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How to add CD

Demefi

Version: Microsoft Windows (Quicken Home, Business & Rental Property)

I recently bought a certificate of deposit (CD), but was not able to add into my Quicken Account. How can I do that?

Thank you!

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Comments

volvogirl

Add it like a savings account. Unless it's in a IRA or brokerage account. Maybe put the maturity date in the account name like CD 04/23/25. Or put the maturity date and interest rate in the memo line. Then it will probably be a Transfer from your checking or savings account to the new CD account.

NotACPA

I'd record it in an investment acct … rather than its own separate acct