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Posted by TomYoung on June 24, 2009, 5:15 pm
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> Greets,
>
> Some of my mutual funds have, in recent days, swapped. =A0 All I get
> from the broker is that the shares have been exchanged, and they seem
> to be 1 for 1. =A0
>
> Quicken tries to simply do a REMOVE and then an ADD, but I suspect
> that I lose all tracking of basis this way. =A0Does anyone know the most
> expeditious way to enter an exchange, in quicken, from, let's say,
> 128.134 shares of PTTAX for 128.134 shares of PTTPX?
>
How about a simple corporate name change transaction? Put a note in
the memo field about what really went on.
Tom Young
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