Transferring Investment to New Account with Online Statements

I have Microsoft Money Deluxe 2003 and am running on the
Windows 98 operating system.

I recently closed an investment account and transferred
investments to a new investment account. Therefore, I've
created a new investment account in Money and transferred
investments to it. I had online statements set up on the
old account and also on the new account. I am running
into problems because there is one investment that has a
slightly different name on the online statements in the
new account than on the old account.

When I go to read the new online statement a dialog box
opens with the heading, "Money found the following
investment in your brokerage statement:" and then lists
the investment in question. I then have the option of
choosing the matching investment from a drop-down box or
adding the investment as a new investment. I would like
to choose the first option to match the same investment
(with a different name) to itself in the new account.
However, it is not listed in the dropdown box. In fact,
the dropdown box has investments that no longer exist in
it.

Any suggestions?

Thanks. Jon

Jon
Sun Aug 03 20:18:20 CDT 2003

Michael,

That might be it. The investment in my account was set up
as a mutual fund. Is it possible to change it to a
stock? I didn't see an obvious way to do it.

Thanks. Jon


>-----Original Message-----
>It might be that the investment in question is identified
differently, e.g.,
>by you as a mutual fund and by the new broker as a stock.
>
>--
>Michael Gordon - MVP
>
>
>"Jon" <jldubke@worldnet.att.net> wrote in message
>news:004301c35905$ef4682b0$a101280a@phx.gbl...
>> I have Microsoft Money Deluxe 2003 and am running on the
>> Windows 98 operating system.
>>
>> I recently closed an investment account and transferred
>> investments to a new investment account. Therefore,
I've
>> created a new investment account in Money and
transferred
>> investments to it. I had online statements set up on
the
>> old account and also on the new account. I am running
>> into problems because there is one investment that has a
>> slightly different name on the online statements in the
>> new account than on the old account.
>>
>> When I go to read the new online statement a dialog box
>> opens with the heading, "Money found the following
>> investment in your brokerage statement:" and then lists
>> the investment in question. I then have the option of
>> choosing the matching investment from a drop-down box or
>> adding the investment as a new investment. I would like
>> to choose the first option to match the same investment
>> (with a different name) to itself in the new account.
>> However, it is not listed in the dropdown box. In fact,
>> the dropdown box has investments that no longer exist in
>> it.
>>
>> Any suggestions?
>>
>> Thanks. Jon
>>
>
>
>.
>