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Old 12-22-2003, 12:59 AM
Cal Learner-- MVP
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Default Re: Deleted investments

In microsoft.public.money, Cal Learner-- MVP wrote:

- quote -

> In microsoft.public.money, Brian Gilaptrick wrote:
> > After converting from Quicken to Money, a number of
> > mutual funds were setup as Stocks. My only remedy was to
> > setup another mutual fund with a smiilar name and go back
> > to each transaction and chnage the investment. I then
> > deleted the incorrect investments. I am now unable to
> > rename the investments to their corrct name beacuase I
> > get the following error "The name of symbol has already
> > been used by a deleted investment. Please enter a
> > different name". Does anyone have a resolution besides
> > going back to Quicken????? THANKS!!!

> You don't say what version of Money you are using. I suspect it is
> not Money 2004.
> First, undelete each "deleted" investment by creating a fake
> Dividend transaction from the "stock". Then go to the investment
> details for the old stock. Blank the symbol, and rename the stock to
> something you will never use such as zzz1. Also check Investment
> Activities to make sure there are no transactions still existing for
> the old "stock"


I forgot to say you need to delete the fake dividend transaction.
You can do that from the "Investment Activities" screen near the
details.



- quote -

> Now you can "delete" the "stock" and reuse the name
> and symbol.
> Had you been using Money 2004 and if there were no transactions for
> the old stock, it should have actually deleted the name and symbol.


 
Old 12-22-2003, 12:51 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Deleted investments

In microsoft.public.money, Brian Gilaptrick wrote:

- quote -

> After converting from Quicken to Money, a number of
> mutual funds were setup as Stocks. My only remedy was to
> setup another mutual fund with a smiilar name and go back
> to each transaction and chnage the investment. I then
> deleted the incorrect investments. I am now unable to
> rename the investments to their corrct name beacuase I
> get the following error "The name of symbol has already
> been used by a deleted investment. Please enter a
> different name". Does anyone have a resolution besides
> going back to Quicken????? THANKS!!!


You don't say what version of Money you are using. I suspect it is
not Money 2004.

First, undelete each "deleted" investment by creating a fake
Dividend transaction from the "stock". Then go to the investment
details for the old stock. Blank the symbol, and rename the stock to
something you will never use such as zzz1. Also check Investment
Activities to make sure there are no transactions still existing for
the old "stock" Now you can "delete" the "stock" and reuse the name
and symbol.

Had you been using Money 2004 and if there were no transactions for
the old stock, it should have actually deleted the name and symbol.


  #-1  
Old 12-22-2003, 12:33 AM
Brian Gilaptrick
Guest
 
Posts: n/a
Default Deleted investments

After converting from Quicken to Money, a number of
mutual funds were setup as Stocks. My only remedy was to
setup another mutual fund with a smiilar name and go back
to each transaction and chnage the investment. I then
deleted the incorrect investments. I am now unable to
rename the investments to their corrct name beacuase I
get the following error "The name of symbol has already
been used by a deleted investment. Please enter a
different name". Does anyone have a resolution besides
going back to Quicken????? THANKS!!!
 

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deleted, investments
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