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Old 04-09-2004, 02:53 PM
Cal Learner-- MVP
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Default Re: Hobson's choice

In microsoft.public.money, Bill Saxon wrote:

- quote -

> Has anyone had this happen to them and does anyone know how to handle
> it?
> This has happened four times to me and just happened again. I think
> the source of the problem is that when I converted from Quicken to
> Money my Security List was carried over in the conversion. Some of
> the securities in Qucken did not have exactly the same name even
> though the symbol, of course, was the same. Here is my deliemma.
> 1. Upon downloading transactions from my broker I have a buy for
> Forest Labs (the old Qucken name). I have owned this stock
> previously.
> 2. Money does not recognize the name since it is carried as Forest
> Laboratories and not Forest Labs in the Money database.
> 3. Money asks me to pick the security out from the drop down list. It
> is no where to be found as Forest Laboratories or Forest Labs. having
> no other choice I click to accept the Forest Laboratories as a new
> buy.
> 4. Money gives me a message that there is already an equity with the
> same symbol so the symbol will have to be deleted from Forest Labs.
> This leaves me with two accounts for Forest, one with the history and
> a new one with the shares transferred in on a Buy and the symbol. The
> latter will be updated as to price in the future.
> Can anyone offer any suggestions of how to handle this? Before I just
> had to manually reenter all the historical transactions into the new
> (Forest Laboratories) and then delete old (Forest Labs) one.



Is Forest Labs is listed when you do
Portfolio-> WorkWithInvestments-> ChooseASpecificInvestment?

If not, go to Portfolio. Make sure
SeeADifferentView-> ShowClosedPositions is checked. "Group by"
"Investment Type" and sort by symbol by clicking the "Symbol"
heading, can you see the security with the symbol in question?

The better way may to handle this may involve doing a File-> Restore
to a point before you accepted Forest Laboratories as a new
investment. Do you have such a backup? If not, perhaps you should
also take the opportunity to review your backup strategy.



  #-1  
Old 04-09-2004, 02:17 PM
Bill Saxon
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Posts: n/a
Default Hobson's choice

Has anyone had this happen to them and does anyone know how to handle
it?

This has happened four times to me and just happened again. I think
the source of the problem is that when I converted from Quicken to
Money my Security List was carried over in the conversion. Some of
the securities in Qucken did not have exactly the same name even
though the symbol, of course, was the same. Here is my deliemma.

1. Upon downloading transactions from my broker I have a buy for
Forest Labs (the old Qucken name). I have owned this stock
previously.
2. Money does not recognize the name since it is carried as Forest
Laboratories and not Forest Labs in the Money database.
3. Money asks me to pick the security out from the drop down list. It
is no where to be found as Forest Laboratories or Forest Labs. having
no other choice I click to accept the Forest Laboratories as a new
buy.
4. Money gives me a message that there is already an equity with the
same symbol so the symbol will have to be deleted from Forest Labs.

This leaves me with two accounts for Forest, one with the history and
a new one with the shares transferred in on a Buy and the symbol. The
latter will be updated as to price in the future.

Can anyone offer any suggestions of how to handle this? Before I just
had to manually reenter all the historical transactions into the new
(Forest Laboratories) and then delete old (Forest Labs) one.

Thanks.
 

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choice, hobson
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