Is there a user guide for the investment section of Quicken for Windows?

Elaine2
Elaine2 Member ✭✭✭
edited April 11 in Investing (Windows)
I have for years now just downloaded current market value?-- of the investment accounts.  Now I am realizing that in order for these accounts to update properly, I really need to reconcile the accounts monthly and trace and resolve place holder entries.  

It would be helpful to have an instruction sheet for this type of account.
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Best Answer

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Answer ✓
    Hi @Elaine2,

    While I have never seen an "instruction sheet" for investment type accounts, there is a fair amount of detailed instruction steps in the "Help" function - to access simply press the "F1" button in any window.  In addition, you can access "TIPS & TUTORIALS" that cover a wide range of topics from the button on the ribbon located at the top of every screen.

    Hope this helps.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

Answers

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Answer ✓
    Hi @Elaine2,

    While I have never seen an "instruction sheet" for investment type accounts, there is a fair amount of detailed instruction steps in the "Help" function - to access simply press the "F1" button in any window.  In addition, you can access "TIPS & TUTORIALS" that cover a wide range of topics from the button on the ribbon located at the top of every screen.

    Hope this helps.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • Elaine2
    Elaine2 Member ✭✭✭
    I did find the help-- I will check out the tutorials thank you.  Not sure why I didn't spot these myself.  :)
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