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I agree that QM2018 has the 'potential' for becoming much better than QM2007...but still has a long way to go...for the issue you raised, you can add your VOTE to Add Ability to Transfer Shares between Investment Accounts.moski said:I never had QM2017 so I can't say for sure what's changed between that and QM2018. I came over directly from QM207. There is quite a lot here in the forums that describes the differences. I do think reporting and overall improvements in the investment areas were part of the upgrade. From my perspective, there are still some important things missing from QM2007 in the Investments area, such as the ability to move shares between accounts and thus avoid the problem that started this thread. But I have learned to like the overall program and see the potential for it becoming much better than QM2007 was. I especially like the focus on on-line access to the accounts to that things update much more regularly.
Have to agree the inability to transfer shares is a major problem. It would be nice to hear from the folks at Quicken as to when this might be implementedtherbert said:i'm having same issue. the inability to transfer shares is frustrating. the new account has no cost history. and manually adding it is... wickedly time consuming and wouldn't show long and short term gain / losses correctly.
and . i don't know how you're grouping 2 accounts in this screen shot. please , please share.
also, any way to get investment reports?
hoping you can help!