How Do I Record a Corporate Spin-off of New Securities?
A corporate spin-off can require shares of the new company to be issued to those who own shares of the original company. Use the Corporate Securities Spin-off dialog to record these changes in Quicken.
1. Open the account you want to use.
2. Click Enter Transactions.
3. In the Enter Transaction list, select Corporate Securities Spin-off.
4. Use this dialog to change the security name and price information when a corporation spins off another corporation or entity. Click a link below for more information.
Watch for these related changes:
- A corporate name change can cause the name of the security to change.
- A corporate acquisition can involve stock swaps.