Microsoft KB Archive/325936

Knowledge Base

Money: How to Change the Type of an Investment Account

Article ID: 325936

Article Last Modified on 2/1/2007

---

APPLIES TO

• Microsoft Money 2004 Deluxe Edition
• Microsoft Money 2003 Deluxe Edition
• Microsoft Money 2002 Deluxe Edition
• Microsoft Money 2002 Standard Edition
• Microsoft Money 2001 Standard Edition

---

This article was previously published under Q325936

SUMMARY

This article describes how to change the type of an investment account in Microsoft Money 2002.

MORE INFORMATION

To change the type of an investment account, follow these steps:

Part 1: Export the Account That You Want to Change

1. On the File menu, click Export.
2. Click Loose QIF, and then click OK.
3. In the File name box, type a name for the export file, and then click OK.
4. Click Investment, and then click OK.
5. In the Account List, click the investment account that you want to export, and then click Continue.
6. When the export process is complete, click OK.
7. Repeat steps 1 through 6 for each investment account whose type you want to change.

Part 2: Delete the Investment That You Exported

1. On the Investing menu on the Money Home Page, click Portfolio.
2. In the left pane, click Work with investments, and then click Delete an investment.
3. In the list of accounts, click the investment account that you want to change, and then click OK.
4. Repeat step 3 to delete all the investment accounts that you want to change.

Part 3: Import the Investment

1. On the File menu on the Money Home Page, click Import.
2. In the list of files, click the file that you exported in part 1, and then click Import.
3. Match the QIF file with the appropriate account, and then click OK.
   

NOTE: When you are prompted to create the investment, make sure to create it as Stock.

1. When the import process is complete, click OK.

Keywords: kbinfo KB325936

---

Send feedback to Microsoft

© Microsoft Corporation. All rights reserved.