How to enter an Add Shares transaction as a deposit

System Member admin
edited August 2021 in Investing (Mac)
This discussion was created from comments split from: Buying shares creates negative cash balance and incorrect balance in sidebar.


  • michaelealbert
    I know the thread is old but had a follow up to this - the "shares added" solved the same cash problem I had but I'd like the "shares added" to be classified as a deposit to the account on the investing activity report so that I can see the change in account balance that is from gains/losses vs new money/securities coming in. Is there a way to achieve that?
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    "Shares added"  impacts the securities held in the account.
    "Deposit" refers to cash added to an account.
    SO, I'm not sure what you're asking for ... it seems to be a mixed metaphor.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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