Tracking margin account & investing (Q Mac)

J. Holmes
J. Holmes Member ✭✭✭✭
edited August 2020 in Investing (Mac)
I recently added a margin account to my investment account.  How do other users track margin account transactions in Quicken Mac? 

Best Answer


  • J. Holmes
    J. Holmes Member ✭✭✭✭
    I actually discovered there is a margin interest expense category available for tracking.  

    The only downside is when I use the margin account for trades (which is not often), the cash balance of the brokerage account goes negative until I transfer cash in to pay off the margin balance.    

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