Difference between Buy/Sell Shares, Add/Remove Shares, and Transfer Shares.
Does adding shares generate a basis?
Best Answer
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It asks for a date for the transaction:
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
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Answers
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Buy and Sell uses the cash in the account and sets the basis
Add/Remove ignores the cash in the account. To generate a basis, the add transaction has fields for entering the basis
Transfer is to move the shares to a different account and it does preserve the basis
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Does basis field in add transaction allow for time of actual purchase as well as price?
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It asks for a date for the transaction:
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list0 -
There is a separate field for acquisition date (not time of day).
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Thanks, @q_lurker.
Arrow pointed at wrong field in image above, image has been corrected.
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list0
