In this video, I'll be giving another Quicken tutorial, this time covering how to set up a brokerage account in the program. I'll also go over some of the specifics of how that works, such as choosing between simple tracking for your account and complete tracking for your account, as well as addressing some of the issues that arise when you first set it up, such as placeholder transactions and figuring out how to deal with really old holdings that you've had in there that it can't download very recent transactions for. So, it's a complete video on how to get started with your brokerage account and track all of your stocks in Quicken.
Joe DiSanto is the founder of Play Louder! He has built multi-million dollar businesses, produced critically acclaimed documentaries and an Emmy-winning TV show, invested millions in real estate, and semi-retired at age 43. Now, Joe serves as a Fractional CFO for several creative firms and is sharing a lifetime of fiscal know-how via Play Louder, an invaluable resource that helps individuals and business owners increase their net worth and plan better for their future.