How do I allocate a mutual fund purchase across multiple securities?
I have a payment scheduled to my broker which I want to be allocated equally across all securities. I have this set as an auto bill to the brokerage. In Quicken, It is recorded as a cash transfer to the investment account. How do I setup the transaction to achieve two goals: not have it register as increasing the cash balance and divide the amount evenly across all securities to that brokerage firm. I am not downloading transactions, as I prefer manual entry management.