Removing Shares in Quicken for Mac

There are times when you want ti remove shares of a security from an account without affecting your cash balance. For example, you may transfer shares or give them to someone as a gift. These transactions are different from Sells, and you select Remove Shares as the transaction type.

To record buys

  1. Open the account you want to use.
  2. Click the New button from the toolbar.
  3. Select Remove Shares from the Transaction Types list.
  4. Add the information for:
    • Date - Enter the date when the shares were removed from your account.
    • Security - Select the security for which the shares are to be removed from your account.
    • Shares Removed - Enter the number of shares to be removed.
    • Memo - Enter the note you want to associate with the transaction.
    • Tags - Enter the tags that you want to use while searching 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.

Search Support:

Search form

Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.