Quicken needs to know what you want to do with the accounts it has found. Choose one that best matches the purpose of your real-world account. You may see various items in this list: Checking, Savings, Credit Card, Brokerage, IRA or Keogh plan, or 401(k). This is a list of your accounts that Quicken has detected at your bank or brokerage. Quicken then asks you to provide a bit more information about the accounts.
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Quicken will displays the investment transaction register when the account is selected.Īfter you tell Quicken how to access your bank or brokerage, it goes online and downloads information about the accounts you hold there. With Complete Investing, in addition to portfolio value, net worth, and investment returns, Quicken is able to tracks and displays capital gains, and capital losses, and investment income. This is the tracking approach that Quicken has always provided in the past. With Complete Investing, Quicken keeps track of transaction detail as well as the positions over time, based on information provided by your broker. Quicken will display an account summary rather than an investment transaction register when the account is selected.Ĭomplete Investing tracks positions and transactions
Your portfolio value, net worth, and investment returns over time will be available, but Quicken will not be able to calculate capital gains and losses or investment income. Quicken’s tracking is based on information provided by your broker.
With Simple Investing, Quicken keeps track of the positions (number of shares for each security) over time, and your cash balances.
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