Where do I find the "Shares transferred between accounts" action on the Mac?
themabies
Quicken Mac 2017 Unconfirmed, Member
Where do I find the "Shares transferred between accounts" action on the Mac? Tom suggested this to merge accounts?
0
Best Answers
-
Shares transferred between Accounts0
-
Quicken for Mac does not have a "Shares transferred between Accounts" function (it is a Windows feature).
See this thread for the workaround:
https://community.quicken.com/discussion/7266453/transfer-from-old-to-new-brokerage-accounts-in-quicken-for-mac-2016
and this one:
https://community.quicken.com/discussion/7329180/add-ability-to-transfer-shares-between-investment-accounts-in-quicken-for-mac
Quicken Mac Subscription • macOS Sequoia 15.7 on MacBook Pro 13" M1
5
Answers
-
Shares transferred between Accounts0
-
Quicken for Mac does not have a "Shares transferred between Accounts" function (it is a Windows feature).
See this thread for the workaround:
https://community.quicken.com/discussion/7266453/transfer-from-old-to-new-brokerage-accounts-in-quicken-for-mac-2016
and this one:
https://community.quicken.com/discussion/7329180/add-ability-to-transfer-shares-between-investment-accounts-in-quicken-for-mac
Quicken Mac Subscription • macOS Sequoia 15.7 on MacBook Pro 13" M1
5
This discussion has been closed.
Categories
- All Categories
- 56 Product Ideas
- 36 Announcements
- 225 Alerts, Online Banking & Known Product Issues
- 22 Product Alerts
- 703 Welcome to the Community!
- 671 Before you Buy
- 1.2K Product Ideas
- 53.7K Quicken Classic for Windows
- 16.3K Quicken Classic for Mac
- 1K Quicken Mobile
- 812 Quicken on the Web
- 111 Quicken LifeHub
