Re: How To Transfer An Investment From One Money File to Another? by Cal
Cal
Thu Apr 05 08:53:43 CDT 2007
In microsoft.public.money, duhmel wrote:
>You will need to transfer each transaction from the old account to the new
>account.
>
>Is that "simple, effective and straightforward"?
Account does not mean the same as file.
The simplest way to have files with separated holdings might be to
copy the file and delete from each the unwanted portions. That would
be tedious if it was a file that had a lot of transactions to start
with.
===========================================================
Account
A collective place to place transactions, investments, cash, and
debt. 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.
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".
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>
>"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
>news:ru3313dju3h1jb26egp1fsir01tjnln2nb@4ax.com...
>> In microsoft.public.money, vigilantz <balls69bc@yahoo.ca(donotspam)>
>> wrote:
>>
>>>Is there a simple, effective and straightforward way to transfer
>>>transactions
>>>relating to an investment from one Microsoft Money 2004 file to another
>>>(there are other investments in the account). My wife and I have several
>>>mutual funds mixed up between us and would dearly like to eliminate the
>>>confusion.
>>
>> I am guessing at what simple, effective and straightforward mean to
>> when I give a simple no.
>