In my investment accounts I have mixed currency securities, I need securities to have currency ident

SantoD
SantoD Quicken Mac Subscription Member ✭✭
edited May 2022 in All Things Canadian (Mac)
I would like the ability for Securities to have a Currency definition , this is because I have Investment accounts that have securities which I own in different currencies. With Auto-update on Security trade values I have to manually override the security value in $Canadian currency so that my investment account present value is properly reported.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Q can ONLY have a single currency in any account, including investment accounts.
    SO, if you have securities that are denominated in X currencies, you need X investment accounts.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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