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Old 05-20-2008, 01:28 PM
TonyK
 
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Security Name

Hello - I have another problem that I could use help on. I have several
accounts with different brokerage houses that holds the same security but
with slightly different names. When I go to Update those accounts, I get
popups from Money asking if the name for the security is the same as another
security with a similar name. I say OK. But when it gets to the next
account I get the same popup to prompt me to put it back to the old name,
which gets annoying. To solve this problem, I could use 2 different names
for the same security but then my summaries would be based on 2 different
securities with similar names, even though they are the same security. I
suppose I could try to get the brokerage house to change the names to
conform to each other but that is not likely to be successful. Is there a
way to teach Money to use multiple names for the same security?

Thanks,
Tony



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Old 05-20-2008, 03:03 PM
Cal Learner-- MVP
 
Posts: n/a
Re: Security Name

In microsoft.public.money, TonyK wrote:

>Hello - I have another problem that I could use help on. I have several
>accounts with different brokerage houses that holds the same security but
>with slightly different names. When I go to Update those accounts, I get
>popups from Money asking if the name for the security is the same as another
>security with a similar name. I say OK. But when it gets to the next
>account I get the same popup to prompt me to put it back to the old name,
>which gets annoying. To solve this problem, I could use 2 different names
>for the same security but then my summaries would be based on 2 different
>securities with similar names, even though they are the same security. I
>suppose I could try to get the brokerage house to change the names to
>conform to each other but that is not likely to be successful. Is there a
>way to teach Money to use multiple names for the same security?



The CombineWith operation was added in Money 2007. If/when you
upgrade to Plus you should be able to do that.
For CombineWith, the types must match. Go to the Details of the
investment that you don't want to appear in the register entries.
Do a CombineWith to an existing investment.


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