Stock transaction download configuration

I do a lot of stock transactions and download them every day using Quicken Home and Business 2007 into two separate Quicken files.

The first file I've used for more than a decade. For this file, when a new stock symbol shows up on my downloaded transactions, Quicken asks me if it is one already in my list. I can choose one that's already there or let it add the symbol as a new one. This file was originally Quicken Premier. I recently upgraded to Home and Business.

But...in the new 2nd file I created for a business, the download just merrily adds new symbols and descriptions without asking me. How do I configure this so it asks?

Appreciate any guidance.

Thanks Hal

Reply to
Hal Mann
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There is no such "configuation".

And if this is not the very first download to the new account, I know of nothing you can do. If it is the first download, that should be the only download that will act that way.

But if this is the first download to a New Quicken file, I'm not clear on what the actual problem is - it sounds like you had no securities in your Security List when you initiated the download ... so having Quicken add the securities automatically shouldn't be a problem ... and there would have been nothing for Quicken to ask you about since all the securities had to be new.

Reply to
John Pollard

Hi John,

This isn't the first download to the new file. I download transactions every day from my brokerage account. Invariably I have new stocks that I traded during the prior day. If it doesn't find a match, it just adds the new ones. In my other quicken file, it always asks me whenever there is a new stock. I can't figure out why downloads from the same broker to two separate quicken files act differently.

A puzzlement?

Hal

Reply to
Hal Mann

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