Money: How to Change Stock Symbol in Money (138319)


The information in this article applies to:

  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2003 Deluxe
  • Microsoft Money 2003 Deluxe and Business
  • Microsoft Money 2003 Standard
  • Microsoft Money 2002
  • Microsoft Money 2001
  • Microsoft Money 2000
  • Microsoft Money 99
  • Microsoft Money 98
  • Microsoft Money 97
  • Microsoft Money for Windows 95
  • Microsoft Money 3.0
  • Microsoft Money 2000 Business and Personal
  • Microsoft Money 98 Deluxe Edition
  • Microsoft Money 98 Financial Suite
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.
Modification Type:MajorLast Reviewed:1/5/2005
Keywords:kbhowto kbonline KB138319
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