Here's the deal. I recently opened up some accounts at Vanguard Investments. This is non-retirement stuff though I do have an IRA there too. So the way many investment companies handle thing is by using multiple accounts just to complicate life and there's an "individual" account and a "brokerage" account. The way things are supposed to work is when you wish to purchase some stocks shares in a money market fund are liquefied to cover amount of money you'll need to purchase those shares of stock. But the money market fund that holds the money before it's liquefied is in the individual account and the stocks are purchased in the brokerage account.
Now online downloading of things like investment transactions is *supposed* (I use that term loosely here) help, not hurt, the end user, making entering of such transactions more effortless and hopefully more accurate.
What's supposed to happen here from a Quicken perspective (IOW what you would have done had you had to enter the transactions yourself) is to sell the money market shares and transfer the amount from the individual account to the brokerage account and then purchase shares of the stock in question in the brokerage account. You would choose the best transaction type for this which would be a SoldX. This transaction type does exactly what you want, sells shares of the money market account while transferring it to the brokerage account in one transaction. But does a SoldX transaction download from Vanguard? No it doesn't. Instead only a Sold transaction is downloaded and you are left to clean up the mess by transferring the cash to the brokerage account and entering the appropriate Bought transaction(s).
So much for online investment transactions making your life easier! :-(
Andrew DeFaria <http://defaria.com
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