Chapter 9. Investments and Planning

Quicken’s just as good at tracking investments as it is your checks, charges, and ATM withdrawals. You can keep tabs on investment gains and losses as well as the dividends and interest you earn, which is a huge help come tax time.

But tracking investment transactions also means you can evaluate the performance of your investments. If you hear dogs barking in your portfolio, you can get rid of them and find better places to invest your money. And by reviewing how you’ve allocated your portfolio among different types of investments, you can tell whether you’re putting too many eggs in one nest-egg basket.

This chapter explains when it makes sense to track investments in Quicken—and when it doesn’t. You’ll learn how to set up your investments, record transactions, and analyze your portfolio. Finally, you’ll learn how to use Quicken’s planning tools to make the most of your money.

Why Track Investments in Quicken?

Tracking investments in Quicken is quite easy, but it requires a small time commitment. Before you dive into the topics in this chapter, read this section to help decide whether you want—or need—to spend that time.

If you ...

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