How do I 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.

  • The cost per share for inherited shares is generally the value of the shares on the date that the deceased died or on an alternative valuation date. When you receive the inherited shares, record the cost per share on that date.
  • The cost per share for gift shares depends on the value of the shares on the date of the gift and the price that the giver paid for the shares, as well as your sale price if you sell the shares.
  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 - In Quicken, a security is a single investment with a value and (usually) a share price. A stock, a group of bonds from one corporation, or a mutual fund is a security when it has a share price and you own a specified number of shares
    • Security name and Account
      One of these fields will be pre-filled, depending on the location from which you accessed the Add Shares dialog.
  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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