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Posted by Jeff on July 11, 2006, 7:38 pm
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>
> Jeff wrote:
>> >
>> > Jeff wrote:
>> >> Quicken's "Add shares" allows you to add shares without affecting the
>> >> cash
>> >> balance, but it does have places to record share prices. I use it to
>> >> satisfy placeholders where I had not entered 2-3 year old entries.
>> >> That
>> >> works fine.
>> >>
>> >> The reverse, "Remove shares" (to record old sales without affecting
>> >> the
>> >> cash
>> >> balance) however lacks fields to record the price sold and cash
>> >> received.
>> >> I've been using the memo field for that but is there a more
>> >> satisfactory
>> >> way
>> >> to record this?
>> >>
>> >> Jeff
>> >
>> > Have you considered simply entering Buy/Sell transactions and then
>> > adjust the cash balance when your done?
>>
>> That is what I ended up doing. I just wondered if there was a way to do
>> it
>> without having to make cash adjustments. It is possible to do it without
>> affecting the cash balance using "Add shares", but not in "Remove shares"
>> if
>> you wish to enter the share prices.
>>
>> As I said, I ended up using the Sell transaction and then adjusting the
>> final cash balance.
>>
>> Jeff
>
> I'll second John P's idea - it essentially combines a Buy [or Sell] and
> a cash adjustment into one transaction. Choose 'Use cash for this
> transaction - From' and scroll to find the name of the account you are
> working in. The cash appears [or disappears] in the same fashion as a
> cash adjustment.
Now that is cool. Thanks.
Jeff
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