How can I add multiple securities at one time

mikeshapp
mikeshapp Member ✭✭
edited July 2022 in Investing (Windows)
I just created two bond ladders with a total of twenty different bonds and I really don't feel like adding each one individually.

Is there a method, maybe file-based, that I can use to add them all at once?

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Are you downloading transactions for the account that holds these bonds? 

    If so and Quicken encounters a new security, it will ask if you want to add the security. You still need to fill in the details.

    Otherwise, as far as I know you must create new securities one at a time.
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  • mikeshapp
    mikeshapp Member ✭✭
    >>> Are you downloading transactions for the account that holds these bonds?

    No, I don't download transactions from my brokerage accounts; only for my credit cards.

    I tried downloading transactions for this account and it did ask me to add the securities.

    Thanks for your help.
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