How to manually input purchase transaction in brokerage account...
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david94945
Member ✭✭
First, version is Quicken 2019 Deluxe. Your signup list does't include that version.
Second, your drop down category list in this forum doesn't include what I'm asking about.
How do I manually add a spending transaction that is not a purchase of a security to a brokerage account ? It's a Fidelity money market cash account. When I hit + it defaults to a securities purchase window, but it is not a securities purchase that I'm trying to add.
Second, your drop down category list in this forum doesn't include what I'm asking about.
How do I manually add a spending transaction that is not a purchase of a security to a brokerage account ? It's a Fidelity money market cash account. When I hit + it defaults to a securities purchase window, but it is not a securities purchase that I'm trying to add.
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Best Answers
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Click in the Type column (where you see "Buy"). You should see an up/down arrow symbol appear. Click that and choose Payment/Deposit if you are trying to enter a spending type transaction.
If by some chance you don't see the Type column, click menu View > Columns to add it.Quicken Mac Subscription; Quicken Mac user since the early 90s6 -
To enter a cash (deposit or spending) transaction in an investment account - under Type, select Payment/Deposit.QWin & QMac (Deluxe) Subscription
Quicken user since 19916
Answers
-
Click in the Type column (where you see "Buy"). You should see an up/down arrow symbol appear. Click that and choose Payment/Deposit if you are trying to enter a spending type transaction.
If by some chance you don't see the Type column, click menu View > Columns to add it.Quicken Mac Subscription; Quicken Mac user since the early 90s6 -
To enter a cash (deposit or spending) transaction in an investment account - under Type, select Payment/Deposit.QWin & QMac (Deluxe) Subscription
Quicken user since 19916
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