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

Unknown

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

Huh? That's what Quicken does. Are you using Windows or Mac Quicken?

Unknown

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

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?

Welcome.

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

https://www.quicken.com/quicken-tips

https://www.quicken.com/complete-guide-getting-started-quicken-2017-windows

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
details.

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

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