How do I track CDs in a brokerage account in Q Mac 2019?

Paul_Testing

How do I track CDs in my brokerage account?

RickO

Open the securities window and create a new security of type CD:



Add the initial BUY transaction to the register:


Use a fixed share value of $1 per share always.

When interest is earned, enter a Reinvest Interest transaction:



The first two transactions will look something like this:



And the Portfolio view will look like this:

Paul_Testing

Thanks 👍🏻