By default, Quicken tracks your cash in the investment transaction list. If your account has check-writing privileges, you can enter cash transactions directly into the investment account.
If you want to use reminders or repeating online payments, you must add a linked checking account to the investment account. When you do this, Quicken automatically records cash transactions as transfers to or from the linked checking (Chequing in Canada) account. When you enter transactions manually, follow these guidelines:
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To learn more, see tracking cash in an investment account and Add a linked checking account to an existing investment account.
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The following terms will be different in the Canadian releases of Quicken. Canada: "Cheque" / United States: "Check" |