SECURITY DESIGNATION

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Tom Roberts

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Apr 6, 2026, 7:12:59 PM (10 days ago) Apr 6
to Microsoft Money
Most unfortunately, I seem to have designated the stock BKNG as category "Other" instead of "Stock". I realized this a couple months ago when I was, I think, estimating capital gains -- BKNG didn't show up on the list.
Now that there has been a 25:1 split, the problem has returned. Money does not show BKNG as a stock on the list of those which can be split. The only work-arounds I can think of are to delete the stock and re-input the transactions again, or export the related account, edit the qif file so that BKNG becomes a "Stock" and import the account again.  
Has anyone had this problem? 
Suggestions on how to handle it. 

Tom Meyer

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Apr 6, 2026, 8:09:18 PM (10 days ago) Apr 6
to Tom Roberts, Microsoft Money
I had a similar problem adding an ETF as and OTHER.  I went to Portfolio and found the entry after deleting all its transactions and added the ETF as a MF.
Tom

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S P

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Apr 7, 2026, 4:12:05 AM (10 days ago) Apr 7
to Microsoft Money
Thanks Tom. I have had similar issue before. Now I always create a backup before making changes like this. Have restored from the backup if an issue like this arises.

Tom Roberts

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Apr 7, 2026, 7:05:39 PM (9 days ago) Apr 7
to S P, Microsoft Money
Thanks Tom & SP
I tried the exported qif of the account but it did not include the category of investment info.
So it will be the deletion of the stock and repopulating it with the transactions.


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