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Add shares to an account

There are times when you want to add shares of a security from an account without affecting your cash balance. For example, you may inherit shares or receive them as a gift. These transactions are different from Buys, and you use the Shares Added dialogs.

  1. Open the account you want to use.
  2. Click Enter Transactions.
  3. In the Enter Transaction list, choose Add - Shares Added.
  4. Use the dialog to record the addition of shares of a security without affecting the account's cash balance. Click a link below for more information.
    • Security name and Account
    • Number of shares and Price paid per share
  5. Click Enter/New to enter another transaction, or Enter/Done to finish.

Notes

Recording a transaction in Quicken does not execute a real-world trade, transfer, or other transaction. Contact your broker to execute trades or transfers, and then manually record the transactions in Quicken—better yet, download them directly from your participating financial institution.



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