Adding A Security To the Quicken Security List

16 people found this helpful

Add a new security on the fly

Quicken prompts you to set up a new security whenever you enter a transaction for security name that is not already in your Security List. Follow the on-screen instructions.

Add a new security manually

You can manually add a stock, mutual fund, or other security to the Security List.

If you want to manually add a bond (U.S. savings, corporate, Treasury, municipal, other), Employee stock option grant (ESOG), Employee stock purchase plan (ESPP), or Certificate of Deposit (CD) to the Security List, see the specific instructions to do so.

Note: Recording a transaction in Quicken does not execute a real-world trade, transfer, or other transaction. Contact your broker to execute trades or transfers, and then manually record the transactions in Quicken-better yet, download them directly from your participating financial institution.

Help us improve our support center
Still can't find what you're looking for? Contact Support
Ask our community for help and to learn more about Quicken

Still can't find what you're looking for? Try these:

Contact Support

Free expert help from our Quicken
Customer Support team.

Talk to Support

Get help from expert users — the best
place for your tough questions.

Ask Our Community
Premium Support

Get priority access to our expert Quicken agents.
Skip the line and enjoy shorter wait times.

Learn More
Contact Support
Find what you need right now. Or talk to our support team for expert help.
Chat with us Wait time: Estimating...
Call us (650) 250-1900 Wait time: Estimating...
Ask the community