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Posted by Bev Gray on February 15, 2008, 5:12 pm
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Bev Gray wrote:
> I have Quicken XG 2006(Canada).
>
> I have three separate brokerage accounts - one for personal investing,
> one for RRSP and one for my spousal RRSP. I used to be able to separate
> my stocks for each account with an individualized name, although I kept
> the standard ticker symbol for downloading quotes.
>
> e.g. B.BCE (my investment account)
> B.R.BCE (my RRSP account)
> B.S.BCE (my spousal RRSP account)
> - ticker symbol is bce-t for all three holdings
>
> I did it this way so I could compare and contrast each account and its
> holdings in my Portfolio View.
>
> All of a sudden (several months ago), Quicken stopped allowing me to do
> this. Now I have to have the same name for all the stock holdings.
> Quicken does separate them out in the various account summary screens,
> but I REALLY like to see the separation in my portfolio view as well.
>
> Any suggestions?
>
> Thanks - Bev
Well, I figured it out myself (finally!!). All I had to do was change
the "Groups" in my Portfolio setting, and everything gets separated out
properly.
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