Repeating stock sell transaction?
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Quicken DeLuxe for Mac 2019. I'm a new user but have used Quicken for Windows (way) in the past.
I have a regular distribution from an IRA. It involves two parts:
1. a 'sell' of money market shares with proceeds to the cash balance of the brokerage account; and
2. a transfer of the proceeds with a split for withheld taxes and net proceeds to my checking account.
These two things happen like clockwork on the 1st of the month.
I was able to set up a repeating transaction for #2 but haven't yet found a way to do a repeating transaction for #1. Is this even possible? If not, this is really inconvenient.
Any help would be greatly appreciated. Thanks in advance
I have a regular distribution from an IRA. It involves two parts:
1. a 'sell' of money market shares with proceeds to the cash balance of the brokerage account; and
2. a transfer of the proceeds with a split for withheld taxes and net proceeds to my checking account.
These two things happen like clockwork on the 1st of the month.
I was able to set up a repeating transaction for #2 but haven't yet found a way to do a repeating transaction for #1. Is this even possible? If not, this is really inconvenient.
Any help would be greatly appreciated. Thanks in advance
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