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

Suresh43

How to keep them separate?

Alexis McKeown

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

Suresh43

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

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