How do I manually set up an Investment account and add transactions?

pgaz8888
pgaz8888 Quicken Windows Subscription Member
edited September 18 in Investing (Windows)

I have successfully added most of my financial institutions, but Robinhood and Webull do not seem to be supported at this time. How can I set them up manually as brokerage accounts so that I can manually input their data until such time as they are supported on quicken?

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Answers

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Rather than selecting or searching for the financial institution click on "offline account" at the bottom.  It's pretty self explanatory from there.


    Quicken Windows user since 1993.

  • Valderi
    Valderi Quicken Windows Subscription Member ✭✭✭✭
    First you go to your investment account.
    Click "Ctrl+Shift+N"
    Select "Security List"
    At the bottom left, select "Add Security"
    Follow instructions or you can select "click here" if you prefer to enter manually

    I think this is what you're looking for.
  • Daninator
    Daninator Quicken Windows Subscription Member

    That doesn't work, because it doesn't give an option to add an Investment account, only cash, checking or credit card. Or am I missing something?

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭

    What version of Quicken are you using? Starter does not have asset or investment accounts. Only cash, checking and credit cards. To add investments you need at least the Deluxe version.

    Quicken Windows user since 1993.

  • Daninator
    Daninator Quicken Windows Subscription Member

    Ah, you solved it. I have the Starter version. I will upgrade to add it. I have another Investment account that I keep track of manually, so I must have done that when I subscribed to the Deluxe version in the past…

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭
    https://community.quicken.com/discussion/comment/20504677#Comment_20504677

    Thank you for sharing this information and assisting other users!

    -Quicken Jasmine

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