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Posted by Air Force Jayhawk on July 19, 2006, 8:00 pm
Please log in for more thread options Well, that worked great! Thanks!
Roscoe
wrote:
>John Pollard wrote:
>> > OK, I recently upgraded to Q2006. I just tried to add a new
>> > security
>> > to my 401(k). It used to be easy in earlier versions. After
>> > much
>> > searching, the help file said to "update 401(k) holdings"
>> > (which turns
>> > out is a lot of effort and much more work than I need...I
>> > don't track
>> > with statements, I track with the web page).
>> >
>> > Anyway, when I reached a point where I could add a new
>> > security I did.
>> > All it asked for was a name...the help file said it would
>> > prompt me
>> > for the rest of the info... but it never did.
>> >
>> > So after I finished the update I went to the account and tried
>> > to edit
>> > the details, but the ticker block was grayed out. Without
>> > that, I
>> > can't get price updates. Gotta have that.
>> >
>> > What did I do wrong? I backed it up just before the update
>> > and
>> > restored after it didn't work right, so I get to do it again,
>> > correctly I hope.
>>
>> What version did you convert from and how were your 401k
>> accounts defined there?
>>
>> Unless there was some problem caused by the conversion, I don't
>> understand why you would have had to take the actions you took.
>>
>> I don't understand why you took the "Update 401k holdings"
>> route; as far as I know, that is only useful if your fi does not
>> report share balances, and even then, probably not necessary.
>>
>> I have managed a couple of 401k accounts for someone else, and I
>> have never used the Update Holdings wizard. "Adding" a "new"
>> security to a 401k account has never been any different for me
>> than "adding" a security to a non-401k account; I "Buy" it. If
>> the security does not already exist in the Security List,
>> Quicken offers to add it to the list during transaction entry,
>> and Quicken allows me to enter the ticker in the process of
>> adding the security to Quicken. But if I fail to enter a ticker
>> during this process (or if I get it wrong), I can just go to the
>> Security List, Edit the security, and assign it the correct
>> ticker.
>>
>> --
>> John Pollard
>> First initial underscore Last name at mchsi dot com
>> Please reply to newsgroup
>
>Thanks for responding!
>
>I converted from Q2003 where I originally built the 401(k) account. I
>had several individually managed mutual funds before I started my
>401(k) that were added easily enough. The 401(k) was a bit tougher as
>each security was linked to that account with a single cash
>balance...took a while to figure it out but once I did adding
>securities was a snap. Now my fund manager has bought a yet new
>security, the first after my "upgrade". Previously it was as simple as
>finding a command "add new security" within the 401(k) account. I
>could add the security and the ticker symbol at that time. As for
>entering data, I have never bothered to download them but entered them
>manually. Was never that hard.
>
>With Q2006, the command to add a new security has either been removed
>or very well hidden. The Q2006 help file said to "update 401(k)
>holdings" (not my idea so no I don't understand that either), and yes,
>it forced me to input all kinds of data that I could find online easily
>enough (schwab.com), and then at some point it showed a complete list
>of my securities and a button to add a new one. It asked for a
>security name (only) and then pressed on. No other info was asked for.
> At the completion of the update, it showed up in the list of
>securities, but the box to add the ticker was inaccessible when I tried
>to edit the security..
>
>Please describe the method you alluded to about "buying" a security you
>have not yet set up...I could not figure that one out
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