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.
YOUTUBE VIDEO: Quicken Tutorial: Set Up Your Brokerage Account!
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