Microsoft KB Archive/273775

= Money: How to Change an Investment to Another Security Type =

Article ID: 273775

Article Last Modified on 1/29/2007

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APPLIES TO


 * Microsoft Money 2004 Deluxe Edition
 * Microsoft Money 2003 Deluxe Edition
 * Microsoft Money 2003 Deluxe and Business Edition
 * Microsoft Money 2003 Standard Edition
 * Microsoft Money 2002 Standard Edition
 * Microsoft Money 2001 Standard Edition
 * Microsoft Money 2000 Standard Edition
 * Microsoft Money 99 Standard Edition
 * Microsoft Money 98 Standard Edition
 * Microsoft Money 2000 Business & Personal Edition
 * Microsoft Money 98 Deluxe Edition
 * Microsoft Money 98 Financial Suite Edition

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This article was previously published under Q273775



SUMMARY
You cannot directly change an investment to another security type in Microsoft Money. For example, you are unable to change a stock to a mutual fund.

This article discusses methods to work around this limitation.



MORE INFORMATION
If you do not have many investment transactions, the easiest method to work around this limitation is to create a new investment, and then re-create your transactions using the new investment.

If you do have a large number of investment transactions, you can move your transactions to the new investment one at a time.

To do this:
 * 1) Create the new investment with the security type that you want.
 * 2) Create a large purchase for the old investment, at a date prior to the date of your first purchase. The amount of shares should be greater than all future investment transactions (such as Sell or Remove Shares) that reduce the amount of shares.

For example, if you have sold a total of 200 shares of this investment, enter an Add Shares transaction for 201 or more shares. Alternatively, you can simply enter a very large Add Shares transaction.
 * 1) Starting with your first investment transaction, double-click the transaction, click the new investment in the Investment box, and then click Enter.

For example, if your first transaction was a Buy for 100 shares of the old investment, enter a Buy for 100 shares of the new investment.
 * 1) Repeat step 3 for each transactions in the order in which you originally entered the transactions, until you have added all of your transactions to the new investment.
 * 2) Delete the investment transaction that you added in step 2 to correct the share balance for the new investment.

Additional query words: w_money money2k 6.0 7.0 8.0 9.0 hat m2001

Keywords: kbhowto kbmoneyinvest KB273775

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