SoldX ?
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From: Jeff on 5 Dec 2009 14:35 When a bond matures, the transaction downloads from my FI as a "SoldX" in the action column. What does SoldX mean? When I try to enter a new transaction I can find no option to use SoldX. Jeff
From: Margaret on 5 Dec 2009 15:03 Jeff(a)couldbeinvalid.com wrote: > When a bond matures, the transaction downloads from my FI as a "SoldX" in > the action column. What does SoldX mean? > > When I try to enter a new transaction I can find no option to use SoldX. It means you sold a security and transferred the funds to another account. Only "Sold" appears in the list of actions. If you're manually editing a transaction, you also enter an account to receive the funds. That's what makes it "SoldX." Regards, Margaret
From: R. C. White on 5 Dec 2009 15:04 Hi, Jeff. <Jeff(a)couldbeinvalid.com> wrote in message news:KBySm.51943$X01.16002(a)newsfe07.iad... > When a bond matures, the transaction downloads from my FI as a "SoldX" in > the action column. What does SoldX mean? > > When I try to enter a new transaction I can find no option to use SoldX. > > Jeff That means the FI didn't keep your cash proceeds in that account, but sent the money to you or your bank or other agent. Quicken no longer (since about 2004(?) uses the "SoldX" term; the function is now in Enter Transactions | Sell - Shares Sold. In the "Record Proceeds?" box in the lower left, clear the "To this account's cash balance" radio button by clicking "To:" and selecting your Checking Account or other appropriate destination from the drop-down box. RC -- R. C. White, CPA San Marcos, TX (Retired. No longer licensed to practice public accounting.) rc(a)grandecom.net Microsoft Windows MVP (Using Quicken Deluxe 2010 and Windows Live Mail in Win7 x64)
From: TomYoung on 5 Dec 2009 16:13 On Dec 5, 12:04 pm, "R. C. White" <r...(a)grandecom.net> wrote: > > Quicken no longer (since about 2004(?) uses the "SoldX" term; the function > is now in Enter Transactions | Sell - Shares Sold. In the "Record > Proceeds?" box in the lower left, clear the "To this account's cash balance" > radio button by clicking "To:" and selecting your Checking Account or other > appropriate destination from the drop-down box. My 2007Q Deluxe still uses the term "SoldX" in the register for such a transaction entered in the fashion you describe. If you don't use the "Enter Transaction" button but instead record the transaction directly in the register, SoldX shows up as one of the available actions. Tom Young
From: Jeff on 5 Dec 2009 16:31
"TomYoung" <sombodee(a)gmail.com> wrote in message news:45c26684-b1f2-4363-93f3-bd750c57915a(a)h40g2000prf.googlegroups.com... On Dec 5, 12:04 pm, "R. C. White" <r...(a)grandecom.net> wrote: > > Quicken no longer (since about 2004(?) uses the "SoldX" term; the function > is now in Enter Transactions | Sell - Shares Sold. In the "Record > Proceeds?" box in the lower left, clear the "To this account's cash > balance" > radio button by clicking "To:" and selecting your Checking Account or > other > appropriate destination from the drop-down box. My 2007Q Deluxe still uses the term "SoldX" in the register for such a transaction entered in the fashion you describe. If you don't use the "Enter Transaction" button but instead record the transaction directly in the register, SoldX shows up as one of the available actions. Tom Young That's what I see in 2009 downloaded transaction in my Quicken Deluxe 2008. It was not in the help and so I wondered. Jeff |