Using Quicken 2006 Deluxe. I have a brokerage account with four stocks in it. I have a second account consisting of only one stock. I am about to move the one stock to the larger account but have no idea how to make it retain all info (trades,divs,etc) and appear as stock number five with the brokerage. Everything is in the investing center section of one file. Suggestions or where to look. Thank you SG
Hi, Shakey.
Remember that Quicken should reflect Real Life. And my 2-step process:
Are these two different accounts with the same broker? Or will one broker send the stocks to another broker?
Quicken's Help file does include instructions that probably will help you. I don't have Q2006 anymore, but in Q2008 Deluxe it's in Contents | Investing | Entering investment transactions | How do I... | Transfer shares between accounts. The Help file says that, "Cost basis will be transferred for all securities that have been correctly set up."
If that does not answer your question, please post back with more details.
RC
Thank you for the answer, I couldn't find that before but it is there in
2006 right where you suggested. I believe that will be exactly what I need. FYI I am combining two brokerage accounts for simplicity, one will send shares to other. One only holds shares and divs formed by becoming a public insurance company, basis zero I assume. Other has multiple stocks actively traded. ShakeyBeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.