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Strategies & Market Trends : Quicken - Problems and Answers....
INTU 648.75-0.7%Nov 7 9:30 AM EST

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To: stock bull who wrote (1209)12/30/2007 11:36:56 PM
From: Investor2  Read Replies (2) of 1539
 
Go to an account in Quicken and click on the summary tab. The first column says "name". That's what I'm referring to.

For instance, I have an account set up containing a single fund, "Vanguard GNMA". I have been reinvesting the dividends for years, so I have made a reinvestment purchase each month. After importing the old Quicken data file (from Quicken 2004 or 2005, I forget which) into Quicken 2007, I ended up with about half of the purchase showing up as "Vanguard GNMA" and about half of the purchases showing up as "SEC_1 Vanguard GNMA." It looks like it is two different securities in the same account, when it is actually only one.

Best wishes,

I2
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