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Using the Investing tab

From: Quicken 2014 Essential Training

Video: Using the Investing tab

The Investing tab in Quicken is an area where you can To open the investing tab, just click on the There are three main pages under the investing tab.

Using the Investing tab

The Investing tab in Quicken is an area where you can track the performance of the investment account you've added to Quicken. It's best to start using the Investing tab feature, after you've already entered your main investment and retirement account into Quicken. It's also best to have several months of transactions entered from these accounts. It's important to understand that the tools available under the Investing tab are extra, and optional features of Quicken. Use these tools if they're helpful and applicable to your needs. You may be able to get similar or more useful tools from your investment firm's website.

Using these tools on Quicken could be an advantage, if you have several investments at different financial institutions. You can get an overall view of your entire investment portfolio in one place. Let's take a closer look at the tools available in the investing tab. To open the investing tab, just click on the Tab along the top of your screen labeled Investing. There are three main pages under the investing tab. You can use these pages to view and analyze your investment accounts in different ways. The first page, is the portfolio page. You can access this page by clicking the Portfolio button at the top of the page.

This portfolio page, gives you an overview of all your investments. This is a nice feature because when you review your account register for any of your investing accounts from the account bar, you can only see one account register at a time. You can use this portfolio view to see all of the investment accounts you've added as a whole. Now you can filter this view, you can grip it differently, and you can show it by custom dates by using the drop down filter menus at the top of the portfolio page window. Now I'll click the Performance button and we'll look at the performance page. This page shows us a view of our investment performance over time measured against benchmarks such as, portfolio value versus cost basis or average rate of return.

You can change the accounts and even the securities that you're seeing in these views and the date range for these graphs with these filter menus along the top. Now let's peak at the allocations page by clicking the Allocations button. This page provides an analysis, of how your investments are divided among assets classes, and how your mutual funds are doing compared to others. This can be really handy, you can see if you need to rebalance your portfolio to your desired asset allocations. You can filter the accounts and securities that are included, by using the options at the top of the allocations page window.

Notice in the top corner, there's an Update button, you can use this button to do one step update, and download the most recent information about these investment accounts, before you start checking your portfolio, performance and allocations. You can also update just the latest stock prices and alerts, or historical prices here. If you select Update to investing.Quicken.com, you'll be prompted to upload your investing account data to Quicken's investing website. The rationale for doing this is that you'll be able to view your investments online from any location with Internet access, rather than having to open the Quicken software.

But you don't need to do this, if you have access to your investment data through your financial institution. There's a bunch of investing and planning tools under the Tools drop down. There's a really handy security last tool where you can download quotes. It automatically selects the securities in your investment accounts that you've added to Quicken, but you can add others here to download the quotes or add to your watch list. There's an asset allocation guide that can walk you through how Quicken can help you allocate your assets and monitor and re-balance your portfolio. There's a buy/sell Preview tool that can show you what will happen if you buy or sell a set number of shares of a certain stock from one of your investments on a certain day.

And there's also a capital gains estimator, that can help you estimate the effect of a sale on your tax liability, estimate the capital gains tax that you owe, or offset gains with losses. A pop up wizard with detailed instructions for setting up scenarios to show tax implications, walks you through this process. We're seeing this reports tool in other areas of Quicken. Here it is again. You can always see the reports that are available from your accounts using this reports drop down. The Investing tab area in Quicken, is a great way to see how your portfolio is performing as a whole.

Be sure to add and update all of your investment accounts before exploring the investing tab.

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This video is part of

Image for Quicken 2014 Essential Training
Quicken 2014 Essential Training

47 video lessons · 1672 viewers

Sally Norred
Author

 
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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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