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Quicken Classic for Windows
Investing (Windows)
Entering Investment for Company Stock Share Plan
Catscanman1018
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)
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Accepted answers
NotACPA
It would help if you'd explain the terms "MIP" and "SMP" and if you'd explain what happened in real life.
Because, at first glance, this looks like a simple SALE of MIP and PURCHASE of SMP.
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Quicken Sarah
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,
Sarah
NotACPA
It would help if you'd explain the terms "MIP" and "SMP" and if you'd explain what happened in real life.
Because, at first glance, this looks like a simple SALE of MIP and PURCHASE of SMP.
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