Money2001: Stocks displayed as mutual funds when you upgrade from Quicken (297495)



The information in this article applies to:

  • Microsoft Money 2003 Standard
  • Microsoft Money 2002
  • Microsoft Money 2001

This article was previously published under Q297495

SYMPTOMS

After you import your Intuit Quicken data files into Microsoft Money, a stock investment is displayed as mutual fund investment.

CAUSE

This issue may occur if one of following situations is present:
  • The investment was classified in Quicken as "Other".
  • The Quicken data file is not correctly converted by Money.

RESOLUTION

If the first situation that is listed in the "Cause" section is accurate, change the investment type in Quicken to accurately reflect the type of investment, and then convert the file again from Money. For example, if the investment is a commonly traded stock, change the type of investment in Quicken to "Stock", and then re-open Money and convert the Quicken data file again. If this resolution is not possible or does not apply, follow the steps in the following Microsoft Knowledge Base article:

273775 Money: How to change an investment to another security type

MORE INFORMATION

The third-party products that this article discusses are manufactured by companies that are independent of Microsoft. Microsoft makes no warranty, implied or otherwise, regarding the performance or reliability of these products.

Modification Type:MinorLast Reviewed:1/7/2006
Keywords:kbprb KB297495