Mutual Fund Conversion Option Where is it? on Mac

Calbob
Calbob Quicken Mac Subscription Member
edited February 27 in Registers & Transactions (Mac)

Hi,

I have Quicken Classic Premier V7.5.2 Build 705.51955.100 for MacOS

I had a couple mutual funds convert to ETF's. I have searched the community regarding this and found hits regarding using the Mutual Fund Conversion option from Transactions(all answers were for Quicken Windows). But this does not show up as an option for me in transactions. The type for the security is Mutual Fund, use average cost is not turned on. Is this option not available for my version of Quicken on Mac? Will I just have to use Remove/Add Shares?

Thank You

Answers

  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta

    The Mac version doesn't have the MF conversion tool, and I don't know if that is a blessing in disguise as the latter is often maligned for not working accurately by the regulars.

    Add/Remove shares is how I handle conversions. And I enter the correct cost basis in the Add shares transaction. (I don't know if that is important to you.) This shouldn't be too hard to record.

  • Calbob
    Calbob Quicken Mac Subscription Member

    Thank you John. I was able to get things squared away.

    Thanks Again

This discussion has been closed.

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