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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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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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