Each Quicken investment account has a transaction list; this . This is the investment equivalent of a check register. This The investment account 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.
Enter an investment transaction
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Edit an investment transaction
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Update your investing account
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Customize your investment
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Schedule recurring investment transactions
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