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#2
05-07-2004, 09:18 PM
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 Re: Transferring shares Hello Dick, I tried that, sort of, and it worked. It turns out I only have to enter a dummy BUY trade in the account for the shares in question. It only has to be a quantity of 1 share and it will then allow me to pick from the 2 lots on offer to sell. I then pick the transferred in lot and everything works. I then delete the dummy. Everything then looks ok. Just a bit of a workaround. Is this a program fault?. Another slightly off topic question - when I do a report of the portfolio transactions, the trade price is only displayed to 2 decimal places eg $0.13, and rounds any 3 decimal places share prices to 2 decimal places eg $0.133 ends up $0.13. Is their a setting to change this?. Thanks Matt "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in message news:OQiX9%23CNEHA.808[at]tk2msftngp13.phx.gbl... - quote - > Taking the transaction history shouldn't matter--what should matter is what > Money thinks the share balance is in the receiving account. There may be > something else going on here. > Try creating a huge buy, dated before the transfer, in the receiving account > of the transfer. Like, say, 10,000,000 shares. Then try entering your sale. > Then try deleting the huge buy. > "Matt" <kumbya[at]hotmail.com> wrote in message news:409b14c2$0$19510$61c65585[at]un-2park-reader-01.sydney.pipenetworks.com.au... > > I have changed my stock broker and want to transfer my share portfolio to > my > > new broker (account). How can I do this?. I have tried the account > transfer > > and the transfer out functions but they don't take the transaction details > > across, so that when I try to sell the shares I get an error telling me I > > don't have enough shares in the account to sell. I am using MS Money > > international V2003. How can I transfer the share transaction completely > so > > I can then enter a sell transaction in the new account??? > > Thanks > > Matt > |
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#1
05-07-2004, 01:28 PM
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| Re: Transferring shares In microsoft.public.money, Matt wrote: - quote - > I have changed my stock broker and want to transfer my share portfolio to my
Go to the Account List.> new broker (account). How can I do this?. I have tried the account transfer > and the transfer out functions but they don't take the transaction details > across, so that when I try to sell the shares I get an error telling me I > don't have enough shares in the account to sell. I am using MS Money > international V2003. How can I transfer the share transaction completely so > I can then enter a sell transaction in the new account??? You could right-click on the existing account in the account list. Money will show performance separately after the move. I would prefer to just change the account details. Right-click See Account Details. Change the Institution, Account Name, etc. |
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05-07-2004, 12:33 PM
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| Re: Transferring shares Taking the transaction history shouldn't matter--what should matter is what Money thinks the share balance is in the receiving account. There may be something else going on here. Try creating a huge buy, dated before the transfer, in the receiving account of the transfer. Like, say, 10,000,000 shares. Then try entering your sale. Then try deleting the huge buy. "Matt" <kumbya[at]hotmail.com> wrote in message news:409b14c2$0$19510$61c65585[at]un-2park-reader-01.sydney.pipenetworks.com.au... - quote - > I have changed my stock broker and want to transfer my share portfolio to my > new broker (account). How can I do this?. I have tried the account transfer > and the transfer out functions but they don't take the transaction details > across, so that when I try to sell the shares I get an error telling me I > don't have enough shares in the account to sell. I am using MS Money > international V2003. How can I transfer the share transaction completely so > I can then enter a sell transaction in the new account??? > Thanks > Matt |
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#-1
05-07-2004, 06:52 AM
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| Transferring shares I have changed my stock broker and want to transfer my share portfolio to my new broker (account). How can I do this?. I have tried the account transfer and the transfer out functions but they don't take the transaction details across, so that when I try to sell the shares I get an error telling me I don't have enough shares in the account to sell. I am using MS Money international V2003. How can I transfer the share transaction completely so I can then enter a sell transaction in the new account??? Thanks Matt |
| Tags |
| shares, transferring |
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