When you select this type, you can remove shares from your investment account without affecting your cash balance. You may want to use this action when any shares are transferred to another account or given to someone else as a gift. Select this type to reinvest the short-term capital gain (gain on the investment owned for shorter than 12 months) in the same holding. Select this type to reinvest the long-term capital gain (gain on the investment owned for longer than 12 months) in the same holding. Select this type to record an interest payment which is then reinvested in the same holding. You need to remember this when reconciling your investing accounts. Some financial institutions record reinvested dividends as two transactions - one as dividend paid and another as shares bought.
Select this type to record a cash distribution of a portion of earnings which is then reinvested in the same security. Quicken will add this income to your cash register. Select this type to record any miscellaneous income related to a holding that is not a dividend, interest payment, or capital gain distribution. Select this type to record any miscellaneous expenses, such as a broker’s fee or mutual fund management fee. Select this type to record the interest expense for a security you bought on margin. Select this type to add a gain from your qualifying investments owned for longer than 12 months and sold. The interest will be added to your cash balance. Select this type to record the interest earned on your investments. For the reinvested dividends or income, select the Reinvest option. Select this type to record the dividend earned on shares of a company. Select this type to add cash inflow such as deposits, any cash withdrawals, and other non-investing expense transactions that affect your investment balance account. Select this type to add a short sell cover transaction in your account. Short sell cover is the purchase of a security to offset previously established short position with your broker. Treasury Security, municipal or corporate bond. Select this type to record the purchase of a U.S. When you select this type, you can add shares without affecting your cash balance.
You may want to use this action when any shares are transferred to your account or given to you as a gift. Select this type to record the purchase of shares of a stock or mutual fund.
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