Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Windows
New to Quicken/Getting Started (Windows)
Investment Account with both USA and Canadian Stocks
darrenirvine
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?
Find more posts tagged with
Accepted answers
NotACPA
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.
All comments
NotACPA
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.
darrenirvine
Thank you for help, really appreciate it!! - Cheers
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
