Can you add investments to an established cash account?

Unknown
Unknown Member
edited September 2018 in Investing (Windows)
I have 2018 Quicken Premier. I have had a cash transaction account for quite a while and I have just purchased some securities from the cash in the account.  I would like to track it all.

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  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited September 2018
    > "cash transaction account"
    Are you talking about an account to track how much cash you have in your wallet?

    To track investment accounts with securities held at an investment brokerage company you need to create an appropriate Brokerage account.

    To register the fact that you have deposited the cash from your cash transaction account to the brokerage, to fund these investment purchases, you need to create a transfer transaction in Quicken. In your cash account, categorize this transaction using the account name of the brokerage account enclosed in [square brackets], e.g., [My XYZ Brokerage].

    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-2018-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
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    Or use the Search tab to search using keywords, e.g., "buy
    security".

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    mark. Click it to get view - specific help.

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