Home Quicken for Windows Product Ideas - Quicken for Windows Manage Accounts and Transactions (Windows)
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

Investment transaction data entry to multiple investment accounts with single transaction entry

I have three different equity trading strategies in use in a single investment account. I currently maintain three Separate accounts where I started with an initial cash balance and then enter the transactions unique to that strategy. I also enter the transactions in the investment account holding all the positions. I use the Separate accounts for performance tracking purposes of the three strategies.

Rather than the double entry of the transactions, an option on the Transaction screen to enter the transaction to multiple investment accounts would be nice. Eliminates the extra transaction entry and reduces errors.
0
0 votes

New · Last Updated

Sign In or Register to comment.