I have set up a brokerage account. I need to link some type of inventory account that keeps track o

Unknown Member
edited September 2018 in Investing (Windows)
I am new to Quicken 2017 and I have set up a brokerage account. I need to link some type of inventory account that only keeps track of the holding information; shares purchased, dividends earned, change in market value, selling, etc.


  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    edited October 2017
    Huh? That's what Quicken does. Are you using Windows or Mac Quicken?

    I'm staying on Quicken 2013 Premier for Windows.

  • Unknown
    Unknown Member
    edited October 2017
    Windows.  I first set this "brokerage account" as a checking account because you could link it.  But the checking account does not show the cash value and the investment values separately.  I'm definitely doing something wrong.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited September 2018

    You're doing it wrong.

    If it's an investment account, you need to select the appropriate account type: Brokerage, IRA, 401(k), etc.

    If the brokerage is not US or Canadian or you wish to enter transactions manually without downloading information from the brokerage: During the Add Account process, when you are prompted to enter the name of the brokerage choose "Advanced Setup" at the bottom of the window instead and follow the remainder of the setup process.
    This will give you an investment account register where you can enter all your security transactions.

    Are you new to Quicken for Windows?


    Please read this for more information, some videos and a list of resources to
    help familiarize yourself with Quicken:



    Help! (Quicken for Windows)

    If you're unsure on
    how to do something, you can find more information about a specific task,
    function, feature or report in Quicken Help.

    To access Quicken Help simply press the F1 key from anywhere in Quicken (or
    click Help in the Menu bar, then click Quicken Help).

    Use the Contents tab to see the available books in Quicken Help. Click on one
    of the books to open it. Click on a chapter to drill down to more

    Or use the Search tab to search using keywords, e.g., "buy

    Some Quicken view screens may have a blue (or yellow) button with a question
    mark. Click it to get view - specific help.

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