR quantity from one mutual fund to
> anoter.
> If possible i would like to have the transaction written in both
> mutual fund
> (similar behavior has when i transfert from check to credit card)


Transfer in/out is intended to be used across investment accounts.
What you're attempting to do is to sell one fund and buy another. That
requires 2 separate transactions, one for each fund. It is not a
'transfer' in the sense used by Money.
--
Chris Cowles
Gainesville, FL


  #-1  
Old 02-10-2008, 08:46 PM
Luc
Guest
 
Posts: n/a
Default Investment account transfert

Hi all

I try out the new money 2008 (v17 Plus Deluxe)

I create investment group account with multiple Mutual fund.

I would like to register a transfert between one mutual fund to another one.

When i register activities i have transfert in/out.

But when doing so, i reveive a message saying that i cannot do this from the
same investement group.

How can i transfert amount OR quantity from one mutual fund to anoter.

If possible i would like to have the transaction written in both mutual fund
(similar behavior has when i transfert from check to credit card)

 

Tags
account, investment, transfert
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