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

Elaine2

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.

Frankx

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

Frankx

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

Elaine2

I did find the help-- I will check out the tutorials thank you.  Not sure why I didn't spot these myself.