In microsoft.public.money, AC wrote:

- quote -

Try setting the date back on your computer.

- quote -

Now *there* is a question that is not frequently asked.
See FAQ available at http://www.bollar.org/msmoney/

All the FAQs you could ever want http://www.bollar.org/msmoney/

--
Regards
Bob Peel,
Microsoft MVP - Money
Hints/Tips
http://support.microsoft.com/default...d=fh;EN-GB;mny
UK Wishes/Suggestions
mnyukwsh[at]microsoft.com

"AC" <spam[at]aNOSPAMMEconnell.com> wrote in message
news:%23VdT76m5DHA.1368[at]TK2MSFTNGP10.phx.gbl...
- quote -

Thanks Carl...

Before I got your reply, I made a backup of my Money file and tried
something:
I told it to go ahead and enter it as a new security. Then I went into the
details of the security and edited each line item to fix it to be the way
it's supposed to be.

Now I'm fighting with loans. It seems like Money doesn't want to let you
create a loan that started on a prior date (I refinanced late last year, but
never entered the info into Quicken). It wouldn't let me back-enter
payments for the last few months, it just wanted to start for the next
payment, so i had to alter the beginning balance for my next payment. Maybe
it's just me and learning Money. The online help wasn't very helpful in
this case (kept telling me that the dates I ented didn't make sense). It's
confusing because if you are creating a loan (3-yr ARM), you are prompted to
enter the next adjustment date (which is 3yrs from the date you started the
loan), then the frequency which rates can be changed (1yr) and then the
other values. No matter what, Money says what I entered doesn't jive.
Either Money is not understanding ARM's (not likely) or I'm just not getting
something (more likely I assume).

Is there a Money 2004 FAQ out there or maybe a "unofficial" site with Money
2004 issues? Maybe a Money 2004 blog like other MVP's have for SPS2003 &
CMS2002 among other products?

-AC

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:1j1h10tlnhq1us6fp5r4hmk7084ra6fkj8[at]4ax.com...
- quote -

financial institutions. After it downloads securities, and I select the
"Transactions to read: #" link to jump to the "Review investment activity",
I can now accept the transactions into my investment account registers. One
of the securities doesn't want to get imported in because I'm prompted to
either select an existing investment in my portfolio, but it doesn't list
this security. I don't want to tell it to create it as a new investment..
any reason why the securities wouldn't show up in this drop down?
- quote -

In microsoft.public.money, AC wrote:

- quote -

It is possible that it is downloaded as a stock, but it got imported
as a fund.

In that case I would Postpone the processing. Then find the existing
security at
Investing-> Portfolio-> WorkWithInvestments-> ChooseASpecificInvestment

Blank the symbol and change the name to something you will not want
to actually use -- such as zzzz.

Return to the transaction processing saying you have a new security.
Then go back to investment zzzz and choose View: Investment
Activities.

Change each transaction to the fund using the drop-down list.
In any case, keep going until there are no more zzzz transactions
remaining. At that point you can "delete" zzzz.

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."

I just got Money 2004 and imported all my Quicken 2002 accounts flawlessly. I've also configured it to download transactions from my financial institutions. After it downloads securities, and I select the "Transactions to read: #" link to jump to the "Review investment activity", I can now accept the transactions into my investment account registers. One of the securities doesn't want to get imported in because I'm prompted to either select an existing investment in my portfolio, but it doesn't list this security. I don't want to tell it to create it as a new investment.. any reason why the securities wouldn't show up in this drop down?
=-AC