Track investments in app

crazykz

I use Quicken for Windows and the IOS app.  How do I enter and track investments?  All I see how to do is to enter them on the watch list.

UKR

crazykz

NotACPA

Thank you for your reply!  How do I actually create an investment account in Quicken?  All I see is adding accounts like debt, property, etc.  I have many different stocks that I want to be able to track in Quicken automatically, and thus on my phone after syncing.

What version of Q Win are you running?  Because all versions ABOVE "Starter Edition" have the ability to track Investment accounts.

You need to create the account on your desktop product, before you can upload it to Q Mobile.

crazykz

Thank you for your reply!  How do I actually create an investment account in Quicken?  All I see is adding accounts like debt, property, etc.  I have many different stocks that I want to be able to track in Quicken automatically, and thus on my phone after syncing.

I'm using Quicken 2017 Deluxe Version R17.4
How do I create the stocks accounts on my desktop product?

Jim_Harman

Thank you for your reply!  How do I actually create an investment account in Quicken?  All I see is adding accounts like debt, property, etc.  I have many different stocks that I want to be able to track in Quicken automatically, and thus on my phone after syncing.

Tools > Add account > Brokerage (or whatever type of account it actually is)

crazykz

Thank you for your reply!  How do I actually create an investment account in Quicken?  All I see is adding accounts like debt, property, etc.  I have many different stocks that I want to be able to track in Quicken automatically, and thus on my phone after syncing.

Thank you!  I was able to get my Vanguard info downloaded via the Brokerage.  I however wasn't able to pull in my Charles Schwab PCRA account at all.  I tried 3 times. I do not want to put in amounts daily into Quicken.  That defeats the purpose of my downloads.  Any other way to do this?

Jim_Harman

Thank you for your reply!  How do I actually create an investment account in Quicken?  All I see is adding accounts like debt, property, etc.  I have many different stocks that I want to be able to track in Quicken automatically, and thus on my phone after syncing.

Others here have struggled to get Schwab accounts to download due to password problems. Contact Schwab and/or search this forum for more info.

crazykz

Thank you for your reply!  How do I actually create an investment account in Quicken?  All I see is adding accounts like debt, property, etc.  I have many different stocks that I want to be able to track in Quicken automatically, and thus on my phone after syncing.

I found out that I had to enable 3rd party access in Schwab.  Then it works like a charm!