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Adding investing and retirement accounts


From:

Quicken 2014 Essential Training

with Sally Norred

Video: Adding investing and retirement accounts

Besides using Quicken to manage your everyday spending, you can also manage your investment portfolio within Quicken, by adding your investing and retirement accounts. Investing and retirement account are those accounts that you use for your long term investments. These include brokerage accounts, 401K or 403B accounts, individual retirement accounts or Keogh plan accounts. 529 education savings accounts, and even single mutual fund accounts. To add an investment or retirement account, start by expanding the accounts bar.
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  1. 47s
    1. Welcome
      47s
  2. 10m 45s
    1. What is Quicken 2014 Premier?
      2m 45s
    2. Defining common Quicken terminology
      2m 58s
    3. Touring the Quicken interface
      5m 2s
  3. 36m 42s
    1. Setting up your Intuit ID
      2m 54s
    2. Using the Account Bar
      2m 46s
    3. Understanding account types
      3m 59s
    4. Adding your first account
      3m 11s
    5. Updating your accounts
      3m 44s
    6. Setting up your Password Vault
      2m 55s
    7. Adding other spending and savings accounts
      5m 15s
    8. Adding investing and retirement accounts
      4m 45s
    9. Adding property and asset accounts
      2m 44s
    10. Adding loan and debt accounts
      4m 29s
  4. 42m 13s
    1. Understanding spending account registers
      4m 59s
    2. Searching, sorting, and filtering transactions
      2m 31s
    3. Downloading transactions for a specific account
      1m 53s
    4. Entering spending transactions manually
      2m 15s
    5. Understanding transaction categories
      2m 42s
    6. Categorizing transactions
      4m 37s
    7. Customizing the Category List
      3m 54s
    8. Recording split transactions
      3m 31s
    9. Transferring funds between accounts
      1m 21s
    10. Saving time with memorized payees and QuickFill
      4m 30s
    11. Reconciling accounts
      4m 8s
    12. Using the Spending tab
      2m 28s
    13. Creating and understanding spending reports
      3m 24s
  5. 20m 8s
    1. Using the Bills tab
      4m 6s
    2. Setting upcoming bill reminders
      5m 11s
    3. Setting upcoming income reminders
      4m 6s
    4. Projecting future account balances
      2m 54s
    5. Using Quicken Bill Pay
      3m 51s
  6. 24m 39s
    1. Using the Planning tab
      2m 34s
    2. Creating a budget
      5m 48s
    3. Creating a debt-reduction plan
      3m 53s
    4. Using the Lifetime Planner
      3m 32s
    5. Using the Tax Center
      3m 29s
    6. Creating savings goals
      5m 23s
  7. 18m 11s
    1. Using the Investing tab
      4m 22s
    2. Viewing your portfolio
      4m 45s
    3. Tracking your portfolio performance
      3m 10s
    4. Monitoring asset allocation
      3m 46s
    5. Creating and understanding investment reports
      2m 8s
  8. 10m 58s
    1. What is the Quicken mobile app?
      2m 51s
    2. Installing the Quicken mobile app
      3m 59s
    3. Quicken mobile app overview
      4m 8s
  9. 33s
    1. Next steps
      33s

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Watch the Online Video Course Quicken 2014 Essential Training
2h 44m Appropriate for all Jun 19, 2014

Viewers: in countries Watching now:

Remove the mystery from your finances with Quicken 2014, the one-stop shop for managing your money and charting your financial future. In this course, Sally Norred takes you on a tour of this powerful personal finance tool, showing how to connect with your bank, and integrate your savings, retirement, loan, and credit card accounts to see the big picture of your financial health. Learn how Quicken automatically tracks and categorizes your spending, and then see how to customize this tracking to suit your needs. Walk through setting up bill and income reminders to stay on top of important payment dates and developing a budget that gives you the information you need to make sound financial decisions. Once you understand the basics, discover Quicken's tools for helping you get out of debt as soon as possible and create savings goals for your next big purchase. Last, see how to get the most out of your investments and check out the Quicken mobile app, which allows you to track purchases using photos of receipts taken with your mobile device.

