Transfers betwen mutual funds

Hello, I´m using MY2006, I´ld like tranfer money each other mutual funds,
into the same investment account always.

Thanks a lot

Cal
Sat Mar 31 15:15:55 CDT 2007

In microsoft.public.money, rd2d2 wrote:

>Hello, I´m using MY2006, I´ld like tranfer money each other mutual funds,
>into the same investment account always.

I don't understand what you are trying to do.

rd2d2
Mon Apr 02 11:32:04 CDT 2007

Sorry for my previous explanation, I live in Spain. It meant that if you have
two or more mutual funds investments into a single account of investment, can
you make transfers among them without the necessity to sell participation of
the first fund to the cash account and thence to buy new actions of the
second? In Spain taxes in the transfers are not paid

"Cal Learner-- MVP" wrote:

> In microsoft.public.money, rd2d2 wrote:
>
> >Hello, I´m using MY2006, I´ld like tranfer money each other mutual funds,
> >into the same investment account always.
>
> I don't understand what you are trying to do.
>

Cal
Mon Apr 02 11:41:29 CDT 2007

In microsoft.public.money, rd2d2 wrote:

>Sorry for my previous explanation, I live in Spain. It meant that if you have
>two or more mutual funds investments into a single account of investment, can
>you make transfers among them without the necessity to sell participation of
>the first fund to the cash account and thence to buy new actions of the
>second? In Spain taxes in the transfers are not paid

So you are doing a tax-free event that would be similar to a
reorganization or change in fund classification.

In those cases, there is a simple way to handle this *if* you are
changing *all* of your holdings:

Change the symbol, rename the fund, add an appropriate comment, and
do an appropriate split to achieve the ratio you want. Post the
ratio you are trying to achieve if you want a suitable ratio of
integers to enter for the split.

This way the performance data before and after the change will be
continuous.


If you are only changing/exchanging part of the holdings, things
would be more complex.

>
>"Cal Learner-- MVP" wrote:
>
>> In microsoft.public.money, rd2d2 wrote:
>>
>> >Hello, I´m using MY2006, I´ld like tranfer money each other mutual funds,
>> >into the same investment account always.
>>
>> I don't understand what you are trying to do.
>>

rd2d2
Mon Apr 16 04:28:01 CDT 2007

Thank you very much

"Cal Learner-- MVP" wrote:

> In microsoft.public.money, rd2d2 wrote:
>
> >Sorry for my previous explanation, I live in Spain. It meant that if you have
> >two or more mutual funds investments into a single account of investment, can
> >you make transfers among them without the necessity to sell participation of
> >the first fund to the cash account and thence to buy new actions of the
> >second? In Spain taxes in the transfers are not paid
>
> So you are doing a tax-free event that would be similar to a
> reorganization or change in fund classification.
>
> In those cases, there is a simple way to handle this *if* you are
> changing *all* of your holdings:
>
> Change the symbol, rename the fund, add an appropriate comment, and
> do an appropriate split to achieve the ratio you want. Post the
> ratio you are trying to achieve if you want a suitable ratio of
> integers to enter for the split.
>
> This way the performance data before and after the change will be
> continuous.
>
>
> If you are only changing/exchanging part of the holdings, things
> would be more complex.
>
> >
> >"Cal Learner-- MVP" wrote:
> >
> >> In microsoft.public.money, rd2d2 wrote:
> >>
> >> >Hello, I´m using MY2006, I´ld like tranfer money each other mutual funds,
> >> >into the same investment account always.
> >>
> >> I don't understand what you are trying to do.
> >>
>