Use the Investing tab Quicken 2014


show more Using the Investing tab provides you with in-depth training on Business. Taught by Sally Norred as part of the Quicken 2014 Essential Training show less
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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 Inv...

Using the Investing tab
Video duration: 4m 22s 2h 44m Appropriate for all

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Using the Investing tab provides you with in-depth training on Business. Taught by Sally Norred as part of the Quicken 2014 Essential Training

Subject:
Business
Software:
Quicken
Author:
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