One security in two accounts Transactions get mixed up or shows in only one account

Suresh43
Suresh43 Member Posts: 3 Novice Member Novice Member
in Personal Plus and Home & Business

How to keep them separate?

Answers

  • Alexis McKeown
    Alexis McKeown Reckon Staff Posts: 596 Reckon Staff Reckon Staff

    Dear @Suresh43 ,

    Could you clarify a bit more what's occurring with your Securities and Transactions?

    Transactions should only appear under one account by default.

    Kind regards,

    Alexander McKeown

    Reckon Senior Technical Support

    Alexis McKeown

    Reckon Senior Technical Support
    Working hard since 2018
  • Suresh43
    Suresh43 Member Posts: 3 Novice Member Novice Member

    I have 1000 shares in Westpac in name of one of my family trust company Sh Nom and 1500 shares in Super accounṭ When I enter them in Quicken personal they show either in Sh Nom or Super fund or does not show . Similarly when I enter the dividend income only one shows up other does not . If I enter the Sh Nom first it shows in Sh Nom transaction but with name of Super account . I am taking all the care when entering them but an not control where it goes . When I open the Super account and click on the Westpac it shows total shares of the two accounts .

  • Suresh43
    Suresh43 Member Posts: 3 Novice Member Novice Member

    Thanks Alexander McKeown,

    I explained it as much as I can, when I enter the dividend in Sh Nom it does not show in Sh Nom but may show in Superfund ac or vice versa.

    Suresh

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