How to add a security in Q2006 deluxe

I had an IRA fund that consisted of a single mutual fund. At one point my investment dude sold them all off and bought two different securities. I created a new account with these two securities, and zero'ed out the original with sales transactions to the new account. IN the new account, I established two securities with no recollection of how I did it.

What I'd like to do, is create the two new securities within the original IRA account and not have to create a new one, but I can't figure out how.

Ideas?

Reply to
usafjayhawk
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Sometimes the wording of a problem can get in the way of the answer.

"Creating" or "adding" securities securities in Quicken is basically done via the Security List. Once you "create" a new security in Quicken ("add" a security to the Quicken Security List), that security is available to be "acquired" in any Quicken account ... and it's not limited to a single account; you can "hold" shares of the same security in multiple Quicken accounts.

Since you already "acquired" those two new securities in one Quicken account; you have, by necessity, already added them to your Quicken Security List.

The only thing you need to do now is to "acquire" them in whatever Quicken account you choose (and probably "remove" them from any Quicken account where you do not want to hold them ... or delete that entire account, if that better reflects your reality.)

To "acquire" a security in a Quicken account, you can use a "Buy" transaction, a "Shares Added" transaction, or a "Shares transferred between accounts" transaction (plus a few others, probably not pertinent). If you sold shares in one security and bought shares in two different securities, you want to enter those same transactions in Quicken. If those transactions occurred in the same real-world account, you should enter them in the same Quicken account. If you do that, the cash generated by the Sell transaction will be used to cover the cost of the Buy transactions.

Reply to
John Pollard

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