How to get Mutual Fund conversion to work
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WMJ
Member ✭✭
I fill out he mutual fund conversion transaction but get message "no shares available...."
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Best Answer
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If the account is a single mutual fund account, open the account, press Ctrl + Shift + E, choose No for Single mutual fund account, and select OK.
Otherwise, if there aren't any hidden placeholders transactions, you may want to review: https://www.quicken.com/support/recalculate-investment-register
If the issue persists, consider: https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows5
Answers
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No shares available for the acquired security should mean there are no shares of TD Resource held on the transaction date. If you haven't already, you may want to review: https://community.quicken.com/discussion/7267839/quicken-faq-managing-placeholder-entries-in-quicken-for-windows0
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"should mean there are no shares of TD Resource held on the transaction date." -- in that Quicken Account (zTD Waterhouse RIFF-465).0
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In my case, the shares are in the same account at the same transaction date0
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If the account is a single mutual fund account, open the account, press Ctrl + Shift + E, choose No for Single mutual fund account, and select OK.
Otherwise, if there aren't any hidden placeholders transactions, you may want to review: https://www.quicken.com/support/recalculate-investment-register
If the issue persists, consider: https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows5 -
thanks for your help0
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