Quicken Tips

Tracking Mutual Funds

Quicken offers a handy way to track your mutual funds. (But before you start tracking your mutual funds, ask yourself whether you really need to. For example, you don't need to track an IRA or a 401K invested in mutual funds. As tax-free transactions, all you have to do is subtract the contributions from your pretax income.) For those mutual funds you do want to track, you first have to set up an account:

Now you can start entering the data--purchase price, shares, dollar amounts, and so on--for your mutual fund investments.


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