which register do i use.
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Ronald Wright
Quicken Windows 2017 Member
I am trying to setup quicken to use for tracking investments in Motgan Stanley.one looks like its tracik cash transactions. but doesnt have a name. the other is named brokerage ans appears o track both cash transactions and stok trades There is nothing to guidr=e me which to use which.
Iam on windows
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Answers
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If the account at Morgan Stanley is a standard "brokerage" account, an account that can have both securities and cash in it then if you're in the process of "Adding" an Account into Quicken you'd want to select a Brokerage Account in the Investing and Retirement group.
Checking and Savings Account only allow for cash transactions to be entered.
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