Quicken 2014 For Dummies

Chapter 14

Stocks and Bonds

In This Chapter

Setting up a brokerage account

Describing the securities in a brokerage account

Transferring cash to and from a brokerage account

Buying stocks and bonds from a brokerage account

Recording income from securities held in a brokerage account

Recording margin interest, miscellaneous income and expenses, and return of capital

Updating securities prices

Adjusting your brokerage cash balance and account shares

After you understand how Quicken handles tax-deferred investments, working with a regular taxable brokerage account (and the extra complexity that such an account typically includes) is a snap.

If you haven’t yet used Quicken for tax-deferred ...