Can't enter duplicate stock symbols in MM4

My wife and I both have Roth IRA accounts that contain
the same mutual fund. When I tried to set up her account
and enter the symbol, Money won't allow me because it's
the same symbol for my mutual fund account. Obviously,
without the symbol it won't do automatic price updates.
Can ideas how I can get around this?

Thanks,

via_newsgroup
Tue Feb 10 21:36:02 CST 2004

In microsoft.public.money, Michael wrote:

>My wife and I both have Roth IRA accounts that contain
>the same mutual fund. When I tried to set up her account
>and enter the symbol, Money won't allow me because it's
>the same symbol for my mutual fund account. Obviously,
>without the symbol it won't do automatic price updates.
>Can ideas how I can get around this?


You got a message that a symbol is already in use? Create a
security only once. Thereafter choose it from the drop-down list.

If you are in Canada, special considerations may apply.

Mike
Tue Feb 10 22:02:03 CST 2004

Sounds easy enough, but I can't seem to figure out how to
create anything other than an account. Can I create a
security without creating another account?

I appreciate your help.


>-----Original Message-----
>In microsoft.public.money, Michael wrote:
>
>>My wife and I both have Roth IRA accounts that contain
>>the same mutual fund. When I tried to set up her
account
>>and enter the symbol, Money won't allow me because it's
>>the same symbol for my mutual fund account. Obviously,
>>without the symbol it won't do automatic price
updates.
>>Can ideas how I can get around this?
>
>
>You got a message that a symbol is already in use?
Create a
>security only once. Thereafter choose it from the drop-
down list.
>
>If you are in Canada, special considerations may apply.
>
>
>.
>

via_newsgroup
Tue Feb 10 22:14:13 CST 2004

In microsoft.public.money, Mike wrote:

>Sounds easy enough, but I can't seem to figure out how to
>create anything other than an account. Can I create a
>security without creating another account?
>
>I appreciate your help.

You should have an account name Mike's IRA and another named Suzy's
IRA. Both accounts show up in the Account List. Right so far?

In Mike's you have entered a Buy for the security/fund/stock. You
probably typed the name of the fund into the Investment box. If you
enter a new buy of that fund, you will select the fund from the
drop-down list.


Then in Suzy's account, which owns the same fund, you will enter
the Buy by selecting from the drop-down list also. That is accessed
by clicking the little down-arrow to the right of the box.


If you buy a DIFFERENT security for Mike's or Suzy's account, you
can just type the name in. Money will ask the questions about what
kind of security this is, and "what is the symbol?"

-------------------------------------------------------------

Basic Money Glossary (prototype)

Account

A collective place to place transactions. An investment account
would normally hold stocks, bonds, and/or mutual funds. There are
also bank, credit, and asset accounts. Money Help item "account"
gives a description.

Category

The Money help item "category" says "A way to sort your income and
expenses into meaningful groups so you can see income and spending
patterns in Money reports." That seems like a good description.


Investment

A security such as stock, bond, or mutual fund. See Help item
"investment". Investment Buys and Sells are entered into an
investment (type) account, but an account is not an investment.
Normally when your broker assigns different account numbers, each
account number would correspond to an account. Each account can
contain many different types of investments.


Money File

The file that normally has the extension .mny. It contains the
data for money as well as most of the settings. It can be moved,
deleted, or copied by normal operating system means. See Help item
"file".

The Money file can be backed up to a Money backup file with a .mbf
extension. Give careful thought to your backup policy.


Watch Account

An account that is not real, but is for the purpose of watching
securities that you may not actually own. See help item "watch".

Favorite Account

An attribute of an account to give it easier access. See help item
"favorite".

anonymous
Tue Feb 10 22:18:44 CST 2004

I figured it out. Thanks for pointing me in the right
direction.
>-----Original Message-----
>Sounds easy enough, but I can't seem to figure out how
to
>create anything other than an account. Can I create a
>security without creating another account?
>
>I appreciate your help.
>
>
>>-----Original Message-----
>>In microsoft.public.money, Michael wrote:
>>
>>>My wife and I both have Roth IRA accounts that contain
>>>the same mutual fund. When I tried to set up her
>account
>>>and enter the symbol, Money won't allow me because
it's
>>>the same symbol for my mutual fund account.
Obviously,
>>>without the symbol it won't do automatic price
>updates.
>>>Can ideas how I can get around this?
>>
>>
>>You got a message that a symbol is already in use?
>Create a
>>security only once. Thereafter choose it from the drop-
>down list.
>>
>>If you are in Canada, special considerations may apply.
>>
>>
>>.
>>
>.
>

cjf
Wed Feb 11 14:46:01 CST 2004

I have a number of different accounts, and have many of
the same funds/stocks in multiple accounts.

As I understand things, Money tracks the details of a
stock or fund, then you can place (or buy) units of that
item into any number of accounts you want.

The first account you place a stock/or fund into takes
care of creating the stock/fund base data... from then on
you don't need to recreate it.