I'm new to Quicken, and have the latest, Quicken for Mac 16.0.1 - R2. (so if I've read things correctly here, I may be missing a lot of features).
I'd like to track (and have in my net worth) my 401b and US savings bonds (some paper, some on TreasuryDirect). At this point I'd rather not try to do these two things on line, but simply track it from quarterly statements that I get or can generate. (I understand Quicken isn't any good with Savings Bond accounts anyway).
What is the best way to do this manually? Use a Standard Brokerage or a Single Mutual Fund Investment Accounts and give them artificial names and put in absolute values for their worth at specific quarterly dates? (and if so, how to do that as everything seems to be geared to gains and losses in a transaction register, not absolute asset values.
Am I missing a simple way to enter periodic absolute valuation of assets?
Thanks, John