Exchange Traded Funds (ETFs) security type [Edited]

jcorley522
jcorley522 Quicken Windows Subscription Member ✭✭
edited November 10 in Investments

There is no way to separate out from Equities ETFs. Schwab breaks out ETFs on its statements. It is harder to match the Quicken stock values which combines the equities and ETFs to those brokerage firms that break out the ETFs from the equities category.

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Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    What you're asking for is a new Security Type, not category.

    Have you explored Quicken Help re: adding a new Security Type?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP