Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Investment Transfers


  • Ross
    Ross Member
    I have same problem with V.2019 R18.15 Build only the buy/sell transactions transferred from the investment acct. to the cash acct. none of the reinvest dividend transactions transferred. tried doing it twice
  • Quicken Sarah
    Quicken Sarah Administrator, Moderator mod
    Hello @Ross

    Thank you for taking the time to share the details of this issue with the Community, although I apologize that you have not yet received a response.

    To ensure we are understanding the situation correctly, please post back and let us know a little more detail about what is happening in Quicken. 

    Are you experiencing issues with reconciling investment accounts?  Is that why you are attempting to transfer the transactions to a cash account?

    Please let us know, thank you.

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    @Ross : Why would you expect reinvestment transactions to "Transfer" from an investment account to a cash account?  There is no cash involved.  Dividend reinvestment transactions acknowledge that the dividend was paid but since the 'dividend' was immediately used to buy additional shares, there is no cash component to the transaction.
Sign In or Register to comment.