When transferring shares from one account to another will Cost Basis Transfer over?

quick20
quick20 Member ✭✭✭
edited October 2023 in Registers & Transactions (Windows)

When transferring shares from one account to another will Cost Basis Transfer over?

Comments

  • miklk
    miklk Quicken Windows Subscription SuperUser, Windows Beta Beta

    Yes.

    Use the transfer share transaction and it will carry over purchase date and cost basis.

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

    While I agree with @miklk 's response that the transfer share will do what you want, I suggest trying it and seeing it for yourself.

    Make a Quicken Backup of your Quicken data file, then do a transfer of a single stock/bond and inspect the results. If you don't like the results, do a Quicken Restore and you will be back to where you were before doing the testing.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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