Entering Future Trades

eutu1960
eutu1960 Quicken Windows Subscription Member

I would like to enter my Future trades manually and not download transactions. How is the best way to enter Future trades. For now I am recording it under Other Cash transaction, Futures Trade, and created a Futures Trade Category.

Comments

  • Quicken Carlos
    Quicken Carlos Quicken Mac Subscription Member, Moderator mod

    Hi @eutu1960,

    Thank you for contacting the Quicken Community.

    If you would like to track your accounts manually, I recommend deactivating the account to prevent transactions from downloading automatically. If you haven’t done this yet, you can follow these steps:

    To deactivate an account:

    • Select the Tools menu and choose Account List.
    • In the Account List, select the account you want to deactivate, then click Edit.
    • In the Account Details window, click the Online Services tab. Screenshot 2026-03-19 at 1.19.34 PM.png
    • Click Deactivate next to the service you want to disable.
    Deactivate Good one.png
    • Click Yes to confirm that you want to disable this service.

    To enter transactions manually:

    • Open the account in question and click Enter Transactions
    • Select the type of transaction you would like to enter from the dropdown menu. Dropdown menu investment accounts.png
    • Enter the required information and save the transaction.

    I hope this helps! Please let us know if you have any further questions.

    Quicken Carlos

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