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I have a SEP-IRA investment account. I do not want to download every transaction. I just want to use

Unknown Member
edited December 2018 in Investing (Windows)


  • J_Mike
    J_Mike SuperUser ✭✭✭✭✭
    edited October 2018

    If you are not interested in the transaction details, the simplest approach would be to create an IRA account and simply record the equivalent cash balance. Periodically (monthly, quarterly, other) use the Update Cash Balance function to adjust the total value of the account.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

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