How best to record monthly investment activity for brokerages that don' t download - like M1 Finance
My Brokerage - M1 Finance does not download, and invests in partial shares. SO How to set up an investment account in quicken, where one only wishes to record month end security share balances, as well as recording dividends/gains received- and cash deposits or withdrawals. While dividends/gains are reinvested, by posting month end security share balances no need to detail enter the reinvestments.
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