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Posted by John Pollard on June 28, 2007, 9:09 am
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Joe Emenaker wrote:
> I'm stuck.
>
> A while back, my brokerage (we'll call it "ATrade") got bought
> out by
> another (call it "BTrade"). I was still able to download
> transactions
> using the old ATrade account (in Q2006, by the way) for a
> while. Then,
> earlier this year, I stopped getting new transactions.
> I tried to Edit Account to change the transaction download to
> BTrade,
> but there was no place to do that.
The way to do this is to deactivate the account for download,
change the financial institution name, then re-activate the
account for download.
> Instead, I created a new account for BTrade, and it connected
> right up
> and downloaded all of my transactions starting from when the
> old one
> stopped. Okay... fine. Now, however, so that I still retain
> all of my
> cost bases for all of my various lots, etc.,
> I'd like to migrate all of the transactions from the old
> ATrade
> account to the new BTrade account.
You don't need to migrate all the transactions in order to
retain the original cost basis: use the Quicken "Shares
Transferred Between Accounts" transaction to transfer your
"holdings" to the new account.
[If you had to move all the transactions from one Quicken
account to another, your only choices would be manually (well,
theoretically, you could use copy/paste ... one transaction at a
time), or exporting from the old account to a QIF file and
importing the QIF file to the new account.]
--
John Pollard
First initial underscore Last name at mchsi dot com
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