Entering Investment for Company Stock Share Plan

Catscanman1018 Member
edited April 2019 in Investing (Windows)
Can anyone tell me how to enter "Transfer MIP to SMP"? I have a Cost Basis and Market Value that are different.
Example shown on Excel Spreadsheet:
Share Matching Program   Shares   Transfer MIP to SMP Feb 2011   Purchase   87.92222(Cost Basis)   100.98(Market Price)   0.82(Allocated #)   0.07(Outstanding #)   0.07(Available #)   $7.48(Estimated Current Value) 

Best Answer


  • Quicken Sarah
    Quicken Sarah Alumni ✭✭✭✭
    Hello @Catscanman1018

    Thank you for taking the time to share your question with the Community, although I apologize that you have not yet received a response.

    If you are still needing assistance with entering a transfer shares transaction, please review the information and steps available at https://www.quicken.com/support/how-do-i-transfer-shares-quicken-windows and let us know if this helps with entering the transaction details.

    Thank you,