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Posted by R. C. White on April 24, 2007, 9:12 am
Please log in for more thread options Hi, Sylvia.
I was afraid you were going to ask that. :^{
I don't think I ever actually moved shares between accounts; if I did, it
was several years ago, before Quicken changed a few things. John Pollard or
someone else is hereby invited to jump in and correct or complete my
instructions.
I THINK you would open your Duke account and use Remove Shares. Then open
your new Spectra...NOPE! I found it just a little further down in the Enter
transaction drop-down menu: It's "Shares Transferred Between Accounts".
Start in your Duke account and move the Spectra to your new Spectra account.
Let us know how this works for you.
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)
> Sorry, I am using Quicken Deluxe 2006, Windows XP MCE.
>
> The stock is held by Duke and Spectra and I have my stocks recorded as
> separate Investment Accounts. I have created a new account for Spectra
> but unsure how to move them. Would I open the new Spectra account and
> then use Shares In?
>
> Sylvia
>
> wrote:
>
>>Hi, Sylvia.
>>
>>How do you hold your Duke and Spectra stock: In a broker account, or as
>>actual certificates? And how do you record them in Quicken: As a
>>separate
>>Investment Account for each stock?
>>
>>If you had Duke in an Investment Account, and recorded the spin-off, then
>>the Spectra shares would be in the same account with Duke until you moved
>>them in some way. If each stock is in its own account, you should
>>probably
>>create a new Investment Account for Spectra, then use Shares Out/Shares In
>>to move the new shares.
>>
>>If I have misunderstood your question, please post back. Tell us how you
>>actually hold the shares, and how you've recorded your Duke holdings in
>>Quicken. Also, please tell us which versions of Quicken and Windows you
>>are
>>using. (For example, I'm running Quicken 2007 Basic in Vista Ultimate
>>x64.)
>>
>>RC
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