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(Showing 1-7 of 7 results)
  1. How Do I Transfer Shares in Quicken for Windows? [Support Article]

    you're transferring less than the total number of shares that you own, you need to tell Quicken which ... shares you purchased, click First Shares In and enter the number of shares you want to transfer. To ... purchased (known as First In, First Out, or FIFO). Number of shares Specify the number of shares that you ...

    217 found this helpful
  2. How do I resolve placeholder entries? [Product Help]

    entries to balance your account so that the total number of shares owned matches the number of shares in ... placeholders. You can identify this by the number of placeholders in the window header. If you want to remove ... Contact your tax advisor if you're uncertain whether a given security is eligible to be tracked using ...

  3. How do I manage securities? [Product Help]

    number, ticker symbol, or name to affect this particular security (because you now want to do a short ...   Other Info   to: Change or delete the estimated income for a security. Edit contact information ... connected with this security (for example, your broker's name and phone number). Add or change the ...

  4. Add Security to Quicken [Product Help]

    transactions. If you no longer want downloaded transactions having the same   CUSIP number (A unique number ... estimated income for a security. Edit contact information connected with this security (for example, your ... broker's name and phone number). Add or change the security's associated  investing goal. Enter ...

  5. Edit Security Details [Product Help]

    transactions. If you no longer want downloaded transactions having the same   CUSIP number (A unique number ... estimated income for a security. Edit contact information connected with this security (for example, your ... broker's name and phone number). Add or change the security's associated  investing goal. Enter ...

  6. Assigning Lots in Quicken [Support Article]

    GEN83147 Overview In terms of securities, a lot is the number of shares that you purchase in ... method, Quicken calculates your cost by multiplying the number of shares sold by the average price paid ...

    57 found this helpful
  7. Security Detail View [Product Help]

    transactions. If you no longer want downloaded transactions having the same   CUSIP number (A unique number ... estimated income for a security. Edit contact information connected with this security (for example, your ... broker's name and phone number). Add or change the security's associated  investing goal. Enter ...