Quicken 2020 Investment History

occativ43
occativ43 Quicken Mac Subscription Member ✭✭
in Investing (Mac)
If you have investments you have made over a period of time and recorded it all in Quicken and then move to another brokerage, how do you keep that history of the positions you move to another brokerage and record the transfer and keep the stock history that you recorded over the year from the prior brokerage ? Thank you
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Best Answer

  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    You would enter a "Transfer Shares" transaction in the source account. Obviously make a backup first, but the options should be relatively self explanatory:


Answers

  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    You would enter a "Transfer Shares" transaction in the source account. Obviously make a backup first, but the options should be relatively self explanatory:


  • occativ43
    occativ43 Quicken Mac Subscription Member ✭✭
    Thank you John. I appreciate you helping me.
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