TIP: Click on subject to list as thread! ANSI
echo: quicken
to: RAYMOND JEPSEN
from: ROY MABRY
date: 1996-04-20 15:32:00
subject: Brokerage account transfe

FS>RJ>DM|I am currently using Quicken for Windows, version 4. Have graduated
FS>up(?)
FS>RJ>  |from DOS version. I recently changed brokerage accounts, and do not
FS>RJ>clearly
FS>RJ>  |understand from the manuals how to do the stock transfers. The 
seeming
FS>RJ>  |best way is to do a "SharesOut" and a "SharesIn" transaction, but I 
lo
FS>RJ>  |all my historical data from the old account. I have 4 years of
FS>RJ>transactions
FS>RJ>  |that I refer to but can't seem to get the information to transfer 
with
FS>th
FS>RJ>  |stocks. Is there a better way to do this account transfer, or am I 
jus
FS>RJ>  |missing something in these "windows"? Thanks for any input and
FS>assistance
FS>RJ>I feel your pain. That's exactly why I stopped using Sicken to track
FS>RJ>investments. I am currently using MicroSoft Excel which gives me the
FS>RJ>flexibility and logic I need.
FS>RJ>I too have found the manual difficult to understand and at times down 
rig
FS>RJ>frustrating and illogical. I think a lot of this stems from the rapid
FS>RJ>development of a software package that tries to do too much. To me, it
FS>seems
FS>RJ>to be a shotgun blast at all aspects of finance thus loosing focus and
FS>RJ>quality
FS>RJ>on any single area. Another problem, in my opinion, is translation. I 
hav
FS>RJ>the
FS>RJ>impression that English is not the primary language is use by the
FS>developmen
FS>RJ>team. The logic, phrasing, and choice of words seem to support this 
see
FS>the
FS>RJ>first page in the manual "Development team" and "Special thanks to").
FS>RJ>If you are an Excel user and would like to track your investments and
FS>produc
FS>RJ>graphs in a spreadsheet environment, I have quite a number of 
orksheets
FS>I'v
FS>RJ>developed and improved over the years that you are welcome to try.
FS>RJ>If you are not an Excel or Word user, I think an investment in 
icroSoft
FS>RJ>Office would be something you would never regret.
FS> Raymond, saw this message you sent to David, would also be interested in 
th
FS>worksheets you developed to track investments, would you be kind enough to
FS>afford me the same offer, if so how would be best & easiest for you to do
FS>this? Leave message here if this request is acceptable. THANKS !!! I would 
like to have those Excell spreadsheets also, if it's not too much trouble, I 
use Excell v4. My  E-mail address rjmabry@flash.net
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