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Why doesn't account allow transfer?

tcjr2g

Account holding screen shows .9552 shares of BND but when I try to transfer .9552 shares to another account quicken says there are not enough shares in the account. I've tried changing shares in account to .95521 but still get same transfer failure. How can I complete the transfer?

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Tom Young

You might try recalculating the transaction list:

https://www.quicken.com/support/recalculate-investment-register

If that doesn't work then a validation of the file with a rebuild of the investment lots would be the next thing I'd try.

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Tom Young

Have you tried the "All" option available under Shares Transferred Between Accounts"?

tcjr2g

Yes, tried none and each of the 3 options with same result. Thanks for the response

Tom Young

You might try recalculating the transaction list:

https://www.quicken.com/support/recalculate-investment-register

If that doesn't work then a validation of the file with a rebuild of the investment lots would be the next thing I'd try.