unofficial microsoft.public.money FAQ and A
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Q) How do I fix bad investment names in the Buy Investment/CD pull-down?
A) The entries in the pull-downs come straight from the table of investments you have created in Money. Go to Portfolio|Work With Investments|Choose a specific investment and select investments to rename, etc, on their individual detail pages. Go to Portfolio|Work With Investments|Delete an investment to delete investments. You cannot delete any investments you have any transactions for, so you may also have to do some account register maintenance.
Cal Learner suggested another technique to delete an investment that avoids some problems others have experienced if a symbol ever needs to be reused. Go to the investment details page. Clear the field for symbol. If no transactions have been entered for this investment, there will be a delete choice listed under common tasks. Click it.
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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