The prices may not automatically update in MSN Money Investing or in Money when you download securities from your broker

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Article ID: 173724 - View products that this article applies to.
This article was previously published under Q173724
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SYMPTOMS

When you download securities from your broker, the prices may not automatically update in MSN Money Investing or in Microsoft Money.

CAUSE

This issue may occur if your broker uses a different ticker symbol than the symbol Money and MSN Money Investing received from their quote provider.

For example, Aetna preferred class C stock, 6.25%, can have a variety of symbols: AET PRC, AET+C, AETpC, and AET/PRC.

RESOLUTION

To allow updates to occur properly, change the investment name and symbol. To edit the investment, use the appropriate method for either MSN Money Investing or Money.

MSN Money Investing

  1. In Portfolio Manager, double-click the investment that you want to edit.
  2. Change the symbol to the correct symbol that is used by the quote provider for MSN Money Investing.
Note To find the appropriate symbol, click Find Symbol.

Money 2000 and later versions

  1. In Money, click Investments on the navigation bar.
  2. Click Portfolio.
  3. Right-click the Investment, and then click See Details.
  4. Edit the Investment Name and Symbol to the name and symbol that is used by the quote provider for Money.

    Note You may have to do this before each connection.

Money 99

  1. In Money, click Investments on the navigation bar.
  2. Click the drop-down arrow next to Investments in the left pane, and then click to select the investment.

    Click Details to display the details for this investment.
  3. Edit the Investment Name and Symbol to the name and symbol that is used by the quote provider for Money.

    Note You may have do this before each connection.

Money 98

  1. In Money, click Investments on the navigation bar.
  2. Click the drop-down arrow next to Investments in the left pane, and then click to select the investment.

    In Money 98, this displays the details for this investment.
  3. Edit the Investment Name and Symbol to the name and symbol that is used by the quote provider for Money.

    Note You may have to do this before each connection. After you import the next statement from the broker, you may have to correct any added transactions.

MORE INFORMATION

After you change the symbol, so that prices can be updated, the next import of your brokerage statement may result in new transactions for the broker symbol and a Sell or a Remove Shares transaction associated with the changed symbol.

Other investments which may be affected include:

   ADAC         ADAC Laboratories
   BAC          BankAmerica Corporation
   CTP          Central Maine Power Co.
   INTC         Intel Corporation
   LDW (LDWA)   Laidlaw Inc.
   LDW/B (LDWB) Laidlaw Transportation, LTD.
   NVYL         New Valley Corp New<BR/>
   LMG.A        AT&T Liberty Media
				

Properties

Article ID: 173724 - Last Review: January 20, 2007 - Revision: 7.3
APPLIES TO
  • Microsoft Money 2007 Deluxe
  • Microsoft Money 2007 Home & Business
  • Microsoft Money 2007 Premium
  • Microsoft Money 2006 Deluxe
  • Microsoft Money 2006 Premium
  • Microsoft Money 2006 Small Business
  • Microsoft Money 2006 Standard
  • Microsoft Money 2005 Deluxe Edition
  • Microsoft Money 2005 Premium Edition
  • Microsoft Money 2005 Small Business Edition
  • Microsoft Money 2005 Standard Edition
  • Microsoft Money 2004 Deluxe Edition
  • Microsoft Money 2004 Premium Edition
  • Microsoft Money 2004 Small Business Edition
  • Microsoft Money 2004 Standard Edition
  • Microsoft Money 2003 Deluxe Edition
  • Microsoft Money 2003 Standard Edition
  • Microsoft Money 2002 Business & Personal Edition
  • Microsoft Money 2002 Deluxe Edition
  • Microsoft Money 2002 Deluxe and Business Edition
  • Microsoft Money 2001 Standard Edition
  • Microsoft Money 2001 Business and Personal Edition
  • Microsoft Money 2001 Deluxe and Business Edition
  • Microsoft Money 2000 Deluxe Edition
  • Microsoft Money 99 Standard Edition
  • Microsoft Money 98 Standard Edition
  • Microsoft Money 98 Deluxe Edition
  • Microsoft Money 98 Financial Suite Edition
  • MSN Money
  • MSN Money Plus
  • Microsoft Money Essentials
Keywords: 
kbinterop kbmoneyinvest kbprb kbonline KB173724

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