Quicken 98 
Share Prices don't download or Symbol Lookup always launches Unit Trusts page.
This document relates to the following problems:
- When I try a lookup on a Share it launches the Unit/Investment Trust
Page?
- When I try and update my share prices online none of then update, I have
checked and all the symbols are correct.
These problems are caused when the Security Type List has become
damaged. Damage usually occurs if the items have been deleted or were
altered in a previous version of Quicken. This means that when Quicken 98
converts the data file certain information it needs for the share price update
is missing or in the wrong place. This can be corrected using the procedure
below.
Step 1: First we need to verify which security types are available. To get to this
information do the following:
- Click on Lists on the Menu Bar, select Investment, then select Security
Type.
- If the types "Share" and "Unit/Inv. Trust" are missing add them now and go
to Step
- Note: the spelling of these Security Types must be exactly as you see it
above.
- If these items are present then proceed to Step 2
Step 2:
Now we need to find out if any of the existing security types are pointing to
either of the Price Update sites:
- Open the Security List by clicking on Lists, then Investment, and then
select Security
- Click on New, to create a new security
- Change the Security type to the first type in the list
Note: It is VITAL that you go to the first type in the list, this is because
when the
Security Types List is damaged whatever is selected here initially will
point to the Unit
Trusts download site!
- If the "Look Up" button is greyed out, press the down cursor on the
keyboard until you see an item where the "Look Up" button is not greyed out. The lookup
button will be greyed out when the type selected can't be used for a share
price download. Leave the "Name" blank and then click on "Look Up" and make
a note of what page is launched this can be found by looking at the address bar
on your Internet browser
http://uk.guide.excite.com/quicken_ticker.search.htmll for Shares
http://quicken.micropal.com../ukfundsearch.htmll for Unit Investment
Trusts
- Continue until you have checked all of the available security types
- If none of the available types reveal an active "Look Up" button, go back
to Step 1
- Rename the security type that launches the quicken.micropal.com page to
Micropal. To do this:
Select the Security Type
Click on Edit
Type in the new name
Click on OK
- Rename the security type that launches the guide.excite.com page to
Excite
- Rename the type Excite to "Share"
- Rename the type quicken.micropal.com to "Unit/Inv. Trust" Note it is very
important that these are spelt exactly as above
Step 3:
We now need to verify that the new types are looking at the correct pages
and then change our existing securities to the correct type
- Create a new security.
- Select any type other than the "Unit/Inv. Trust" or "Share"
- Then Select "Share"
- Click on Lookup and make a note of the page launched in your web
browser
http://uk.guide.excite.com/quicken_ticker.search.htmll for Shares
http://quicken.micropal.com../ukfundsearch.htmll for Unit Investment
Trusts
this can be found by looking at the address bar on your Internet browser
- Repeat Steps 1 to 4 for Unit Investment Trusts, Using the Type "Unit/Inv.
Trust" Instead of Share
If everything is correct then you can now proceed to change the types in your
securities list as described in step 4.
Step 4:
- Click on Lists on the menu bar at the top of the screen
- Select Investments
- Then select Securities
- Select the security that needs to be changed
- Click on Edit
- Change the Security type by selecting either Share or "Unit/Inv. Trust" from
the list
- Click on OK
Best regards,
Technical Support
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