InvestmentAccountTracking-DepartmentofAgricultural.docVIP

Investment Account Tracking Quicken Deluxe 2008 Perhaps you’ve had a brokerage account or a retirement fund as a benefit from an off-farm job, but haven’t used Quicken for any records associated with your investments. Maybe you have had some experience with mutual funds and decided now that you want to add individual stocks to your investment portfolio. If you are interested in monitoring and analyzing performance, you may not be satisfied with the quarterly or monthly reports you get. Quicken’s investment account features are capable of providing information that can be sorted and summarized in a variety of ways. In these instructions, we will: Add investment categories to the category list Set up a mutual fund account and record historical transactions Set up a brokerage account and record transactions 529 Plans for college savings Manually set up a standard brokerage account for cooperative stock Enter historical data manually Record transactions for patronage dividends in the form of cash transferred to the checking account and increased shares of stock Record transactions in a 401(k) account we developed as part of paycheck tracking Update 401(k) holdings Set up an IRA account Download asset classes Download historical data Note: Due to different Internet connections you may have a different progression of screens. Additional instructions for setting up investment accounts are found in the online help manual. In Quicken, select Help, User Manuals. Select to View or print Getting Started with Quicken on the Web. (Acrobat Reader, a free download, is needed to read PDF files. If you do not have it, the URL to obtain the download is available on the bottom of the user manual screen.) For investing go to the section entitled, “Managing Your Investments”. Add Investment Categories An investment category list is available with Quicken to record income and expenses from investments. The default list of investment categories is shown in Table 1. an