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: 430 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

  • 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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