Cannot re-use stock symbol...ever?

I cannot set the symbol for one of my investments. I suspect it is because
this symbol was used for a deleted investment.



I has a mutual fund investment in my portfolio, say it was called:

"ABC Fund Class A"

Whenever I download transactions from my broker, it always complained that I
had 100 shares of "ABC Fund Cls A" (note the subtle name difference) and
that this was not reflected in my account.

So I let it update my account. Now I had

100 shares of "ABC Fund Class A", symbol ABC which I had purchased

100 shares of "ABC Fund Cls A", (no symbol) which the system had "added
shares" for.



So I delete all my "ABC Fund Class A" transactions and delete the ""ABC Fund
Class A" investment. I then update my "ABC Fund Cls A" transactions to
reflect my actual purchases. This was all fine.

The problem is when I try to set the symbol for "ABC Fund Cls A" to ABC - it
won't let me. I type the symbol on the investment details screen and click
done, but it does not take. I can set the symbol to other things, but I
can't set it to ABC. Even though I have deleted "ABC Fund Class A", it
seems it still won't let me use the ABC symbol.



Details of error:

Go to Investments >> Portfolio

Right click on Investment >> See Details

Change the symbol. Move focus to another field - verify that symbol remains
changed

Click Done. Returns to portfolio view and symbol has NOT changed. No error
message is given.



Note that I recently upgraded from Money 2000. In Money 2000 I seem to
recall attempting something similar and I remember getting an error message
to the effect that I could not re-use the symbol from a deleted investment.
I get not such error in Money 2004. Either way I should be able to re-use
the symbol from a deleted investment.

Ron
Fri Dec 26 15:38:18 CST 2003

On Fri, 26 Dec 2003 21:05:38 GMT, "se" <seth_news@setheliot-dot.com> wrote:

Try the following:


>I cannot set the symbol for one of my investments. I suspect it is because
>this symbol was used for a deleted investment.
>
>
>
>I has a mutual fund investment in my portfolio, say it was called:
>
>"ABC Fund Class A"
>
>Whenever I download transactions from my broker, it always complained that I
>had 100 shares of "ABC Fund Cls A" (note the subtle name difference) and
>that this was not reflected in my account.
>
>So I let it update my account. Now I had
>
>100 shares of "ABC Fund Class A", symbol ABC which I had purchased
>
>100 shares of "ABC Fund Cls A", (no symbol) which the system had "added
>shares" for.
>
>
>
>So I delete all my "ABC Fund Class A" transactions and delete the ""ABC Fund
>Class A" investment.

BEFORE you delete the "ABC Fund Class A" investment, change the symbol to
something you will never use (e.g. zzzz1).


--ron

via_newsgroup
Fri Dec 26 15:53:59 CST 2003

In microsoft.public.money, se wrote:

>Whenever I download transactions from my broker, it always complained that I
>had 100 shares of "ABC Fund Cls A" (note the subtle name difference) and
>that this was not reflected in my account.
>
>So I let it update my account. Now I had
>
>100 shares of "ABC Fund Class A", symbol ABC which I had purchased
>
>100 shares of "ABC Fund Cls A", (no symbol) which the system had "added
>shares" for.
>
>
>
>So I delete all my "ABC Fund Class A" transactions and delete the ""ABC Fund
>Class A" investment. I then update my "ABC Fund Cls A" transactions to
>reflect my actual purchases. This was all fine.
>
>The problem is when I try to set the symbol for "ABC Fund Cls A" to ABC - it
>won't let me. I type the symbol on the investment details screen and click
>done, but it does not take. I can set the symbol to other things, but I
>can't set it to ABC. Even though I have deleted "ABC Fund Class A", it
>seems it still won't let me use the ABC symbol.
>

Create a dividend for "ABC Fund Class A". This will let you undelete
it. Go the investment details for "ABC Fund Class A", and blank the
symbol. Check that there are no remaining transactions for "ABC Fund
Class A" by clicking "Investment Activities" from the Details page.
Delete the fake dividend and any other transactions there. Now you
can delete "ABC Fund Class A".

se
Sat Dec 27 07:50:35 CST 2003

Brilliant!

