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Old 05-22-2004, 03:28 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: How to Change Investment Type:

In microsoft.public.money, RK wrote:

- quote -

> I made a mistake classifying a "Mutual Fund" as a "Bond"
> when entering that investment into my investment account
> the first time. The "Details" tab of that Investment is
> not allowing me to reclassify that as a Mutual Fund .....
> How to resolve this?


It is not trivial, but not as hard as it first appears. A few
minutes should do it.

In the details, remove the existing symbol, and rename the existing
"bond" to something you will never use. Let's suppose you
choose zzzz.

Create a new Fund with the correct name and symbol.

Go back to investment zzzz and choose View: Investment Details.
Enter a fake new Buy dated before all other transactions with
quantity more than the total of other "bond" transactions.

Change each non-fake transaction to the fund using the drop-down
list. Start with the oldest transaction.

Keep going until there are no more zzzz transactions remaining
except the fake transaction. Delete the fake Buy transaction. At
that point you can "delete" zzzz.
  #-1  
Old 05-22-2004, 03:05 PM
RK
Guest
 
Posts: n/a
Default How to Change Investment Type:

I made a mistake classifying a "Mutual Fund" as a "Bond"
when entering that investment into my investment account
the first time. The "Details" tab of that Investment is
not allowing me to reclassify that as a Mutual Fund .....

How to resolve this?

Thanks
RK
 

Tags
change, investment, type
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