Same investment in different accounts

#2 12-13-2008, 12:45 PM

See also http://umpmfaq.info/faqdb.php?q=59 for a more pedagogical answer.

"KParker" <KParker[at]discussions.microsoft.com> wrote in message
news:090277AA-A461-4FC3-8E3D-013D6F78B6F6[at]microsoft.com...
- quote -

> My wife and I have the same mutual funds in two different Roth IRAs. When
> I
> try to update both holdings in Money, the second mutual fund is considered
> a
> duplicate - meaning I cannot get live updates for both funds. Is there a
> way
> around this without having to manually update one Roth with different
> names
> for the account?

#1 12-12-2008, 02:50 PM

In microsoft.public.money, KParker wrote:

- quote -

> My wife and I have the same mutual funds in two different Roth IRAs. When I
> try to update both holdings in Money, the second mutual fund is considered a
> duplicate - meaning I cannot get live updates for both funds. Is there a way
> around this without having to manually update one Roth with different names
> for the account?

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

12-12-2008, 02:10 PM

BTW -- we are using Money Plus

"KParker" wrote:

- quote -

> My wife and I have the same mutual funds in two different Roth IRAs. When I
> try to update both holdings in Money, the second mutual fund is considered a
> duplicate - meaning I cannot get live updates for both funds. Is there a way
> around this without having to manually update one Roth with different names
> for the account?

#-1 12-12-2008, 01:16 PM

My wife and I have the same mutual funds in two different Roth IRAs. When I
try to update both holdings in Money, the second mutual fund is considered a
duplicate - meaning I cannot get live updates for both funds. Is there a way
around this without having to manually update one Roth with different names
for the account?

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