|
#3
| |||
| |||
| I'm just making an educated guess, but it would seem that you are experiencing a very similar problem to one that I encountered. Deleting or selling an investment, even in a tracking account, does not remove history, so when you attempt to purchase the same stock you deleted, the program reads your files and finds the stock ID and history. It's a pain in the.....but I have not been able to get MICROSOFT to respond. Don - quote - > -----Original Message----- > I cannot set the symbol for one of my investments. I suspect it is because > this symbol was used for a deleted investment. > I has a mutual fund investment in my portfolio, say it was called: > "ABC Fund Class A" > Whenever I download transactions from my broker, it always complained that I > had 100 shares of "ABC Fund Cls A" (note the subtle name difference) and > that this was not reflected in my account. > So I let it update my account. Now I had > 100 shares of "ABC Fund Class A", symbol ABC which I had purchased > 100 shares of "ABC Fund Cls A", (no symbol) which the system had "added > shares" for. > So I delete all my "ABC Fund Class A" transactions and delete the ""ABC Fund > Class A" investment. I then update my "ABC Fund Cls A" transactions to > reflect my actual purchases. This was all fine. > The problem is when I try to set the symbol for "ABC Fund Cls A" to ABC - it > won't let me. I type the symbol on the investment details screen and click > done, but it does not take. I can set the symbol to other things, but I > can't set it to ABC. Even though I have deleted "ABC Fund Class A", it > seems it still won't let me use the ABC symbol. > Details of error: > Go to Investments > > Portfolio > Right click on Investment > > See Details > Change the symbol. Move focus to another field - verify that symbol remains > changed > Click Done. Returns to portfolio view and symbol has NOT changed. No error > message is given. > Note that I recently upgraded from Money 2000. In Money 2000 I seem to > recall attempting something similar and I remember getting an error message > to the effect that I could not re-use the symbol from a deleted investment. > I get not such error in Money 2004. Either way I should be able to re-use > the symbol from a deleted investment. > . |
|
#2
| |||
| |||
| Brilliant! That did it. Thanks! I will pass on your solution to the MS support tech who is currently struggling to address this problem :-) -Seth "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:99bpuvs5cgk1b9qt18eka9d39pvhm8d0fm[at]4ax.com... - quote - > In microsoft.public.money, se wrote: > > Whenever I download transactions from my broker, it always complained that I > > had 100 shares of "ABC Fund Cls A" (note the subtle name difference) and > > that this was not reflected in my account. > > > So I let it update my account. Now I had > > > 100 shares of "ABC Fund Class A", symbol ABC which I had purchased > > > 100 shares of "ABC Fund Cls A", (no symbol) which the system had "added > > shares" for. > > > > > So I delete all my "ABC Fund Class A" transactions and delete the ""ABC Fund > > Class A" investment. I then update my "ABC Fund Cls A" transactions to > > reflect my actual purchases. This was all fine. > > > The problem is when I try to set the symbol for "ABC Fund Cls A" to ABC - it > > won't let me. I type the symbol on the investment details screen and click > > done, but it does not take. I can set the symbol to other things, but I > > can't set it to ABC. Even though I have deleted "ABC Fund Class A", it > > seems it still won't let me use the ABC symbol. > > Create a dividend for "ABC Fund Class A". This will let you undelete > it. Go the investment details for "ABC Fund Class A", and blank the > symbol. Check that there are no remaining transactions for "ABC Fund > Class A" by clicking "Investment Activities" from the Details page. > Delete the fake dividend and any other transactions there. Now you > can delete "ABC Fund Class A". |
|
#1
| |||
| |||
| In microsoft.public.money, se wrote: - quote - > Whenever I download transactions from my broker, it always complained that I
