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| 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." |
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| 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? |
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| 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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