How to create investment account in CA but with fund invested in US (in Canadian $ mutual fund).

Miguel
Miguel Quicken Canada Other Member ✭✭
in All Things Canadian (Windows)
The holding is is C$, but inside some investment were in USD$ in canadian stocks.

Best Answer

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    You can only have one currency per account/security.  And any given account can only hold securities that have the same currency.  If you are funding it with USD that either has to be a transfer from a USD account or manually entered converting the amount to CAD at the time of purchase in the CAD account.

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Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    You can only have one currency per account/security.  And any given account can only hold securities that have the same currency.  If you are funding it with USD that either has to be a transfer from a USD account or manually entered converting the amount to CAD at the time of purchase in the CAD account.

    Signature:
    This is my website (ImportQIF is free to use):

    http://www.quicknperlwiz.com/

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    @Miguel  Stated differently, you need 2 investment accounts ... one in CAD and the other in USD.  No single account in
    Q, of any type, can hold more than 1 currency.

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

  • Miguel
    Miguel Quicken Canada Other Member ✭✭
    Hi. Thank.
    I hope Quicken incorporates a truly multicurrency feature.
    .
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