Can I update the value of an investment without adding shares, etc.?

I have a mutual fund IRA for which my bank does not allow downloads. I am not currently contributing to this account and all I want to do is update the value in Quicken when I check my quarterly statement - no share units or values or whatever. Is there an easy way to do this? Should I delete it and set it up as a different account type to avoid having to enter these details?

Best Answers


  • jkoskela
    jkoskela Member ✭✭
    Thanks Tom Young and Frankx. Both suggestions sound like something I could handle.

    I'm going to try to follow Tom's suggestion first. If I have trouble, I'll go ahead and delete the account and set up a different account per Frankx's suggestion.