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How do I add shares to an account without affecting an account's cash balance?


  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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