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#2
03-30-2008, 11:08 PM
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 Re: Portfolio manager and same security display problem In microsoft.public.money, nospam[at]aol.com wrote: - quote - > On Sat, 29 Mar 2008 11:02:33 -0500, Cal Learner-- MVP
The list as a whole? No. The pieces of the list?> <via_newsgroup[at]please.tnx> wrote: > > > You got a message that a symbol is already in use when you try to > > enter a transaction in an account register? Create a security only > > once. Thereafter choose it from the drop-down list. > > Is there a way to edit / delete the security list please? Portfolio-> WorkWithInvestments-> DeleteAnInvestmentFromAllAccounts Also, you can right-click a transaction or portfolio entry and choose to work with the Details. So was that are you were really trying to do? |
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#1
03-30-2008, 09:52 PM
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| Re: Portfolio manager and same security display problem On Sat, 29 Mar 2008 11:02:33 -0500, Cal Learner-- MVP <via_newsgroup[at]please.tnx> wrote: - quote - > You got a message that a symbol is already in use when you try to
Is there a way to edit / delete the security list please?> enter a transaction in an account register? Create a security only > once. Thereafter choose it from the drop-down list. |
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03-29-2008, 03:02 PM
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| Re: Portfolio manager and same security display problem In microsoft.public.money, nospam[at]aol.com wrote: - quote - > I am using Money 2008 Plus Deluxe.
You got a message that a symbol is already in use when you try to> I have investment in Mutual Fund which is held partly directly with > the Fund Manager and partly with a Fund supermarket. > There are two seperate accounts list to manager this. > In the Portfolio Manager, I want to show these as seperate items but > Money will not allow me to use the same symbol for it. Is there a way > round this? enter a transaction in an account register? Create a security only once. Thereafter choose it from the drop-down list. - quote - > Alternatively, how can I 2group" both these accounts as one in
To control grouping in the Portfolio views, change the GroupBy> Portfolio Manager? selection at the top of the Portfolio. GroupBy:Position will combine everything. |
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#-1
03-29-2008, 10:39 AM
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| Portfolio manager and same security display problem I am using Money 2008 Plus Deluxe. I have investment in Mutual Fund which is held partly directly with the Fund Manager and partly with a Fund supermarket. There are two seperate accounts list to manager this. In the Portfolio Manager, I want to show these as seperate items but Money will not allow me to use the same symbol for it. Is there a way round this? Alternatively, how can I 2group" both these accounts as one in Portfolio Manager? |
| Tags |
| display, manager, portfolio, problem, security |
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