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Posted by shakey on February 21, 2008, 5:55 pm
Please log in for more thread options Thank you for the answer, I couldn't find that before but it is there in
2006 right where you suggested. I believe that will be exactly what I need.
FYI I am combining two brokerage accounts for simplicity, one will send
shares to other. One only holds shares and divs formed by becoming a public
insurance company, basis zero I assume. Other has multiple stocks actively
traded.
Shakey
> Hi, Shakey.
>
> Remember that Quicken should reflect Real Life. And my 2-step process:
> 1. Figure out what actually happened.
> 2. Record that in Quicken.
>
> Are these two different accounts with the same broker? Or will one broker
> send the stocks to another broker?
>
> Quicken's Help file does include instructions that probably will help you.
> I don't have Q2006 anymore, but in Q2008 Deluxe it's in Contents |
> Investing | Entering investment transactions | How do I... | Transfer
> shares between accounts. The Help file says that, "Cost basis will be
> transferred for all securities that have been correctly set up."
>
> If that does not answer your question, please post back with more details.
>
> RC
> --
> R. C. White, CPA
> San Marcos, TX
> (Retired. No longer licensed to practice public accounting.)
> rc@grandecom.net
> Microsoft Windows MVP
> (Currently running Quicken 2008 Deluxe in Vista Ultimate x64 SP1)
>
>> Using Quicken 2006 Deluxe. I have a brokerage account with four stocks in
>> it. I have a second account consisting of only one stock. I am about to
>> move the one stock to the larger account but have no idea how to make it
>> retain all info (trades,divs,etc) and appear as stock number five with
>> the brokerage. Everything is in the investing center section of one file.
>> Suggestions or where to look.
>> Thank you
>> SG
>
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