That did it. Thanks!

I will pass on your solution to the MS support tech who is currently
struggling to address this problem :-)

-Seth



"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:99bpuvs5cgk1b9qt18eka9d39pvhm8d0fm@4ax.com...
> In microsoft.public.money, se wrote:
>
> >Whenever I download transactions from my broker, it always complained
that I
> >had 100 shares of "ABC Fund Cls A" (note the subtle name difference) and
> >that this was not reflected in my account.
> >
> >So I let it update my account. Now I had
> >
> >100 shares of "ABC Fund Class A", symbol ABC which I had purchased
> >
> >100 shares of "ABC Fund Cls A", (no symbol) which the system had "added
> >shares" for.
> >
> >
> >
> >So I delete all my "ABC Fund Class A" transactions and delete the ""ABC
Fund
> >Class A" investment. I then update my "ABC Fund Cls A" transactions to
> >reflect my actual purchases. This was all fine.
> >
> >The problem is when I try to set the symbol for "ABC Fund Cls A" to ABC -
it
> >won't let me. I type the symbol on the investment details screen and
click
> >done, but it does not take. I can set the symbol to other things, but I
> >can't set it to ABC. Even though I have deleted "ABC Fund Class A", it
> >seems it still won't let me use the ABC symbol.
> >
>
> Create a dividend for "ABC Fund Class A". This will let you undelete
> it. Go the investment details for "ABC Fund Class A", and blank the
> symbol. Check that there are no remaining transactions for "ABC Fund
> Class A" by clicking "Investment Activities" from the Details page.
> Delete the fake dividend and any other transactions there. Now you
> can delete "ABC Fund Class A".
>

Dondoesright
Sat Dec 27 11:49:00 CST 2003

I'm just making an educated guess, but it would seem that
you are experiencing a very similar problem to one that I
encountered. Deleting or selling an investment, even in a
tracking account, does not remove history, so when you
attempt to purchase the same stock you deleted, the
program reads your files and finds the stock ID and
history. It's a pain in the.....but I have not been able
to get MICROSOFT to respond.
Don

>-----Original Message-----
>I cannot set the symbol for one of my investments. I
suspect it is because
>this symbol was used for a deleted investment.
>
>
>
>I has a mutual fund investment in my portfolio, say it
was called:
>
>"ABC Fund Class A"
>
>Whenever I download transactions from my broker, it
always complained that I
>had 100 shares of "ABC Fund Cls A" (note the subtle name
difference) and
>that this was not reflected in my account.
>
>So I let it update my account. Now I had
>
>100 shares of "ABC Fund Class A", symbol ABC which I had
purchased
>
>100 shares of "ABC Fund Cls A", (no symbol) which the
system had "added
>shares" for.
>
>
>
>So I delete all my "ABC Fund Class A" transactions and
delete the ""ABC Fund
>Class A" investment. I then update my "ABC Fund Cls A"
transactions to
>reflect my actual purchases. This was all fine.
>
>The problem is when I try to set the symbol for "ABC
Fund Cls A" to ABC - it
>won't let me. I type the symbol on the investment
details screen and click
>done, but it does not take. I can set the symbol to
other things, but I
>can't set it to ABC. Even though I have deleted "ABC
Fund Class A", it
>seems it still won't let me use the ABC symbol.
>
>
>
>Details of error:
>
>Go to Investments >> Portfolio
>
>Right click on Investment >> See Details
>
>Change the symbol. Move focus to another field - verify
that symbol remains
>changed
>
>Click Done. Returns to portfolio view and symbol has
NOT changed. No error
>message is given.
>
>
>
>Note that I recently upgraded from Money 2000. In Money
2000 I seem to
>recall attempting something similar and I remember
getting an error message
>to the effect that I could not re-use the symbol from a
deleted investment.
>I get not such error in Money 2004. Either way I should
be able to re-use
>the symbol from a deleted investment.
>
>
>.
>