Help Reckon Accounts Personal Shares

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Reckon Accounts Personal Shares Help Page

This page contains hints, tips and how-to papers to help you understand and get the most from Reckon Accounts Personal. The emphasis on this page is share related transactions.

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Reckon Account Personal - Shares Help Pages

This page deals with how to record share transactions in Reckon Accounts (formerly Quicken) Personal Plus and Home & Business editions

"How To" Papers

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"How To" Papers

Setting Up Quicken for Tracking Shares

[Graham Boast - Posted 15-Dec-07]
This paper describes how to set up Quicken Personal Plus or Quicken Home and Business to handle recording share transactions.
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Recording Share Purchases in Quicken

[Graham Boast - Posted 15-Dec-07]
This paper describes how to record share purchases in Quicken Personal Plus or Quicken Home and Business.
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Recording the Sale of Shares in Quicken

[Graham Boast - Posted 15-Dec-07]
This paper describes how to record the sale of shares in Quicken Personal Plus or Quicken Home and Business.
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Recording Dividends in Quicken

[Graham Boast - Posted 15-Dec-07]
This paper describes how to record dividends in Quicken Personal Plus or Quicken Home and Business.
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Recording Dividend Reinvestment Plan (DRP) Transactions in Quicken

 [Graham Boast - Posted 15-Dec-07]
This paper describes how to record dividends in Quicken Personal Plus or Quicken Home and Business.
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Recording Share Off-Market Buybacks in Quicken

 [Graham Boast - Posted 19-Dec-07]
This paper describes how to record Share Off-Market Buybacks in Quicken Personal Plus or Quicken Home and Business.
Example Used: Off-market buyback by Foster’s Group Limited (FGL) - Oct-07
Applicable To: Off-market buyback by Coca Cola Amatil (CCA) - Jan-08
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Recording Telstra T3 Instalment Receipts

[Graham Boast - Posted 31-May-08]
On 10th June 2008, Telstra issued Telstra Ordinary Shares (TLS) for holders of Telstra T3 Instalment Receipts (TLSCA).  If you have held your Instalment Receipts since they were first issued, you would also have been issued with an additional bonus share for every 25 IRs you held.  This paper shows you how to record all of this in Quicken Personal Plus or Quicken Home and Business.
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Recording Toll Holdings (TOL) In Specie Demerger Dividend of Virgin Blue (VBA)

[Graham Boast - Posted 4-Sep-08]
Toll Holdings (TOL) are divesting their holding in Virgin Blue (VBA) by issuing a demerger dividend of 1 VBA share for every 1 TOL share held at the record date.  This paper shows you how to record this in Quicken Personal Plus or Quicken Home and Business.
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Recording Share Purchase Plans in Quicken

[Graham Boast - Posted 16-Aug-09]
This paper describes how to record Share Purchase Plans (SPP) in Quicken Personal Plus or Quicken Home and Business.
Example Used: Graincorp SPP - Jul 09
Applicable To: Many Share Purchase Plans
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Recording the Babcock & Brown (BBI) Recapitalisation in Quicken

 [Graham Boast - Posted 2-May-10]

The aim of this paper is show how to handle the BBI Babcock & Brown Infrastructure Group recapitalization  and transition to PIH Prime Infrastructure Holdings Group shares.   Thank you to Don from Melbourne for suggesting this topic.
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The information on this site has been made available for general personal use only and is provided without any express or implied warranty as to its accuracy or currency.