Same security, different names

Mar 01, 2006 1 Replies

I am using Quicken XG 2006.



My husband is buying shares in a company that I have already own shares in. Quicken insists on naming the stock as one of mine, rather than the individualized name I prefer for his investments. I have used the same ticker symbol for the stocks. My naming system is like this:



B.Telus (for mine) R.Telus (for my husband)



When I enter his purchase, I have created a new security and named it R. Telus. But as soon as I press Enter to complete the transaction, the name of the security reverts to B.Telus.



I've worked around this by slightly differing the ticker symbol, which means I have to individually enter prices in my portfolio list.



These problems seem to have arisen after my upgrade from Quicken 2000 to Quicken XG 2006. Is there something obvious that I have missed?



Thanks for any ideas Bev


OK - I just tried this again - assigning the ticker symbol to my husband's stock purchase - and it worked properly!! I don't understand at all, but I'm grateful that things are in order again. Guess I must have needed to air my frustration!!!

Bev

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