Skip to main content
Skip table of contents

Creating securities

If you want to add securities that are not available in the list of securities, you can create them by using the Securities list.

To create a security

  1. In Quicken, choose Window menu > Securities.
  2. Click the Add button at the bottom of the window.
  3. Enter information about the security you’re creating:
    • Select the type of security you are creating.
    • Add the security name.
    • Select Tax Free to indicate that the security you are creating is a tax-free security.
    • Add the symbol of the security.
    • Select Asset Class for the security.
  4. Click Save when you are done.

Note: If you provide a ticker symbol from a participating exchange, Quicken can update your share or unit prices.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.