In microsoft.public.money, pbrig wrote:

- quote -


It is not trivial, but not as hard as it first appears. A few
minutes should do it.

In the details, remove the existing symbol, and rename the existing
"mutual fund" to something you will never use. Let's suppose you
choose zzzz.

Create a new stock with the correct name and symbol. To avoid
problems with sells, you can simply enter a bogus initial
transaction with enough shares to cover all subsequent sales.

Go back to investment zzzz and choose View: Investment Details.

Change each transaction to the fund using the drop-down list. My
inclination would be to try starting with the oldest transaction.
After all transactions have been moved, delete the dummy entry."

Keep going until there are no more zzzz transactions remaining. At
that point you can "delete" zzzz.

The securities in question are ETFs, and they're defined
as mutual funds in Money. If I need to, how does one
change the investment type?

In microsoft.public.money, pbrig wrote:

- quote -

Could it be that the three investments are defined as stocks in
Money and as funds at the broker, or vice versa?

I just started downloading my brokerage statement but not
all downloaded securities match existing ones. I can't
manually match three of them because they aren't listed in
the pull down menu. Money wants to list them as a new
investment, but that just messes up the register, along
with the balance. I would like to match investments like I
do with transactions in other accounts.