Topics include:
  • Touring the interface and setting up an Intuit ID
  • Understanding account types
  • Adding and updating accounts
  • Tracking spending
  • Searching, sorting, and filtering transactions
  • Categorizing transactions and customizing categories
  • Reconciling accounts
  • Creating and understanding spending reports
  • Projecting future balances
  • Using Quicken Online Bill Pay
  • Creating a budget
  • Creating a debt reduction plan and savings goals
  • Using the Lifetime Planner and the Tax Center
  • Tracking investments
  • Viewing your investment portfolio
  • Creating and understanding investment reports
  • Using the Quicken mobile app
Subject:
Business
Software:
Quicken
Author:
Sally Norred

Adding investing and retirement accounts

Besides using Quicken to manage your everyday spending, you can also manage your investment portfolio within Quicken, by adding your investing and retirement accounts. Investing and retirement account are those accounts that you use for your long term investments. These include brokerage accounts, 401K or 403B accounts, individual retirement accounts or Keogh plan accounts. 529 education savings accounts, and even single mutual fund accounts. To add an investment or retirement account, start by expanding the accounts bar. Click the Add an account button at the bottom of the accounts bar.

In the Add Account pop-up window that appears, you'll see a list of four different types of investing and retirement accounts. Brokerage, 401k or 403b, IRA or Keogh plan, and 529 plan. Brokerage accounts include most investment account types. Brokerage accounts can hold one or more securities, such as stocks, bonds or mutual funds, with or without an associated cash management or money market fund. If you hold your investments at a large brokerage firm, like Charles Schwab, Vanguard, or Fidelity, you'd want to add a brokerage account.

Brokerage accounts also include accounts such as, employ stock plans, employ stock option grants, or employ stock purchase plans. In addition you'd also add a brokerage account if you wanted to track a single mutual fund that you've invested in, variable or fixed annuities. Real estate investment trusts or unit trusts. 401K and 403B accounts are employer sponsored retirement plans. Contributions to these accounts are tax deferred and your employer may make matching contributions. Quicken can track your holdings whether or not your statement shows transaction level detail.

IRA or plan accounts are individual retirement accounts, an IRA type accounts including traditional IRAs, Roth IRAs, SEP or self employed person IRAs, simple IRAs, education IRAs, covered LEAS or Keogh plans. And 529 plans are education savings accounts. When you add a 529 plan to Quicken, Quicken automatically marks the account as tax deferred. I'll walk through the process by adding a brokerage account, but the process for adding any of these types of investing and retirements accounts is the same.

To add a brokerage account, click brokerage under investment and retirement under on the add account pop up. This is a very similar process to adding your first account, select or search for the financial institution that you'd like to add. Jeanie's going to add her investment portfolio at Fidelity Investments, and she sees that's listed right here, in the list of popular brokerages. If you didn't see your brokerage's name listed on the listed on the list of popular banks, start typing in the full name of the brokerage you use. When you see your brokerage name appear on the list, click on its name. If you hold more than one security at the brokerage you select, Quicken will add all the investments at once.

On the next screen, you'll be prompted to enter your credentials for the brokerage where you have your brokerage account. Your credentials are the username and password that you use to login into your brokerage's website. If you've never created an online account for your brokerage, go to your brokerage's website and set that up, before adding the account into Quicken. Check Save this password. If you like Quicken to save this password to your password vault. If you've set up a password vault. Prompted at this time for your master password, vault password. So thi, this password can be saved to the vault.

If you have not setup your password vault, you'll be prompted to set one up now. Jeanne's already set her's up, so she will enter a password, vault password now. Click the Connect button in the lower right corner of this Add Brokerage Account pop-up window. You will see activity on the screen, that's showing the communication between Quicken and your brokerage firm. This back and forth conversation means that your brokerage is verifying your credentials and Quicken's preparing to download your recent transactions and current balances. This can take a minute or two to complete. When the account has been added, the pop-up window will display the investments that have been added and will list how many transactions have been downloaded.

Click finish, and now you'll see these investments listed underneath the investing tab on the accounts bar. You may need to click on each of these investments on the account bar to refresh, and review the balances and transactions. The number of days of transactions that Quicken downloads is determined by your financial institution. Most financial institutions provide 90 days of your most recent transactions, but this number can vary based on financial institution policy. Quicken will list which accounts were added successfully. To add another type of investing or retirement account, click Add an account, and be sure to click on the correct investing account type from the add account screen.

Keeping track of your investing account through Quicken, can help give you a broader picture of your financial plan.

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