Each Quicken investment account has a transaction list. You use it in much the same way as you use the register for your checking or credit card accounts. You can view the transactions made in your investment accounts, including shares bought, shares sold, dividends, reinvestments, stock splits, and more.
This is the investment equivalent of a check register. 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.
You can also edit transactions, schedule recurring transactions, and customize your transactions list.
Video: adding transactions
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