Same security, different names


B

Bev Gray

I am using Quicken XG 2006.

My husband is buying shares in a company that I have already own shares
in. Quicken insists on naming the stock as one of mine, rather than the
individualized name I prefer for his investments. I have used the same
ticker symbol for the stocks. My naming system is like this:

B.Telus (for mine)
R.Telus (for my husband)

When I enter his purchase, I have created a new security and named it R.
Telus. But as soon as I press Enter to complete the transaction, the
name of the security reverts to B.Telus.

I've worked around this by slightly differing the ticker symbol, which
means I have to individually enter prices in my portfolio list.

These problems seem to have arisen after my upgrade from Quicken 2000 to
Quicken XG 2006. Is there something obvious that I have missed?

Thanks for any ideas
Bev
 
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B

Bev Gray

Bev said:
I am using Quicken XG 2006.

My husband is buying shares in a company that I have already own shares
in. Quicken insists on naming the stock as one of mine, rather than the
individualized name I prefer for his investments. I have used the same
ticker symbol for the stocks. My naming system is like this:

B.Telus (for mine)
R.Telus (for my husband)

When I enter his purchase, I have created a new security and named it R.
Telus. But as soon as I press Enter to complete the transaction, the
name of the security reverts to B.Telus.

I've worked around this by slightly differing the ticker symbol, which
means I have to individually enter prices in my portfolio list.

These problems seem to have arisen after my upgrade from Quicken 2000 to
Quicken XG 2006. Is there something obvious that I have missed?

Thanks for any ideas
Bev
OK - I just tried this again - assigning the ticker symbol to my
husband's stock purchase - and it worked properly!! I don't understand
at all, but I'm grateful that things are in order again. Guess I must
have needed to air my frustration!!!

Bev
 

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