Thanks, Cal Learner, after sending my note I found the unofficial FAQ at
http://www.bollar.org/msmoney/

I'm a new user and I did not have a lot of history recorded, so I opted for
deleting the old investments and starting fresh as of 12/31/2003.

So for 2004 I have correct records. My 2003 stuff was incomplete anyway.

Funny, I have zero acquaintances or relatives who know about newsgroups.
Having you folks as advisers makes me look like a genius.

Thanks, all and today I especially thank Cal Learner! My wish is that 2004
will be your best year ever!

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:91q8vvcgoka1fth2llq7f44lnni48efecg[at]4ax.com...
- quote -

In microsoft.public.money, Jeff wrote:

- quote -

The easy way is to delete the symbol for the current "mutual fund"
and to rename it to Old MMF or some such. Create a new money market
investment with the proper name and symbol. Do a Sell of the Old MMF
shares and enter a Buy of the new.

That said, there is some advantage to going back and changing them
all. The main advantage is that a mutual fund Sell ends up on your
schedule D, whereas a MM sell does not.


So here is "Changing Mutual Fund to Money Fund":

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 money 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,
but I am not sure that starting with the newest wouldn't be better.
Perhaps we can have discussion on the merits. What I am worried
about is the allocation of lots for Sells.

In any case, keep going until there are no more zzzz transactions
remaining. At that point you can "delete" zzzz.

I mis-identified a mutual fund as a money market. How can I correct this?

I tried exporting to .qif and re-importing, but it ruined my 401k
contribution history.