when dealing with bond companies (e.g Eaton) they provide a bond tracking number (symbol) - Q should add this to the memo field as an aid to reconciliation.
q R63.21 this is known issue - why so difficult to fix?
@leonard kearney Are those bond tracking number symbols not used as the Security in Quicken?
The fundamental question regarding downloading is: what data is Eaton providing in its downloads to Quicken. Quicken can't put something in the Memo field if it doesn't exist in the data download. You might be able to determine what it is and isn't providing if Eaton offers a way to download a QFX (or OFX) data file. If so, download a file, and drag it to TextEdit to open it in a text editor. The QFX file isn't reader-friendly, but you can figure out what's going on enough to see if those bond tracking numbers are being included, and if so, ow they are labeled. (For instance if a line showed something like <MEMO>"0123456789"</MEMO>, it would show up in the Quicken Memo field, which you're saying isn't happening. But is the number there, labeled as something else?)
Hello All,
This Idea seems to have stalled, and we would like to gauge the current interest in this request. Please vote if you have not done so already!
Thank you!
would be helpful to know where do i vote?
Hi @leonard kearney, Thanks for your reply.
If you'd like to support this idea, you can vote for it by clicking the up arrow shown below.
Hi Carlos- this is just an image. ??
Click on the arrow in the first post up top. Although since you originally suggested this idea you may have automatically voted for it, in which case you don’t need to do anything. If you do click on the arrow, make sure the vote count goes up, not down; if it does go down click again to re-vote for it.
Also, you mentioned R63 above, are you using Quicken Windows?
What the OP mistakenly refers to as both the "bond number" (which typically means the serial number) and as the "symbol", is actually the CUSIP … and it's available in the Security List of QWin.
Also, as written, I'd oppose this idea. I'd support, however, and Idea to make the CUSIP optionally visible in the Investment list.
I'd also ask @leonard kearney if he has, for example, so many Alphabet Inc bonds that he can't tell them apart from the g
