Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #1  
Old 12-11-2008, 08:37 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Requesting help with entering stock ticker symbols

In microsoft.public.money, angus wrote:

- quote -

> I could really use your help on this issue.
> I am currently running MS Money Deluxe Pro on Vista x64. When I go to
> one of my mutual funds to add the corresponding stock ticker symbol I
> get an error message which says that the symbol has already been
> assigned to another fund.
> I think what happened was that I used to have this same fund a while
> back but I spelled/abbreviated it differently when I added it to my
> account. Now that I am doing automatic account updates from my broker,
> the fund is spelled slightly differently and hence the ticker symbol
> can't be reconciled with the 'new' name.
> For example, one fund in question is Spartan U.S. Equity Index
> (FUSEX).
> When I originally entered it into Money I listed it as Spartan U.S.
> Equity. I later deleted it because I no longer owned it until
> recently.
> My 401k account has it listed as Spartan U.S. Equity Index Fund. Since
> I now do automatic updates this is how it is now listed in Money. I am
> unable to associate FUSEX with the fund at this point.
> What should I do?


You got a message that a symbol is already in use? Create a
security only once. Thereafter choose it from the drop-down list.

If that is not an option due to your downloading and told Money it
was a new fund, check back. There is a solution for that too,
especially if you are running a newer version of Money.

- quote -

> BTW, how do I get rid of old fund names which seem to get retained
> within Money?


Investing-> Portfolio-> WorkWithInvestments-> DeleteAnInvestment. If
you have transactions for that fund, it will be grayed out. In older
versions it was critical that you blank the symbol first. In newer
versions, I don't think that is necessary, but it wouldn't hurt to
do so.

- quote -

> Any help will be appreciated. Thanks.
 
Old 12-11-2008, 08:32 PM
angus
Guest
 
Posts: n/a
Default Re: Requesting help with entering stock ticker symbols

On Dec 11, 3:01*pm, angus <angusyoung1...[at]juno.com> wrote:
- quote -

> I could really use your help on this issue.
> I am currently running MS Money Deluxe Pro on Vista x64. When I go to
> one of my mutual funds to add the corresponding stock ticker symbol I
> get an error message which says that the symbol has already been
> assigned to another fund.
> I think what happened was that I used to have this same fund a while
> back but I spelled/abbreviated it differently when I added it to my
> account. Now that I am doing automatic account updates from my broker,
> the fund is spelled slightly differently and hence the ticker symbol
> can't be reconciled with the 'new' name.
> For example, one fund in question is Spartan U.S. Equity Index
> (FUSEX).
> When I originally entered it into Money I listed it as Spartan U.S.
> Equity. I later deleted it because I no longer owned it until
> recently.
> My 401k account has it listed as Spartan U.S. Equity Index Fund. Since
> I now do automatic updates this is how it is now listed in Money. I am
> unable to associate FUSEX with the fund at this point.
> What should I do?
> BTW, how do I get rid of old fund names which seem to get retained
> within Money?
> Any help will be appreciated. Thanks.
> -Angus


This problem can be resolved by going into the Portfolio Manger and
deleting old ticker symbols.
  #-1  
Old 12-11-2008, 08:01 PM
angus
Guest
 
Posts: n/a
Default Requesting help with entering stock ticker symbols

I could really use your help on this issue.

I am currently running MS Money Deluxe Pro on Vista x64. When I go to
one of my mutual funds to add the corresponding stock ticker symbol I
get an error message which says that the symbol has already been
assigned to another fund.

I think what happened was that I used to have this same fund a while
back but I spelled/abbreviated it differently when I added it to my
account. Now that I am doing automatic account updates from my broker,
the fund is spelled slightly differently and hence the ticker symbol
can't be reconciled with the 'new' name.

For example, one fund in question is Spartan U.S. Equity Index
(FUSEX).

When I originally entered it into Money I listed it as Spartan U.S.
Equity. I later deleted it because I no longer owned it until
recently.

My 401k account has it listed as Spartan U.S. Equity Index Fund. Since
I now do automatic updates this is how it is now listed in Money. I am
unable to associate FUSEX with the fund at this point.

What should I do?

BTW, how do I get rid of old fund names which seem to get retained
within Money?

Any help will be appreciated. Thanks.

-Angus
 

Tags
entering, requesting, stock, symbols, ticker
Similar Threads
Thread Forum Replies Last Post
Old Stock ticker symbols need 2B deleted
Hags: How do i delete the cache of old stock ticker symbols that appear every time i try to manually update the price of a stock? Thanks. gh
Microsoft Money 1 06-04-2006 07:48 AM
Money has the wrong stock ticker symbol
mark@altavista.net: Money 2005. Yesterday, I bought a new stock, AGG. On the next update, Money noticed I had a new stock in my portfolio, and gave me the usual...
Microsoft Money 6 01-12-2006 06:25 AM
Changing Stock Ticker Symbols
srazook: Is there any way to change the ticker symbol for a stock or mutual fund without having to create a whole new investment?
Microsoft Money 1 08-22-2005 03:05 PM
stock name spelling corrections & adding stock symbols
Pam: I've been manually entering new transactions. I entered "Easyman" Kodak with the symbol EK. How do I change the spelling of the stock name to...
Microsoft Money 2 02-22-2004 05:05 AM
Options Ticker Symbols from E*Trade in MS Money
D: Greetings all, I've been using MS Money (several versions) successfully to download my brokerage trades from E*Trade for several years now. ...
Microsoft Money 3 08-06-2003 06:18 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 03:12 AM.