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Quicken Classic for Windows
Investing (Windows)
How to categorize a stock transfer as a gift?
dawebhalle
I transferred stock out of my account and I want to categorize it as a gift with a tag. The "shares removed from account" does not allow for categorization. Is there a work around? I want this transaction to appear in my reports as a gift.
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q_lurker
This presents my preferred sequence:
https://community.quicken.com/discussion/7635560/problem-with-recording-a-stock-gift-to-charity-in-quicken-h-b-2017
A search on "Charitable Stock" will come up with some other similar approaches.
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q_lurker
This presents my preferred sequence:
https://community.quicken.com/discussion/7635560/problem-with-recording-a-stock-gift-to-charity-in-quicken-h-b-2017
A search on "Charitable Stock" will come up with some other similar approaches.
q_lurker
Not to belabor the point --
The FAQ on the topic:
https://community.quicken.com/discussion/comment/17660529
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