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Article ID: 288546 - Last Review: February 28, 2014 - Revision: 12.0

This article was previously published under Q288546
Notice
If you've been managing your finances with the help of Microsoft Money, you should be aware that Microsoft discontinued all online services and assisted support for all versions of Money on January 31, 2011. (Microsoft discontinued sales of Money on June 20, 2009.) If you're looking for an alternative program, Microsoft has made the Money Plus Sunset versions available as a replacement for the following expired programs: Microsoft Money Essentials, Microsoft Money Deluxe, Microsoft Money Premium, Microsoft Money Home, and Microsoft Money Business. For more information about Money Plus Sunset, refer to this article in the Microsoft Knowledge base: What Is Microsoft Money Plus Sunset?  (http://support.microsoft.com/kb/2118008/ )
This article has been archived. It is offered "as is" and will no longer be updated.

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SUMMARY

This article describes how to delete individual investments from the list of investments tracked by Microsoft Money or by MSN Money.

MORE INFORMATION

To remove an investment from Money, first delete the ticker symbol, and then delete the security.

Delete the ticker symbol

To delete the ticker symbol, use the appropriate method for your version of Money.

Microsoft Money 2005 and later versions

  1. In Money, click Investing on the Money navigation bar.
  2. On the left under My Investing Tools, click Portfolio Manager. Or, click Investing Tools across the top, and then click Portfolio Manager.
  3. In the Portfolio, right-click the investment from which you want to remove the symbol, and then click Investment Details.
  4. On the Investment Details page, delete the symbol in the Symbol box.
  5. Click Done.

Microsoft Money 2000 through Microsoft Money 2004

  1. In Money, click Investing on the Money navigation bar, and then click Portfolio.
  2. In the left navigation pane, under Common Tasks, click Work with investments, and then click Choose a specific investment.
  3. Click the name of the investment from which you want to remove the symbol.
  4. In the left navigation pane, under View, click Details.
  5. On the investment details page, delete the symbol in the Symbol box.
  6. Click Done.

Delete the security

To delete the security, use the appropriate method for your version of Money.

Note Money does not let you to delete an investment if you own any units of that investment. You must sell all the units of the holding, or delete the original purchase transactions before you can delete the investment.

Click the Play button to view this streaming media demonstration.

For more information about how to sell units or delete transactions, please see the entering investments, purchases and sales topic in Money Help.

Microsoft Money 2005 and later versions

  1. On the Money navigation bar, click Investing.
  2. On the left under My Investing Tools, click Portfolio Manager. Or, click Investing Tools across the top, and then click Portfolio Manager.
  3. In the left navigation pane, under Common Tasks, click Work with investments, and then click Delete an investment from all accounts.
  4. Click the name of the investment that you want to delete.
  5. Click OK.

Microsoft Money 2000 through Microsoft Money 2004

  1. On the Money navigation bar, click Investing, and then click Portfolio.
  2. In the left navigation pane under Common Tasks, click Work with investments, and then click Delete an investment.
  3. Click the name of the investment that you want to delete.
  4. Click OK.
Note If you use MSN Money, Help, and then search for the "Delete an investment in the Portfolio Manager" topic.

APPLIES TO
  • Microsoft Money 2007 Deluxe
  • Microsoft Money 2007 Home & Business
  • Microsoft Money 2007 Premium
  • Microsoft Money 2006 Deluxe
  • Microsoft Money 2006 Premium
  • Microsoft Money 2006 Standard
  • Microsoft Money 2006 Small Business
  • Microsoft Money 2005 Deluxe Edition
  • Microsoft Money 2005 Premium Edition
  • Microsoft Money 2005 Small Business Edition
  • Microsoft Money 2005 Standard Edition
  • Microsoft Money 2004 Deluxe Edition
  • Microsoft Money 2004 Premium Edition
  • Microsoft Money 2004 Small Business Edition
  • Microsoft Money 2003 Deluxe Edition
  • Microsoft Money 2003 Deluxe and Business Edition
  • Microsoft Money 2003 Standard Edition
  • Microsoft Money 2002 Standard Edition
  • Microsoft Money 2001 Standard Edition
  • Microsoft Money 2000 Business & Personal Edition
  • MSN Money
Keywords: 
kbnosurvey kbarchive kbhowto kbinfo KB288546
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