Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Mac
Investing (Mac)
If your IRA is invested in an annuity that credits daily interest, How do you set it up?
niftyk
There are no shares or ticker symbols.
Find more posts tagged with
Investments
Accepted answers
John_M
I would just put in the balance as of your most recent statement. Then whenever you get a new statement, you can add the additional interest manually. There's really no need to add interest on a daily basis. Savings accounts don't download interest daily – they do it monthly, so this should be good enough for your annuity.
niftyk
Thank you! I’m just going to call the named annuity “Cash” instead of the fund they put it in that has no portfolio or ticker symbol or quote & credit interest monthly.
All comments
John_M
I would just put in the balance as of your most recent statement. Then whenever you get a new statement, you can add the additional interest manually. There's really no need to add interest on a daily basis. Savings accounts don't download interest daily – they do it monthly, so this should be good enough for your annuity.
niftyk
Thank you! I’m just going to call the named annuity “Cash” instead of the fund they put it in that has no portfolio or ticker symbol or quote & credit interest monthly.
niftyk
The download from brokerage company automatically set the fund up as a security which was not needed since there’s no actual security for Quicken to track.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
