manually updating an investment account

stevefsf Quicken Mac 2017 Member

August 2021 edited May 2022 in Registers & Transactions (Mac)

How to add interest and not stocks bought into a transaction for one account?

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  jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

  August 2021

  • In this account, click on the Transactions tab
  • Click New
  • In the Type field, select from the drop-down menu Income (Div Int, Dist) > Interest
  • Enter the date
  • Enter the Interest amount
  • It isn't necessary to enter a Security name here, since this is just cash being added to your account, but you can enter the Security for later tracking if you wish
  • Click Save

  Quicken Mac Subscription • Quicken user since 1993

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