Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
What are best practices in entering investment accounts?
I have used Quicken for a lot of years but have not found an accurate way to tell how much cash has been invested vs the value of the account. For instance what I have been doing is transferring money from my checking to an investment account. Then I've entered in the transactions from the statement. I would think that the cash amount would be the amount that I transferred over but it entering in the buys or sells or whatever seem to change the cash amount so that it is not the amount that is being invested. In other words I want to be able to see how much I have transferred into the account. But then be able to have the total number of shares of the investment and see it's value.