How to categorize a stock transfer as a gift?
dawebhalle
Quicken Windows Subscription Member
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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Best Answer
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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.7
Answers
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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.7 -
Not to belabor the point --
The FAQ on the topic: https://community.quicken.com/discussion/comment/176605291
This discussion has been closed.