which register do i use.

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Ronald Wright
Ronald Wright Member ✭
edited December 2023 in Registers & Transactions (Windows)

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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  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
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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.

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    Checking and Savings Account only allow for cash transactions to be entered.

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