Annuity owned in a brokerage

tbf47 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


  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭

    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 VP

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