New Stock Purchase Does Not Allow Funding Account (Q Mac)

bill.fry

I am new to Quicken for Mac. I have an account that is used for buy ESP. Every quarter, the company buys stock with the funds from this account. A puchase was made, but in the transaction, I do not see a section to add the funding account.

Jon

I don't think there's any way in Quicken Mac to have a purchase transaction that uses funds from a different account. You'll need to use a transfer transaction to move the money to the purchasing account and then enter a standard purchase transaction.

Jon

I should add that this is a planned feature, they just haven't done it yet.

https://community.quicken.com/discussion/7599285/add-ability-to-buy-sell-investments-and-transfer-in-single-transaction-27-legacy-votes

[Edited - Enabled Link]