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#5
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| In microsoft.public.money, Vest wrote: - quote - > > Enter the transaction into the investment account register. You can
Let's try a test. Enter a Buy of one share of name Cimerex with> > get there from the AccountList. Enter the name the first time. > > Thereafter use the drop-down list. You can leave the symbol blank. > I follow your step, but the system will prompt me to choose an investment > type. It seems like there is no way for me not to choose an investment type, > but once i choose it, I will end up with the same page where I am suppose to > enter the symbol or find symbol. symbol US:XEC Pay $50 for that share. Any problem? The purpose is to see if you have a problem with all names or symbols, or whether it is a collision with a name or symbol you have previously entered. You can then Delete or Void that Buy. - quote - > The "find symbol" function is not
Maybe.> responding, and there is no data under the country dropdown list... and I am > stuck... again! sigh... I wonder what's wrong, should I reinstall the whole > thing? |
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#4
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| - quote - > Enter the transaction into the investment account register. You can
I follow your step, but the system will prompt me to choose an investment> get there from the AccountList. Enter the name the first time. > Thereafter use the drop-down list. You can leave the symbol blank. type. It seems like there is no way for me not to choose an investment type, but once i choose it, I will end up with the same page where I am suppose to enter the symbol or find symbol. The "find symbol" function is not responding, and there is no data under the country dropdown list... and I am stuck... again! sigh... I wonder what's wrong, should I reinstall the whole thing? |
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#3
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| In microsoft.public.money, Vest wrote: - quote - > I am a first-time user of Ms Money and I am not located in US. I am trying
Enter the transaction into the investment account register. You can> out the s/w with the trial version of Microsoft Money Plus Deluxe. > I have been trying to add an investment to my investment account, but it > seems a must to add in a ticker symbol in the transaction. get there from the AccountList. Enter the name the first time. Thereafter use the drop-down list. You can leave the symbol blank. - quote - > I try to click on
Yes.> the "Find symbol" button but there is no response at all, and thus the whole > transaction cannot be entered. Is there a way to record investment > transactions without a ticker symbol? Go to Investment-> Portfolio and right-click the fund. Choose SeeInvestmentDetails. There you can blank out the symbol. You can optionally add the symbol to the comments or rename the security to incorporate the symbol in the name. Then, from the Details, click PriceHistory-> UpdatedPrices-> UpdatePricesManually. - quote - > I believe this is meant for the s/w to > link to the share prices (?) but the shares I am holding are not US shares so > I am not sure if this feature can work. In any case I just want to record the > transaction for tracking purposes. > Any idea how this could be done? |
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#2
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| What I did was from Home Page, click on Portfolio Manager in LH column. Work with Investments Setup a new investment Choose an Account > XYZ Stockbrokers Add an investment What type > Stock What is the symbol > Find symbol. -- Regards Bob Peel, Microsoft MVP - Money For UK tips & fixes see http://support.microsoft.com/default...d=fh;EN-GB;mny. I do not respond to any emails that I have not specifically asked for. "Vest" <Vest[at]discussions.microsoft.com> wrote in message news:AF87D8D5-F56E-47BF-A4B2-D9CECE616815[at]microsoft.com... - quote - > I tried using HSBC but it doesn't work for me. My transaction entry stucks > at > the "New Stock" window, be it I typed in the name or use "Find Symbol", > there > is no response at from Ms Money all. Clicking on "Finish" doesn't help as > well. There is no error, no next step, no message.. I don't know what to > do > now. Is this feature activated for trial version? > "Bob Peel, MVP" wrote: > > I am using the same version in the UK and when I type in the security > > name > > and tell Money that it is a stock then it finds the various options so > > that > > I can select the correct stock. I used HSBC to test this. > > > -- > > Regards > > Bob Peel, > > Microsoft MVP - Money > > > For UK tips & fixes see > > http://support.microsoft.com/default...d=fh;EN-GB;mny. > > > > I do not respond to any emails that I have not specifically asked for. > > > "Vest" <Vest[at]discussions.microsoft.com> wrote in message > > news:7B143AB7-27B4-4BC4-BD32-1BF3E6C99CE5[at]microsoft.com... > > > I