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.

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

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