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Strategies & Market Trends : Quicken - Problems and Answers.... -- Ignore unavailable to you. Want to Upgrade?

To: Mark Fleming who wrote (1168)	10/16/2007 2:58:15 PM
From: Dale Baker	Respond to of 1539

You should be able to edit the security, change the symbol and change the fund name if you like to reflect the new Group/Class. Don't enter a "transaction" at all. Quicken will ask you if you want to copy all the old prices to the new symbol and name, say yes and it's all done. That works if all the shares in that fund are being changed. If it's only some of the shares, I would change your initial buy transaction, reduce the shares there by the number being changed then set up a new buy in the new fund class with the old date and price to capture the right cost basis.

To: Mark Fleming who wrote (1168)	10/16/2007 3:52:47 PM
From: Sultan	Read Replies (1) \| Respond to of 1539

Here is what I have always done.. 1.. Edit the Old stock symbol and name and change it to a new symbol and name.. When Quicken ask if you want to merge the historical transactions to new symbol and name, you click yes.. 2.. If you are getting fewer or more shares in exchange for your old shares, there is a transaction type that will allow you too register that.. You have a choice I think of either showing it as a split (reverse or forward) if it is clean cut or you can show xxxx new shares for xxxx old shares.. Quicken will adjust your cost base accordingly based on the ratio..

To: Mark Fleming who wrote (1168)	10/17/2007 1:12:37 AM
From: peter michaelson	Read Replies (1) \| Respond to of 1539

Mark: I bought and installed Q08 on Sunday in order to see if the slowness was addressed. It was not. I have gone back to Quicken 02, which is snappy fast. Plus, with Q02 I can interchange data easily when necessary using QIF format. This ability was eliminated with Q04, I believe, insofar as brokerage accounts are concerned. I believe Quicken addresses the needs of the vast majority of the public. Active traders are a small market, whose needs are ignored. Still, I have yet to find a suitable replacement. peter P.S. I was able to have both 08 and 02 installed on one computer simultaneously.