How do I track CDs in a brokerage account in Q Mac 2019?
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Paul_Testing
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How do I track CDs in my brokerage account?
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Open the securities window and create a new security of type CD:
Add the initial BUY transaction to the register:
Use a fixed share value of $1 per share always.
When interest is earned, enter a Reinvest Interest transaction:
The first two transactions will look something like this:
And the Portfolio view will look like this:
Quicken Mac Subscription; Quicken Mac user since the early 90s8 -
Thanks 👍🏻1
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