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MONEY 2000
I have used MONEY successfully for many years but now I'm stumped! Within my
(small) Investment Portfolio I have my WRAP Superannuation/Pension fund. In this fund I have a number of investments spread over various asset classes. I decided to cash out one of them and use the proceeds to buy a Bank stock. I have a small investment with the same bank outside the Super Fund but MONEY will not allow me to identify the new investment with the same symbol. An error message appears saying...'XXX is already being used as a symbol for 'Bank Name.' Please enter a different symbol. Any body with ideas how to overcome this problem? I cannot assign a different symbol to the same bank and I cannot merge the Super investment with the old stock. All suggestions/solutions gratefully accepted. |
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RE: MONEY 2002
Sorry I mistyped. It is MONEY 2002
"Richard" wrote: > I have used MONEY successfully for many years but now I'm stumped! Within my > (small) Investment Portfolio I have my WRAP Superannuation/Pension fund. In > this fund I have a number of investments spread over various asset classes. I > decided to cash out one of them and use the proceeds to buy a Bank stock. I > have a small investment with the same bank outside the Super Fund but MONEY > will not allow me to identify the new investment with the same symbol. An > error message appears saying...'XXX is already being used as a symbol for > 'Bank Name.' Please enter a different symbol. > > Any body with ideas how to overcome this problem? I cannot assign a > different symbol to the same bank and I cannot merge the Super investment > with the old stock. > > All suggestions/solutions gratefully accepted. > |
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Re: MONEY 2002
Don't try to create a new investment! The Investment is just a name and some
price history. But more shares of the SAME INVESTMENT with the same name and same symbol in the other account. "Richard" <Richard@discussions.microsoft.com> wrote in message news:17626202-A350-40FA-A700-CC23DE72465C@microsoft.com... >> All suggestions/solutions gratefully accepted. |
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Re: MONEY 2000
In microsoft.public.money, Richard wrote:
>I have used MONEY successfully for many years but now I'm stumped! Within my >(small) Investment Portfolio I have my WRAP Superannuation/Pension fund. In >this fund I have a number of investments spread over various asset classes. I >decided to cash out one of them and use the proceeds to buy a Bank stock. I >have a small investment with the same bank outside the Super Fund but MONEY >will not allow me to identify the new investment with the same symbol. An >error message appears saying...'XXX is already being used as a symbol for >'Bank Name.' Please enter a different symbol. > >Any body with ideas how to overcome this problem? I cannot assign a >different symbol to the same bank and I cannot merge the Super investment >with the old stock. You got a message that a symbol is already in use? Create a security only once. Thereafter choose it from the drop-down list. |
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Re: MONEY 2000
Thanks. Problem resolved.
"Cal Learner-- MVP" wrote: > In microsoft.public.money, Richard wrote: > > >I have used MONEY successfully for many years but now I'm stumped! Within my > >(small) Investment Portfolio I have my WRAP Superannuation/Pension fund. In > >this fund I have a number of investments spread over various asset classes. I > >decided to cash out one of them and use the proceeds to buy a Bank stock. I > >have a small investment with the same bank outside the Super Fund but MONEY > >will not allow me to identify the new investment with the same symbol. An > >error message appears saying...'XXX is already being used as a symbol for > >'Bank Name.' Please enter a different symbol. > > > >Any body with ideas how to overcome this problem? I cannot assign a > >different symbol to the same bank and I cannot merge the Super investment > >with the old stock. > > You got a message that a symbol is already in use? Create a > security only once. Thereafter choose it from the drop-down list. > |
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