Quicken
Tips
Tracking Mutual Funds
Quicken offers a handy way to track your mutual funds. (But before you start
tracking your mutual funds, ask yourself whether you really need to. For
example, you don't need to track an IRA or a 401K invested in mutual funds. As
tax-free transactions, all you have to do is subtract the contributions from
your pretax income.) For those mutual funds you do want to track, you first have
to set up an account:
- Choose Lists + Account and click on New.
- Select Investment and click on Next.
- Enter your account name and a description (if desired) and click on Next.
- In response to the check-writing prompt, select No and click on Next.
- Select One Mutual Fund and click on Next.
- Unless you're tracking a tax-deferred account, click on No and then click on
Next.
- When the Summary screen appears, select Account Contains a Single Mutual
Fund.
- Click on Done. Quicken will create the new Register.
- Double-click on your new entry to open the Register.
Now you can start entering the data--purchase price, shares, dollar amounts, and
so on--for your mutual fund investments.
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