How to enter an Add Shares transaction as a deposit

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This discussion was created from comments split from: Buying shares creates negative cash balance and incorrect balance in sidebar.


  • 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, Windows Beta Beta
    "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 DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
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