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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.
Quicken allows you to create reports on your investments in a customizable easy to read format. To give you visual summary of your finances, Quicken can also display your reports as bar graphs or pie charts. You can create a number of reports to get a clearer picture of how your investments are doing. Let's review the different reports that are available for your investments in Quicken. To access the investment reporting tools, click the Investing tab, and click the Reports tool. The investment report options are listed here. You'll see that there are several reports that you can run.
Capital gains, investing activity, investment asset allocation, investment income, investment performance, investment transactions, maturity dates for bonds and CDs. Portfolio value and portfolio value and cost basis. These investment reports are also available in the reports and graphs center, along with all the other reports and graphs available to you in Quicken. To find them in the reports and graphs center, select the Reports menu at the top, and click Reports and graphs center. Click the Investing section. To see the investing report options.
Let's do a portfolio value report. The first thing you want to do is select a date range. If the date range you want to display, is not in the default list, you can select Custom date, and specify your own. If a graph option is available for the report, you'll see a show graph or high graph option not all reports can be displayed as graphs. To hide the graph click Hide graph. You can also just show the graph and hide the report. To hide the report click Hide report.
Click Show report to show the report. If desired, Click Print to print the report or graph. Or save report, to save the report or graph to your saved reports in Quicken. Creating reports for your investments can help you see information about your financial situation in a clear, easy-to-read format. This can be helpful in situations where you're needing to make important investment decisions, such as when you're preparing for a meeting with your financial advisor.
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