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- In Quicken, choose Window > Securities.
- Click the Add button at the bottom of the window.
- Enter information about the security you’re creating:
- Select the type of the security you are creating.
- Add the security name.
- Select Tax Free to indicate that the security you are creating is a tax-free security.
- Add the symbol of the security.
- Select Asset Class for the security.
- Click Save when you are done.
Note: If you provide a ticker symbol from a participating exchange, Quicken can update your share or unit prices.