• Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint

How Much Detail?

Before you get started setting up your portfolio account, you need to decide how much investment history to include in your records. You have three options: enter a complete history, just this year’s information, or your current investment holdings.

Of the three options, the complete history requires the most data entry, because you’ll need to enter the initial purchase price for each security and all of the subsequent transactions. The benefit of this approach is that all of your reports are complete and Quicken can accurately calculate capital gains and losses. Because a large portion of the benefit of tracking your investments in Quicken is knowing how much money you have made or lost, this is the approach that I recommend.


PREVIEW

                                                                          

Not a subscriber?

Start A Free Trial


  
  • Creative Edge
  • Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint