transfering securities
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chasrmack
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On March 16, I transferred five securities from our Advisory account to our regular joint account. After receiving our month end brokerage, in Quicken I successfully transferred all five between the two accounts using the XfrShrs action command.
On March 23, 2022, I transferred nine securities between the same two accounts. After month end I attempted to transfer them in Quicken. The result was a transaction in the transferor account transaction register showing a Removed action command, still showing a share balance indicating the shares remained in the account and no entry in the investment account column. No transaction showed in the transferee account. I only discovered this after attempting all nine transfers.
In the transferor register I deleted all nine transactions and started over. Starting over, in the transaction window I received a screen saying there were not enough shares in the account to complete the transaction. I went back to the register and opened the Holdings window. It showed that the shares are still in the account. I opened the Security Detail View window for the security. It showed that the shares are still in the transferor account. I tried this several times with the same result. I rebooted and obtained the same result.
I recall in the transaction window clicking on transfer one security and on all shares. When I did so in the successful earlier transfers, the number of securities came up automatically. For these transfers the number line remained blank. I tried to enter a number, but the blank wouldn’t accept an entry. This is consistent with a not enough snares screen.
How do I complete the transfers?
On March 23, 2022, I transferred nine securities between the same two accounts. After month end I attempted to transfer them in Quicken. The result was a transaction in the transferor account transaction register showing a Removed action command, still showing a share balance indicating the shares remained in the account and no entry in the investment account column. No transaction showed in the transferee account. I only discovered this after attempting all nine transfers.
In the transferor register I deleted all nine transactions and started over. Starting over, in the transaction window I received a screen saying there were not enough shares in the account to complete the transaction. I went back to the register and opened the Holdings window. It showed that the shares are still in the account. I opened the Security Detail View window for the security. It showed that the shares are still in the transferor account. I tried this several times with the same result. I rebooted and obtained the same result.
I recall in the transaction window clicking on transfer one security and on all shares. When I did so in the successful earlier transfers, the number of securities came up automatically. For these transfers the number line remained blank. I tried to enter a number, but the blank wouldn’t accept an entry. This is consistent with a not enough snares screen.
How do I complete the transfers?
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chasrmack said:On March 16, I transferred five securities from our Advisory account to our regular joint account. After receiving our month end brokerage, in Quicken I successfully transferred all five between the two accounts using the XfrShrs action command.
On March 23, 2022, I transferred nine securities between the same two accounts. After month end I attempted to transfer them in Quicken. The result was a transaction in the transferor account transaction register showing a Removed action command, still showing a share balance indicating the shares remained in the account and no entry in the investment account column. No transaction showed in the transferee account. I only discovered this after attempting all nine transfers.
In the transferor register I deleted all nine transactions and started over. Starting over, in the transaction window I received a screen saying there were not enough shares in the account to complete the transaction. I went back to the register and opened the Holdings window. It showed that the shares are still in the account. I opened the Security Detail View window for the security. It showed that the shares are still in the transferor account. I tried this several times with the same result. I rebooted and obtained the same result.
I recall in the transaction window clicking on transfer one security and on all shares. When I did so in the successful earlier transfers, the number of securities came up automatically. For these transfers the number line remained blank. I tried to enter a number, but the blank wouldn’t accept an entry. This is consistent with a not enough snares screen.
How do I complete the transfers?
@chasrmack,
I am sorry to hear about these issues with transfers. Thanks for reaching out to speak with us about this here on the Quicken Community.
Have you tried restoring from a backup to see if this behavior continues in the restored file? We recommend users save backups often by going to File > Copy or Backup File... in the upper menu at the top of the screen. Given that this has been happening regularly, there should be a backup available that can be restored by going into the same menu and selecting File > Restore a Backup File...
I look forward to hearing more about your results.
Thank you,
Quicken Jared0 -
a) I would be checking for placeholders in the account. If you find any, delete them.
b) I would validate the file including the rebuild lots option.0
This discussion has been closed.