Zero out Share Balances

pmw0813
pmw0813 Quicken Windows Subscription Member ✭✭
in Investing (Windows)
I want to close an account but it won't let me. For some reason, three securities show tiny balances (less than .05 shares). I went to adjust shares and said to make them 0, but the balance remains.

How do I zero out the shares?

Answers

  • Mark1104
    Mark1104 Member ✭✭✭✭
    try a sale transaction and click the box that says 'sell all shares in this account'

    if there are small amounts of cost basis remaining with zero shares in the security, I enter a 'RTNCAP" transaction into the register which will change the cost basis without any shares. 

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