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| In microsoft.public.money, tom wrote: - quote - > After downloading account statements from brokers, Money
When I get that choice, existing non-deleted investments are> consistently (always) prompts with a dialog that says: > Quote:
> (1)This investment is already in my investment > portfolio... > (2)Add this as a new investment... > Choice (1) offers a pick list which always and only lists > names of DELETED investments, never the names of any > CURRENT investments. included in the list. - quote - > The actual investment (in this > example, ABC) is never on the list offered. Selecting > option (2) causes duplicate shares to be added to the > account, e.g.: I already have 3000 shares of A Big > Company, now I have 6000 shares: 3000 under the original, > correct name (A Big Company) which was not available from > the pick list offered, and 3000 more listed under the > downloaded symbol ABC, but not associated with the correct > name of the existing investment. This occurs not just for > ABC, used in the example, but for many, many investments, > whenever the investment name varys from the 'canned' > version. This problem is especially obnoxious for me, and > anyone else, who holds the same investment in more than > one account, since the individual brokers inevitabley > report the investment names differently. The inability > to 'share' ticker symbols prevents correct pricing, in > addition to the aggravation of being forced to delete the > doubled shares in every account, for every investment > incorrectly matched. |
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| After downloading account statements from brokers, Money consistently (always) prompts with a dialog that says: Quote:
(1)This investment is already in my investment portfolio... (2)Add this as a new investment... Choice (1) offers a pick list which always and only lists names of DELETED investments, never the names of any CURRENT investments. The actual investment (in this example, ABC) is never on the list offered. Selecting option (2) causes duplicate shares to be added to the account, e.g.: I already have 3000 shares of A Big Company, now I have 6000 shares: 3000 under the original, correct name (A Big Company) which was not available from the pick list offered, and 3000 more listed under the downloaded symbol ABC, but not associated with the correct name of the existing investment. This occurs not just for ABC, used in the example, but for many, many investments, whenever the investment name varys from the 'canned' version. This problem is especially obnoxious for me, and anyone else, who holds the same investment in more than one account, since the individual brokers inevitabley report the investment names differently. The inability to 'share' ticker symbols prevents correct pricing, in addition to the aggravation of being forced to delete the doubled shares in every account, for every investment incorrectly matched. Help??? |
| Tags |
| doubling, list, match, pick, stock |
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