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Dividend and interest transactions for investment accounts can now be handled as income reminders. For other recurring investment transaction types (such as dollar cost averaging, DRIPs, or other transactions in which there are purchases on a regular basis), set up and manage them using Quicken's Memorized Investment Transaction List.
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Notes
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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