Is it mandatory to link shares to an account

Mark Willis
Member ✭✭
I have shares managed by another person. I wish to track this portfolio without linking them to an account (so no cash balance necessary). Just number of shares and price per share so that the resulting assets can be added to my net worth reports. Is this possible, or does Quicken force you to add a cash account when monitoring shares? Many thanks
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Best Answers
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Can't you just add a Brokerage account and use Advanced Setup so it's a manual account?Quicken Subscription HBRP - Windows 105
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Yeah - as above -
just add an Account - and use the "Advanced" to handle everything manually.If the shares are for a publicly traded security, add it to your Watch List, and have the quotes checkmarked for Download.QWin Deluxe Subscription - sticking with R47.15 - Win10
5 -
Not sure what you mean by "link shares to an account" ... but any security can ONLY be tracked in Q by placing it in an Investment account.As stated above, that account doesn't have to be online ... but it MUST be an investment account.Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP5
Answers
-
Can't you just add a Brokerage account and use Advanced Setup so it's a manual account?Quicken Subscription HBRP - Windows 105
-
Yeah - as above -
just add an Account - and use the "Advanced" to handle everything manually.If the shares are for a publicly traded security, add it to your Watch List, and have the quotes checkmarked for Download.QWin Deluxe Subscription - sticking with R47.15 - Win10
5 -
Not sure what you mean by "link shares to an account" ... but any security can ONLY be tracked in Q by placing it in an Investment account.As stated above, that account doesn't have to be online ... but it MUST be an investment account.Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP5 -
With thanks to all three superusers who answered my question so quickly. Mark1
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