How to manually input purchase transaction in brokerage account...

david94945

First, version is Quicken 2019 Deluxe.  Your signup list does't include that version.
Second, your drop down category list in this forum doesn't include what I'm asking about.

How do I manually add a spending transaction that is not a purchase of a security to a brokerage account ? It's a Fidelity money market cash account. When I hit + it defaults to a securities purchase window, but it is not a securities purchase that I'm trying to add.

RickO

Click in the Type column (where you see "Buy"). You should see an up/down arrow symbol appear. Click that and choose Payment/Deposit if you are trying to enter a spending type transaction.



If by some chance you don't see the Type column, click menu View > Columns to add it.

J_Mike

To enter a cash (deposit or spending) transaction in an investment account - under Type, select Payment/Deposit.

RickO

Click in the Type column (where you see "Buy"). You should see an up/down arrow symbol appear. Click that and choose Payment/Deposit if you are trying to enter a spending type transaction.



If by some chance you don't see the Type column, click menu View > Columns to add it.

J_Mike

To enter a cash (deposit or spending) transaction in an investment account - under Type, select Payment/Deposit.