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Transfer Holdings-Portfolio Manager

 
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artdg



Joined: 02 Aug 2007
Posts: 6
PostPosted: Mon Jul 23, 2007 7:02 am    Post subject: Transfer Holdings-Portfolio Manager Reply with quote
I would like to set up a new account in Portfolio Manager which is pretty
easy and straight forward. However, I can not figure out how to transfer
SOME of my holdings and NOT ALL of my holdings from a different account into
the new account I set up. Any ideas? I use MS Money 2006 Deluxe.

Archived from group: microsoft>public>moneycentral
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bmwbiker



Joined: 12 Aug 2007
Posts: 3
PostPosted: Fri Aug 10, 2007 4:18 am    Post subject: RE: Transfer Holdings-Portfolio Manager Reply with quote
"artdg" wrote:

> I would like to set up a new account in Portfolio Manager which is pretty
> easy and straight forward. However, I can not figure out how to transfer
> SOME of my holdings and NOT ALL of my holdings from a different account into
> the new account I set up. Any ideas? I use MS Money 2006 Deluxe.

Transfer shares should work (just like you would transfer money).
Its it the same place (register) that you would enter a buy or sell.
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