Stop tracking cash in brokerage accounts

How do I stop tracking cash in brokerage accounts? I just want Quicken to report what the brokerage shows for balances. I will keep up with the cash in and out separately.

Best Answer


  • jr7107
    jr7107 SuperUser ✭✭✭✭
    edited August 2019
    You might get what you are looking for by having a separate linked checking account for the investment account.

    All of your cash transactions will occur in the account as transfers, deposits etc.
    Quicken user since 1994.
    Quicken Forum/Community Contributor since 2005.
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