Investment accounts

Kimberly Renna-Griego · Joined: 02 Aug 2007 Posts: 15

From the Unofficial FAQ located at http://www.bollar.org/msmoney/

Q1): How do I fix bad investment names in the Buy Investment/CD pull-down?

A1): The entries in the pull-downs come straight from the table of
investments you have created in Money. Go to Portfolio|Work With
Investments|Choose a specific investment and select investments to rename,
etc, on their individual detail pages. Go to Portfolio|Work With
Investments|Delete an investment to delete investments. You cannot delete
any investments you have any transactions for, so you may also have to do
some account register maintenance.

Cal Learner suggested another technique to delete an investment that avoids
some problems others have experienced if a symbol ever needs to be reused.
Go to the investment details page. Clear the field for symbol. If no
transactions have been entered for this investment, there will be a delete
choice listed under common tasks. Click it.

--
Regards,
Kim Renna
Microsoft MVP - Consumer Products

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"Michael" wrote in [email protected]...
> I set up several investment accounts and then realized I
> wanted them grouped differently. I deleted them and
> started over again. When I get to the screen that asks
> for the ticker symbol, I enter it and hit enter. I then
> get an error message that says that symbol is already in
> use. Is their some way to erase everything I have entered
> and start all over again?