Update annuity value

Denverbarb

I have several auunities that periodically are rebalanced. How do I go about putting that up or down number into Quicken? I am using Quicken Deluxe 2017.

Jim_Harman

One way to do it would be to create a manual account in Quicken with a security called XYZ Annuity or whatever with a share price of $1.00. If the annuity is worth $12,000, add 12,000 shares to the account. Each month as the value changes, add or remove shares to match the balance.

Jim_Harman

One way to do it would be to create a manual account in Quicken with a security called XYZ Annuity or whatever with a share price of $1.00. If the annuity is worth $12,000, add 12,000 shares to the account. Each month as the value changes, add or remove shares to match the balance.