2001 Deluxe question Action question


L

Linda R Santoro

As stated, I have the 2001 edition. I have been trying to manually
record the information from my Treasury Direct statement.
We invested $XX some years ago which recently matured and we did an
automatic reinvestment. There was a return of $yy as the investment in
question did not use all of the $XX.
Is this a return of capital? It shows on the statement as a Refund
Payment but there is no listing, as such, in the Action column. It is
actually an automatic deposit into our banking account and in the past I
have not listed it in my TD account.
Thank you.
Linda S
 
F

Fred Smith

You say "in the past I have not listed it in my TD account". So, in Quicken,
you are not tracking exactly what's in the TD account, right?

If so, you have two choices:
1. Go back and enter the historical transactions to bring your Quicken and
TD account in sync.
2. Ignore the old transactions, and simply record the new investment, using
ShrsIn.

Fred.
 
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L

Linda R Santoro

Fred said:
You say "in the past I have not listed it in my TD account". So, in Quicken,
you are not tracking exactly what's in the TD account, right?

If so, you have two choices:
1. Go back and enter the historical transactions to bring your Quicken and
TD account in sync.
2. Ignore the old transactions, and simply record the new investment, using
ShrsIn.

Fred.
Hi Fred,
I think I would have to do some interest in and then transfer or
something. I don't want to link it to my checking account. Probably
should have done so in the beginning as that is where the money came
from and went to. However, did not know what I was doing xx years ago or
so and don't want to mess everything up by doing what I should have been
doing all along.
Thought about it overnight and think I will just continue as I have
been. Not really satisfactory but I can sleep at night!
Linda S
 

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