Chapter 14

Stocks and Bonds

In This Chapter

arrow Setting up a brokerage account

arrow Describing the securities in a brokerage account

arrow Transferring cash to and from a brokerage account

arrow Buying stocks and bonds from a brokerage account

arrow Recording income from securities held in a brokerage account

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

arrow Updating securities prices

arrow 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 ...

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