Create an investment reminder
About creating investment remindersSet up investment reminders for important investment transactions. For example, you might want to sell some shares of a particular stock or redeem a U.S. Treasury bond on a specific date. You can choose to have reminder messages displayed each time you start Quicken.
- Open the account you want to use.
- Click Enter Transactions.
- In the Enter Transaction list, select Reminder Transaction to display the Reminder window.
- Use this dialog to enter a reminder.
- Tell me more about what to enter
- Enter the date on which you want the transaction to take place.
- Enter the account the transaction will affect.
- Enter a description of the transaction that will take place.
- Enter a memo that you want to appear as the Reminder. (Optional)
- Click Enter/New to enter another transaction, or Enter/Done to finish.
Overview
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