How to add an individually held stock
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bthompson
Unconfirmed, Member ✭
I was able to add my investments that are held with a brokerage firm but I hold shares of multiple stocks on my own, not with a brokerage firm.
How do I enter the stock and the amount of shares that I hold so Quicken will track it?
I found an article that mentions how to do this with Quicken for MAC but not Windows. When I click on 'Add Account', under "Investing & Retirement" there is no 'Other' option; just 'Brokerage', '401k or 403b', IRA or Keogh Plan' and '529 plan'. Those are my only options.
Sorry, just new to Quicken and so far, not a big fan. Adding our various investment accounts, multiple 401k accounts, ect has not been easy. Either we are really doing something wrong or this app was not a good choice.
Any help is greatly appreciated!
How do I enter the stock and the amount of shares that I hold so Quicken will track it?
I found an article that mentions how to do this with Quicken for MAC but not Windows. When I click on 'Add Account', under "Investing & Retirement" there is no 'Other' option; just 'Brokerage', '401k or 403b', IRA or Keogh Plan' and '529 plan'. Those are my only options.
Sorry, just new to Quicken and so far, not a big fan. Adding our various investment accounts, multiple 401k accounts, ect has not been easy. Either we are really doing something wrong or this app was not a good choice.
Any help is greatly appreciated!
0
Comments
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To track your stocks not held at a brokerage firm, you would create one or more manual brokerage accounts in Quicken and use Buy or Add to specify the stock lots.
Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list3
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