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Quicken 2009 The Official Guide
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The Security Type List, which is shown here, displays a list of security types. To display this list, choose Investing | Security Type List. You can use button bar buttons to modify the list:
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New enables you to create a new security type. Clicking this button displays the Set Up Security Type dialog, which you can use to enter a name for the security type. Edit enables you to change the name of the currently selected security type. Delete enables you to remove the currently selected security type from the list. Print prints the Security Type List. How Do I displays the Quicken Personal Finances Help window with instructions for working with the Security Type List.
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Adding or removing security types does not affect the drop-down list in the Add Security To Quicken dialog, which lists standard security types.
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As illustrated here, the Investing Goal List window displays a list of all investment goals. You may find investment goals useful for organizing your investments based on what you expect them to do for you. You can assign a goal to a security by clicking the Other Info button in the Edit Security Details dialog for the security.
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To show the Investing Goal List window, choose Investing | Investing Goal List. You can use button bar buttons to modify the list if desired:
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New enables you to create a new investment goal. Clicking this button displays the Set Up Investing Goal dialog, which you can use to enter a name for the goal. Edit enables you to change the name of the currently selected investment goal. Delete enables you to remove the currently selected investment goal from the list. Print prints the Investing Goal List. How Do I displays the Quicken Personal Finances Help window with instructions for working with the Investing Goal List.
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Security Detail View
The Security Detail View window (see Figure 10-6) provides a wealth of information about a specific security, including value and performance information, transactions, and price or market value history. You can use this window to enter transactions, update prices, edit a security, or open the Portfolio or account register windows. To open the Security Detail View window, choose Investing | Security Detail View, click the name or ticker symbol for a security in an account s Overview screen (refer to Figure 10-2), or double-click the name of a security in the Security List window (refer to Figure 10-5). To switch from one security to another, use the drop-down list in the upper-left corner of the Security Detail View window.
Button Bar Buttons
The button bar buttons in the Security Detail View window enable you to edit and update security information:
Edit Security Details displays the Edit Security Details dialog, which I discuss earlier in this chapter, in the section titled Editing a Security. Update is a menu full of options for using an Internet connection to update current and historical price information for securities you own or watch. These options can be a real timesaver, as I discuss in 11. Online Research is a menu full of options for using an Internet connection to research a security. I discuss these options in s 11 and 12. Report displays a Security Report, which summarizes all activity for the security.
Quicken 2009 The Official Guide
Figure 10-6 The Security Detail View window displays all kinds of information about a security you own or watch.
How Do I displays the Quicken Personal Finances Help window with additional information about using the Security Detail View window and its options.
Snapshots
The Security Detail View window is organized into snapshots of information about the currently selected security:
Security Details displays general information about the security. You can click the Edit Security Details button to edit the information in this snapshot.
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