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When you add an account, Quicken adds the new acc= ount to the Account List (choose Tools menu > Account List). In most cas= es, you'll want to add all your accounts in the same Quicken data file, so = that you can track all your finances in one place.
With Simple Investing, Quicken keeps track of the positions (number of s= hares for each security) over time, and your cash balances. Quicken=E2=80= =99s tracking is based on information provided by your broker. Your p= ortfolio value, net worth, and investment returns over time will be availab= le, but Quicken will not be able to calculate capital gains and losses or i= nvestment income. Quicken will display an account summary rather than an in= vestment transaction register when the account is selected.
With Complete Investing, Quicken keeps track of transaction detail as we= ll as the positions over time, based on information provided by your broker= . This is the tracking approach that Quicken has always provided in t= he past. With Complete Investing, in addition to portfolio value, net worth= , and investment returns, Quicken is able to tracks and displays capital ga= ins, and capital losses, and investment income. Quicken will displays the i= nvestment transaction register when the account is selected.
Why don't I have a Complete Investing = option?
When the Complete Investing feature is unavailable for = a specific account, Quicken automatically provides the Simple Inves= ting view as the default option. This approach ensures that you ca= n continue to monitor your investment by viewing securities, positions, and= holdings within your balances, despite the absence of full transaction and= activity data. This limitation typically arises from the level of = data integration offered by the financial institution or brokerage. For those requiring detailed investment tracking, manually setting up the= account and entering transaction details is a viable alternative to access= comprehensive investing insights.
As you move through the account setup process, you may no= t see all the pages described below=E2=80=94these depend on the type of acc= ount you are adding and how much information Quicken can download from your= financial institution. Expand a section below for more information.
For most users, Simple Setup is all they will need to add their accounts= . If you need to use Advanced/Manual Setup you will see a few additional sc= reens. Click a link for more information.
Note for our Canadian Customers
The following terms will be different in the Canadian releases of Quicke= n.
Canada: "Cheque" / United States: "Check"
Canada: "Colour" / United States: "Color"
Canada: "Centre" / United States: "Center"
Canada: "Realise" / United States: "Realize"
Canada: "Behaviour" / United States: "Behavior"
Canada: "Analyse" / United States: "Analyze"