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How to post and update a unit trust investment account?

 

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How to post and update a unit trust investment account? patty.fennell 08-07-2007
Posted by patty.fennell on August 7, 2007, 7:08 am
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I'm stuck, perhaps because of expectations...
I want to enter an investment (unit trust), and as I get my investment
reports, update with the current bid price per unit that would then
give me the current value. My goal is to be able to look back over a
period of years to see how it performed.
I have Windows XP Home edition, Quicken 2000 (UK version).
Any suggestions or instructions gratefully received!


Posted by Fred Smith on August 12, 2007, 1:41 pm
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There's no problem doing what you want. This is what Quicken was designed for.

What particular part are you having problems with? Entering the investment?
Entering the prices? Something else?

--
Regards,
Fred


> I'm stuck, perhaps because of expectations...
> I want to enter an investment (unit trust), and as I get my investment
> reports, update with the current bid price per unit that would then
> give me the current value. My goal is to be able to look back over a
> period of years to see how it performed.
> I have Windows XP Home edition, Quicken 2000 (UK version).
> Any suggestions or instructions gratefully received!
>



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