Quicken 2015 For Dummies

Chapter 13

Tracking Tax-Deferred Investments

In This Chapter

Knowing when to use Quicken investment record keeping

Setting up a tax-deferred investment account

Recording your initial investment

Buying investments

Recording profits

Selling your investments

Adjusting your share counts and price information

Investment record keeping is something that more of us need to think about. More of us are investing as the population ages and we prepare for retirement. And the recent bouts of sheer craziness in the financial markets means that we probably all need to save more.

Fortunately, Quicken provides great tools for managing your investments, including your tax-deferred investments. And this chapter talks about those tools. But first, I should talk about whether you even need to do this. ...