Multiple investment accounts - duplicate stocks?

I have Quicken XG 2006(Canada).

I have three separate brokerage accounts - one for personal investing, one for RRSP and one for my spousal RRSP. I used to be able to separate my stocks for each account with an individualized name, although I kept the standard ticker symbol for downloading quotes.

e.g. B.BCE (my investment account) B.R.BCE (my RRSP account) B.S.BCE (my spousal RRSP account) - ticker symbol is bce-t for all three holdings

I did it this way so I could compare and contrast each account and its holdings in my Portfolio View.

All of a sudden (several months ago), Quicken stopped allowing me to do this. Now I have to have the same name for all the stock holdings. Quicken does separate them out in the various account summary screens, but I REALLY like to see the separation in my portfolio view as well.

Any suggestions?

Thanks - Bev

Reply to
Bev Gray
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Well, I figured it out myself (finally!!). All I had to do was change the "Groups" in my Portfolio setting, and everything gets separated out properly.

Reply to
Bev Gray

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