Re: Effect of "Shares Transferred Between Accounts"
"JohnA" <[email protected]> Fri, 24 Oct 2025 19:24:46 -0400
| Newsgroups | alt.comp.software.financial.quicken |
|---|---|
| Message-ID | <[email protected]> |
If it was me, I'd go for the simplest method - Shares removed and added. Others may have different ideas. "Peter Goergen" wrote in message news:[email protected]... So I have a 35 year-old money market mutual fund in an IRA (small portion of my portfolio) that pays a dividend monthly. I've moved it from one broker to another, and I'm unsure whether to use "Shares Removed" and "Shares Added" or "Shares Transferred Between Accounts". Using "Shares Transferred..." creates 420 transactions in the new account. Thoughts? Thanks, Pete