Mutual Fund Conversion help instruction

Unknown Member
edited October 2018 in Investing (Windows)
I think the "?" help instruction for mutual fund conversion may be incorrect.  
Instruction 4 third item. says: "Share in new fund per held share - enter the number of new share class shares received for each original share class share. ..." 
This result in incorrect conversion.  I believe the correct instruction should read: "Total number of new fund shares - enter the total number of new fund shares received for the total number of original class imageshares..."


  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    edited May 2018
    That is the same way my QW2017 reads.  I agree with your assessment.  The entered value should be total number of shares received in the conversion.  From that Quicken computes the share ratio to use for each converted lot.  

    Thanks for your post.
  • Quicken Sarah
    Quicken Sarah Alumni ✭✭✭✭
    edited July 2018
    Hello Frederick Wilmar,

    Thank you for taking the time to post this issue.  I also see this wording in the QW2018 versions and have submitted a request for the content to be edited and corrected.

    Thank you again,

This discussion has been closed.