Re: Investment Bug

On 8/24/2024 3:44 PM, John Pollard wrote:
> On 08/23/24 2:46 PM, Zaidy036 wrote:
>> Possible investment bug using Quicken Classic Premier R58.9 on Windows 
>> 10 pro.
> 
> I'm not getting a clear picture of what you're starting with
> and what you expect to end with.
> 
>> "Shares Transferred Between Accounts"
> 
> What is your ultimate goal?
> Which account are you initiating the Transfer in: From or To?
> How many different securities in the From account?
> Are you trying to transfer all shares of all securities?
> All shares of one security?
> Some shares of one, or more securities?
> 
>> The first entry in my account is "Added"
> 
> In which account: the From or To account?
> 
> The result of a Shares Transferred between accounts should be
> one Shares Added transaction in the To account for each LOT in
> the From account.
> 
>> Using "First shares in" the first entry is skipped, and, using "Lot 
>> identification", the first entry is not included in the selector but 
>> other "Added" entries are.
> 
>> Adding the following EARLIER entries does not help:
>> - "Reminder"
>> - "Add" with zero shares
>> - "Add" and then "Remove" 1 share
> 
> I can't picture the goal there.
> 
My project was to transfer from one account into two accounts because of 
a death. Account A has half shares at original cost and B half shares at 
markup to date of death cost.

It was my misunderstanding of the use of "Share Transfer" and 
"Transactions Move" functions

I have accomplished my task by using Move all transactions to A and then 
moving half from A to B and changing B transactions to Added at the 
stepped up cost on the DoD.