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Subject Author Date
How do I handle cash transfers for investment only files User 01-24-2007
Posted by R. C. White on January 24, 2007, 9:53 pm
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 Hi, Sharx.

Quicken no longer uses SellX and BuyX, although it still has this function
by using the "other account" boxes in the Sell and Buy transactions. I've
forgotten which version of Quicken made the change. Maybe 2004.

You probably already knew that, but some readers may not.

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc@grandecom.net
Microsoft Windows MVP
(Currently running Vista Ultimate x64)

>
>>I am trying to track my mom's investments, but I am not tracking her cash
>>accounts. When she sells shares, it increases the cash balance of the
>>account. This is technically wrong, since the cash is transferred to her
>>checking account. But since I'm not tracking her checking how can I remove
>>the cash from the investment account?
>>
>> Same question for how do I get cash into the account?
>>
>> Thanks,
>> -Jeff
>
> Do a SellX...it SELLS the security and transfers the money into whatever
> account you want. Well, not really transfers it but on paper it does.


Posted by Bob L. on January 25, 2007, 12:06 pm
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 R.C.
        A minor clarification. I have SellX and BuyX in 2006Deluxe. Looks to
me like it is still there for single mutual fund accounts so your point
must apply to brokerage accounts.

Bob L.


* R. C. White wrote:
> Hi, Sharx.
>
> Quicken no longer uses SellX and BuyX, although it still has this
> function by using the "other account" boxes in the Sell and Buy
> transactions. I've forgotten which version of Quicken made the change.
> Maybe 2004.
>
> You probably already knew that, but some readers may not.
>
> RC

Posted by Oilcan on January 25, 2007, 9:49 pm
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I think in some cases, you will not find the code in the drop-down
list, but if you type it directly you can use it. If they didn't keep
the code around, it would likely invalidate a lot of peoples historical
data.

> R.C.
> A minor clarification. I have SellX and BuyX in 2006Deluxe. Looks to
> me like it is still there for single mutual fund accounts so your point
> must apply to brokerage accounts.
>
> Bob L.
>
> * R. C. White wrote:
>
>
>
> > Hi, Sharx.
>
> > Quicken no longer uses SellX and BuyX, although it still has this
> > function by using the "other account" boxes in the Sell and Buy
> > transactions. I've forgotten which version of Quicken made the change.
> > Maybe 2004.
>
> > You probably already knew that, but some readers may not.
>
> > RC- Hide quoted text -- Show quoted text -


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