Quicken 2004-Tracking


R

RLutz1357

Is there a way to enter the same mutual fund in two different accounts in the
same Quicken portfolio and track the history of each? I want to enter the same
fund in our joint account and also in my IRA account which are located in the
same Quicken porfolio. When I do this and use a slightly modified name, for
identification, it is not entered in the Security List as a new security. The
history items are combined in the first account. I assume that the problem is
that the tracking is done with the same symbol. I was able to do this in the
previous Quicken versions. Thanks for any help.
Ralph Lutz
(e-mail address removed)
 
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M

Mike B

RLutz1357 said:
Is there a way to enter the same mutual fund in two different
accounts in the same Quicken portfolio and track the history of each?
I want to enter the same fund in our joint account and also in my IRA
account which are located in the same Quicken porfolio. When I do
this and use a slightly modified name, for identification, it is not
entered in the Security List as a new security. The history items are
combined in the first account. I assume that the problem is that the
tracking is done with the same symbol. I was able to do this in the
previous Quicken versions. Thanks for any help.
You don't mention which release of Quicken you have - that might have been
helpful.

I have Q2004 and have the same securities (stock and mutual fund) in
different accounts. I use the exact same name for the security in each
account. Try that.
 
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J

John Pollard

Mike said:
You don't mention which release of Quicken you have - that
might have been helpful.

I have Q2004 and have the same securities (stock and mutual
fund) in different accounts. I use the exact same name for the
security in each account. Try that.
I agree, you should not attempt to treat the same security as
having two different names. It is not necessary to do so in
order to track its behavior in different investment accounts
(you can always select the account you want to see data for, or
sort the display/report by account), and doing so will make it
more difficult to see how your total holdings for the security
are doing.
 

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