Paying Margin Interest in Quicken for Mac

Use the Margin Interest Expense transaction type to record the interest amount that you paid for a security bought on margin.

To record margin interest expense

  1. Open the account you want to use.
  2. Click the New button from the toolbar.
  3. Select Margin Interest Expense from the Transaction Types list.
  4. Add the information for:
    • Date - Enter the date when the margin interest expense was incurred.
    • Payee/Description - Select the payee for the expenses. If the paye is not appearing in the list of securities, select Edit Securities to add the payee.
    • Interest Paid - Enter the interest paid for the shares of the security bought.
    • Memo - Enter the note you want to associate with the transaction.
    • Tags - Enter the tags that you want to use while searching the transaction.
  5.  To add an attachment to the transaction, select Attachments, click the Add attachment button, and select the file you want to attach to the transaction.
  6. Click Save when you are done.

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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.