Add Transactions (Mac)

On the Mac, you enter investment transactions using the Investment Actions window. This lists all of the possible investment transactions.

Begin by clicking the Investing tab on the toolbar, then clicking the Portfolio button, which opens the Portfolio window. If you instead want to do an investment action on a single mutual fund account, choose the account from the Registers pop-up menu on the toolbar, and its register will open .

Choose Activities > Investment Actions. The Investment Actions window appears. Double-click the investment action you want, and the associated action form appears.

1.	Choose the investment account from the Account pop-up menu.
2.	Enter the transaction date.
3.	Enter the number of shares you bought.
4.	Choose the security you want to purchase from the pop-up menu next to Of . This menu lists all the securities you have previously bought. If you are buying a security that is new to your portfolio, Quicken will walk you through a quick Wizard to add the new security.
5.	Enter the share price in the At field.
6.	Enter the Commission amount. Quicken calculates the Total Cost .
7.	Use the Source of Funds pop-up menu to specify where the money for the purchase is coming from.
8.	If you like, add a Memo .
9.	Click Record to save your transaction.