How to post and update a unit trust investment account?

- P
- patty.fennell
  
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posted
16 years ago

Tue, Aug 7, 2007 11:08 AM

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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- F
- Fred Smith
  
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posted
16 years ago

Sun, Aug 12, 2007 5:41 PM

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?

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