The curious case of MS Money 2005 Deluxe and the unavailable Split

I have Microsoft Money 2005 Deluxe, Version 14.0.120.1105

After clicking around the program for half an hour I have completely
failed at finding out how to record a stock split. I have followed
the directions:

Investing > Portfolio Manager > Record a special activity

In my case the "Record a split..." option is disabled (gray) and
therefore unclickable.

If I right click on the Symbol, the "Split Shares" menu option is
likewise disabled.

Does anyone have a clue why these options are not available or what I
can do to enable them? I need to record a split!

Thanks in advance.

Cal
Fri Jul 11 07:55:34 CDT 2008

In microsoft.public.money, keenan wrote:

>I have Microsoft Money 2005 Deluxe, Version 14.0.120.1105
>
>After clicking around the program for half an hour I have completely
>failed at finding out how to record a stock split. I have followed
>the directions:
>
>Investing > Portfolio Manager > Record a special activity
>
>In my case the "Record a split..." option is disabled (gray) and
>therefore unclickable.
>
>If I right click on the Symbol, the "Split Shares" menu option is
>likewise disabled.
>
>Does anyone have a clue why these options are not available or what I
>can do to enable them? I need to record a split!

On the Details page for the security, what does it say for the
InvestmentType?

keenan
Fri Jul 11 17:41:22 CDT 2008


> On the Details page for the security, what does it say for the
> InvestmentType?

Bingo. You nailed it.

I have it set to "Index", which in retrospect was a terrible choice.
I was not aware of the implications. The actual security in question
is an ETF that tracks a major index, so I thought "Index" was
appropriate.

Based on other forum posts it is not a trivial task to change this. I
will have to rename it, create a new one, then move all transactions
to use the new stock. Frankly I don't see why that is necessary--
surely the software should be able to automate that task. If I can do
it by hand, why can't the program?

Anyway, thank you for your assistance as I believe this is the right
direction...

Cal
Fri Jul 11 17:46:20 CDT 2008

In microsoft.public.money, keenan wrote:

>
>> On the Details page for the security, what does it say for the
>> InvestmentType?
>
>Bingo. You nailed it.
>
>I have it set to "Index", which in retrospect was a terrible choice.
>I was not aware of the implications. The actual security in question
>is an ETF that tracks a major index, so I thought "Index" was
>appropriate.

What you will want to think about is whether you want to change that
to a Stock or a MutualFund. With a MutualFund you can do
LongTermCaptialGain etc. So I think that will be the best choice in
this case.



>
>Based on other forum posts it is not a trivial task to change this. I
>will have to rename it, create a new one, then move all transactions
>to use the new stock. Frankly I don't see why that is necessary--
>surely the software should be able to automate that task. If I can do
>it by hand, why can't the program?
>
>Anyway, thank you for your assistance as I believe this is the right
>direction...