Tag Archives: Fees

 (When you record this transaction, Quicken sets the Price box value back to 0, so both the Price and XFer Amt boxes ) If you use the Sell/Remove Shares dialog box (displayed when you click Sell/Remove Shares on the Easy Actions menu) to record an account fee transaction. Continue reading →

If you write a check to pay an account fee, you don’t need to do anything special in the investment register. You just write the check in the usual way. Categorize the check that pays an account fee as investment expense or a similar expense category. Items such as an Individual Retirement Account (IRA) and custodial fees are miscellaneous deductions. Continue reading →