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Quicken Classic for Windows
Investing (Windows)
How do you set an investment for a startup company that has no brokerage?
sflarner
The investment section to add an account does not seem to allow for investments for new startups.
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Investments
Accepted answers
Jim_Harman
To clarify, the sequence is
Add the security. If it is not publicly traded, do not give it a ticker.
Add Account
Pick Brokerage
Click on Advanced Setup at the bottom
Select I want to enter my transactions manually
and follow the directions from there. You can call the accoutn "My Startups" or whatever.
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GeoffG
You can always setup a manual brokerage account and track any investment, with or without a ticker symbol. Look at the setup dialog when creating the investment account. It will state "... click here...".
Jim_Harman
To clarify, the sequence is
Add the security. If it is not publicly traded, do not give it a ticker.
Add Account
Pick Brokerage
Click on Advanced Setup at the bottom
Select I want to enter my transactions manually
and follow the directions from there. You can call the accoutn "My Startups" or whatever.
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