I am in the process of switching over from MS Money and found that I have two names for the same mutual fund. They were in separate accounts which were never open at the same time. When I made the first download from my FI I accidentally assigned the wrong name for the mutual fund. Obviously the result was to add two entries to subtract the shares from one fund and add the shares to the other. Thus my questions:
1) How can I re-assign the downlink conversion name so that in the future it is the correct name?
2) Is it possible to merge the two separate names for the same mutual fund so the fund has only 1 name?
The other question I have is the 1 step download arrow has been spinning for the past hour. Checking the status it says that all downloads are complete but the top line says it is still waiting for something.
Thanks
Art