How do I schedule recurring investment transactions?



If there is an investment transaction that you enter on a regular basis, memorize it to simplify your work.

Dividend and interest transactions for investment accounts can now be handled as income reminders. For other recurring investment transaction types (such as dollar cost averaging, DRIPs, or other transactions in which there are purchases on a regular basis), set up and manage them using Quicken's Memorized Investment Transaction List.

Although you can't schedule investment transactions on the Financial Calendar, you can memorize them and create transaction groups to enter multiple transactions at once.

Notes

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.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.