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How do I buy a security?


  1. Open the account you want to use.
  2. Click Enter Transactions.
  3. In the Enter Transaction list, select Buy - Shares Bought.
  4. Use the dialog to record the purchase of a security. Click a link below for more information.
    • Transaction date
    • Security name
    • Account
    • Number of shares, Price paid, and commission
    • Choose whether you want to use money from a Quicken account to acquire these shares
  5. Click Enter/New to enter another transaction, or Enter/Done to finish.

Notes

There are separate procedures to handle the purchase, or exercise, of:

Recording a transaction in Quicken does not execute a real-world trade, transfer, or other transaction. Contact your broker to execute trades or transfers, and then manually record the transactions in Quicken—better yet, download them directly from your participating financial institution.

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