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| On Sun, 27 Jul 2003 13:22:17 -0700, "s" <shelbyite[at]hotmail.com> wrote: - quote - > Thanks! - I knew there was a way to get to it but just
Since you have your investments set up properly, another way to access the> couldn't seem to find the right screen. When I converted > from Quicken during the last year, I made the mistake you > mentioned in setting up the accounts. My current project > is "fixing" that so it will work better with online > downloads. details screen: Select Portfolio. Right click on any investment and select "See Details" from the right-click menu. Once you change that particular investment, if you click on the arrow under the Page title (the one that says ...Mutual Fund details), you will see a list of your other investments and can quickly select another. --ron |
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| Thanks! - I knew there was a way to get to it but just couldn't seem to find the right screen. When I converted from Quicken during the last year, I made the mistake you mentioned in setting up the accounts. My current project is "fixing" that so it will work better with online downloads. - quote - > -----Original Message----- > On Sun, 27 Jul 2003 09:56:10 -0700, "s" <shelbyite[at]hotmail.com> wrote: > > Set up investment accounts with mutual funds but did not > > enter ticker symbols when I set them up. I need to go > > back and add them but can't seem to find that option. Is > > there an easy way to add them by looking them up or > > entering them? Which screen? > If you set up the mutual funds the way Money wants you to; that is to say if > you set them up as Investments within an account, then go to the Portfolio > view. In the left panel select "Work with Investments"; then "Choose a > specific investment". Select your mutual fund. From the left panel menu > select "Details" and you will see a place to enter the symbol (as well as a > button to help find the appropriate symbol). > If you made the common mistake of setting the mutual funds up as "accounts", > then you need to correct that first. > --ron > . |
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| On Sun, 27 Jul 2003 09:56:10 -0700, "s" <shelbyite[at]hotmail.com> wrote: - quote - > Set up investment accounts with mutual funds but did not
If you set up the mutual funds the way Money wants you to; that is to say if> enter ticker symbols when I set them up. I need to go > back and add them but can't seem to find that option. Is > there an easy way to add them by looking them up or > entering them? Which screen? you set them up as Investments within an account, then go to the Portfolio view. In the left panel select "Work with Investments"; then "Choose a specific investment". Select your mutual fund. From the left panel menu select "Details" and you will see a place to enter the symbol (as well as a button to help find the appropriate symbol). If you made the common mistake of setting the mutual funds up as "accounts", then you need to correct that first. --ron |
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| Set up investment accounts with mutual funds but did not enter ticker symbols when I set them up. I need to go back and add them but can't seem to find that option. Is there an easy way to add them by looking them up or entering them? Which screen? |
| Tags |
| 2003, add, money, symbol, ticker |
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