When transferring short positions between accounts, how do I correct the cost basis?

DaveFry
DaveFry Member ✭✭
The Move transactions option moved all long positions perfectly, but I had to manually use 'add' from the old account and 'remove' from the new account to enter the positions. Cost basis is not entered in the 'removed' positions. How do I fix this?

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Answers

  • DaveFry
    DaveFry Member ✭✭
    That helped a lot. Thanks.
  • PeterHoltan
    PeterHoltan Member ✭✭

    Similar issue here, except I'm using Quicken for Mac. If you enter a short sell transaction, you have to negate the proceeds otherwise your cash won't balance. And what do you mean by "a self-referencing transfer account?" Thanks.

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