how to track a YieldStreet investment

Wiley Won

Using Quicken Classic Deluxe for Windows

Of course, YieldStreet does not support Quicken, so I had to create an offline "other investments" account with complete tracking, not tax deferred, not showing cash in a checking account.

To fund the account, I tried Xin transfer from an online savings account, but Quicken insists on logging it as a MiscExp. I am unable to edit the entry because it pops up and disappears immediately.

When I try to enter an interest payment, the same thing happens. Immediately changes to a MiscExp, amount does not appear in the register, and I am unable to edit.

What am I doing wrong?

NotACPA

How did you try to input that initial transfer? In the Savings account, the category of the transfer should have been the name of your YieldStreet account enclosed in square brackets.

And, if you're unable to edit the erroneous transaction, can you just delete it and try again?

Also, why "other investments" and not Brokerage? What do you actually hold in the account? If, on the Add Accounts screen you hover your mouse over the term "other investments", those accounts are somewhat limited in what they hold.