am a first-time user of Ms Money and I am not located in US. I am > > > trying > > > out the s/w with the trial version of Microsoft Money Plus Deluxe. > > > > > I have been trying to add an investment to my investment account, but > > > it > > > seems a must to add in a ticker symbol in the transaction. I try to > > > click > > > on > > > the "Find symbol" button but there is no response at all, and thus the > > > whole > > > transaction cannot be entered. Is there a way to record investment > > > transactions without a ticker symbol? I believe this is meant for the > > > s/w > > > to > > > link to the share prices (?) but the shares I am holding are not US > > > shares > > > so > > > I am not sure if this feature can work. In any case I just want to > > > record > > > the > > > transaction for tracking purposes. > > > > > Any idea how this could be done? > > |
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#1
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| I tried using HSBC but it doesn't work for me. My transaction entry stucks at the "New Stock" window, be it I typed in the name or use "Find Symbol", there is no response at from Ms Money all. Clicking on "Finish" doesn't help as well. There is no error, no next step, no message.. I don't know what to do now. Is this feature activated for trial version? "Bob Peel, MVP" wrote: - quote - > I am using the same version in the UK and when I type in the security name > and tell Money that it is a stock then it finds the various options so that > I can select the correct stock. I used HSBC to test this. > -- > Regards > Bob Peel, > Microsoft MVP - Money > For UK tips & fixes see > http://support.microsoft.com/default...d=fh;EN-GB;mny. > I do not respond to any emails that I have not specifically asked for. > "Vest" <Vest[at]discussions.microsoft.com> wrote in message > news:7B143AB7-27B4-4BC4-BD32-1BF3E6C99CE5[at]microsoft.com... > > I am a first-time user of Ms Money and I am not located in US. I am trying > > out the s/w with the trial version of Microsoft Money Plus Deluxe. > > > I have been trying to add an investment to my investment account, but it > > seems a must to add in a ticker symbol in the transaction. I try to click > > on > > the "Find symbol" button but there is no response at all, and thus the > > whole > > transaction cannot be entered. Is there a way to record investment > > transactions without a ticker symbol? I believe this is meant for the s/w > > to > > link to the share prices (?) but the shares I am holding are not US shares > > so > > I am not sure if this feature can work. In any case I just want to record > > the > > transaction for tracking purposes. > > > Any idea how this could be done? |
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| I am using the same version in the UK and when I type in the security name and tell Money that it is a stock then it finds the various options so that I can select the correct stock. I used HSBC to test this. -- Regards Bob Peel, Microsoft MVP - Money For UK tips & fixes see http://support.microsoft.com/default...d=fh;EN-GB;mny. I do not respond to any emails that I have not specifically asked for. "Vest" <Vest[at]discussions.microsoft.com> wrote in message news:7B143AB7-27B4-4BC4-BD32-1BF3E6C99CE5[at]microsoft.com... - quote - > I am a first-time user of Ms Money and I am not located in US. I am trying > out the s/w with the trial version of Microsoft Money Plus Deluxe. > I have been trying to add an investment to my investment account, but it > seems a must to add in a ticker symbol in the transaction. I try to click > on > the "Find symbol" button but there is no response at all, and thus the > whole > transaction cannot be entered. Is there a way to record investment > transactions without a ticker symbol? I believe this is meant for the s/w > to > link to the share prices (?) but the shares I am holding are not US shares > so > I am not sure if this feature can work. In any case I just want to record > the > transaction for tracking purposes. > Any idea how this could be done? |
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#-1
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| I am a first-time user of Ms Money and I am not located in US. I am trying out the s/w with the trial version of Microsoft Money Plus Deluxe. I have been trying to add an investment to my investment account, but it seems a must to add in a ticker symbol in the transaction. I try to click on the "Find symbol" button but there is no response at all, and thus the whole transaction cannot be entered. Is there a way to record investment transactions without a ticker symbol? I believe this is meant for the s/w to link to the share prices (?) but the shares I am holding are not US shares so I am not sure if this feature can work. In any case I just want to record the transaction for tracking purposes. Any idea how this could be done? |
| Tags |
| find, money, symbol, unable |
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