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Making stock entries acquired from a Trust

jjenney

When setting up a brokerage account with stock shares acquired from a Trust, I used "Added" to place the stocks into the account rather than "Bought" because none of my funds were used to purchase the shares. They were inherited. I entered the cost basis and date of purchase for which the shares were originally purchased by the Trust, but even after providing this information, Quicken still considered the entry a "placeholder". Why? Because Quicken made them a "placeholder", no dividends from these stocks are being added to the cash balance of the account. How do you eliminate the "placeholder" on these entries?

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UKR

The placeholder indicates that a required piece of information is missing.

About Placeholders (Quicken Mac)

FAQ: What Are Placeholder Transactions in Quicken for Mac?

jjenney

Correct, but all information was provided in the transaction. Nothing is missing, yet it remains classified as a "placeholder".