Learning about the transactions view

Select this type to record the purchase of shares of a stock or mutual fund.

You may want to use this action when any shares are transferred to your account or given to you as a gift. When you select this type, you can add shares without affecting your cash balance.

Select this type to record the purchase of a U.S. Treasury Security, municipal or corporate bond.

Short sell cover is the purchase of a security to offset previously established short position with your broker. Select this type to add a short sell cover transaction in your account.

Select this type to add cash inflow such as deposits, any cash withdrawals, and other non-investing expense transactions that affect your investment balance account.

Select this type to record the dividend earned on shares of a company. For the reinvested dividends or income, select the Reinvest option.

Select this type to record the interest earned on your investments. The interest will be added to your cash balance.

Select this type to add a gain from your qualifying investments owned for longer than 12 months and sold.

Select this type to add a gain from your qualifying investments owned for longer than 12 months and sold.

Select this type to record the interest expense for a security you bought on margin.

Select this type to record any miscellaneous expenses, such as a broker’s fee or mutual fund management fee.

Select this type to record any miscellaneous income related to a holding that is not a dividend, interest payment, or capital gain distribution. Quicken will add this income to your cash register.

Select this type to record a cash distribution of a portion of earnings which is then reinvested in the same security. Some financial institutions record reinvested dividends as two transactions - one as dividend paid and another as shares bought. You need to remember this when reconciling your investing accounts.

Select this type to record an interest payment which is then reinvested in the same holding.

Select this type to reinvest the long-term capital gain (gain on the investment owned for longer than 12 months) in the same holding.

Select this type to reinvest the short-term capital gain (gain on the investment owned for shorter than 12 months) in the same holding.

You may want to use this action when any shares are transferred to another account or given to someone else as a gift. When you select this type, you can remove shares from your investment account without affecting your cash balance.

Select this type to record cash received from return of capital. A return of capital is usually the money paid to you as total or partial repayment of the money you invested.

Select this type to enter sale of securities of a company. The total cost will be added to your cash balance.

The sale of a security that is not owned by the seller, or that the seller has borrowed. Select this type to record your short sells.

Short-term capital gain is a profit on the sale of a security that has been held for one year or less. Select this type to record short-term capital gain. Quicken adds this amount to your cash balance.

Stock dividend is a dividend payment made in the form of additional shares, rather than a cash payout. Select this type to record stock dividend received without impacting your cash balance.

When a company divides its existing shares into multiple shares, the number of shares increases without changing the pre-split amount. Select this type to record a split or reverse split of a security. After you add the required details, Quicken recalculates average cost per share.