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Set up a transaction group containing investment transactions

Edit a transaction group

Use a transaction group

Delete a transaction group

Notes

Use these procedures to schedule recurring investment transactions other than dividend and interest payments (for example, dollar cost averaging, DRIPs, or other transactions in which there are purchases on a regular basis). Dividend and interest transactions for investment accounts can now be handled as straightforward bill and income reminders.

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.