| | |||
| |||
| In microsoft.public.money, Dave Hollinbeck wrote: - quote - > I can't find any way to change the setting. If I look at
In the details, remove the symbol, and rename the existing> the details screen I can see it thinks it's a mutual fund > but there is no way to change it back to a stock. investment to something you will never use. Let's suppose you choose zzzz. Create a new investment with the correct type, name and symbol. Go back to investment zzzz and choose View: Investment Details. Change each transaction to the investment using the drop-down list. Keep going until there are no more zzzz transactions remaining. At that point you can "delete" zzzz. Note that "delete" only hides, so you will not be able to use zzzz name for another investment. 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. |
|
#-1
| |||
| |||
| Just noticed that several, not all, call options recently purchased are now classified as mutual funds. If I select the "Return Calculations View" in my portfolio and select group by "Investment Type" three call options show up in the mutual fund category. I can't find any way to change the setting. If I look at the details screen I can see it thinks it's a mutual fund but there is no way to change it back to a stock. Weird! |
| Tags |
| fund, money, mutual, option |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| How do I change a stock to a mutual fund in Money 2002? Don: I have entered a Mutual Fund as a Stock by mistake. I would like to reclassify it to a mutual fund. Any suggestions? | Microsoft Money | 2 | 10-17-2003 07:08 AM | |
| M2004: Can a money market fund be changed to regular mutual fund? Aloke Prasad: My retirement plan (TSP for Govt employees) used a system of providing quarterly valuations. I handled this by creating an investment called CFund... | Microsoft Money | 4 | 08-26-2003 01:36 AM | |
| Money 2003. Investment. Mutual Fund entered as a Bond!! zunk: Can't change it. Can't download quotes. Can this be fixed? Thanks. | Microsoft Money | 2 | 08-13-2003 12:32 PM | |
| Re: Sell a money mkt to buy a mutual fund - how to - Bobb -: Thanks, Dick That's what I've been doing - selling the fund to a load fund then from there to the new one. It's been years but I used to do this... | Microsoft Money | 1 | 07-03-2003 05:20 PM | |
| Re: Sell a money mkt to buy a mutual fund - how to Cal Learner-- MVP: In microsoft.public.money, - Bobb - wrote: >First off, with Fidelity there are load and noload funds. >Whenever I buy/sell a 3% load fund, I use... | Microsoft Money | 3 | 07-03-2003 04:11 PM | |
| Thread Tools | |
| Display Modes | |
| |