How To Add a Certificate of Deposit (CD) To the Quicken Security List

I am getting non matching numbers in statement (not by huge amounts, but annoying that they do not match). It centers on a Certificate of deposit. I noticed that there are choices of a security when adding new entry purchasing, BUT CDs ARE NOT ON THE LIST. I added this as BROKERAGE and now wonder if Quicken has a special way to enter a BANK Cert of Deposit?

Best Answer


  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    Same here - I have setup some CDs at Ally Bank - along with a Savings and MM - and they each appear as a separate bank acct - and Quicken adds them as such.....
    If, however, you are talking about another kind of CD where you broker it thru your bank, then that is a very different scenario -

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