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

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 


  • 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.

    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

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