Private Company Shares

[G Cantlon]

How do you create an investment transaction in Quicken 2005 XG for shares in
a privately held corporation? Most of the options i try to select for
purchasing shares or employee share options try to look up a symbol from a
publicly held company.

Thanks,
Greg

 

[Fred Smith]

You don't need to enter a symbol. Just do the buy normally and create the
security with no symbol. Quicken will happily process it.

 

[Hank Arnold]

Or provide a phony symbol....

 

[pyotr filipivich]

Or provide a phony symbol....

"Back in the day" I was tracking a number of things in Quicken, which
didn't have stock symbols (What is the "symbol" or was, for the Spanish
Peseta? The German Mark? Kuggerrands?) Had to make sure that it wasn't
looking for Stifel Financial Corp when I meant Swiss francs (SF)
Still works that way


pyotr

 

[pyotr filipivich]

How do you create an investment transaction in Quicken 2005 XG for shares in
a privately held corporation? Most of the options i try to select for
purchasing shares or employee share options try to look up a symbol from a
publicly held company.

Just create a symbol. Quicken won't be able to find any information
about it, and will complain about it, but "tough noogies".

tschus
pyotr