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What if Quicken asks me how to add a new cash transaction that I just downloaded into my brokerage account? (What are my options?)

  1. In the Downloaded Transactions list, accept the new cash transaction.
  2. Then, in the Add New Cash Transaction dialog, select one of the following:
    • Select Create a transfer from another account to identify the transaction as a transfer from another account. Select an account from the drop-down list.
    • Select Assign an income or expense category to identify the transaction as income or expense.
    • Select Neither to identify the transaction as a transfer from within this account. No cash balances will be changed.
  3. Click OK.

Notes

If one of your holdings has recently initiated a corporate spin-off, this cash transaction may have come from the spin-off. If you think this case might apply, read the Corporate Securities Spin-Off topic before accepting the new cash transaction.

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