Each Quicken investment account has a transaction list; this is the investment equivalent of a check register. This list shows all the security transactions that you've recorded in your account. In most cases, transactions from your cash management account are included as well.
In the investment transaction list, you can enter new transactions manually or download them directly from your broker or participating financial institution.
Click a link below for an overview of the topics covered in this section.
What can I do?
- Enter an investment transaction
- How do I edit an investment transaction?
- Update your investing accounts
- How do I customize my investment transaction list?
- How do I schedule recurring investment transactions?
- About using an investment transaction list
- About tracking securities and security prices
- About researching investment opportunities online
- About updating investment account statements
- About manually entering investment transactions
- About tracking dividends and income
- About tracking corporate actions
- About tracking bonds and CDs
- About tracking employee stock plans
- Tracking and updating a 401(k)/403(b) account
- About reconciling investment accounts
- About monitoring portfolio performance
- About managing my portfolio's asset allocation
- About estimating capital gains before selling
- About making my historical information more complete
- About using Quicken.com to view and work with my accounts