Quicken Windows Help

How much detail do you want to include in this adjustment?

Select the method you want to use to record your adjustment.

  • Enter Buy/Sell transaction affects either the cash balance in this account or the cash balance of another account you've created in Quicken (for example, funding a Buy using money from another account would create a cash transfer transaction into the current account equal to the amount of the Buy transaction).

  • Enter Split, Dividend, or other transaction may or may not affect your cash balance, depending on the specific option you select.

  • Enter a simple shares adjustment creates a ShrsIn or ShrsOut transaction without affecting your cash balance.

  • Enter a Transfer transaction transfers shares to or from another investment account. This action affects the market value of your account but does not change your cash balance.