![]() To view general information about working with online account services once you've set up your account, see Downloading transactions for my accounts.To learn more about entering historical transactions, see Decide how much historical data to enter and Entering investment transactions manually.Employee stock purchase plan transactions.Employee stock option exercise transactions.What do I need to know before getting started?ĭo not download the following types of transactions: The handling of downloaded stock splits will differ, depending on your financial institution. The actions you need to take in Quicken after downloading a split will differ, depending on whether you have already manually entered the split and whether the manual transaction is correct. So unless you request historical prices on a regular basis, you should still manually enter stock splits as they occur. This is the only instance in which Quicken downloads splits. These can be securities you actually own or securities in your Watch List. When you download historical securities prices, Quicken also checks for stock splits for the securities in your Quicken Security List.
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