Buy shares UK Q2004 R2????

Please excuse my frustration.

I am trying to enter some bought shares for an investment account.

The help states enter the appropriate account and then choose enter transaction. This appears to work similiar to Q98 with buy a share except it only shows the share that I already have in the account, the share name is disabled and I cannot find any way to enable it to change to the share I want. I have some of these shares in another account.

Can anyone please help????

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Reply to
GasMan
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Update:

My other accounts allow me to change the share name, presumably due to the fact that they have more than one share in them. The offending account only has the one share and that is the one that is presented to me each time.

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Reply to
GasMan

In US versions, there is an account type of "Single Mutual Fund" that only allows one to have one security in it. This problem of yours sounds like you might have a similar account type.

Reply to
Mike B

OK, tried buying the shares in the security in one of the accounts that allows me to select the required security, and then transferred it ot the required account.

Now when I try and buy more shares >Update:

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Reply to
GasMan

Thank you Mike,

Please see my last post as well as this one.

The Account is of type Invest and Location is Investing: Tax Free Savings Plan.

I believe that the UK and US versions are very different.

In Q98 we had linked cash accounts for investment accounts. When importing the Q98 data into 2004, it offered to merge them, but then failed each time, so I left as is, and how I am used to using Quicken.

I thought that might be causing the problem despite the other investement account seemingly working ok. In the help it states.

Add a linked current account to an existing investment account

1 Choose Tools menu > Accounts List. ( 2 Select the investment account to which you'd like to add a linked current account, and then click Edit. Quicken opens the Account Details dialogue. 3 If necessary, click the General Information tab. 4 For the Show cash in a current account option, select Yes. 5 You will be prompted to back up your Quicken file. After the backup is completed, Quicken creates the linked current account with the same name as your investment account, plus the suffix Cash. 6 Click OK to close the Account Details dialogue and save your changes. Quicken converts all transactions in the investment account to their transfer equivalents. For example, Buy transactions are converted to BuyX transactions, Sell transactions are converted to SellX transactions, and so on.

Sadly when you follow these instructions there is no item for step 4. :-((((((

I am certa>> Update:

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Reply to
GasMan

I'm not sure whether the UK version works the same as the US version, but what you are describing (despite the confusing use of the term "share"), sounds like what I would see if I had a Single Mutual Fund account in Quicken. As its name implies, such an account can hold only one security; but if I had such an account and wanted to hold more than one security in the account, I would go to the Summary tab and click on the word "yes" beside the Single Mutual Fund descriptor in the Account Attributes.

I also believe that I have read of a few people who have had your experience when the account was not a Single Mutual Fund account; I think these people usually had the experience following conversion from an earlier version of Quicken. I do not recall offhand, any easy solution for the problem caused (apparently) by conversion. Create a new account and export/import using QIF is the only option I can think of. Perhaps someone else has some better advice.

Reply to
John Pollard

Thank you John,

There is definitely something amiss with that account. When looking at the other investment accounts I do get the 'Show Cash option'

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Reply to
GasMan

Transferring appeared to work, but then I did notice that particular account in questions was set to Unit Trust. I set it to Stocks and Shares and now it behaves normally.

Thanks for your help and patience.

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Reply to
GasMan

That would appear to be the case Mike.

I'm leav>> Update:

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Reply to
GasMan

On going back into Q98 on Edit Account one can see the option 'Account contains a Single Unit Trust' and one can clear the checkbox.

That >Thank you John,

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Reply to
GasMan

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