Create a dividend for "ABC Fund Class A". This will let you undelete> had 100 shares of "ABC Fund Cls A" (note the subtle name difference) and > that this was not reflected in my account. > So I let it update my account. Now I had > 100 shares of "ABC Fund Class A", symbol ABC which I had purchased > 100 shares of "ABC Fund Cls A", (no symbol) which the system had "added > shares" for. > So I delete all my "ABC Fund Class A" transactions and delete the ""ABC Fund > Class A" investment. I then update my "ABC Fund Cls A" transactions to > reflect my actual purchases. This was all fine. > The problem is when I try to set the symbol for "ABC Fund Cls A" to ABC - it > won't let me. I type the symbol on the investment details screen and click > done, but it does not take. I can set the symbol to other things, but I > can't set it to ABC. Even though I have deleted "ABC Fund Class A", it > seems it still won't let me use the ABC symbol. it. Go the investment details for "ABC Fund Class A", and blank the symbol. Check that there are no remaining transactions for "ABC Fund Class A" by clicking "Investment Activities" from the Details page. Delete the fake dividend and any other transactions there. Now you can delete "ABC Fund Class A". |
| | |||
| |||
| On Fri, 26 Dec 2003 21:05:38 GMT, "se" <seth_news[at]setheliot-dot.com> wrote: Try the following: - quote - > I cannot set the symbol for one of my investments. I suspect it is because
BEFORE you delete the "ABC Fund Class A" investment, change the symbol to> this symbol was used for a deleted investment. > I has a mutual fund investment in my portfolio, say it was called: > "ABC Fund Class A" > Whenever I download transactions from my broker, it always complained that I > had 100 shares of "ABC Fund Cls A" (note the subtle name difference) and > that this was not reflected in my account. > So I let it update my account. Now I had > 100 shares of "ABC Fund Class A", symbol ABC which I had purchased > 100 shares of "ABC Fund Cls A", (no symbol) which the system had "added > shares" for. > So I delete all my "ABC Fund Class A" transactions and delete the ""ABC Fund > Class A" investment. something you will never use (e.g. zzzz1). --ron |
|
#-1
| |||
| |||
| I cannot set the symbol for one of my investments. I suspect it is because this symbol was used for a deleted investment. I has a mutual fund investment in my portfolio, say it was called: "ABC Fund Class A" Whenever I download transactions from my broker, it always complained that I had 100 shares of "ABC Fund Cls A" (note the subtle name difference) and that this was not reflected in my account. So I let it update my account. Now I had 100 shares of "ABC Fund Class A", symbol ABC which I had purchased 100 shares of "ABC Fund Cls A", (no symbol) which the system had "added shares" for. So I delete all my "ABC Fund Class A" transactions and delete the ""ABC Fund Class A" investment. I then update my "ABC Fund Cls A" transactions to reflect my actual purchases. This was all fine. The problem is when I try to set the symbol for "ABC Fund Cls A" to ABC - it won't let me. I type the symbol on the investment details screen and click done, but it does not take. I can set the symbol to other things, but I can't set it to ABC. Even though I have deleted "ABC Fund Class A", it seems it still won't let me use the ABC symbol. Details of error: Go to Investments > > Portfolio Right click on Investment > > See Details Change the symbol. Move focus to another field - verify that symbol remains changed Click Done. Returns to portfolio view and symbol has NOT changed. No error message is given. Note that I recently upgraded from Money 2000. In Money 2000 I seem to recall attempting something similar and I remember getting an error message to the effect that I could not re-use the symbol from a deleted investment. I get not such error in Money 2004. Either way I should be able to re-use the symbol from a deleted investment. |
| Tags |
| reuse, stock, symbolever |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| Delete stock symbol or reuse stock symbol Stan: I deleted a stock from my brokerage account and later ried to re-enter but it states that symbol, "FASMX", is already in use. Also I entered a... | Microsoft Money | 1 | 11-26-2003 02:40 PM | |
| Unable to use a valid stock symbol : I put in a stock and later deleted it. Now I go back and try to reinput same stock with the same symbol, (FASMX), and it keeps stating that that... | Microsoft Money | 1 | 11-26-2003 02:10 AM | |
| Re: Stock symbol broken Cal Learner-- MVP: In microsoft.public.money, Natilynn wrote: >Impath, Inc has stock symbol of IMPH >but Money does not download "today" price. >Using $2002 >... | Microsoft Money | 3 | 09-06-2003 05:30 AM | |
| Mutual Fund Stock Symbol repeats Gene: I've got a normal account with a certain mutual fund, and another Roth IRA account with the same fund. Money won't let me have the same stock... | Microsoft Money | 1 | 08-17-2003 05:30 PM | |
| Deleted stock symbol Guy: When I first started using money when I sold a stock, I deleted a stock symbol by actually deleting the symbol. Now I have bought the stock again... | Microsoft Money | 1 | 07-09-2003 02:58 AM | |
| Thread Tools | |
| Display Modes | |
| |