manually updating an investment account

How to add interest and not stocks bought into a transaction for one account?

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  • jacobs
    jacobs SuperUser, Mac Beta Beta
    • In this account, click on the Transactions tab
    • Click New
    • In the Type field, select from the drop-down menu Income (Div Int, Dist) > Interest
    • Enter the date
    • Enter the Interest amount
    • It isn't necessary to enter a Security name here, since this is just cash being added to your account, but you can enter the Security for later tracking if you wish
    • Click Save
    Quicken Mac Subscription • Quicken user since 1993
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