<docdec1[at]juno.com> wrote in message
news:e9044cb1-86d6-40d4-bb0a-45388ca66c86[at]d4g2000prg.googlegroups.com...

- quote -

Unless I'm misunderstanding your application of it, the same
information is readily displayed in the same register in which you
view your naming convention. Conversion of that data could be
laborious, though, and adaptation to any new methodology is not
painless.
--
Chris Cowles
Gainesville, FL

On Jan 21, 7:04*pm, "Chris Cowles" <spam_mag...[at]remove-me-
bellsouth.net> wrote:
- quote -

Chris,

My securities naming convention is very simple. i.e. for quick review
when bringing up an account.

"ABC 1 Dec 07 (500)"

Stock Symbol = ABC
Date of purchase = 12/7/07
# of shares bought = 500

In this format I can quickly see a summary of my accts and the
securities within each. Do I want to hold on to the security to avoid
'short term' gains or keep it longer, for example.

Everyone has their own reason/s for naming something, something. This
is just one I came up with. Not saying it's right or wrong, but I do
know it works with Quicken and not MP.

The reason for 'some' Quicken users wishing alternative s/w package is
the reliability and quality of the 'stock download' system. I've not
heard of anyone receiving any quotes since Thursday, 1/17/08. I'm
sorry, the Intuit product services have diminished beyond my desire
for cash outlay. There will be NO TurboTax in my house or PC to
prepare the 2007 tax return.

In closing, we the US put a man on the moon almost 40 years ago.
Believe it or not, that was an accomplishment. Not to mention they
return. However, we can't develope a s/w package (that works - across
the board) for the common person - 40 years later?

That's all I'm looking for - turn on the light switch and the lights
come! We shouldn't need to consult a rocket scientist for this
product.

I'm not slamming MS or MP, I'm just looking for the light switch.
Knowing my luck, the light bulbs will be burned out!!!

Take care and I hope I've explaned my concerns to your satisfaction.

<docdec1[at]juno.com> wrote in message
news:9ed9c3a1-2bf2-4c67-b03e-b4a8de92a2d1[at]j78g2000hsd.googlegroups.com...
- quote -

Why do you describe it thus? To identify it for future lots sale
reasons? If so, that's not necessary. The information you require for
that purpose can be presented at a later time, when you actually make
the sale. If you can accept that the stock name is uniquely associated
with a single stock symbol, you should be fine. Try it. If you fiddle
around with it, you'll find the information is satisfactory.
Converting data described in that manner from Quicken may be
difficult, though.
--
Chris Cowles
Gainesville, FL

<docdec1[at]juno.com> wrote in message
news:87934b34-aba5-45d7-ae78-670f3b29a2f6[at]p69g2000hsa.googlegroups.com...

- quote -

As with the annual rise in complaints from Money users related to
changes in Money, bugs in Q08 have driven Q users to this forum. Can
you share what new problems there are, in general?
--
Chris Cowles
Gainesville, FL

On Jan 21, 6:15*pm, Cal Learner-- MVP <via_newsgr...[at]please.tnxwrote:
- quote -

Cal,

Thank you for your prompt feedback on my question. I'm a long time
Quicken/Intuit user and we've had our share of issues too.
Unfortunately, the problem I'm experiencing there, has become
unacceptable. You press/click a button and expect a certain result.
The expectation is the result is prompt and accurate. Guess that is
why we purchase the s/w products we do.

Currently, I have a workaround for the Intuit issue. Yet, I'm still
birddoging other options to produce the expected results without
'workarounds'.

Hopefully, my feedback, as a non Money user may cause someone at MS to
look at it, at least. Accounting s/w shouldn't be as hard as Intuit &
MS have made it out to be. I'm sure there is some logical reason/s.
But anyway, still searching for the 'fountain of accounting youth'!
LOL.

Take care and thanks again for your feedback!

In microsoft.public.money, docdec1[at]juno.com wrote:

- quote -

The normal way is to select the existing stock from the drop-down
list.


- quote -

If you did not download, you could blank the symbol for the existing
stock, and you could then create a new name with the old symbol. The
problem if you are downloading is that there is also an identifier
called a CUSIP that can make the downloads associate with the
original security. Working around that would be a bother.


- quote -

It has not come up before, AFAIK.

- quote -

If it really bothers you, you could change the date of the Dividend
transaction to match the Ex-dividend date, and let the proceeds be
sent to an account that you set up for the purpose. Then enter a
transfer back to the cash transactions register for the Pay date.
It seems a bit much to me.

It would also make the tax expectations to be in the wrong year; it
is taxable in January. Assuming that you use the broker 1099 for
your dividend tracking, that may not bother you.

I've been experimenting with MP 2008D, in particular the investing
section. It appears that each stock transaction has the unique
identifier of the 'stock symbol'. The manner in which I record a buy
is:
"ABC 1 Dec 07 (500)" then I would enter the stock symbol when asked,
"ABC".

If I only have one buy in the account, life is good. However, if I
purchase another lot of ABC company and try to enter the 'stock name'
as described above, I'm told there is an error - the symbol is being
used.

This presents a problem.

The 500 shares I purchased on 12/1/07 qualified for a dividend. The
dividend was paid 1/5/08.

I sold the 500 shares on 1/4/08, and purchased 200 shares on 1/9/08.
To enter the transaction, I had to edit the 12/1/07 'stock name' to
mirror the 1/9/08 purchase. Now, the dividend realized on 1/5/08 is
showing as a gain for the 1/9/08 stock, which it isn't.

I would submit the 'stock name' should be the 'unique identifier' for
the transaction. The 'stock symbol', a subset, stored in a database
and updated with download or manual information. If this was the
case, then the 12/1/07 purchase would accurately reflect it's total
gain/loss and the 1/9/08 purchase would reflect it's true gain/loss.

This is my first post in this group's forum, so if this has been
kicked around already, I apologize for taking up your time. If there
is a work around, please let me know.

Happy computing!