Transferring stocks to new account
Badger51
Member ✭✭✭
I am trying to transfer stocks from one account to another. I have selected the security symbol, which Quicken recognizes. When I take the next step, I get the following error:
"Please select a security whose currency matches the currency of your account".
The security, as well as the old account and the new account, is USD based.
Any ideas?
TIA
"Please select a security whose currency matches the currency of your account".
The security, as well as the old account and the new account, is USD based.
Any ideas?
TIA
0
Best Answer
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Because you are not using multiple currencies, under Edit / Preferences / Calendar and Currency, you should have "Multicurrency Support" NOT checked. if it is checked. uncheck it. Maybe that will clear your issue.0
Answers
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Caveat -- I do not operate my Quicken file with multiple currencies. Take what I offer with a grain of salt.
Things I would look at and try:- If I possibly had similarly named securities in different currencies, I'd make sure I was picking the right one. I might rename the two distinctly in the first few characters just in case Quicken might be more confused than me.
- I would try the transfer back to the same account. Is the destination account the issue for the program?
- I would buy or add a share of the security to the destination account. (Same purpose as above -- what does Quicken really think the problem is?)
- I might try a transfer of a different security in the same direction or in the opposite direction.
- Transfers are really just Removes and Adds. If the third point (above) worked, I might see about taking a fully manual approach.
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Thanks for the ideas....will give a try....
To clarify, nothing in my Quicken files is multiple currency...wasn't even aware that was an option.
I may just cancel the prior account, wasn't up to date on purchases and sells and start anew in the new account.
thanks again0 -
Because you are not using multiple currencies, under Edit / Preferences / Calendar and Currency, you should have "Multicurrency Support" NOT checked. if it is checked. uncheck it. Maybe that will clear your issue.0