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Posted by John Pollard on November 26, 2006, 11:09 am
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"Sam" wrote
> David, I thought the same thing. Part of my problem is that I
> converted my data file from money and I am not sure which
> categories
> are from money and which are from quicken.
> I am assuming now that Buy
> Investment/CD is a category that come from money.
You can't have a Quicken category with a forward slash ("/") in
its name. When Quicken sees the forward slash it assumes that
what follows is a "Class"; if the class does not already exist
in Quicken, Quicken will drop you into the routine to create it.
You are not required to put a class on any transaction.
> I want to go though
> my register and change the category for all my investment
> transactions
> to the proper category. Part of my original question was what
> category
> should I use when purchasing stock, I have not received a
> straight
> forward answer to that question. Do you know what category
> should be
> used when purchasing stock?
There is no category for investment account "Buy - Shares
bought" transactions.
The only time you should see data in the category field of a
security purchase transaction is if you enter a transaction that
transfers cash into the investment account and buys shares of a
security all in one transaction. In that case, you will see an
"account category" (the name of the Quicken account that
supplied the funds ... in square brackets) in the category
field, placed there by Quicken (such a transaction will have an
"Action" value of "BoughtX" instead of "Bought").
--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup
430 No such article
"Sam" wrote
> David, I thought the same thing. Part of my problem is that I
> converted my data file from money and I am not sure which
> categories
> are from money and which are from quicken.
> I am assuming now that Buy
> Investment/CD is a category that come from money.
You can't have a Quicken category with a forward slash ("/") in
its name. When Quicken sees the forward slash it assumes that
what follows is a "Class"; if the class does not already exist
in Quicken, Quicken will drop you into the routine to create it.
You are not required to put a class on any transaction.
> I want to go though
> my register and change the category for all my investment
> transactions
> to the proper category. Part of my original question was what
> category
> should I use when purchasing stock, I have not received a
> straight
> forward answer to that question. Do you know what category
> should be
> used when purchasing stock?
There is no category for investment account "Buy - Shares
bought" transactions.
The only time you should see data in the category field of a
security purchase transaction is if you enter a transaction that
transfers cash into the investment account and buys shares of a
security all in one transaction. In that case, you will see an
"account category" (the name of the Quicken account that
supplied the funds ... in square brackets) in the category
field, placed there by Quicken (such a transaction will have an
"Action" value of "BoughtX" instead of "Bought").
--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup
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