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Posted by Oilcan on January 24, 2008, 9:08 pm
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I suspect that as it is an investment account you are trying to create a
partial entry (you are not entering the number of units purchased).
> Ooops
> Now I have the fund created, with your help. But when I go to a previous
> paycheck entry and change the account that my 401K money goes to, I get
> this error message:
>
> Cannot record transfer. You do not have a position in the destination
> account.
>
> What does this mean?
>
>> You do not need a ticker - just a name.
>>
>> Transfer Cash in is correct. When you Buy, you just choose Buy and that
>> will reduce the amount of the Cash Balance. These are two transactions -
>> even though you might think of them as one.
>>> Running Windows XP Pro
>>> Quicken 2008 Home & Business
>>>
>>> I created a new account to handle my wife's new 401K plan, that we were
>>> forced to transfer in to at the beginning of the year (sound familiar).
>>> I created the account and thought all was good until a few paychecks
>>> have transferred in. The "Action" is "XIn instead of what I'm use to
>>> seeing... "BoughtX". So I looked into this further since I really need
>>> the BoughtX as the correct type. This will allow me to track the
>>> transfers with an associated price per share.
>>>
>>> So I tried to create another account and found that I have to tag the
>>> 401K as a specific Mutual Fund (or stock). Now comes the confusion. To
>>> create this, you must know the Ticker. This fund does not have a Ticker
>>> because it not really a Mutual Fund but a Fund that keeps track of
>>> Units. Hope this makes sense. So I'm caught in a "Catch 22". How do I
>>> get around this Ticker issue so that I can create the account as a
>>> single Mutual Fund... even though my fund is really not that type? If I
>>> can get around this issue, I believe I can track each weeks transfer
>>> with the appropriate "Units per Share".
>>>
>>>
>>
>
>
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