Message Font: Serif | Sans-Serif
No. of Recommendations: 1
I have not done anything of this nature, but, I think it would be best handled as two seperate transactions entered manually which I think is what you suggested in your last paragraph.
You enter a sell of the Investor share classes at the monies received. Then you would show a purchase of the Admiral shares at the same dollar amount as received from the sell.
As you say this would not show as one continuous investment, but, each one of the pieces should be correct.

P.S. This board is not getting much traffic since Microsoft stopped marketing and supporting Money.

Print the post  


When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.