ira rollover between investment firms - how to record in Quicken

Question

We rolled over a qualified IRA from one firm to another. How do I enter that in Quicken Deluxe?

q_lurker · Answer

But even with that case (change of securities), if you can manage the account name change / financial institution change, I would go that route rather than a new account and transfer.

NotACPA · Answer

If you have "different items in the new account" ... then it MUST have been a Sell, transfer cash, BUY situation.  Your new items/securities have a different cost basis than did the old items.

GrandmaAYW · Answer

Just keeping track of the balances! I think I'll opt for the name change. Thanks so much!