which register do i use.

Ronald Wright

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

Tom Young

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.