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Subject Author Date
Quicken 2006 Premium - Transferring Funds JCO 11-16-2006
Posted by JCO on November 17, 2006, 12:38 pm
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 Then I will simply do a Remove Shares / Add Shares to the new account and
disregard that part of the Capital Gains report. Thanks anyway.



>
> > I can't seem to find "Corporate Acquisition" as a transaction.
> > I did see
> > "Shares Transferred Between Accounts" but I'm not sure that
> > will work.
> > "Corporate Acquisition" shows up in the help. It says that it
> > should show
> > up as a transaction, ie; similar to a Buy or Sell. But it is
> > not showing
> > up.
>
> Sounds like you have setup your Quicken accounts as Single
> Mutual Fund accounts; since those accounts can never hold any
> security other than the one you setup the account for, you can't
> do a Corporate Acquisition there. You can switch the account to
> a "Brokerage" account (Summary tab, Account Attributes, Single
> Mutual Fund=Yes), but you I don't think you will be able to
> switch it back if you do a Corporate Acquisition in it.
>
>



Posted by JCO on November 16, 2006, 5:29 pm
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 Sure! My other post that nobody answered stated this:

*************
I'm using Quicken 2006 Premium.
I have a mutual fund that has merged with another existing fund. How do I
zero one fund to start the new fund with out Quicken thinking that I owe a
Capital Gains.

Background Info:
On 10/31/06, Mutual Fund Janus Olympus (33.50/share) merged with Janus Orion
(9.49/Share).
The merge makes it non taxable.
Thanks

*************




>
> > How do you transfer funds directly from one mutual fund to
> > another?
>
> You don't.
>
> Care to elaborate on what real-world event you are trying to
> replicate in Quicken?
>
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>
>



Posted by John Pollard on November 16, 2006, 6:09 pm
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Hope you notice the time stamp on my other post.

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup
> Sure! My other post that nobody answered stated this:
>
> *************
> I'm using Quicken 2006 Premium.
> I have a mutual fund that has merged with another existing
> fund. How do I
> zero one fund to start the new fund with out Quicken thinking
> that I owe a
> Capital Gains.
>
> Background Info:
> On 10/31/06, Mutual Fund Janus Olympus (33.50/share) merged
> with Janus Orion
> (9.49/Share).
> The merge makes it non taxable.
> Thanks
>
> *************
>
>
>
>
>>
>> > How do you transfer funds directly from one mutual fund to
>> > another?
>>
>> You don't.
>>
>> Care to elaborate on what real-world event you are trying to
>> replicate in Quicken?
>>
>>
>> --
>> John Pollard
>> First initial underscore Last name at mchsi dot com
>> Please reply to newsgroup
>>
>>
>
>



Posted by JCO on November 16, 2006, 11:37 pm
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They came to me out of order.
Sorry and thanks. I will look into it.

> Hope you notice the time stamp on my other post.
>
> --
>
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
> > Sure! My other post that nobody answered stated this:
> >
> > *************
> > I'm using Quicken 2006 Premium.
> > I have a mutual fund that has merged with another existing
> > fund. How do I
> > zero one fund to start the new fund with out Quicken thinking
> > that I owe a
> > Capital Gains.
> >
> > Background Info:
> > On 10/31/06, Mutual Fund Janus Olympus (33.50/share) merged
> > with Janus Orion
> > (9.49/Share).
> > The merge makes it non taxable.
> > Thanks
> >
> > *************
> >
> >
> >
> >
> >>
> >> > How do you transfer funds directly from one mutual fund to
> >> > another?
> >>
> >> You don't.
> >>
> >> Care to elaborate on what real-world event you are trying to
> >> replicate in Quicken?
> >>
> >>
> >> --
> >> John Pollard
> >> First initial underscore Last name at mchsi dot com
> >> Please reply to newsgroup
> >>
> >>
> >
> >
>
>



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