Adding a Short Sell in Quicken for Mac

Use the Short Sell transaction type to record a short sell transaction. A Short Sell is like a buy, except that instead of purchasing shares of a stock that you think will go up in price, you instead borrow shares, sell them immediately, and wait for the price to go down.

When the price goes down, you but the shares you've already sold (presumably at a lower price), and return the shares to the broker. This is called Buy to Cover.

To record a short sell

  1. Open the account you want to use.
  2. Click the New button from the toolbar.
  3. Select Short Sell from the Transaction Types list.
  4. Add the information for:
    • Date - Enter the date of short sell.
    • Security - Select the security that you're short-selling shares of.
    • Total Sale - Enter the total amount received by short-selling the shares.
    • Number of Shares - Enter the number of shares purchased.
    • Commission -  Enter the amount paid towards commission per share. Based on the amount entered as commission, price per share is adjusted.
    • Memo - Enter the note you want to associate with the transaction.
    • Tags - Enter the tags that you want to associate with the transaction.
  5. To add an attachment to the transaction, select Attachments, click the Add attachment button, and select the file you want to attach to the transaction.
  6. Click Save when you are done.

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