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Posted by John Pollard on August 17, 2007, 4:01 pm
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> Thanks for your response.. I understand what you guys are
> saying about Quicken allowing multiple accounts have the same
> securities in them, my problem is that I don't know how to set
> up the security in the second account. I've tried several
> times to set it up but it never does it. I'm sure I'm doing
> some dumb thing preventing it from happening.
>
> What I have tried was to buy shares of the security with cash
> that's in the IRA account. When Q asks for the security to use
> I try to add a new security and this is where all goes wrong
> it never sets up the new security in the account.
There's not enough information to tell exactly what is
happening; you should be able to add a new security in Quicken
during the entry of a Buy transaction.
But you can approach it slightly differently. Assuming this
security does not already exist in your Quicken file, you can
add it directly in the Security List (Investments > Security
List > New).
Then initiate a Buy transaction in the appropriate Quicken
account and choose the (now existing) security from the Security
Name drop down.
--
John Pollard
First initial underscore Last name at mchsi dot com
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