Knowledge Base

Money: How to Change Stock Symbol in Money

Article ID: 138319

Article Last Modified on 1/19/2007


APPLIES TO


This article was previously published under Q138319

SUMMARY

A stock symbol is the abbreviation for a corporation's stock that is used by brokers when trading stock. In Microsoft Money, you need to enter a stock symbol for each stock you want to use with Online Quotes.

Money prompts you to enter the stock symbol when you create the investment.

To add or edit the symbol at a later time, use the Investment Details or Investment List dialog box options.

MORE INFORMATION

To make changes in your stock symbols, use the instructions below for your version of Money.

Microsoft Money 2000 or Later

  1. On the navigation bar, click Investing, and then click Portfolio.
  2. Right-click the investment for which you want to change the symbol, and then click See Details.
  3. In the Symbol field, type the symbol that you want.
  4. Click Done.

Microsoft Money 99 and 98

  1. Click Investments on the navagation bar.
  2. In the left pane, click Positions View.
  3. Use the right mouse button to click (right-click) the investment whose symbol you want to change, and then click Go To Details on the shortcut menu.
  4. This takes you to the Details area for that investment. You can change the symbol here in the Symbol box.

Microsoft Money 4.0 and 5.0

  1. Go to the Investment Portfolio.
  2. Select the investment and then click the Details button at bottom of screen.
  3. Click in the Symbol box and type the correct symbol.
NOTE: To choose another investment, click the triangle to the right of the investment name on the navigation bar. This lists of all of your investments. Select the investment that you want and make the appropriate changes.

Microsoft Money 3.x

  1. On the List menu, click Investment List. A list of all of your investments appears.
  2. Click the investment that you want to change.
  3. Make the necessary changes in the Symbol box.

Additional query words: money2004 97 6.0 7.0 8.0 w_money money2k alter modify mutual fund market bond CD quotes on line online update price dolly m2001

Keywords: kbhowto kbonline KB138319