how to input fees into investment account

Unknown
Unknown Member
edited November 2018 in Investing (Windows)
How do I add maintenance fees into an investment account. I'm using Quicken 2013

Comments

  • volvogirl
    volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭
    edited October 2018
    Are they deducting the fees from your account?



    This is how I manually enter my monthly 401k fees which are less than 1 dollar......


    
1. Do a SELL


    
2. Enter: Date, Name, # of Shares, Price



    3. Change the Sale Amount to the amount of the Fee then TAB back to Lots
Recalculate box should open - Choose Price - OK



    4. Then TAB back to Commission and put the Fee into the Commission Box
Sale Amount should change to zero!




    The key is to TAB back to the prior fields without hitting enter.


    I'm staying on Quicken 2013 Premier for Windows.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2018
    QWin Premier subscription
This discussion has been closed.

Categories