Direct transfer in-kind from an investment account to a category

Question

I made a direct stock transfer from my investment account to a charitable organization. How do I record it as an expense without having to pass it through my checking account so I can assign it to a catergory?

J_Mike · Accepted Answer

See this FAQ:
https://community.quicken.com/discussion/7227023/faq-how-do-i-record-a-transaction-in-my-brokerage-account-for-the-transfer-of-stock-to-a-charitable#latest