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  #3  
Old 07-10-2008, 08:58 PM
fripper
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Posts: n/a
Default Re: Transfer Investment


Cal ... thanks very much for your help ... everything worked great. I do
not understand why I had trouble locating a description of how to do this in
Help ... seems to me it should be pretty common task. In any event now I
know ... and maybe can help someone in the future.



"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:v0s9745coqkdlvhuhct8m9abjc9id0mosb[at]4ax.com...
- quote -

> In microsoft.public.money, fripper wrote:
> > > I do not know how to do a TransferOut transaction ... is it available in

> > MS
> > Money 2006?

> Enter a transaction. But instead of using a Buy or a Sell, scroll
> farther down the list in the Activity column and find TransferOut
> well down the list.
> > > Thanks.
> > > > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message

> > news:eqq974pj93c6a9r4cm7smm3ghpuj8ak3v9[at]4ax.com...
> > > In microsoft.public.money, fripper wrote:
> > > > > > > > > Simple task but I cannot figure out how to do it (I am using MS Money
> > > > 2006)
> > > > ... how can I move an investment from Account A to Account B? I don't
> > > > want
> > > > to move all of the investments in Account A ... only one.
> > > > > You could do a TransferOut transaction from Account A.
> > > > > Note that performance calculations for that security in Account B in
> > > the portfolio view will start fresh for that security if you do
> > > that.
> > >


  #2  
Old 07-09-2008, 05:08 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Transfer Investment

In microsoft.public.money, fripper wrote:

- quote -

> I do not know how to do a TransferOut transaction ... is it available in MS
> Money 2006?


Enter a transaction. But instead of using a Buy or a Sell, scroll
farther down the list in the Activity column and find TransferOut
well down the list.



- quote -

> Thanks.
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:eqq974pj93c6a9r4cm7smm3ghpuj8ak3v9[at]4ax.com...
> > In microsoft.public.money, fripper wrote:
> > > > > > Simple task but I cannot figure out how to do it (I am using MS Money
> > > 2006)
> > > ... how can I move an investment from Account A to Account B? I don't
> > > want
> > > to move all of the investments in Account A ... only one.
> > > You could do a TransferOut transaction from Account A.
> > > Note that performance calculations for that security in Account B in

> > the portfolio view will start fresh for that security if you do
> > that.

>
  #1  
Old 07-09-2008, 05:02 PM
fripper
Guest
 
Posts: n/a
Default Re: Transfer Investment


I do not know how to do a TransferOut transaction ... is it available in MS
Money 2006?

Thanks.


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:eqq974pj93c6a9r4cm7smm3ghpuj8ak3v9[at]4ax.com...
- quote -

> In microsoft.public.money, fripper wrote:
> > > Simple task but I cannot figure out how to do it (I am using MS Money

> > 2006)
> > ... how can I move an investment from Account A to Account B? I don't
> > want
> > to move all of the investments in Account A ... only one.

> You could do a TransferOut transaction from Account A.
> Note that performance calculations for that security in Account B in
> the portfolio view will start fresh for that security if you do
> that.



 
Old 07-09-2008, 04:47 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Transfer Investment

In microsoft.public.money, fripper wrote:

- quote -

> Simple task but I cannot figure out how to do it (I am using MS Money 2006)
> ... how can I move an investment from Account A to Account B? I don't want
> to move all of the investments in Account A ... only one.


You could do a TransferOut transaction from Account A.

Note that performance calculations for that security in Account B in
the portfolio view will start fresh for that security if you do
that.

  #-1  
Old 07-09-2008, 04:39 PM
fripper
Guest
 
Posts: n/a
Default Transfer Investment


Simple task but I cannot figure out how to do it (I am using MS Money 2006)
.... how can I move an investment from Account A to Account B? I don't want
to move all of the investments in Account A ... only one.

Thanks.



 

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