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How to Set Up Security Lists in Quicken 2013

Typically, a brokerage account probably contains more than one type of security. You may have shares of Boeing, General Motors, or Google. You name it, and someone owns it. Therefore, a brokerage account uses a list of securities — and you, as the investor, need to create and maintain the list of securities (stocks, bonds, and so on) that your account holds.

To do so, set up the brokerage account and then complete the following steps:

1

Choose the Security List command.

Display the Investing tab, click the Tools button, and choose the Security List command. Quicken displays the Security List window. Note that any mutual funds you’ve already set up appear in the list as securities.

2

Click the New Security button in the Security List window.

Quicken displays the first Add Security to Quicken dialog box.

3

Enter the stock symbol for the security in the Ticker Symbol text box.

If you don’t know the symbol, make sure that you have the name of the security correct and then click the Look Up button to search for the ticker symbol at Quicken.com.

4

Click Next to continue.

Quicken retrieves information about the stock whose ticker symbol you entered and displays it in another Add Security To Quicken dialog box.

5

Click Done.

Quicken adds the security to the security list and redisplays the Security List window. If you have additional securities, you can add them by repeating Steps 2–4. Also, you can add securities on the fly while you’re recording the purchase of a security for the first time. When you do this, Quicken starts this little “Oh, let’s add another security to the list” process for you at Step 3.

See those buttons along the right top edge of the Security List window? You can use them to do useful stuff. For example, click Edit to change security information. Click the Report button to display a report of transactions for the security.

Click the Delete button to remove the selected security from the list. Finally, use the Watch List and Hide check boxes to add a security to your watch list or to hide the selected security. Just thought you’d want to know.

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