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Investments - Microsfoft Money 2005 RRS feed

  • Question

  • Can anyone tell me please how to change an Investment Type in Money 2005? I've added a new investment as type "Other" instead of "Trust Fund".

    I have had to do this before, but quite a long time ago and forget how it's done.

    Kerry

    Wednesday, March 20, 2019 10:18 PM

Answers

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

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

    Create a new investment with the correct type, name and symbol.

    Go back to investment zzzz and choose InvestmentActivities.

    Change each transaction to the investment using the drop-down list.
    Keep going until there are no more zzzz transactions remaining.  At
    that point you can "delete" zzzz.  Note that "delete" only hides,
    so you will not be able to use zzzz name for another investment.
    The exception is that with Money 2003 or 2004, delete can actually
    delete; if you delete all transactions for zzzz (including watch
    accounts) and delete the investment, it will be deleted.  You can
    use that name again.


    Let us know if you encounter problems with that.

    Myrna Larson suggests to avoid problems with sells, you can
    simply enter a bogus initial AddShares transaction with enough shares to
    cover all subsequent sales.  You should then be able to move the
    transactions in any order you like.  After all transactions have
    been moved, delete the dummy entry.

    • Marked as answer by PC Troubles Wednesday, March 20, 2019 11:55 PM
    Wednesday, March 20, 2019 11:41 PM
    Moderator

All replies

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

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

    Create a new investment with the correct type, name and symbol.

    Go back to investment zzzz and choose InvestmentActivities.

    Change each transaction to the investment using the drop-down list.
    Keep going until there are no more zzzz transactions remaining.  At
    that point you can "delete" zzzz.  Note that "delete" only hides,
    so you will not be able to use zzzz name for another investment.
    The exception is that with Money 2003 or 2004, delete can actually
    delete; if you delete all transactions for zzzz (including watch
    accounts) and delete the investment, it will be deleted.  You can
    use that name again.


    Let us know if you encounter problems with that.

    Myrna Larson suggests to avoid problems with sells, you can
    simply enter a bogus initial AddShares transaction with enough shares to
    cover all subsequent sales.  You should then be able to move the
    transactions in any order you like.  After all transactions have
    been moved, delete the dummy entry.

    • Marked as answer by PC Troubles Wednesday, March 20, 2019 11:55 PM
    Wednesday, March 20, 2019 11:41 PM
    Moderator
  • Thanks Cal. I think it was you who helped me out last time this happened. Again, much appreciated.

    Wednesday, March 20, 2019 11:58 PM