Part Three

Managing Your Investment Accounts

This part of the book explains how you can use Quicken Personal Finance Software to track your investments and other assets. It begins by explaining the basics of tracking investments in Quicken and then goes on to explain how you can use Quicken’s online investment tracking features to download investment information from your brokerage firm and exchange information with Quicken.com. Along the way, it provides a wealth of information you can use to invest wisely and maximize your investment return. The second chapter explains how you can keep track of all of your other assets, such as your home, your vehicles, and other assets. It also explains how to set up and monitor any loans that are associated with those assets.

This part has two chapters:

Chapter 8:   Working with Investment Transactions and Quicken’s Research Tools

Chapter 9:   Monitoring Assets and Loans