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I don't see how it could work for a reinvestment, for the reasons you cite. But a scheduled sell or buy seems plausible. If I can set them up with my brokerage, why shouldn't I be able to set them up with Quicken?garysmith87 said:I'm curious. How could you schedule an actual investment transaction (Buy, Sell or Reinv)?
All I was suggesting was that the scheduled transaction could be a scheduled dollar amount to buy or sell, or a scheduled share amount to buy or sell. The other value (price or shares) would have to wait until the transaction is changed from scheduled to be "paid/deposited", at which time the missing price or share amount would be downloaded from the FI or manually entered by the user.garysmith87 said:And because the number of shares is dependent on the price per share, there is NO way anyone can schedule a BUY or SELL (or even a REINV DIV) transaction type.
Your screen shot shows a banking transaction with a transfer. I'm talking about the potential ability to schedule an actual Buy or Sell transaction. The scheduled transaction would be incomplete, because it could specify either the dollar amount or a share amount, but not both. If it was for a set dollar amount, it might help users insure that they schedule something else to pout the money in place or take it away as needed. If it was for a set share amount, it could not reflect in the register cash total, since the cash amount would be unknown.garysmith87 said:The dollar amount IS available to be in a scheduled transaction. I showed you how that occurs in my screenshot. But it will still be up to the user to account for that dollar amount by a BUY or SELL transaction