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Quicken Classic for Mac
Investing (Mac)
How do I enter a sell and transfer transaction in a 529 account?
unknown
I have a 529 account in Quicken Mac 2018. I sold some shares to cover tuition costs. How do I show that? The account shows a sell (which is fine), but now I need to transfer the money to my checking account.
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unknown
Additional info. The 529 account is now showing a cash balance, and quicken has magically made new money.
For example:
Lets say that prior to the transaction,
529 balance = 50,000
Checking balance = 1,000
Transfer amount = 10,000
Should end up with:
529 balance = 40,000
Checking balance = 11,000
What I have is
529 balance = 50,000
520 portfolio shows
shares = 40,000
cash balance = 10,000
checking balance = 11,000
So quicken magically created and extra 10K for me. Wish it worked like that in the real world...
any advice?
I'm using quicken premier for mac 2018, build 5.3.2. Mac OS 10.13.1
unknown
@Rick
, thanks for the info. I will grab the screenshots and post.
I'm not able to enter the payment/deposit entry. When I enter it, it gets changed to a sale or a buy transaction.
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