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.Bob
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