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Subject Author Date
proceeds transaction problem Struggling 01-10-2007
Posted by Struggling on January 10, 2007, 5:48 pm
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Hi!

I have encountered a problem that I am not sure what to do with in
terms of correction or prevention. In the course of downloading data
from my brokerage institution I accept trades that have the sale
proceeds transferred to a linked checking account. This has worked
well for some time. However, in 2006 I encountered about a dozen or so
transactions that no transfer took place. In the securities account
view of the Investing Center the involved transactions show "Sold"
instead of the typical "SoldX". I have tried deleting and re-entering
the transaction but it does not work most of the time in that the same
problem reappears with the re-entered transaction. Although there is a
check box on the edit transaction view that indicates I could change
the destination of the funds, Quicken does not allow me to change the
option.

Any thoughts on what the heck I am doing wrong or how to correct the
situation? By the way, I have Quicken 2006 Premier with the most
recent release.

Thanks a bunch.

Struggling



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