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Difference between Buy/Sell Shares, Add/Remove Shares, and Transfer Shares.

vitreous

Does adding shares generate a basis?

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Accepted answers

splasher

It asks for a date for the transaction:

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miklk

Buy and Sell uses the cash in the account and sets the basis

Add/Remove ignores the cash in the account. To generate a basis, the add transaction has fields for entering the basis

Transfer is to move the shares to a different account and it does preserve the basis

vitreous

Does basis field in add transaction allow for time of actual purchase as well as price?

splasher

It asks for a date for the transaction:

q_lurker

https://community.quicken.com/discussion/comment/20382172#Comment_20382172

There is a separate field for acquisition date (not time of day).

splasher

https://community.quicken.com/discussion/comment/20382176#Comment_20382176

Thanks, @q_lurker.

Arrow pointed at wrong field in image above, image has been corrected.

q_lurker

@splasher

We were responding at the same time. My post was 1 minute after yours. So I was not trying to ‘correct’ your post.