Chapter 8

Working with Investment Transactions and Quicken’s Research Tools

In This Chapter:

•   Understanding your portfolio

•   Creating investing accounts

•   Setting up transaction downloads

•   Understanding the Investment Transaction list

•   Exploring the Account Overview window

•   Using the investment transaction dialog

•   Entering common transactions

•   Viewing the Security List

•   Downloading online quotes

•   Creating a Watch List

•   Exporting your portfolio

•   Utilizing Quote Lookup

•   Using online research

Many people find that investing in stocks, bonds, mutual funds, or other types of assets are ways to save for future goals or retirement. Although more risky than deposits made to an FDIC-insured bank, certain types of investments ...

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