How do I set up a new investment account in Quicken that already has an existing balance?

PHXLaw Member
I don't want to download information from the financial institution and would prefer to enter information manually. I want to enter the name of the security, the number of shares and the price per share as of the last statement date and start the Quicken account from that point. How do I enter the initial information into Quicken?

Best Answer


  • RickO
    RickO SuperUser, Mac Beta Beta
    Same for the Mac version.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
This discussion has been closed.