Annuity owned in a brokerage
tbf47
Quicken Windows Subscription Member ✭✭✭✭
Please give me some suggestions for recording an annuity in a brokerage account . There is no symbol. i am not trying to track price. I can update it monthly. thanks
Windows 10 * Quicken Premier user.
Quicken user since 198x something. Started with Quicken for DOS 5.X
0
Comments
-
Are you downloading into this brokerage account? Is the annuity included, in any manner, in the download?
Because if the answer to those is NO, I'd be inclined to set it up in an "Other Asset" type account
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
This discussion has been closed.