unofficial microsoft.public.money FAQ and A
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Q) How do you change a mutual fund investment to money market investment?
A) 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 "mutual fund" to something you will never use. Let's suppose you choose zzzz.
Create a new money fund with the correct name and symbol.
Go back to investment zzzz and choose View: Investment Details.
Change each transaction to the fund using the drop-down list. You may have a problem if you have sells intermingled with buys--it may try to sell more shares than you have at some point. If so, at some date before the first transaction, enter a LARGE buy--larger than your maximum share holdings of this investment at any point--with no source for the investment funds. This will assure that you always have enough shares to cover all sells. Don't move the large buy transaction. Just delete it when you are done.
In any case, keep going until there are no more zzzz transactions remaining except for the large buy to assure sufficient shares for any sell. Once all of the real transactions are changed to the new investment, you can delete the temporary buy and "delete" investment zzzz. Answer derived from one originally posted by Cal Learner--MVP.
Please see this disclaimer if you are using Money 2005 or this comment if you are using Money 2006.
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Last update: 10 December 2006 |
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