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Extra Bits

Add Transactions (Win) p. 134

  • You’ll find explanations of the more exotic investment actions found in the Enter transaction pop-up menu, such as short selling, in the Quicken User Guide.

  • The column at the right edge of a single mutual fund account register and a portfolio account register differs. In a portfolio account, the column shows the running Cash Balance in the account. Mutual fund accounts don’t have cash balances, so the column is called Share Balance, and shows a running total of the accumulated shares in the account.


Add Transactions (Mac) p. 136

  • When you’re selling a security, if you leave the Destination of Funds field blank, Quicken credits the proceeds of the sale to the Portfolio account, which increases the cash balance in the account. This doesn’t work for single mutual fund accounts, because such accounts can’t have a cash balance.

  • The number of investment transactions available in a mutual fund account is smaller than the transactions available in a portfolio account, because a portfolio account provides a wider array of investment options. For example, you can short sell a security in a portfolio account, but you can’t short sell a mutual fund.



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