How do I manually set up an Investment account and add transactions?

pgaz8888

I have successfully added most of my financial institutions, but Robinhood and Webull do not seem to be supported at this time. How can I set them up manually as brokerage accounts so that I can manually input their data until such time as they are supported on quicken?

bmciance

Rather than selecting or searching for the financial institution click on "offline account" at the bottom.  It's pretty self explanatory from there.

Valderi

First you go to your investment account.
Click "Ctrl+Shift+N"
Select "Security List"
At the bottom left, select "Add Security"
Follow instructions or you can select "click here" if you prefer to enter manually

I think this is what you're looking for.

Daninator

That doesn't work, because it doesn't give an option to add an Investment account, only cash, checking or credit card. Or am I missing something?

bmciance

What version of Quicken are you using? Starter does not have asset or investment accounts. Only cash, checking and credit cards. To add investments you need at least the Deluxe version.

Daninator

Ah, you solved it. I have the Starter version. I will upgrade to add it. I have another Investment account that I keep track of manually, so I must have done that when I subscribed to the Deluxe version in the past…

Quicken Jasmine

https://community.quicken.com/discussion/comment/20504677#Comment_20504677

Thank you for sharing this information and assisting other users!