How to Set Up Investment Funds in Quicken

Quicken is a computer program that allows you to keep track of your bank accounts and stocks.  You can also set up an investment fund account that can be monitored and charged by Quicken. The setup is quick and easy and only requires a few bank details.

1. Open the Quicken software program on your computer. Click on the "Start" button and click on "Programs." Choose the Quicken program from the list to open it.


2. Click on the "Investing" button in the Quicken main menu. Click on "Investing Accounts" and then click "Add Account."


3. Choose between one of the following investment options: Standard Brokerage, IRA or Keogh Plan, 401(k) or 403(b), and 529 plans. Choose the account that matches your investment plans.


4. Enter your bank account information when prompted. Depending on the version of Quicken that you are using, you may be able to connect directly to your online bank account through the Quicken program. Otherwise, you will need to enter your bank information into the form manually.


5. Follow the on-screen instructions to create or connect your bank account to the Quicken program. You may be asked several questions about your bank that you must be able to answer before your account can be verified.


6. Click on the "Done" button to add the investment account to your Quicken account list. Close the "Add Account" window by clicking the "Close" button.


7. Click on the "Activate Watch list." This will prompt Quicken to keep track of the investment account and make a record of any transactions that occur within it.


8. Close the Quicken program when you are finished.