Quiucken 2002, currencies.

Posted by jhewitt on February 9, 2007, 9:25 am

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Using Quicken 2002 [ old I know but it works for me ], with multi
currency support.

I have a mutual Fund portfolio setup in Pd's Sterling, I record the
actions of seven funds forming the Portfolio [ buy, sell, reinvest,
etc. ]. The manager has added another fund to the Portfolio, which is
traded / recorded in Euros.
I cannot seem to change the currency for this one, new, fund: the
option is 'greyed out'.
How can I change the currency of this one fund in the Portfolio, while
leaving the other seven funds unchanged??

Thanks.
John Hewitt, Malaga, Spain

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Posted by John Pollard on February 9, 2007, 10:04 am

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jhewitt@arrakis.es wrote:

> Using Quicken 2002 [ old I know but it works for me ],

> with multi currency support.

> I have a mutual Fund portfolio setup in Pd's Sterling, I

> record the actions of seven funds forming the Portfolio [

> buy, sell, reinvest, etc. ]. The manager has added

> another fund to the Portfolio, which is traded / recorded

> in Euros.

> I cannot seem to change the currency for this one, new,

> fund: the option is 'greyed out'.

> How can I change the currency of this one fund in the

> Portfolio, while leaving the other seven funds unchanged??

You can't. One Quicken account: one currency.

--
John Pollard
First initial underscore Last name at mchsi dot com
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Posted by Melvin on February 10, 2007, 9:06 pm

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An "investment portfolio" can consist of one or more "investment accounts".
A given investment account can only hold investments denominated in a single
currency. For a portfolio that contains investments denominated in more
than one currency, you must use a separate account for each currency.

> jhewitt@arrakis.es wrote:

>> Using Quicken 2002 [ old I know but it works for me ],

>> with multi currency support.

>> I have a mutual Fund portfolio setup in Pd's Sterling, I

>> record the actions of seven funds forming the Portfolio [

>> buy, sell, reinvest, etc. ]. The manager has added

>> another fund to the Portfolio, which is traded / recorded

>> in Euros.

>> I cannot seem to change the currency for this one, new,

>> fund: the option is 'greyed out'.

>> How can I change the currency of this one fund in the

>> Portfolio, while leaving the other seven funds unchanged??

> You can't. One Quicken account: one currency.

> --

> John Pollard

> First initial underscore Last name at mchsi dot com

> Please reply to newsgroup