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Types of Investment Accounts
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Your Quicken portfolio can include four types of investment accounts. You can have as many investment accounts as you need to properly represent the investments that make up your portfolio.
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Standard Brokerage A standard brokerage account is for tracking a wide variety of investments handled through a brokerage firm, including stocks, bonds,
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10 / Entering Your Investment Transactions
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mutual funds, and annuities. Like the account at your brokerage firm, it can track income, capital gains, performance, market values, shares, and cash balances for multiple securities.
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IRA or Keogh Plan An IRA or a Keogh account is for tracking a variety of retirement accounts, including standard IRA, Roth IRA, Coverdell Education Savings Account (formerly known as Education IRA), SEP-IRA, SIMPLE-IRA, and Keogh plans. 401(k) or 403(b) A 401(k) or 403(b) account is for tracking 401(k), 403(b), or
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457 plans, in which you make regularly scheduled, pretax contributions toward investments for your retirement. This type of account can track performance, market value, and distribution among investment choices. If you (and your spouse) have more than one plan, you should set up a separate account for each.
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529 Plan A 529 plan account is for tracking 529 educational savings plans. These plans enable multiple family members to make pretax contributions to invest money for a family member s college education. This type of account enables you to track cash, money market, and securities activity and balances.
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Choosing the Right Type of Account
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Sometimes it s not clear which kind of account is best for a specific type of investment. Table 10-1 offers some guidance. Keep in mind that you can also track many types of investments in asset accounts. But Quicken s investment accounts enable you to better track and report on the income, capital gains, and performance of your investments. This chapter concentrates on investment accounts tracked in standard brokerage, IRA or Keogh, 401(k) or 403(b), and 529 plan accounts.
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The Importance of Portfolio Management
At this point, you may be wondering why you should bother including investment information in your Quicken data file. After all, you may already get quarterly (or even monthly) statements from your broker or investment firm. What you may not realize, however, is how you can benefit from keeping a close eye on your investments. Take a look at what portfolio management with Quicken can do for you.
Centralizing Your Investment Records
Unless you have only one brokerage account for all your investments, you probably get multiple statements for the stocks, bonds, mutual funds, and other
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investments in your portfolio. No single statement can provide a complete picture of your portfolio s worth. Quicken can, however. By entering the transactions and values on each statement within Quicken, you can see the details of your entire portfolio in one place.
Knowing the Value of Your Portfolio on Any Day
Brokerage statements can tell you the value of your investments on the statement s ending date, but not what they re worth today or what they were worth on July 1, 2004. Quicken, however, can tell you what your portfolio is worth on any day for which you have entered or, better yet, downloaded security prices, and it can estimate values for dates without exact pricing information. If you like to keep your portfolio s value up-to-date with the latest security prices, you can retrieve prices online. I show you how to take advantage of this feature in 11.
Keeping Track of Performance History
Manually compiling a complete pricing and performance history for an investment is no small task, especially for periods spanning multiple statements. If you consistently enter investment information in your Quicken data file, however, preparing performance charts and reports is as easy as choosing a menu command or clicking a button.
Calculating Capital Gains Quickly and Easily
Calculating the gain on the sale of an investment isn t always easy. Considerations include not only the purchase and selling prices, but also commissions, fees, stock splits, and purchase lots. Quicken can take all the work out of calculating capital gains, even if you re just considering the sale and want to know what its impact will be. This is extremely helpful at tax time, as I discuss in 19.
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