| Author |
Message |
L'l John
Guest
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 Posted:
Thu Nov 10, 2005 7:26 am Post subject:
How to merge investment accounts? |
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I have been using Money04.
I downloaded the trial version of Money06. The file conversion worked just
fine, but when I downloaded my Investment accounts (Fidelity Inv.),
duplicate accounts were created.
I cannot seem to figure out how to handle the extra accounts. I don't think
they should be deleted but each time I attempt to update the accounts on
line, more accounts are created. I have attempted to merge them but have not
been successful, since it seems that I have a stock investment that no
longer exist, showing up from my original account.
It is Glaxo Wellcome which was sold in 1996 from my account and M06 wants me
to give it a symbol. I have no idea what the symbol was and when I make up
one (WXYZ), it won't accept it or any other and closes.
So, my attempt to merge has to close.
Any Ideas how I can get this mess cleaned up?
Thanks,
John
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L'l John
Guest
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| Posted:
Fri Nov 11, 2005 8:01 am Post subject:
Re: How to merge investment accounts? |
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Anybody?
I would like to be able to work with M06, but without being able to resolve
this myself, I need help!
Thanks,
"L'l John" <je_norrisstopspam@hotmail.com> wrote in message
news:%23Q$h3XZ5FHA.2092@TK2MSFTNGP12.phx.gbl...
| Quote: | I have been using Money04.
I downloaded the trial version of Money06. The file conversion worked just
fine, but when I downloaded my Investment accounts (Fidelity Inv.),
duplicate accounts were created.
I cannot seem to figure out how to handle the extra accounts. I don't
think they should be deleted but each time I attempt to update the
accounts on line, more accounts are created. I have attempted to merge
them but have not been successful, since it seems that I have a stock
investment that no longer exist, showing up from my original account.
It is Glaxo Wellcome which was sold in 1996 from my account and M06 wants
me to give it a symbol. I have no idea what the symbol was and when I make
up one (WXYZ), it won't accept it or any other and closes.
So, my attempt to merge has to close.
Any Ideas how I can get this mess cleaned up?
Thanks,
John
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Chris Cowles
Guest
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| Posted:
Fri Nov 11, 2005 9:03 am Post subject:
Re: How to merge investment accounts? |
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| Quote: | "L'l John" <je_norrisstopspam@hotmail.com> wrote in message
news:%23Q$h3XZ5FHA.2092@TK2MSFTNGP12.phx.gbl...
I have been using Money04.
I downloaded the trial version of Money06. The file conversion worked
just fine, but when I downloaded my Investment accounts (Fidelity Inv.),
duplicate accounts were created.
I cannot seem to figure out how to handle the extra accounts. I don't
think they should be deleted but each time I attempt to update the
accounts on line, more accounts are created. I have attempted to merge
them but have not been successful, since it seems that I have a stock
investment that no longer exist, showing up from my original account.
It is Glaxo Wellcome which was sold in 1996 from my account and M06 wants
me to give it a symbol. I have no idea what the symbol was and when I
make up one (WXYZ), it won't accept it or any other and closes.
So, my attempt to merge has to close.
|
I'm not ignoring you but don't have any useful wisdom to offer.
--
Chris Cowles
Gainesville, FL
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