Investment Account with both USA and Canadian Stocks

Hello, I am brand new and trying to set up a brokerage account that is in Canadian funds but has both US and Canadian stocks. I can not get Quicken to balance. Any suggestions?

Best Answer

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Answer ✓
    In  Q, an account can only have a single currency associated with it.  SO, you'll need 2 accounts in Q for your investment holdings.  One in CAD and one in USD
    I'm assuming here that the US stocks were bought with USD.  If that's incorrect, please let me know.
    And, please further explain  your "can not get Quicken to balance" comment.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Answer ✓
    In  Q, an account can only have a single currency associated with it.  SO, you'll need 2 accounts in Q for your investment holdings.  One in CAD and one in USD
    I'm assuming here that the US stocks were bought with USD.  If that's incorrect, please let me know.
    And, please further explain  your "can not get Quicken to balance" comment.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • darrenirvine
    darrenirvine Member
    Thank you for help, really appreciate it!! - Cheers