how do i enter a municipal bond exchange made by my financial institution on my behalf

Unknown
Unknown Member
edited June 2020 in Investing (Windows)
i purchase municipal bonds  via a financial advisor.  They exchange them for new ones with different cusip numbers and they are pre and unrefunded.   So how am I to enter this in Quicken.  It is actually an exchange and not sale and purchase 

Comments

  • SLD5cats
    SLD5cats Member ✭✭
    Did you ever find an answer to your question?
  • Quicken_Natalie
    Quicken_Natalie Moderator mod
    Hello @SLD5cats,

    Thank you for taking the time to visit the Community and post your issue, however, this is an older post and is less likely to get an answer.

    I suggest creating a new post for better visibility.

    https://community.quicken.com/discussion/7849429/how-to-add-a-post-to-the-community

    Be sure to include a description of the issue, along with any error messages, as well as the version/release of Quicken that you're using.

    The more information you can provide will help the Community to better understand and assist.

    Thank you,

    Quicken Natalie

     
This discussion has been closed.

Categories