How to add CD

Demefi Member
edited July 2023 in Investing (Windows)

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!


  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭

    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.

    I'm staying on Quicken 2013 Premier for Windows.

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭

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

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

This discussion has been closed.