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Old 10-17-2003, 07:08 AM
Cal Learner-- MVP
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Default Re: How do I change a stock to a mutual fund in Money 2002?

In microsoft.public.money, Don wrote:

- quote -

> I have entered a Mutual Fund as a Stock by mistake. I
> would like to reclassify it to a mutual fund. Any
> suggestions?



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

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

Create a new mutual fund with the correct name and symbol.

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.
Keep going until there are no more zzzz transactions remaining. At
that point you can "delete" zzzz. The exception is that with Money
2003 or 2004, delete can actually delete; if you delete all
transactions for zzzz (including watch accounts) and delete the
investment, it will be deleted. You can use that name again.

Let us know if you encounter problems with that.

Myrna Larson suggests " To avoid problems with sells, you can
simply enter a bogus initial transaction with enough shares to
cover all subsequent sales. You should then be able to move the
transactions in any order you like. After all transactions have
been moved, delete the dummy entry."

 
Old 10-17-2003, 06:52 AM
Glyn Simpson, MVP
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Default Re: How do I change a stock to a mutual fund in Money 2002?

Unfortunately it's not easy. The best suggestion would be to create a new
mutual fund, move existing transactions into it and then delete the old
stock.

--
Glyn Simpson, Microsoft MVP - Money

Check http://support.microsoft.com/default...d=fh;EN-GB;mny
for UK tips and fixes for MS Money. To send Microsoft your wishes or
suggestions, use http://register.microsoft.com/mswish/suggestion.asp
or email mnyukwsh[at]microsoft.com especially if it's a UK specific wish.

I do not respond to any unsolicited email regarding Money
"Don" <druekay[at]localnet.com> wrote in message
news:2d2eb01c39471$73b2f870$a601280a[at]phx.gbl...
- quote -

> I have entered a Mutual Fund as a Stock by mistake. I
> would like to reclassify it to a mutual fund. Any
> suggestions?



  #-1  
Old 10-17-2003, 05:42 AM
Don
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Posts: n/a
Default How do I change a stock to a mutual fund in Money 2002?

I have entered a Mutual Fund as a Stock by mistake. I
would like to reclassify it to a mutual fund. Any
suggestions?
 

Tags
2002, change, fund, money, mutual, stock
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