The prices may not automatically update in MSN Money Investing or in Money when you download securities from your broker (173724)


The information in this article applies to:

  • Microsoft Money 2007 Deluxe
  • Microsoft Money 2007 Home & Business
  • Microsoft Money 2007 Premium
  • Microsoft Money Deluxe 2006
  • Microsoft Money Premium 2006
  • Microsoft Money Small Business 2006
  • Microsoft Money Standard 2006
  • Microsoft Money 2005 Deluxe
  • Microsoft Money 2005 Premium
  • Microsoft Money 2005 Small Business
  • Microsoft Money 2005 Standard
  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2004 Premium
  • Microsoft Money 2004 Small Business
  • Microsoft Money 2004 Standard
  • Microsoft Money 2003 Deluxe
  • Microsoft Money 2003 Standard
  • Microsoft Money 2002 Business & Personal Edition
  • Microsoft Money Deluxe 2002
  • Microsoft Money 2002 Deluxe and Business Edition
  • Microsoft Money 2001
  • Microsoft Money 2001 Business and Personal Edition
  • Microsoft Money 2001 Deluxe and Business
  • Microsoft Money 2000 Deluxe
  • Microsoft Money 99
  • Microsoft Money 98
  • Microsoft Money 98 Deluxe Edition
  • Microsoft Money 98 Financial Suite
  • MSN Money
  • MSN Money Plus
  • Microsoft Money Essentials
This article was previously published under Q173724

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
Modification Type:MinorLast Reviewed:7/14/2006
Keywords:kbinterop kbMoneyInvest kbonline kbprb KB173724
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