Hi, Roy.
(First: Please check the box in OE6 (Tools | Options... | Send, check Include message in reply). That way, your posts won't be just disembodied messages with no context - and we won't have to flip back and forth to follow the thread.)
What is a "sale of one security for another security"? I THINK you mean the sale of one security, followed by the purchase of a different security, using the cash generated by the sale. In other words, TWO transactions.
I'm pretty sure your answer has already been given at least twice in this thread. Go back and read the posts by Margaret Wilson, Mike L and Charlie K. (Charlie, would you also please Include message in reply.)
SellX does not exist in the 2005 version of Quicken. Well, the function remains, but the terminology is gone. To record what Quicken used to call SellX, we now click the specific Investment Account involved, then click Enter Transactions. From the drop-down menu, select Sell - Shares Sold. Now take a GOOD look at this screen, Roy. In addition to the boxes that you expect to see for a sale, in the lower left are a pair of "radio buttons" (Windows-speak for a set of buttons of which only one at a time may be selected, just like your car radio: when you push the button for one station, all others are "unpushed").
In this pair of buttons, the first choice is "To this account's cash balance". If you click this button, the cash generated by your sale will remain in this brokerage or mutual fund account, increasing the cash balance of this account. The second choice has simply the word "To:" and a box with a drop-down arrow. Click the To button, and then the arrow, to see a list of accounts (probably all bank accounts) to which you can transfer the sales proceeds.
So, if you sell 100 shares of Fund A in your Schwab account for $500 and transfer the cash out to your checking account in Chase, you would record the sale in this screen, checking To and choosing Chase as the destination. (This is SellX - without using the term, "SellX".)
But if you use that $500 to buy 200 shares of Fund B, still in the Schwab account, you would click "this account", rather than "To", and click Enter/Done. The $500 would stay in your Schwab account's cash balance. Then you would click Enter Transactions again and choose Buy - Shares Bought. Enter your purchase of Fund B and look again at the lower left area of this Buy window. Here your choices are "From this account's cash balance" or "From:", with a drop-down box where you could select Chase (or whatever) if this were what used to be called a BuyX transaction. In this same-account pair of transactions, you would click the "this account" button and the Enter/Done. Net result of the two transactions: your Fund A shares are gone, your Cash balance in Schwab is unchanged, and you now have 200 shares of Fund B with a cost of $500.
RC