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
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Shares transferred between Accounts0
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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 Monterey 12.6 on MacBook Pro 13" M15
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 Monterey 12.6 on MacBook Pro 13" M15
This discussion has been closed.